Terms of Service

Terms of Service

Last Updated: April 5, 2026

These Terms of Service ("Terms") govern your access to and use of the BooleanBooks websites, applications, hosted platform, APIs, messaging tools, invoice delivery tools, payment links, reports, integrations, and related services (collectively, the "Service").

These Terms form a binding agreement between you and the entity that owns and operates the Service identified in your checkout flow, invoice, order form, or in-product legal notice ("BooleanBooks," "we," "us," or "our").

Important: These Terms include provisions about automatic renewals, service changes, account verification, fraud prevention and enforcement, suspension and termination, disclaimers, limitations of liability, and dispute resolution. Please read them carefully.

1. Eligibility and Acceptance

You must be at least 18 years old and capable of entering into a binding contract to use the Service.

If you access or use the Service on behalf of a company, organization, partnership, client, or other entity, you represent and warrant that you have authority to bind that entity to these Terms. In that case, "you" and "your" refer to both you and that entity.

By accessing, registering for, or using the Service, you agree to these Terms and our Privacy Policy. If you do not agree, do not access or use the Service.

2. Scope of the Service

BooleanBooks provides online tools for creating, sending, managing, tracking, and organizing invoices, quotes, sales receipts, recurring billing workflows, customer and vendor records, payment requests, reminder messages, reports, team access, integrations, and related business operations features.

We may add, remove, modify, suspend, or discontinue any part of the Service at any time. Features may vary by subscription plan, geography, technical compatibility, usage level, risk profile, third-party availability, or additional product terms.

We may impose usage limits, sender limits, recipient limits, rate limits, storage limits, verification requirements, or feature restrictions as reasonably necessary to operate the Service, protect users, prevent abuse, comply with law, or manage fraud and security risk.

3. Accounts, Organizations, and Authorized Users

You must provide accurate, current, and complete registration, billing, identity, business, and contact information, and you must keep that information updated.

If your account is associated with an organization, the organization administrator is responsible for:

  • inviting, managing, and removing authorized users;
  • assigning permissions appropriately;
  • all activity that occurs under the organization account;
  • ensuring former personnel or agents no longer have access; and
  • maintaining appropriate internal oversight of invoices, payment instructions, reminders, and account activity.

You are responsible for safeguarding usernames, passwords, API keys, tokens, devices, domains, sender identities, and other credentials used to access or operate the Service. You must notify us promptly at security@booleanbooks.com or another designated channel if you suspect unauthorized access, credential compromise, impersonation, sender spoofing, or account misuse.

We may require identity verification, business verification, authority verification, payment verification, domain verification, email verification, tax information, supporting documents, or other onboarding or ongoing checks. We may deny, limit, suspend, or terminate access if information cannot be verified or appears inaccurate, incomplete, deceptive, inconsistent, high-risk, or otherwise unacceptable.

4. Customer Data and Your Permissions

As between you and BooleanBooks, you retain ownership of the data, text, records, invoices, quotes, receipts, reports, customer lists, vendor lists, files, images, payment instructions, account data, and other content you submit to the Service ("Customer Data").

You grant BooleanBooks a worldwide, non-exclusive, royalty-free license to host, copy, process, transmit, format, display, store, back up, analyze, and otherwise use Customer Data solely as needed to:

  • provide, operate, maintain, secure, and improve the Service;
  • send invoices, reminders, notices, and related communications at your direction or based on your configured workflows;
  • detect, prevent, investigate, and remediate fraud, abuse, spam, phishing, impersonation, unauthorized use, or security incidents;
  • perform support, troubleshooting, and quality assurance;
  • comply with applicable law, legal process, lawful requests, and industry requirements; and
  • generate de-identified and aggregated analytics that do not identify you or any individual.

