Invoicing and CRM, without the stress.
Send quotes and invoices, get paid online, and let reminders run themselves. Simple and secure, by design.
No credit card Free plan forever Set up in minutes
Trusted by freelancers and teams who’d rather be doing the work
Everything you need to get paid — and nothing you don’t
From the first quote to the final receipt, Platybooks quietly handles the busywork, so you don’t have to think about it.
Invoices & quotes
A fast editor that does the math for you — line items, tax, and totals in real time, with a live PDF preview.
Get paid online
Share a hosted payment link so clients can pay an invoice in a couple of clicks. Status updates itself.
Automated reminders
Polite, on-brand dunning at +3 / +7 / +14 days and quote follow-ups — chasing payments without the awkwardness.
Your brand, every PDF
Add your logo and address; send documents that look like they came from a much bigger company.
Team & roles
Invite teammates as owner, admin, or member. Finance and settings stay locked to the right people.
Cash at a glance
A dashboard with outstanding, overdue, paid-this-month, and a 6-month trend — so you always know where you stand.
Receipts on autopilot
Every payment triggers a thank-you receipt automatically. One less thing on your plate.
Secure by design
Multi-tenant isolation, role-based access, and a tamper-proof payments ledger. Your numbers stay your numbers.
Built for how you work
One tool that grows from your first invoice to your hundredth hire.
Freelancers
Send your first invoice in minutes and look polished from day one — for free, forever.
Small teams & agencies
Quote, invoice, and chase payments together with roles, automations, and shared visibility.
Growing businesses
Scale to unlimited seats and volume, with the controls and audit trail finance teams expect.
From draft to paid in three steps
Create
Pick a client, add line items, and watch totals + the PDF build themselves.
Send
Email it with the PDF attached, or share a public link clients can pay online.
Get paid
Reminders go out automatically; payments and receipts reconcile themselves.
A document editor that does the math
Add line items and quantities; subtotal, tax, and totals update instantly. A live PDF preview shows clients exactly what they’ll receive — no surprises, no copy-paste errors.
- Live PDF preview
- Per-line tax & discounts
- Gapless, per-org numbering
Let it chase the invoices for you
Schedule sends for the perfect moment and let polite reminders go out at +3, +7, and +14 days overdue. Quotes get a gentle follow-up before they expire — and accepted quotes can auto-convert to invoices.
- Overdue dunning sequence
- Scheduled sends
- Quote auto-convert
Start free. Upgrade when it pays for itself.
No setup fees, no contracts. Change plans anytime.
Starter
- 2 users
- Unlimited clients & documents
- Online payment links
- Custom branding
- 100 emails / month
Pro
- 5 users with roles
- Automated reminders & dunning
- Scheduled sends + auto-convert
- 1,000 emails / month
- Everything in Starter
Prices in USD. Limits (seats, clients, documents, emails) are enforced per plan and shown in your billing settings.
Loved by people who hate admin
“I switched from spreadsheets and got two weeks of my life back. The automated reminders alone paid for the year.”
“Our quotes turn into invoices with one click, and the dashboard tells me exactly what’s outstanding. It just works.”
“Clients pay faster now that there’s a real “Pay” button. Setup took an afternoon and the PDFs look fantastic.”
Questions, answered
Is there really a free plan?
Yes — the Free plan is free forever. It covers a single user, a few clients, and up to five documents a month, so you can run real work before you ever pay.
How do online payments work?
Share a hosted payment link with your client. When they pay, the invoice updates to paid automatically and a receipt is sent. (The demo uses a mock gateway; a real processor drops in cleanly.)
Can I use my own branding?
On Starter and above you can upload a logo and address. Your PDFs and public pages carry your brand instead of ours.
Can I invite my team?
Yes. Invite teammates as owner, admin, or member. Members handle documents and clients; owners and admins also manage finance, settings, and the team.
Can I change plans later?
Anytime. Upgrade or downgrade from Settings → Billing. Usage limits and features adjust instantly.
Ready to take the stress out of getting paid?
Create your free workspace and send your first invoice in minutes. No credit card, nothing to lose.