Pricing that scales with
invoices, not chaos.
Pick a plan that matches how much billing automation you actually need. The structure is simple: start free, upgrade when the workflow starts to feel real.
Plan logic
Billing volume drives price, not seat anxiety
You pay for the scale you use, while the product keeps the same UX across every tier. The real difference is how much automation and control you need.
Plans
Choose by the kind of work you do.
Each plan is shown with the practical reason it exists, what it unlocks, and where it fits in a real billing workflow.
Free
For freelancers, trials, and early validation
Solo founders and trial accounts
- 100 invoices per month
- PDF watermark
- 1 user
- Standard invoice template
- Email invoice sending
Basic
For teams that want the core workflow
Growing service businesses with repeat billing
- 500 invoices per month
- Client storing & management
- Billing particulars
- Custom GST / tax tiers
- 1 custom template
- 2 users
- Basic reports
- CSV export
- Recurring invoices
- Auto reminders
Pro
For teams that need deeper automation
Operations teams that need more workflow control
- Unlimited invoices
- 10 custom templates
- Client-wise template assignment
- 4 users
- 1 GB media storage
- Advanced reports
- CSV export
- Recurring invoices
- Auto reminders
- Tally export
Business
For scale, API access, and governance
Teams that need integrations, oversight, and scale
- Unlimited invoices
- Unlimited custom templates
- Client-wise template assignment
- 5 users
- 5 GB media storage
- API access (500/day)
- Webhooks
- Advanced reports
- CSV export
- Recurring invoices
- Auto reminders
- Tally export
- Audit logs (1 year)
Choose Free if you are validating
You need the basics, you want to test invoice flow, and the business is not yet pushing monthly volume.
Choose Basic if billing is becoming routine
You have a small team, recurring customers, and want client management plus automation without a large admin footprint.
Choose Pro if your workflow needs structure
You need custom templates, more seats, richer reporting, and invoicing at a scale where manual work hurts.
Choose Business if integration matters
You want API access, webhooks, audit history, and stronger operational control across the tenant.
Feature guide
What each feature actually does
Use this glossary to understand where the value lives: who uses the feature, why it matters, and when you will feel the difference.
Invoice volume
How many invoices you can issue each month.
Controls whether the plan is for light use, day-to-day billing, or full operational volume. Unlimited means you will not hit a monthly cap in the app.
PDF watermark
Adds OctaBMS branding to generated PDF invoices.
Useful for trial accounts or free usage when you want exports, but do not need fully white-label documents.
Client master
Stores customers and their billing details centrally.
Keeps client records reusable so invoices, reports, and collections all point to the same customer data.
Billing particulars
Reusable line items or services that appear on invoices.
Speeds up repeat invoicing because your common products or services do not need to be typed from scratch every time.
Custom templates
Branded invoice layouts beyond the default format.
Lets your team match invoice output to customer expectations, internal branding, or different business units.
Users and seats
How many team members can sign in and work in the tenant.
Helps you control access for accounts, sales, operations, and finance without sharing one login.
Recurring invoices
Automates invoices that repeat on a schedule.
Ideal for retainers, subscriptions, or monthly service contracts where the same invoice pattern repeats.
Auto reminders
Reminder messages for upcoming or overdue invoices.
Reduces manual follow-up by notifying clients when payment is due or overdue.
Reports and exports
Operational summaries for finance and collections.
Used to review revenue, outstanding balances, aging, and billing activity without digging through individual invoices.
API access
Programmatic access for integrations and automation.
Useful when another app, service, or internal script needs to create, read, or manage billing data automatically.
Webhooks
Push events to your systems when billing changes happen.
Best for syncing invoice/payment events with ERP, CRM, or notification systems without constant polling.
Audit logs
Keeps a history of important account actions.
Gives accountability for financial changes, approvals, and administrative activity over time.
Comparison
Compare the plans by real-world usage
This table explains what each capability means in practice so you can choose by workflow, not just by price.
Assurance
Designed to feel predictable in daily use
The product stays predictable: no hidden add-ons, no weird seat traps, and no reason to re-benchmark the workflow every quarter.
Tenant-safe billing
Plans map to tenants, which keeps expansion clean and reporting understandable.
Feature clarity
Capabilities are listed explicitly so teams can see what changes by tier.
Upgrade path
When the team grows, you move into more automation and more control without relearning the app.
Need help choosing?
A practical recommendation path
Most teams start with the cheapest plan that removes their current bottleneck, then upgrade once the workload proves it.
Just testing
Use Free if you only need a clean place to issue a few invoices and validate the flow.
Small billing team
Use Basic if you need client records, repeat billing, and simple automation without a full ops stack.
Operational finance
Use Pro if you want richer control, templates, and reporting for a team that bills regularly.
Integration-heavy
Use Business if you need API calls, webhooks, and stronger oversight for connected systems.