You represent and warrant that:

  • you have all rights, permissions, and legal bases necessary to submit and use Customer Data with the Service;
  • you have provided all notices and obtained all consents required under applicable privacy, anti-spam, consumer protection, employment, invoicing, collections, and data protection laws;
  • your Customer Data, your use of the Service, and our permitted processing of Customer Data under these Terms will not infringe, misappropriate, or violate any law or third-party right; and
  • you will not upload or process categories of data that the Service is not designed to handle unless you are legally permitted to do so and we expressly support that use.

You are solely responsible for the accuracy, legality, integrity, and appropriateness of Customer Data, including invoice amounts, taxes, customer identities, payment instructions, due dates, reminders, and all communications sent through the Service.

5. Messaging, Delivery Tools, and Compliance

The Service may enable you to send invoices, reminders, notices, payment links, or related communications by email, SMS, or other channels.

You are solely responsible for:

  • identifying and selecting recipients;
  • ensuring there is a legitimate business basis for each communication;
  • ensuring your messages are truthful, accurate, and not misleading;
  • complying with all laws applicable to your communications, including anti-spam, telemarketing, privacy, consumer protection, and electronic messaging laws;
  • including disclosures, sender information, contact information, or unsubscribe functionality where required by law; and
  • maintaining evidence of consent, authority, or transaction history where applicable.

You must not use the Service to send messages to recipients with whom you have no genuine business relationship or lawful basis to contact. You must not use the Service to send mass unsolicited invoices, fabricated payment demands, deceptive collection notices, phishing messages, malware, or any communication that falsely implies a debt, purchase, account issue, missed payment, or other obligation.

We may monitor messaging activity, complaint rates, bounce rates, unsubscribe signals, delivery patterns, sender reputation indicators, and related risk signals for security, abuse prevention, service integrity, and legal compliance purposes.

We may block, throttle, review, quarantine, refuse, delay, or cancel any message, reminder, invoice, or sending activity if we believe it may violate these Terms, harm recipients, create legal or reputational risk, or expose the Service or third parties to abuse.

6. Fraud Prevention, Verification, and Enforcement

Because the Service can be used to send financial and payment-related communications, you acknowledge that fraud prevention, impersonation prevention, and recipient safety are core conditions of access to the Service.

We may, at any time and with or without prior notice where reasonably necessary:

  • review accounts, content, invoice activity, sender identities, and usage patterns;
  • require proof of identity, business registration, domain ownership, billing authority, transaction legitimacy, or customer relationship;
  • suspend invoice sending, reminder sending, payment links, exports, API access, integrations, team access, or account features;
  • impose account holds, velocity limits, recipient caps, review queues, or manual approval requirements;
  • reject, remove, disable, or prevent delivery of invoices, reminders, templates, attachments, recipient lists, or payment instructions;
  • freeze or terminate accounts associated with suspected fraud, impersonation, phishing, abuse, sanctions risk, or unlawful conduct; and
  • preserve data, records, logs, and related materials for investigation, legal compliance, dispute resolution, platform safety, or enforcement.

You agree to cooperate promptly with any reasonable fraud, compliance, or security inquiry.

Where we reasonably believe doing so is necessary to protect the Service, recipients, payment partners, or the public, we may disclose relevant account information, logs, invoice content, sender information, recipient complaint data, IP logs, device data, domain information, and other relevant records to service providers, payment processors, delivery providers, registrars, hosting providers, legal counsel, insurers, regulators, or law enforcement, subject to applicable law.

Nothing in these Terms obligates BooleanBooks to monitor every account, detect every harmful act, or prevent all fraud.

7. Prohibited Uses

You may use the Service only for lawful internal business purposes and only in compliance with these Terms.

