Managing an Invoice2go Trial and Subscription Safely

By Scott Reynolds, subscription-software support lead with 9 years of experience handling billing, renewal, and account-access cases

Last reviewed: July 12, 2026

Invoice2go offers invoicing, estimates, customer records, payment tools, reports, and related small-business features through paid subscription plans. Its current pricing page advertises a 30-day trial that requires payment-card details. This independent guide is not affiliated with Invoice2go or BILL.

A trial user should identify the purchase channel, renewal date, invoice allowance, and cancellation method before relying on the service. Cancelling normally stops a future renewal; it does not erase the account immediately or produce an automatic refund for unused subscription time.

What Invoice2go includes

Invoice2go is a web and mobile service for preparing invoices and estimates, managing clients and projects, accepting supported payments, recording expenses, and reviewing business activity. The current US plan comparison lists Starter, Professional, and Premium tiers with different invoice limits, payment rates, reports, integrations, and recurring-invoice access.

The subscription and payment-processing costs are separate.

A user may pay for access to the software and also incur transaction charges when customers choose certain online payment methods. The current pricing page lists card-processing percentages of 3.5% for Starter, 3.0% for Professional, and 2.9% for Premium. It also displays 30 invoices per year for Starter, 100 for Professional, and unlimited invoices for Premium.

Those figures can change. Verify the regional pricing page before subscribing, especially when the business operates outside the United States or uses another billing currency.

Start with the verified Invoice2go login

The verified account page is hosted on Invoice2go’s account.2go.com domain. It displays Email, Password, Forgot password?, and an account-creation option.

Use the original account email.

Creating another profile after a login problem can lead to a working but empty account with none of the earlier invoices, clients, payment records, or subscription details.

When the password is forgotten, Invoice2go’s support instructions direct users to confirm the entered password and use the reset route when necessary.

Do not place login credentials, card details, or authentication codes inside a general support message. Account recovery should remain within the verified account page and Invoice2go Help Center.

The trial requires payment details

Invoice2go currently advertises a 30-day trial. Its pricing FAQ says payment-card details are required to begin, but subscription fees are not charged when the trial is cancelled within 30 days.

That creates a specific deadline.

Installing the application, stopping use, or deleting it from a phone does not by itself demonstrate that the trial was cancelled. The subscription must be managed through the applicable billing channel.

Record the date first.

A calendar note should include the trial start date, expected renewal date, purchase channel, and plan selected. Skip relying on memory, particularly when the trial is being evaluated alongside several other business applications.

The trial should also be used actively. Create a sample client, prepare an estimate, send a controlled invoice, inspect the customer payment route, and test any export or integration the business expects to use.

Auto-renewal begins with the subscription

Invoice2go’s billing policy states that subscriptions renew automatically at the selected monthly or annual interval until they are cancelled. The renewal uses the then-current subscription price and applicable taxes or charges.

Web purchases are automatically configured for renewal. Google Play and Apple App Store purchases use the renewal settings controlled through those marketplaces rather than Invoice2go’s web account.

This distinction matters because the same application can have different cancellation routes.

A user who subscribed through Apple should review the Apple subscription record. Someone who purchased through Google Play should inspect the Google Play account. A web subscriber should use Invoice2go’s account and subscription settings.

My first priority would be identifying where the original charge was made. Skip changing settings in three different places without checking the purchase receipt.

Cancelling through the web account

Invoice2go documents the web cancellation route as follows:

Select the company name in the upper-right corner, open Account & settings, choose Manage subscription, select Update Payment Method, and then choose Cancel subscription. The user must complete the on-screen prompts and should receive confirmation that the subscription will expire at the end of the billing cycle.

Save the confirmation.

A screenshot is unnecessary for support unless specifically requested through a verified channel, but the confirmation email or account status should be retained with the business’s subscription records.

Cancellation can be initiated at any time. Invoice2go says it becomes effective at the end of the current paid subscription period rather than immediately removing access.

That remaining period can be used to export records, finish invoicing work, and verify that essential data has been retained elsewhere.

Apple and Google purchases follow different routes

Invoice2go says Apple handles purchases and refunds made through the Apple App Store. Subscription changes and cancellation must be completed through the user’s Apple account.

For subscriptions purchased through Android, Invoice2go directs users to the Google Play account for cancellation or plan changes.

Do not assume that deleting the Invoice2go account will automatically stop marketplace billing.

The billing policy states that Invoice2go does not control the auto-renewal settings for Google Play or Apple App Store subscriptions. Those settings need to be reviewed in the applicable marketplace account.

My second priority would be disabling renewal through the actual payment channel. Skip uninstalling the app as a substitute for cancellation.

