Choose the right next step

Start with the billing case.

Begin a 7-day Grow trial, or bring one difficult invoice to a guided walkthrough.

In brief

Use the free trial when you are ready to configure the operation yourself. Book a demo when schedules, approvals, entities, exceptions or accounting hand-offs need to be mapped first. Existing customers can go directly to the Help Centre for product support.

Three clear routes

Do not make a support request behave like a sales lead.

Each route goes to the service that owns the next action. No message disappears into an unmonitored website inbox.

Start independently

Create a free trial account.

Test Grow for 7 days with no payment card. Trial invoices are watermarked.

  • 3 entities
  • Up to 10 users
  • 12,000 invoices per year on the paid Grow plan
Start Free Trial Review plans and limits

Map the difficult case

Choose a demo time.

Tell us enough to frame the discussion, then continue to Calendly to select an available time.

Submitting sends your details to Invoicera for demo follow-up and opens Calendly. Choose a time there to confirm your booking.

Prepare the useful details

One real invoice is enough to start.

Bring the source, terms, reviewers, exception and destination behind the invoice that takes the most reconstruction. Review the complete billing operating model or the product overview before the meeting if you need a shared map of the stages.

  1. 01Source

    Schedule, approved work, quantities or milestones.

  2. 02Decision

    Entity, rate, tax treatment and outgoing reviewer.

  3. 03Close

    Reminder policy, exception owner and ledger hand-off.

Before you continue

Know what happens next.

What happens after I submit the demo form?

You continue to Invoicera’s Calendly page to choose an available meeting time. Your name, work email and company are used to prefill the scheduling step and are also sent to Invoicera for demo follow-up. Completing the Calendly step confirms your booking. Bring one difficult billing case so the conversation can stay specific to your operation.

Can I start a trial without booking a demo?

Yes. The free-trial route opens Invoicera’s account-creation service directly. The approved trial is 7 days on the Grow plan and does not require a payment card. Trial invoices are watermarked. You can use the trial to test a real schedule, approval path or recurring billing case before deciding whether a guided walkthrough is useful.

What should I bring to a billing walkthrough?

Bring the commercial terms and source records behind one difficult invoice workflow: the schedule or approved work, entity and currency, reviewers, exceptions and the accounting destination. Remove customer-identifying data before sharing it. A complete case is more useful than a generic feature list because it shows where ownership, rules or hand-offs need to remain visible throughout the billing cycle.

Where should existing customers ask for product help?

Existing customers should use the Invoicera Help Centre for product support and account guidance. The contact page is primarily for evaluating a trial or arranging a billing-workflow discussion. Separating support from evaluation helps the request reach the team and knowledge base designed for that job without creating a duplicate sales enquiry.

Do I need to move my accounting system before a trial?

No. Invoicera runs the outgoing billing operation while the established accounting platform remains responsible for the ledger. The trial can be evaluated around invoice preparation, approval, reminders, collections and payment status without positioning Invoicera as a replacement for QuickBooks or Xero. Start with a contained workflow before configuring any companion hand-off.