You may not, and may not permit any other person to:

  • violate any law or regulation;
  • impersonate any person, business, brand, charity, government body, or affiliate;
  • create or send invoices for transactions that are fictitious, unauthorized, deceptive, or materially misleading;
  • send invoices, reminders, or payment requests to persons who did not authorize, request, or legitimately incur the underlying charge;
  • use deceptive sender names, email addresses, domains, reply paths, branding, attachments, logos, headers, or payment instructions;
  • use the Service for phishing, debt collection scams, advance-fee fraud, business email compromise, identity theft, spoofing, account takeover, malware distribution, or social engineering;
  • upload, transmit, or display fraudulent, unlawful, defamatory, infringing, harmful, harassing, or abusive content;
  • probe, scan, scrape, crawl, reverse engineer, or interfere with the Service except through authorized functionality;
  • circumvent authentication, review processes, security controls, verification requirements, rate limits, plan restrictions, or fraud controls;
  • use bots or automation to create abusive accounts, send bulk deceptive invoices, evade enforcement, or manipulate deliverability or recipient behavior;
  • use the Service in connection with prohibited businesses, sanctioned persons, unlawful transactions, or activities we identify as unacceptable risk;
  • submit personal data of others without appropriate notice and legal basis; or
  • use the Service as your sole backup or archival system.

We may maintain and update separate acceptable use rules, prohibited business categories, sender requirements, or compliance policies, which are incorporated into these Terms by reference.

8. Your Responsibilities

You are solely responsible for:

  • reviewing all invoices, messages, reminders, quotes, reports, exports, templates, automations, and payment requests before sending or relying on them;
  • maintaining adequate books, records, documentation, backups, and audit trails for your business;
  • determining whether the Service is appropriate for your business, operations, legal obligations, accounting, taxes, collections, and compliance needs;
  • complying with all laws applicable to your business and your use of the Service;
  • handling disputes with your customers, vendors, contractors, and counterparties;
  • handling chargebacks, reversals, refunds, tax obligations, collections, regulatory notices, and customer complaints; and
  • ensuring that users you authorize act consistently with these Terms.

Templates, automations, calculations, reports, suggested text, reminders, AI-assisted tools, or convenience features are provided for convenience only. You remain responsible for final review and business judgment.

9. Plans, Fees, Taxes, and Renewal

The Service may be offered under free and paid plans. Features, limits, usage caps, sending limits, support levels, user counts, storage limits, and integrations may vary by plan and may be enforced technically or operationally.

Paid subscriptions are billed in advance on the billing interval presented at purchase, typically monthly or yearly. Unless otherwise disclosed at checkout or required by law, subscriptions renew automatically at the end of each billing period until canceled.

You authorize us and our payment processors to charge the payment method on file for:

  • subscription fees;
  • applicable taxes, duties, levies, and governmental charges; and
  • add-ons, overages, usage-based charges, or other amounts you authorize through the Service.

If payment fails, your payment method expires, your account becomes overdue, or we identify material risk associated with continued service, we may retry payment, suspend features, downgrade service, or terminate access.

We may change pricing, packaging, plans, included features, or billing structure from time to time. Unless a shorter period is required for tax, legal, or supplier reasons, material pricing changes will apply no earlier than your next renewal after notice.

Unless otherwise stated, all fees are stated and payable in U.S. dollars.

10. Trials, Promotions, Cancellations, and Refunds

We may offer trials, promotions, discounts, or credits subject to the terms presented with the offer.

If a trial converts to a paid subscription and that conversion is disclosed at signup, you authorize us to charge the payment method on file when the trial ends unless you cancel in time.

Upgrades may take effect immediately or at the next billing event, depending on the option presented. Downgrades and cancellations generally take effect at the end of the then-current paid billing period unless we state otherwise.

Except as required by law or expressly stated in writing, fees are non-refundable.

11. Third-Party Services and Payment Features

The Service may interoperate with third-party services such as payment processors, email providers, SMS providers, authentication providers, hosting providers, tax tools, accounting platforms, or data integrations.

If you enable a third-party service, you authorize us to exchange relevant data with that provider as needed to operate the requested feature.

