Your free trial, and what happens after
Every new business gets a 14-day free trial with every Pro feature and no card; if you don't pick a plan by the end, your books turn read-only, never locked.
The trial
Every new business starts with a 14-day free trial that includes every Pro feature. No credit card needed.
The chip next to your account (top right on a phone, bottom of the sidebar on a computer) shows how many days are left. It turns orange when 4 days are left. The business owner also gets a reminder email with 4 days to go and on the last day.
You can choose a plan any time during the trial without losing trial days: billing starts when the trial ends.
When the trial ends
If you haven't chosen a plan, your books become read-only. Read-only is never locked:
- You can open every page, search, and download any report, your tax pack and your customer list.
- You can't add or change anything until you choose a plan.
- Receipt emails you forward are still saved in To review, so nothing is lost. Approve them after you choose a plan.
- Recurring charges wait, and pick up again once you choose a plan.
A banner at the top of every page says Your books are read-only, with a Choose a plan button.
If a payment fails
If your card is declined, everything keeps working for 7 days, with a banner asking you to Update card. After that, your books become read-only until the payment goes through.
If you cancel
Your plan keeps working until the end of the period you paid for. After that, your books are read-only, and everything is still there to open and download.
Related articles
- Plans and what each one includesStarter is $9 a month, Solo $19 and Pro $39; paying yearly gets you 2 months free, and you choose a plan in Settings → Plan & billing.
- Why can't I change or delete this?Usually it's one of three things: your books are read-only, the feature is part of a bigger plan, or your role doesn't allow it; a few records are also protected to keep your tax records right.
- Export your customer listOn Customers, tap Export and choose Excel, CSV or Contacts (vCard), for just the customers you're looking at or all of them.
Still stuck?
Email us at hello@tallibook.com and tell us what you were trying to do.