Support centre

Sign up with your email address or Google. No card is needed. After sign-up you set your business name and choose Sole Trader or Limited Company mode, then land on your dashboard with a setup checklist.

Go to Clients and choose Add client. Enter a name and, ideally, an email address so you can send invoices and portal invites. Each client gets a sequential ID (CL-0001) automatically. Free includes up to 3 clients; Pro is unlimited.

Free (£0, no card): 3 clients, 10 invoices a month with Stripe Pay Now, 2 contracts sent at a time, one brand colour and logo, and a small 'Powered by ProPortalBusiness' line on your portal. Pro (£19/month or £190/year, UK VAT may apply): unlimited clients, invoices and contracts, badge removed, custom portal domain, full brand kit, view-only accountant access with HMRC-friendly exports, Impact Summaries, owner + 1 staff seat and priority support. There are no ads on either plan.

Open Settings → Plan and choose Upgrade to Pro, or click Upgrade in any Pro prompt. Pick monthly or yearly and pay securely with Stripe. Pro switches on straight after payment.

Cancel anytime from Settings → Plan → Manage billing. If Pro ends or a payment fails, your workspace returns to Free limits. Nothing is deleted: you can still view every client, invoice and contract, and export all your data. You just can't add beyond the Free limits until you resubscribe.

On Free, adding a 4th client, creating an 11th invoice in a calendar month, or sending a 3rd contract opens a Pro prompt. Nothing already saved is affected. Monthly invoice counts reset on the 1st.

Go to Revenue and create an invoice: pick the client, add the service and amount, set the issue and due dates. You can add job costs to see profit. The invoice appears in the client's portal.

Connect Stripe from onboarding or Settings to let clients pay invoices online by card or Pay by Bank from their portal. They get a receipt email with the payment date and Stripe reference. Money goes to your Stripe account.

Open the client and choose Send portal invite. The client can see their jobs, invoices and contracts, pay invoices and message you. On Free the portal footer shows 'Powered by ProPortalBusiness'; on Pro it's removed and you can use your own domain such as clients.yourbusiness.co.uk.

Create a contract under Contracts, then send it. The client receives a signing link and signs online; you're notified when it's opened and signed. Free allows 2 contracts sent or signed at a time; Pro is unlimited.

On Pro, go to Team and invite your accountant or bookkeeper with view-only access. They can review records and exports but cannot change anything. Pro includes the owner plus 1 staff seat.

Connect HMRC from the MTD page to view obligations and prepare VAT returns. VAT summaries can be exported as PDF and CSV.

Settings → Privacy & data lets you export all your data at any time, on Free and Pro.

Turn on 2FA with an authenticator app in Settings. Backup codes are provided in case you lose your phone.

Signed in: use Help & support in the account menu to raise a ticket — your account details are attached. Not signed in: use the contact form at /contact. You can also ask the community on Discord. Pro accounts get priority replies.