Unless we expressly state otherwise in separate product-specific terms:

  • BooleanBooks is not a bank, money transmitter, payment institution, card network, accounting firm, law firm, collections agency, or tax advisor;
  • third-party providers may handle payment authorization, settlement, fraud screening, reserves, refunds, chargebacks, and compliance checks; and
  • we are not responsible for third-party outages, funding holds, delivery failures, policy changes, delays, errors, screening decisions, or data supplied by third parties.

12. Intellectual Property

The Service, including its software, workflows, interfaces, branding, designs, text, code, databases, and related intellectual property rights, is owned by BooleanBooks or its licensors and is protected by law.

Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, non-sublicensable, revocable right to use the Service during the applicable subscription term for your internal business purposes.

No rights are granted except as expressly stated in these Terms.

If you provide feedback, suggestions, or improvement ideas, you grant us a perpetual, irrevocable, worldwide, royalty-free right to use and commercialize that feedback without restriction or compensation.

13. Beta, Preview, and Automated Features

We may offer beta, preview, automation, assistant, AI-assisted, or experimental features. These features may be incomplete, inaccurate, or unavailable and may be changed or withdrawn at any time.

Such features are provided "as is" and should not be relied on for legal, accounting, tax, payment, compliance, or business-critical decisions without independent review.

14. Availability, Security, and Support

We use commercially reasonable efforts to operate the Service, but we do not guarantee uninterrupted availability, perfect delivery, or error-free operation.

We may perform maintenance, emergency changes, security updates, or infrastructure changes that temporarily affect access.

We implement reasonable administrative, technical, and organizational safeguards, but no system is completely secure. You are responsible for your own endpoint security, internal controls, and backups.

Support, if any, is limited to the support level associated with your plan or separately purchased services.

15. Suspension and Termination

You may stop using the Service at any time. You may cancel your subscription through your account settings or another process we make available.

We may suspend, restrict, or terminate the Service or your account, in whole or in part, immediately or prospectively, if:

  • you breach these Terms or other applicable policies;
  • fees are overdue;
  • required verification is not completed;
  • we believe your use creates security, fraud, legal, regulatory, reputational, operational, or recipient-harm risk;
  • we receive credible complaints of spam, fraud, impersonation, unauthorized invoicing, or unlawful conduct;
  • we are required to do so by law, court order, regulator, or third-party provider; or
  • we discontinue the relevant Service or feature.

Upon suspension or termination:

  • your right to use the affected part of the Service ends immediately or on the stated effective date;
  • accrued payment obligations remain due;
  • we may block sending, disable access, cancel queued messages, or revoke payment features;
  • we may preserve or retain Customer Data, logs, and related materials for a commercially reasonable period, or longer where required for fraud prevention, legal compliance, investigations, dispute resolution, or enforcement; and
  • you remain responsible for exporting any data you wish to retain before the end of any applicable retention window, to the extent access remains available.

16. No Professional Advice

BooleanBooks provides software, not legal, tax, accounting, audit, payroll, collection, insurance, or investment advice.

Any information, reminders, templates, support responses, educational materials, automated outputs, or suggested language we provide are for general informational purposes only and are not professional advice.

17. Disclaimers

To the maximum extent permitted by law, the Service is provided "as is" and "as available."

BooleanBooks and its affiliates, licensors, and service providers disclaim all warranties, express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, availability, and quiet enjoyment.

Without limiting the foregoing, we do not warrant that:

  • the Service will be uninterrupted, timely, secure, error-free, or suitable for your needs;
  • any invoice, reminder, report, export, calculation, delivery, or payment request will be complete, accurate, delivered, or legally compliant for your use case;
  • any defect will be corrected;
  • the Service or related servers are free of harmful components; or
  • any fraud, abuse, or unauthorized activity will be detected, blocked, or prevented.

18. Limitation of Liability

To the maximum extent permitted by law, BooleanBooks and its affiliates, officers, directors, employees, contractors, licensors, and service providers will not be liable for any indirect, incidental, special, exemplary, consequential, or punitive damages, or for any loss of profits, revenue, business, goodwill, data, expected savings, or business interruption arising out of or related to the Service or these Terms, even if advised of the possibility of such damages.

