Counted and not counted
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Counts: an invoice or estimate sent to a client for the first time
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Free: drafts you never send
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Free: a test send to your own email
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Free: converting an accepted estimate to an invoice
Credit notes are free to send and do not change the amount due.
An example month
On Starter you send five invoices and estimates to clients in a month. All five are free. You also write ten drafts, send one test to your own email and turn two accepted estimates into invoices. None of those count. The sixth document you send to a client that month is the first extra one.
Questions and answers
What counts as a document on my plan?
A document is an invoice or estimate you send to someone else. Drafts, test sends to yourself and turning an estimate into an invoice do not count.
How many documents do I get?
Starter: 5 free every month. Growth: 100 a month. Business: 1,000 a month.