Getting started
Set up Plain and find your way around.
- Start here: Plain in five minutesWhat Plain does, how it's laid out, and the quickest path to your first invoice.
- Create your account and start your free trialSign up in a couple of minutes. The trial is free for 14 days, with no card needed.
- Sign in, two-step sign-in and resetting your passwordHow to sign in, use your authentication code, and get back in if you've forgotten your password.
- Guided setupSix short steps that set up your business, accounts and team. You can come back to it any time.
- Business and accounting settingsYour business details, financial year, VAT basis, invoice numbering and approval limits.
- Your Today dashboardWhat each card on Today means and how to act on it.
- Search, quick create and shortcutsJump anywhere, find any record, and create things from any screen.
- Using Plain on your phonePlain works in your phone's browser, with no app to install.
- Moving to Plain from another systemBring your contacts and balances across, run both systems side by side, then switch.