15 questions
How do I create an account?
You can create a free Standard account using your email and a password, or sign up with Apple or Google.
If we send you a confirmation email, follow the link to confirm your address. You can then add your business and send your first invoice. If someone invited you and access is still pending, you’ll see that status when you sign in.
Is Standard really $0?
Yes. Standard has no monthly subscription fee, and you don’t need a credit card to get started.
- Unlimited invoices and estimates
- Unlimited receipt and expense file uploads
- 20 smart receipts per month
- Bank connections, with transactions you can match to your records
- Team invites
- PDF and CSV exports
- 1 GB document storage
- One business
- 0.5% platform fee on invoices paid through PlanBill
Card processing fees are separate. You can find the additional Pro features in the next answer.
What do I get on Pro?
Pro is $40/month, or $400/year if you pay annually. It includes everything in Standard, plus:
- 0.25% platform fee on paid invoices
- Unlimited smart receipts
- 5 GB document storage
- Scheduled report emails
- Time import from Google Sheets, CSV, Excel, or paste
- Routes and mileage
- AI Bookkeeper
- Customer texting
- Additional businesses at $30/month each
You can upgrade from the Billing page whenever you need Pro.
What’s the difference between receipt uploads and smart receipts?
A receipt upload saves a copy of your receipt in PlanBill. Both plans let you upload as many files as you need, within your plan’s storage allowance.
With smart receipts, PlanBill reads the file and suggests the vendor, date, and total. You review the details before saving, instead of entering everything yourself. Standard includes 20 smart receipts per month. Pro has no monthly processing cap. These limits apply to reading receipt details, not to uploading files.
How do customer payments work?
Turn on online payments for an invoice. Your customer can pay by card through Stripe.
Card processing fees are set by the processor and are separate from PlanBill’s subscription and platform fee. PlanBill’s platform fee on invoices paid through PlanBill is 0.5% on Standard and 0.25% on Pro. You can find payout details in your payment settings.
Can I import from spreadsheets or another tool?
Yes. You can import customers, invoices, payments, and expenses from a CSV file. During the import, choose which columns contain the details PlanBill needs.
With Pro, you can also import billable time from Google Sheets, CSV, or Excel, or paste it in. You can then use that time to create draft invoices or time entries.
Can I connect my bank on Standard?
Yes. Both plans let you connect your bank, view synced transactions, and match them to your expenses.
Does PlanBill text my customers?
Customer texting is available on Pro. You need to turn it on for your business, and each customer must opt in before you send them texts. Texts are transactional only. No marketing. The customer must opt in. Paying an invoice does not require opting in. Reply STOP to opt out, HELP for help. Msg & data rates may apply. Message frequency varies.
Can I import billable time?
With Pro, you can bring in billable time from Google Sheets, CSV, or Excel, or paste it into PlanBill.
Can I use PlanBill for routes and mileage?
Routes and mileage are available on Pro. Turn on Routes to plan your stops and record miles as an expense.
Can I cancel anytime?
Yes. You can cancel from the Billing page or contact us at hello@planbill.net.
When you cancel, future subscription charges stop. We don’t refund the current billing period.
Does PlanBill work on my phone?
Yes. You can use PlanBill in a browser on your phone or computer. On iPhone, you can also add it to your home screen.
You can use your phone to photograph receipts, send invoices, and view your dashboard.
Is my data safe?
Your data is encrypted in transit and stored in the cloud with access controls. We don’t sell it.
Card payments are handled by the payment processor. Linked bank data is processed in the United States. You can export your data as PDF or CSV anytime. The Privacy Policy explains what information we collect and how we use it.
Can I use PlanBill with my current bookkeeper?
Yes. You can manage your invoices and expenses in PlanBill, then download reports to share with your bookkeeper or CPA.
PlanBill is not a substitute for tax, accounting, or legal advice.
What is AI Bookkeeper?
AI Bookkeeper is included with Pro.
It helps you review the month and puts together a PDF packet of records to share with your CPA. Assistant drafts day-to-day invoices and estimates for you to review and send; AI Bookkeeper prepares the Pro monthly review packet. It does not file taxes, book appointments, or replace your accountant. Scheduled report emails are a separate Pro feature.