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Personal vs Business setup

Choose the right account type for your needs. You can upgrade or change your account type at any time.

Last updated: November 2024•3 min read

Account types overview

Plaen offers two main account types, each designed for different use cases. The type you choose affects your invoice templates, available features, and how your account is organized.

Individual Account

Perfect for freelancers, consultants, and solo professionals

Personal invoicing
Single user access
Basic reporting

Business Account

Ideal for companies, agencies, and growing teams

Company branding
Team collaboration
Advanced reporting

Individual Account details

Individual accounts are designed for solo professionals who need to send invoices under their own name.

Best for:

  • Freelance designers, developers, writers
  • Independent consultants
  • Tutors and coaches
  • Artists and creatives
  • Any solo professional

Features included:

  • Unlimited invoices and clients
  • Mobile money, bank transfer, and crypto payments
  • Professional invoice templates
  • Automatic payment reminders
  • Basic expense tracking
  • Export to PDF and Excel
  • Email support

Business Account details

Business accounts provide additional features for companies and teams that need more advanced invoicing and collaboration tools.

Best for:

  • Small and medium businesses
  • Digital agencies
  • Consulting firms
  • E-commerce stores
  • Any business with multiple team members

Additional features:

  • Custom company branding and logo
  • Team member management and permissions
  • Advanced reporting and analytics
  • Custom invoice templates
  • API access for integrations
  • Priority customer support
  • White-label client portals

Which should you choose?

Quick decision guide

Choose Individual if: You work alone, invoice under your name, and need basic invoicing features.

Choose Business if: You have a company name, work with a team, or need advanced features like custom branding.

Pricing

Both account types start with the same free tier, which includes:

  • Up to 5 invoices per month
  • All payment methods
  • Basic templates
  • Email support

Paid plans unlock unlimited invoicing, advanced features, and priority support. Business accounts include additional collaboration and branding features.

Switching account types

You can change your account type at any time from your account settings. All your invoices, clients, and data will be preserved when switching.

To switch account types:

  1. Go to Settings → Account
  2. Click "Change Account Type"
  3. Select your new account type
  4. Update your profile information if needed