Plans & Billing

This tab is easily accessible through the "Settings" option in the main menu bar

The system is here to help you by selecting a subscription plan based on the number of open invoices synced from your accounting platform {QuickBooks Online, Xero, or Clio}.

For example, if you currently have 200 open invoices, the system will choose the "Small Business" subscription for you.

Just wanted to let you know that the plan is super flexible. If your plan changes based on the number of open invoices in the middle of the billing cycle, you'll receive a pro-rated refund for your existing plan and you'll see a pro-rated charge for the new plan.

You can also update your credit card information in this tab. This is the credit card that will be billed for your monthly subscription.