To the maximum extent permitted by law, the total aggregate liability of BooleanBooks and its affiliates, licensors, and service providers for all claims arising out of or relating to the Service or these Terms will not exceed the greater of:

  • the total amount you paid to BooleanBooks for the relevant Service in the 12 months before the event giving rise to the claim; or
  • $100 USD.

Nothing in these Terms excludes or limits liability to the extent such exclusion or limitation is prohibited by applicable law.

19. Indemnification

You will defend, indemnify, and hold harmless BooleanBooks and its affiliates, officers, directors, employees, contractors, licensors, and service providers from and against any claims, liabilities, damages, judgments, settlements, penalties, fines, losses, costs, and expenses, including reasonable legal fees, arising out of or related to:

  • your Customer Data;
  • your use of the Service;
  • your violation of these Terms or applicable law;
  • your infringement or violation of any third-party right;
  • disputes between you and your customers, recipients, vendors, contractors, or payment counterparties;
  • fraud, spam, phishing, impersonation, unauthorized invoicing, or deceptive communications associated with your account or use of the Service; and
  • taxes, chargebacks, refunds, reversals, collections, or regulatory issues associated with your business activity.

We may assume exclusive defense and control of any matter subject to indemnification, and you will reasonably cooperate with us.

20. Dispute Resolution and Governing Law

Before either party starts formal proceedings, that party will first provide written notice of the dispute and a summary of the requested relief, and the parties will try in good faith to resolve the matter informally for at least 30 days.

Important: This section should be customized by counsel based on where BooleanBooks is legally organized, where it operates, and the jurisdictions in which it serves customers.

Except where prohibited by law or where a claim may be properly brought in small claims court, disputes arising out of or relating to the Service or these Terms may be resolved by binding arbitration on an individual basis, if enforceable under applicable law.

If arbitration is not enforceable or not elected where applicable, the parties agree that disputes will be resolved exclusively in the courts located in the province or state of BooleanBooks' principal place of business, subject to any non-waivable rights under applicable law.

These Terms are governed by the laws of the province or state of BooleanBooks' principal place of business and the federal laws applicable there, without regard to conflict of laws principles.

To the maximum extent permitted by law, each party agrees that claims will be brought only in an individual capacity and not in any class, collective, consolidated, or representative proceeding.

21. Electronic Notices

We may provide notices electronically, including by email, in-product notification, account message, or posting on the Service. You consent to receive legal notices electronically where permitted by law.

22. Miscellaneous

These Terms, together with any applicable order form, plan terms, additional product terms, acceptable use rules, and referenced policies, form the entire agreement between you and BooleanBooks regarding the Service and supersede prior or contemporaneous agreements on the same subject matter.

If there is a conflict between these Terms and a signed written agreement between you and BooleanBooks, the signed agreement controls to the extent of the conflict.

We may assign these Terms, in whole or in part, including in connection with a merger, acquisition, financing, restructuring, or sale of assets. You may not assign these Terms without our prior written consent.

If any provision is held unenforceable, the remaining provisions will remain in full force and effect, and the unenforceable provision will be enforced to the maximum extent permitted by law.

Our failure to enforce any provision is not a waiver.

We are not liable for delay or failure caused by events beyond our reasonable control, including internet failures, cyberattacks, labor disputes, utility failures, war, terrorism, civil unrest, epidemics, natural disasters, governmental actions, or failures of vendors or cloud providers.

23. Contact Information

Questions about these Terms may be sent to:

  • Legal: legal@booleanbooks.com
  • Support: support@booleanbooks.com
  • Security/Abuse: abuse@booleanbooks.com or security@booleanbooks.com

If you need to send a formal legal notice, include your full name, business name, account email, mailing address, and a detailed description of the issue. If a physical address for formal notice is required, request the current notice address by email first.


By using BooleanBooks, you acknowledge that you have read, understood, and agreed to these Terms.