Cancellation does not usually create a refund

Invoice2go’s subscription-management page states that it does not provide refunds for unused time remaining in the current subscription term after cancellation or for prior lapsed terms. Refund requests remain subject to review under the billing policy.

The billing policy similarly says subscription charges are generally non-refundable except where the policy or applicable law provides otherwise. Cancellation normally stops future charges and becomes effective at the end of the current period.

Do not promise a refund.

A user can submit a request, but review and approval are separate from cancellation. The purchase channel may also determine who handles that request.

For web purchases, Invoice2go handles eligible refunds under its policies. Google Play purchases may be reviewed by Invoice2go or Google, while Apple controls App Store refund decisions.

Promotional pricing may be lost

Invoice2go warns that cancelling a subscription causes the user to opt out of promotional pricing. A later renewal may use the current price for the selected plan rather than the former promotional rate.

This does not mean the subscription should remain active solely to preserve a discount.

It means the business should make a deliberate decision. Compare the cost of continuing with the value of the functions actually used.

Count annual invoices, expected card volume, required reports, integrations, recurring billing, and team access. The current plan page shows meaningful differences in these areas.

A plan that no longer fits should not be retained merely because it was once discounted.

A failed renewal can temporarily expire the account

Invoice2go says a renewal payment may be declined by a bank for several reasons. When that occurs, the account can temporarily expire while Invoice2go retries the payment or the user renews manually.

A failed renewal is different from a completed cancellation.

The user may have intended to continue but used an expired card, encountered a bank decline, or had insufficient available funds. The billing policy says access may be suspended or disabled when subscription charges cannot be processed.

Check the subscription status before opening a second account.

A temporarily expired account can often be renewed through the existing profile. Creating another subscription can leave records and billing divided between accounts.

What happens after the subscription ends

Invoice2go says an expired account is automatically placed into a deactivated state. Account data remains stored on its servers and is not deleted unless deletion is separately requested.

This is one of the most important distinctions in the subscription workflow.

Cancellation stops renewal. Expiration deactivates normal paid access. Permanent deletion removes data through a separate process.

Invoice2go also says users with a deactivated account can still export account information through the web platform. The account can be reactivated by paying the subscription fee after expiration.

Do not treat deactivation as a backup strategy. Export important information while full access is still available.

Export records before the billing period ends

Business invoices may be needed after an account is no longer active.

Tax work, warranty claims, customer disputes, chargebacks, bookkeeping reviews, and proof of completed services can all require historical records. Invoice2go says company information remains exportable from the web platform after deactivation, but exporting earlier provides more time to inspect the files.

Verify the export.

Confirm that the files open, include the intended date range, and contain the necessary invoice, customer, expense, and payment information.

Store them securely because business exports can contain customer names, contact details, invoice values, and other private records.

Short step. Long value.

Changing plans can reset renewal timing

Invoice2go’s billing policy says that upgrading, downgrading, or changing billing frequency creates a new renewal setting for the changed plan. Monthly plans renew one month from that change date, while annual plans renew one year from it.

This can move the renewal date.

Someone who changes plans during a trial or active subscription should review the new billing schedule rather than assuming the earlier anniversary remains unchanged.

Check the confirmation page and account settings after making the change. Skip relying on the date shown in an old receipt.

The new plan should also be tested against its invoice allowance and included features. Current limits and plan inclusions appear on Invoice2go’s pricing comparison.

Common subscription mistakes

The first common mistake is assuming the app was cancelled because it was deleted from a device. Billing remains controlled through the web account, Apple account, or Google Play account, depending on where the purchase occurred.

The second is cancelling and expecting an immediate prorated refund. Invoice2go states that cancellation normally takes effect at the end of the paid period and does not generate a refund for unused time.

Both errors come from treating account access, app installation, renewal, and refunds as one action.

They are separate.

Frequently asked questions

How long is the Invoice2go trial?

Thirty days.

Does the trial require a payment card?

Yes. Invoice2go says card details are required to start the trial.

Does Invoice2go renew automatically?

Yes. Paid subscriptions renew monthly or annually until cancelled, subject to the applicable billing channel.

Does deleting the app cancel Invoice2go?

No. Cancellation must be completed through Invoice2go, Google Play, or Apple, depending on the purchase channel.

When does cancellation take effect?

At the end of the current billing cycle.

Will Invoice2go refund unused subscription time?

Invoice2go says it generally does not refund unused time after cancellation. Refund requests are reviewed under the billing policy and may depend on the purchase channel.

Does an expired subscription delete my invoices?

No. Invoice2go says the account becomes deactivated and stored data remains unless deletion is separately requested.

Can I export data after the account expires?

Invoice2go says company information can still be exported from the web platform while the account is deactivated.