Plans & Limits
When Is a Card Required?
You can create login details first, but a card is required in secure checkout before the 14-day trial starts.
2 min read
Short answer
You can create login details first, but the trial does not start until secure checkout confirms a card. The selected plan bills automatically after 14 days unless you cancel.
What the card-backed trial includes
Creating unlimited invoices, estimates, and clients.
Sending invoice emails with no monthly cap.
Sharing a client portal link.
Recording manual payments (cash, check, bank transfer).
Downloading PDFs.
When you do need a card
Starting the 14-day trial: secure checkout saves the subscription payment method.
Pro is $39 per month. Premium is $59 per month. The saved card is billed automatically after the trial unless you cancel.
Paid-plan features include online card payments, automated email reminders, e-sign contracts, the booking calendar, and package tools. Premium adds team seats and API access.
Why a card for accepting online payments
Once money can move through your account, having a card on file is a fraud-prevention signal that protects you and your customers. Sending an email is not a money-movement moment, so we don't gate it; turning on Stripe payouts is, so we do.
Will my card be charged for sending invoices?
No. Sending invoice emails never triggers a charge. A card is only charged when you start a paid plan, and you'll always see a clear upgrade screen with the price before any charge.
You can review and update the card on file in Settings > Account > Payment method.