Frequently asked questions

New accounts start on a free 14-day STARTER trial. No credit card is required. You can save a preferred paid plan and billing cycle during signup without activating billing or being charged.

No. The current subscription flow saves your plan preference. Paid activation and payment arrangements are handled separately. Contact us to discuss moving onto a paid plan.

Yes. Duplicate an existing invoice for similar work, or use a recurring invoice schedule for repeat billing. Review the customer, issue date, due date, service period, and amounts before sharing an invoice.

FlowBooks currently records payments received outside the application, such as EFT. You can allocate payments to invoices and generate receipts. Recording a payment does not initiate a bank transfer, process a card, or verify a bank transaction.

Yes. Open the client account and use the Statement tab to choose the period and currency. Preview, print, or download the statement PDF with balances and payment allocations.

Invoices, payment receipts, and client statements have customer-facing document views. Use their preview, print, and download actions. Include your business and payment details in Settings so the documents are useful to your customers.

No. A saved preference does not change your active plan or enable additional services. Discuss team access, integrations, and any specialist requirements with us before relying on them.

Use the Contact page for support and account requests. Include the email associated with your organisation and describe what you need. Do not send passwords, card details, or confidential customer documents in your first enquiry.