Plans & pricing
Free covers the essentials. Premium adds unlimited billing and automation.
Starter limits
No card requiredNo card required · starter limits apply
Unlimited + automation
Billed monthlyBilled monthly · switch or cancel any time
Good to know
Detailed comparison
See the starter limits, shared essentials, and Premium-only workflows without opening another page or decoding feature bundles.
| Feature | Free | Premium |
|---|---|---|
| Monthly usage | ||
| Invoices | 5 / mo. | Unlimited |
| Quotes | 5 / mo. | Unlimited |
| Expenses | 5 / mo. | Unlimited |
| Recurring invoices | 5 / mo. | Unlimited |
| Clients & CRM | ||
| Clients | 10 | Unlimited |
| Products | 10 | Unlimited |
| Companies | 10 | Unlimited |
| Lead, deal & activity CRM | Included | Included |
| Billing & payments | ||
| Invoice payment links | — | Included |
| Scheduled invoice sending | — | Included |
| Payment notification emails | — | Included |
| Delivery & branding | ||
| Invoice & quote attachments | — | Included |
| Document watermarks | Included | Removed |
| Public invoice & quote links | Included | Included |
Monthly usage limits reset each month. Premium core usage is unlimited.
When Premium makes sense
These are the moments when unlimited billing and automation begin paying back the monthly cost.
More than five monthly invoices, quotes, expenses, or recurring invoices is your clearest signal.
Premium adds invoice payment links, Stripe checkout, and payment notification emails.
Scheduled sending and recurring billing reduce the manual work that repeats every month.
Attachments and watermark-free documents make every client handoff feel more complete.
Before you decide
Straight answers about upgrades, billing, cancellations, payment details, and client payments.
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. After upgrading, you can manage billing through the Stripe billing portal from account settings.
You can cancel from the Billing & Subscription area in account settings. Premium access stays active until the end of the paid period, future billing stops, and your account then returns to free-plan limits.
Yes. Open the Stripe billing portal from account settings to update your payment method, review billing details, and access subscription invoices.
Refunds are reviewed manually for billing errors, duplicate charges, unauthorized payments, and mandatory legal rights. We do not refund unused time after cancellation.
Yes. Premium lets you connect Stripe and enable online payment links for invoices.
Start where you are
Build your billing workflow without a subscription, then move to Premium when it saves more time than it costs.
