Plans & Billing

This tab can be readily accessed via the "Settings" option in the main menu bar.

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

For instance, if you presently have 200 open invoices, the system will suggest the "Small Business" subscription for you.

Our plans offer great flexibility. If your plan changes based on the number of open invoices in the middle of the billing cycle, you will receive a pro-rated refund for your existing plan and a pro-rated charge for the new plan.

Furthermore, you have the option to update your credit card information, which will be utilised for billing the monthly subscription within this tab.