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Getting Started

New to NotaSuite? Start here.

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Features & How-To

Learn how to use every feature.

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Billing & Account

Subscriptions, payments, and settings.

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Troubleshooting

Fix common issues quickly.

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Popular Articles

Customer Invoicing

Create professional invoices in seconds. Add line items, apply discounts, and send directly to clients via email. Download as PDF or let customers pay online with credit card.

Customer CRM

Keep all your client information organized in one place. Store contact details, appointment history, notes, and payment records. Import existing customers via CSV.

Mobile Notary Application

Access NotaSuite from any device - phone, tablet, or computer. Create invoices on-site, check your schedule between appointments, and manage your business on the go.

Appointment Setting

Schedule signings with ease. Set date, time, location, and client details. Get reminders before appointments and sync everything with your Google Calendar automatically.

Stripe Credit Card System

Accept credit card payments directly through your invoices. Clients click "Pay Now" and pay securely via Stripe. Funds deposit directly to your bank account.

Suitie! AI Assistant

Your 24/7 notary business advisor. Ask Suitie about notary laws, pricing strategies, marketing tips, or any business question. Get instant, expert answers anytime.

Getting Started

Creating an account is easy! Click “Start Free Trial” on our website, enter your email and create a password. You’ll be up and running in under 60 seconds. No credit card required for the free plan.

Go to Customers → Import (top right). Download our CSV template, fill in your customer data, and upload the file. All your customers will be imported instantly. We support importing from most spreadsheet programs.

Absolutely! Our Free plan lets you try NotaSuite with up to 10 customers and 5 invoices per month. All paid plans also include a 14-day free trial with full access to all features.

Go to Settings → Business. Fill in your business name, address, phone, and email. You can also upload your logo, set your brand color, and configure your default invoice settings.

NotaSuite is a web application that works great on any device. Simply open your browser on your phone or tablet and log in. We’ve optimized the interface for mobile use, so you can manage your business on the go.

Features & How-To

Go to Invoices → Create New. Select a customer (or add a new one), add your services, adjust quantities and prices, then click “Create Invoice.” You can then email it directly to your customer or download a PDF.
Go to Expenses → Add Expense. Select “Mileage” as the category, enter your starting and ending addresses, and we’ll automatically calculate the distance and deduction using the current IRS rate ($0.725/mile for 2026).
Go to Appointments → Add New. Select the date, time, and customer. Add notes about the signing location or special instructions. If you have Google Calendar sync enabled, it will automatically appear on your calendar.
Click on “Suitie AI” in the navigation menu. Type your question in the chat box – you can ask about notary laws, business advice, pricing strategies, or anything related to running your notary business. Suitie is available 24/7 for Pro and Enterprise users.
Go to Settings → Notary Info. You can add up to 3 commissions (for different states), including your commission number, state, and expiration date. You’ll receive reminders before your commission expires.
Yes! Go to Settings → Invoice Settings. You can set your invoice prefix, starting number, default payment terms, and footer text. Your business logo and brand colors will automatically appear on all invoices.

Billing & Account

Go to Settings → Subscription. Click “Upgrade” next to the plan you want. Your new features will be available immediately, and you’ll only be charged the prorated difference for the current billing period.
Go to Settings → Subscription → Cancel Plan. Your access will continue until the end of your current billing period. You can reactivate anytime. We also offer a 30-day money-back guarantee if you’re not satisfied.
We accept all major credit cards (Visa, Mastercard, American Express, Discover) through our secure payment processor, Stripe. All transactions are encrypted and PCI compliant.
Go to Settings → Subscription → Update Payment Method. Enter your new card details, and your next payment will be charged to the new card.
If you’re on a paid plan trial, you’ll be charged when the 14-day trial ends unless you cancel or downgrade beforehand. We’ll send you a reminder email before the trial ends. The Free plan never charges anything.
Yes! We offer a 30-day money-back guarantee on all paid plans. If you’re not satisfied within the first 30 days, contact [email protected] for a full refund.
Yes! Save 17% when you choose annual billing instead of monthly. That’s like getting 2 months free every year.

Troubleshooting

On the login page, click “Forgot Password?” Enter your email address, and we’ll send you a link to create a new password. The link expires in 24 hours for security.
Try these steps: 1) Refresh the page (Ctrl+R or Cmd+R), 2) Clear your browser cache, 3) Try a different browser (we recommend Chrome or Firefox), 4) Check your internet connection. If the problem persists, contact [email protected].
Check that: 1) The customer has a valid email address, 2) Your email settings are configured in Settings → Business, 3) The invoice status is “Pending” (sent invoices can’t be re-sent). If emails still aren’t sending, check your spam folder or contact support.
Go to each section (Customers, Invoices, Expenses) and click the “Export” button. Your data will be downloaded as a CSV file that you can open in Excel or Google Sheets.
Try disconnecting and reconnecting your Google Calendar: 1) Go to Settings → Integrations, 2) Click “Disconnect” next to Google Calendar, 3) Click “Connect” and re-authorize access. Make sure you’re using the same Google account you want to sync with.
Deleted items are moved to trash and retained for 30 days. Go to the relevant section (Customers, Invoices, etc.) and look for a “Trash” or “Deleted” filter. You can restore items from there. After 30 days, items are permanently deleted.

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Tips & Tricks

Get Paid at the Signing Table

Create the invoice before arriving. At the signing, tap Share to copy the payment link, then text it to the signer. They can pay while you're still there.

Never Forget Mileage

Open Mileage Tracker on your phone right after each signing. Enter the destination and miles — takes 15 seconds. Could save you hundreds at tax time.

Use Templates for Common Signings

Save common journal entry configurations as templates. Next time, apply the template and just change the signer name and date.

Dark Mode for Evening Signings

Toggle dark mode from the moon icon in the header. Looks professional on your tablet and reduces eye strain.

Bookmark Key Pages

Save these as shortcuts: Dashboard, E-Journal, Invoices, Mileage.

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The all-in-one CRM that helps mobile notaries manage customers, invoices, appointments, and expenses — so you can focus on what you do best.

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‪(725) 222-8464‬ (TING)

[email protected]

[email protected]

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