FAQ
Questions about the free plan, answered.
What's included, what the limits are, how invoicing your customers works and how to get help — the things people actually ask before signing up.
No card. Free to start — 3 clients.
- Is there really a free plan?
- Yes. Free covers your first 3 clients with invoicing, Stripe Pay Now, projects, time, a client portal and 2 contracts with e-sign. No card and no trial clock. Pro is £19/month (or £190/year) when you need more.
- Do I need a card or payment details to sign up?
- No. You only add a card if you choose Pro.
- Are there limits on the free plan?
- Free includes 3 clients, 10 invoices a month, 2 contracts sent at a time and one brand colour + logo, with a small “Powered by ProPortalBusiness” line on your portal. Accountant access, a custom domain, extra staff and Impact Summaries are on Pro.
- Does Free expire?
- No. Free has no expiry. If you leave Pro, you return to Free limits and nothing is deleted.
- Can I invoice my own customers on the free plan?
- Yes — up to 10 invoices a month on Free, unlimited on Pro, with online card and Pay by Bank payments so your customers can settle invoices from their portal.
- Can I invite my team?
- On Pro. Pro includes the owner plus 1 staff seat and view-only accountant or bookkeeper access.
- Is support included on Free?
- Yes. Every account can raise support tickets from inside the app (Help & support in the account menu) — your account details are attached to the ticket automatically so you don't have to repeat yourself.
- How do I get help if I get stuck?
- Start at our Support centre (/support): search the knowledge base or ask the support assistant. You can also raise a ticket from inside the app, ask the community on Discord, or use the contact form. Pro accounts get priority support.
- How quickly will I get a reply to a support ticket?
- We answer support tickets and contact-form messages as fast as we can, in the order they arrive. The Discord community is often the quickest route for general how-to questions.
- Is HMRC Making Tax Digital included?
- Yes. MTD VAT summaries and VAT return PDF and CSV exports are part of every account, along with sole trader and limited company modes.
- Can I export my data if I leave?
- Yes. Invoices, VAT summaries and reports can be exported as PDF and CSV at any time, and you can request a full copy of your account data from inside the app.
- Do I need to cancel anything if I stop using it?
- On Free, no. On Pro, cancel anytime from Settings → Plan → Manage billing.
Still have a question?
Ask the community on our Discord server, or send us a message — we reply to every enquiry, whether you've signed up yet or not.
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