Use the 7-day trial like an operator, not a tourist.
The goal of the trial is simple: stage one real invoice workflow, review the PDF, test the client email, and decide whether InvoiceAgent removes billing memory work from your month.
What a good trial proves
You can schedule a real invoice without rewriting your process.
The PDF and email feel safe enough to send to a real client.
Follow-up timing now lives in a queue instead of your head.
You know whether `Solo` or `Pro` matches the way you bill.
Four steps to a useful trial.
Follow these in order. If the workflow still feels manual after step four, you have your answer. If it feels calmer and more visible, keep it.
Step 1
Create your first invoice
Use one workflow you would genuinely send to a client, not a throwaway test invoice.
Outcome: You learn whether InvoiceAgent removes send-day memory work from a real billing cycle.
Step 2
Schedule the send date
Pick the actual day and hour you usually bill so the queue reflects your real operating rhythm.
Outcome: You can judge whether recurring timing and weekend handling fit the way you already bill.
Step 3
Preview the PDF
Check the invoice before it goes out so branding, dates, totals, and client-facing details feel safe.
Outcome: You confirm the workflow stays review-first instead of turning automation into a black box.
Step 4
Send a test email
Send the email to yourself before the live run so you can see the attachment and copy exactly as a client would.
Outcome: You leave the trial knowing whether the delivery experience feels polished enough to use for real.
Start with the workflow that looks closest to your real billing.
The fastest route to value is testing the monthly rhythm you already run. Pick the preset that feels most familiar, then change the details once the structure is in place.
Freelancer retainer
Northlight Studio
For monthly retainers that need a reliable send date.
One clean monthly invoice with no end-of-month scramble.
Start with this presetAgency invoice
Juniper & Co
For project-based work that still needs polish and consistency.
Bundle design, delivery, and project fees into one send.
Start with this presetContractor billing
Orbit Systems
For hourly work where tracked time needs to land on the invoice.
Start with a simple line item and import hours later if needed.
Start with this presetConsultant retainer
Harbor Advisory
For advisors who bill monthly and want follow-up to stay professional.
Stage the monthly advisory invoice once, then keep the workflow calm.
Start with this presetMulti-currency client
Blue Atlas Holdings
For global clients where rate drift can quietly eat margin.
Hold the source amount now and convert at send time later.
Start with this presetService business plan
Northside Property Care
For repeat maintenance or monthly support work with local clients.
Keep the invoice, reminder timing, and paid status in one visible queue.
Start with this presetPlan fit
How to decide between `Solo` and `Pro`
Choose Solo if you only need one polished send and want a low-friction paid step after the trial.
Choose Pro if recurring billing, reminder timing, or multi-client follow-up is the real problem you are solving.
Choose Annual once the workflow already feels like part of your monthly operating system.
Reminder planner
Reminder planner
Map the exact reminder cadence before you put it on a live invoice.
Recurring date planner
Recurring date planner
Check month-end timing and weekend handling before the first live schedule.
Reminder templates
Reminder templates
Review the client-facing tone before you trust the workflow on a real invoice.
Pricing
Keep the workflow only if it proves itself
Use the trial to run one honest billing workflow. If InvoiceAgent removes chasing and guesswork, choose the plan that matches how often you bill.
Best place to start
Pro
$24
$19.20
/month
7-day free trial. No credit card required.
Use MONEY20 for 20% off
Best for freelancers, agencies, and consultants ready to automate recurring follow-up without committing to a full accounting switch.
Save $48 yearly
Annual
$240
$192
/year
Equivalent to $16/month. Save $48 per year.
Use MONEY20 for 20% off
Best if follow-up is already a monthly operational habit and you want the lowest ongoing cost.
- Everything in Pro
- Two months included at annual pricing
- Recurring delivery for the full year
- Branding, previews, and integrations
One-off option
Solo
$12
$9.60
once
One-time purchase for a single invoice workflow.
Use MONEY20 for 20% off
Best if you only need one polished send and do not want a recurring subscription yet.