Frequently asked questions
Short answers to the questions we hear most.
Is there a free plan?
Yes. Free includes 10 quotes per month, 10 clients at a time (deleting one frees a slot) and unlimited invoices, with no time limit.
Is there a free trial of paid plans?
No. The Free plan is the way to try Pricely.
Which plan should I pick?
Pro suits freelancers and solo businesses. Team, Business and Enterprise are higher-priced plans for larger businesses, with more people, roles, approvals and, on Business and Enterprise, webhooks. Compare them on Plans and billing.
Do my clients need an account?
No. They open a private link, or sign in to the client portal with a PIN sent to their email.
How do clients pay me?
By card through Stripe, or by bank transfer using the details on your invoice. Both need Pro or above. Payment instructions work on every plan.
Does Pricely take a cut of payments?
Pricely doesn't add a fee to bank transfers. Card payments carry your Stripe account's standard fees.
Can I edit an invoice after sending it?
Yes, until a payment is recorded. Open the invoice and click Edit invoice; your client's link shows the new amounts as soon as you save. Paid invoices are corrected with a credit note. See Edit an invoice.
Can I choose my own invoice numbers?
Yes. Set an invoice prefix and the next number in Settings›Invoice Settings. Numbers only move forward. See Invoice numbers.
Can I bill a client automatically every month?
Yes, on Pro and above. A recurring invoice creates a draft invoice on schedule, and you can pause and resume it at any time.
Will Pricely tell me when a client opens or accepts a quote?
Yes. Pricely emails you when a quote is viewed or accepted, when an invoice is paid or overdue, and with a summary every Monday. Turn each one on or off in Settings › Notifications.
Can I import my existing clients?
Yes. Use Import CSV on the Clients page at any time. See Import clients.
Can my logo and colors appear on documents?
Yes, on Pro and above. Your logo, brand color, font and footer appear on quotes and invoices. See Branding.
Can I cancel at any time?
Yes. Cancelling stops future charges and you keep paid features until the end of the period you've paid for. See Cancel.
Do you offer refunds?
Yes, for the first charge on a paid plan if you ask within 30 days. See Refunds.
Does Pricely integrate with QuickBooks or Xero?
Not directly. You can export CSVs, or use signed webhooks on Business and Enterprise with Zapier, Make or your own code. Tell us what you need at support@pricely.me.
Is there an API?
Pricely sends events out through webhooks, signed so you can verify them. There isn't a public API for reading or writing data.
Which languages and currencies are supported?
Client pages are in English, Spanish, French and German, and documents support 11 currencies. See Languages and currencies.
Where is my data stored?
In Google Cloud Firestore in the US, encrypted in transit and at rest. See Security and your data.
Is Pricely the same as Invoicely?
No. They're unrelated companies.
Can I take my data with me?
Yes. Download a full JSON backup from Settings›Data & Backup, or export CSVs from the Quotes, Invoices and Clients pages.
How do I contact support?
Email support@pricely.me. There's no phone support.