Choose your free or premium account
Start with a free account for invoicing and CRM, then upgrade to premium when you need unlimited usage, recurring billing, payment links, and no watermarks.
Why teams upgrade to premium
CRM is available from the start. Premium removes account limits and unlocks high-impact workflows for growing businesses that invoice frequently and automate collections.
Learn more about Online Invoice Payment Processing.
Which plan should you choose?
Use free to start quickly with invoicing and CRM. Choose premium when invoicing volume grows and you need automation, payment workflows, and branded outputs without limits.
Free account
Best for early-stage businesses validating process and getting started with invoices, quotes, leads, deals, and client tracking.
Premium account
Best for active teams that need unlimited usage, recurring billing, online payments, reminders, attachments, and no document watermarks.
Explore the workflows behind each plan
Use this pricing page to compare plans, then review the feature pages most relevant to your billing workflow before you choose.
Recurring invoice software
See how premium supports automated recurring billing for retainers, subscriptions, and repeat client work.
Online invoice payment processing
Review payment links, Stripe checkout, and the collection workflows that make premium more valuable.
Invoice reminders
Learn how automated reminder timing helps reduce overdue invoices and manual follow-up work.
Client portal access
Check how shared client access, document visibility, and branded delivery fit your customer workflow.
Client management CRM
See how leads, deals, activities, contacts, and billing history stay connected before and after a sale.
Pricing for freelancers
Compare the best fit for solo operators who quote, invoice, and manage clients from one workspace.
Pricing for contractors
See which plan fits project quotes, progress billing, payment collection, and job documentation needs.
Pricing FAQ
Answers to the most common upgrade and billing questions before choosing your plan.
Yes. You can start with a free account and upgrade to premium whenever you need higher limits and advanced features.
Premium unlocks unlimited invoices, quotes, recurring invoices, clients, products, and companies. It also includes attachments, payment links, scheduling, payment notifications, and no watermarks.
Yes. Leads, deals, and CRM activities are available from the start. Premium is best when you need higher account limits and advanced billing workflows.
Yes. Premium supports monthly and yearly billing. Yearly billing includes two months free compared to monthly pricing.
You can cancel from the billing portal in account settings. Your subscription is updated by Stripe, and your account returns to free-plan limits.
Yes. You can connect Stripe and enable online payment links for invoices.