Invoice Simple review

Invoice Simple is invoicing and payment software for small businesses. It lets you create estimates and invoices from templates, send them to clients, and turn an approved estimate into an invoice. It runs on mobile and web, and also includes bookkeeping, reporting, and job management tools.

For getting paid, Invoice Simple supports credit and debit cards, ACH, PayPal, Venmo, mobile wallets, and Tap to Pay. You can also set up recurring invoices with autopay, send payment reminders and receipts, and let clients sign estimates digitally. Reports track payments and revenue. The package is aimed at businesses that want estimates, billing, and payment collection together; the monthly invoice limits on its lower-priced plans matter if your volume varies or grows.

The useful part is the straightforward workflow: create an estimate, send it, collect a digital signature, then convert it to an invoice. Online payments, recurring billing, reminders, and receipts cover common billing tasks without needing to track every follow-up manually. The product also lists bookkeeping and revenue reports, plus job management through its mobile and web app.

According to the published pricing details, there is no free plan, but new customers can get a 14-day free trial. Annual billing is advertised as two months free:

• Essentials costs $6.99 monthly or $69.99 per year ($5.83 per month on an annual basis). It includes up to 3 invoices per month, online payments, autofill for client and item details, and read receipts.
• Plus costs $14.99 monthly or $149.99 per year ($12.50 per month annually). It raises the cap to 10 invoices monthly and adds photos, summary reports, and due-date reminders.
• Premium costs $21.99 monthly or $219.99 per year ($18.33 per month annually). It removes the listed invoice cap and adds client signatures, deposits, and invoice restoration.

For low-volume billing, the entry plan has a clear price and includes online payments.

The invoice caps are the main constraint. Essentials stops at 3 invoices a month; Plus stops at 10. If you exceed the cap, the listed upgrade path is Premium at $21.99 monthly or $219.99 annually. There is no free plan, and the lowest advertised annual price requires paying for a year upfront.

There are also user reports worth weighing before committing annually. In two Reddit threads, users say they paid for what they understood to be unlimited invoicing, then were told they needed to pay more to create invoices. A separate r/smallbusiness post reports a price increase and says the account was set to a 10-invoice monthly limit unless the user upgraded. Those are individual reports, not proof that every customer will face the same issue, but they raise a practical concern: confirm the invoice allowance and what happens if terms change before paying upfront. The published pricing details list fixed monthly caps by plan, so do not assume “unlimited” applies to a legacy subscription.

Invoice Simple has no free plan; the listed free trial is 14 days. Essentials costs $6.99 month to month or $69.99 per year, advertised as two months free. Its cap is three invoices per month. Plus costs $14.99 monthly or $149.99 annually ($12.50 per month on annual billing) and allows 10 invoices monthly. Premium is $21.99 monthly or $219.99 annually ($18.33 per month) with unlimited invoices.

The monthly jump is $8 from Essentials to Plus, then $7 from Plus to Premium. Plus adds photos, summary reports and due-date reminders; Premium adds client signatures, deposits and invoice restoration. If you need more than three invoices a month, Essentials’ low annual equivalent may not last long as a fit. The published pricing lists no add-ons. Check the billing choice before subscribing: the advertised two-month saving applies to annual billing, while the monthly prices are higher.

The available product information does not say how to import existing clients, estimates or invoices, or whether Invoice Simple supports bulk data export. Migration effort and export limits are therefore not published. Before switching, ask what records can be brought in and taken out, in what format, and whether payment history and recurring-billing details are included. Keep copies of essential records until you have confirmed what transfers.

The product supports estimates, invoices, online payments and recurring billing, so replacing it means checking that your next tool covers the workflows you actually use. The published pricing also caps Essentials at three invoices monthly and Plus at 10; frequent billers may need Premium or another service. One Reddit thread reports account disputes, a caution for buyers concerned about billing or account access. The available material does not establish how common those disputes are or give enough detail to identify a typical cause.