Monthly document allowances reset each month and do not accumulate. Existing records, payment recording, corrections and basic exports remain accessible when a creation limit is reached.
INCLUDED IN FREE
The tools you get.
Every feature below is included in this plan, subject to the allowances above.
Quotes & invoices
Product/service codes, units & saved rates
Quote-to-invoice conversion
Standalone invoices
Quote expiry dates
Discounts & deposit requirements
Customer PO/reference numbers
Payment terms & customer notes
Private internal notes
Company logo & banking details
VAT settings
PDF previews & downloads
“Made with VumaBill” document footerRequired
Payments & customer records
VumaBill payment feeNot applicable
Payment-processing feesNot applicable
Payment recording
Allocate payments across invoices
Outstanding customer balances
Customer statements
Credit notes
Record refunds already paid
Access existing records after reaching limits
Basic data export
Automation & email
Email quotes & invoices
Email sending history
Automatic payment reminders
Projects & reporting
Basic dashboardBalances only
Team & company management
Owner/member access rolesOwner only
Separate records & settings per company1 company
When you need more.
Upgrade to Basic for unlimited customers, catalogue entries, quotes and invoices, plus recurring billing, attachments and basic reports. Growth adds projects, quote imports and detailed reports.
AI is separate from your Free subscription. Each company gets 25 one-time trial credits. Upgrade to a paid main plan to buy continued AI access. Standard reports remain part of the main plan’s features listed above.