Terms for using Optimus Invoicing
This is a business-to-business terms template for organisations and people acting wholly or mainly for business purposes. It is not ready for live contracting until the production operator identity, service description and commercial schedules have been completed and legally reviewed.
Version 2026-08-23
1. The service and authority
The identified production operator will provide the hosted invoicing workspace and any mobile application that it actually makes available. The person registering confirms that they are authorised to bind the named organisation, that registration information is accurate and that account credentials will be protected.
2. Trial, approval and paid access
A new approved workspace can receive the trial shown during registration. Trial access ends on the date displayed in the product unless a paid plan or written extension applies. Account approval, trial access and promotional eligibility can be refused or withdrawn for fraud, abuse or duplicate registrations.
Monthly and yearly plans renew automatically until cancelled. One-time “lifetime access” means access for the original customer workspace while the Optimus Invoicing hosted service continues to be operated; it is not a promise of perpetual hosting or the lifetime of an individual. Paid third-party services and materially separate future products may carry separate charges.
3. Fees, taxes and payment
The checkout summary must show the price, billing frequency, applicable tax treatment and first charge date before payment. Where configured, charges are processed through Stripe-hosted checkout. The customer is responsible for taxes that the checkout states are its responsibility and for keeping a valid payment method. Access can be restricted after a failed payment and any stated grace period.
4. Customer data and lawful use
The customer retains its rights in workspace content and instructs the production operator to process it to provide, secure and support the service. Where Article 28 UK GDPR applies, the completed Data Processing Agreement forms part of the contract only after its operator-specific schedules have been completed and adopted. The customer must have a lawful basis to use personal data, must issue legally accurate invoices and must not upload unlawful, malicious, infringing or excessive content. The service must not be used to deceive, evade tax, send spam or probe another workspace.
5. Security and administration
Administrators control users, branding and billing for their workspace. The customer must promptly remove unauthorised access and report suspected compromise. Optimus Tech may suspend a user or workspace where reasonably necessary to protect the platform, comply with law or investigate material misuse.
6. Intellectual property
Optimus Tech and its licensors retain rights in the software, product design, documentation, brand and service-generated components. A paid customer receives a limited, non-exclusive, non-transferable right to use the service for its internal business during its access period. Feedback may be used without identifying the contributor.
7. Availability, changes and exports
The final production terms must state the applicable service standard and support arrangement. Uninterrupted availability cannot be guaranteed. Security, legal or operational changes can be made where reasonably needed, subject to the final notice and contractual terms. Customers should export records they are legally required to retain before account closure.
8. Responsibility
The product assists with invoicing administration but does not provide accounting, tax or legal advice. Customers remain responsible for invoice accuracy, filings, required exports and professional advice. Nothing in the final terms may exclude liability that cannot lawfully be excluded. A lawyer must complete the liability allocation, any cap and the order-of-precedence wording before production; this template deliberately does not invent those commercial terms.
9. Ending access
Subscription cancellation and the effect on access are described in the Subscription & Cancellation Policy. Material breach can lead to suspension or termination after appropriate notice unless immediate action is reasonably necessary for security or law.
10. Law and contact
The intended governing law is England and Wales, subject to confirmation by the identified production operator and its legal adviser. The final jurisdiction clause and operator notice details must be completed before live contracting. Contact info@optimustech.co.uk with contractual questions.