Plans, limits & what each tier includes

Plans climb in capability from Free up to Business. The free tier is built for trying things out solo, the paid tiers add team seats, unlimited clients and documents, email sending, online payment links, and the automation and branding features. Prices below are the standard monthly rate; see the regional pricing section for what you'll actually see in your local currency.

Most limits are simple counts. Where a plan shows "Unlimited" there's no cap at all. The capability features (payment links, automation, custom branding) are either on or off for the whole plan.

You don't have to track any of this yourself — the app watches your usage and steps in at the right moment with a friendly nudge rather than a hard error. When you try to do something your plan doesn't cover, an "Upgrade to [plan]" dialog appears explaining the feature and naming the lowest plan that unlocks it.

For example: on Free, clicking New client once you already have three opens the upgrade dialog instead of the form, and the client list shows a small counter like 3/3 that turns amber when you're at the cap. In the invoice or quote editor, the Auto-convert and Recurring invoice switches are disabled on plans without automation and show an "Upgrade to Pro" badge, and the payment-link panel shows an upgrade prompt until you're on a paying plan. These checks are also enforced behind the scenes on the server, so the limits hold even outside the obvious buttons.

One thing to note on downgrades: if you try to move to a lower plan while you're over its limits (for example, more clients or seats than the lower plan allows), the app blocks the switch and tells you to reduce your usage first.

Open Settings and go to Plan & billing to see exactly where you stand. The page shows your current plan and price at the top, then usage meters for Team members, Clients, Documents this month, and Emails this month — each with a small bar that fills as you use it and turns amber near the limit, red at it. Plans on an unlimited limit simply show your running total with no cap.

Below that is a full comparison table of all four plans side by side, with your current plan highlighted. From there the owner can upgrade or downgrade. Upgrading takes you to a checkout; switching down to Free cancels the paid subscription (after the downgrade check passes).

Plan prices are shown in your local currency where the app has dedicated local price points. South African visitors, for instance, see prices in rand — roughly R0 for Free, R200 for Starter, R500 for Pro, and R1,200 for Business — detected automatically from your region rather than a live currency conversion, so the numbers read as clean round amounts. Everywhere else, prices display in US dollars (12, 29, and 79 dollars a month for Starter, Pro, and Business; Free is always free). The currency you see for plan prices is about display; the currency on your own invoices and quotes is set separately in your workspace settings and per document.