Start invoicing professionally before you are ready for heavy accounting software.
A new business may not be ready for a full accounting stack, but it still needs invoices that look trustworthy from the first customer onward.
The free plan gives a new business room to invoice early customers, test the workflow, and upgrade only when the monthly invoice count grows.
The first invoice a business sends is disproportionately important, because it is often the first document a customer receives that is not a sales conversation. It is also the one most likely to be missing something, since nothing has been set up yet.
This page is about getting the foundations right once: your business details, a numbering sequence you can live with, standard terms, and knowing whether you need to charge tax. Everything after that is repetition.
| Invoice line item | Description | Example amount |
|---|---|---|
| First client project | A starter project with clear scope and payment terms. | $500.00 |
| Setup fee | One-time onboarding, planning, or preparation charge. | $150.00 |
| Starter package | A bundled offer for early customers. | $350.00 |
| Launch discount | Introductory discount shown separately from the package price. | -$75.00 |
| Tax | Tax line added where applicable. | $29.25 |
Decide your payment terms before your first customer asks. Net 14 or payment on receipt is entirely normal for a new small supplier, and it is much easier to start there than to tighten terms later.
Do not charge tax you are not registered to collect. If you are below the registration threshold, your invoices simply have no tax line, and adding one creates a liability and a refund problem.
Make sure the name on your invoice matches the name on your bank account. Mismatches trigger verification checks at exactly the moment you most want to be paid quickly.
Inflating the sequence to look established is transparent and creates a record that does not match reality.
Collecting tax you are not registered for is a liability, not extra revenue.
If invoice and account names differ, clients pause to verify before paying.
Long terms are a habit of large buyers, not an obligation on new suppliers.
Create 5 invoices every month for free, then upgrade as you grow.