Credit control software free trials: who offers one and what to test

Contents

Most credit control tools run a timed free trial of 10 to 32 days, some run none, and one runs a free action allowance with no expiry. The trial terms below were checked against each vendor's own material in August and September 2026.

Key takeaways
  • Trial lengths vary from 10 days to no clock at all, and two mid-market platforms offer no self-serve trial.
  • A timed trial is shorter than the cycle it is testing: on 30-day terms, one invoice barely completes a chase sequence before the trial ends.
  • Test against last month's real overdue list, in draft mode, before anything reaches a customer.
  • The settings that need unhurried attention are groups, sequence timing, sender address and the late-fee policy.
  • Paidnice has no trial clock: signing up is free, the first 20 actions are free, and no credit card is required.

Which credit control software offers a free trial

The useful comparison is not the day count. It is what one cycle of your payment terms can actually complete before the clock runs out, so the table measures each trial against an invoice on 30-day terms.

ToolTrial termsCard requiredOn 30-day terms, the trial covers
PaidniceNo clock. Free to sign up, first 20 actions freeNoSetup, the full cycle, and the first overdue chases, unhurried
Statey32 daysNoOne cycle, if you configure on day one
Credit HoundFree trial, duration unpublishedNoUnknowable until you ask the length
Chaser10 days, then a demo before you can buyNot statedSetup and drafts; the invoice is not yet due at expiry
SatagoNo trial statedn/aNothing self-serve to run

Two mid-market platforms sit outside the table for the same reason. Kolleno publishes no trial and is quote-led. Upflow's free Discover tier is analytics only, carries no collection automation, and the vendor's own wording is that it is not a trial. Terms checked August to September 2026; verify before you buy, because trial policies change more often than pricing does.

Why a timed trial fights the thing it is testing

Credit control runs on your customers' payment terms, and payment terms are longer than most trials. An invoice on 30-day terms that goes out on day one of a 10-day trial is still three weeks from being due when the trial ends.

So a timed trial tests setup speed and interface feel, and rarely tests the product's actual job, which is what happens to an overdue invoice over weeks. Teams compress the test by pointing the tool at invoices that are already overdue, which works, but turns week one into a live-fire exercise on real customers before the settings are right.

The alternative model is an allowance instead of a clock: the tool is free until it has done a set amount of real work. Nothing expires while you are still deciding, and the meter only moves when something actually sends.

What to test before real customers are involved

The settings below decide how the tool behaves toward your customers. They deserve unhurried attention, because a chase sequence with the wrong tone or the wrong recipient costs goodwill you cannot refund.

  1. Connect the real ledger. A sandbox tests nothing. Connect Xero or QuickBooks Online and let the tool read your actual open invoices and contacts.
  2. Stay in draft mode. Set policies to draft or preview so every reminder queues for approval instead of sending. You want to read what would have gone out, invoice by invoice.
  3. Build the customer groups. Decide who gets the standard sequence, who gets a gentler one, and who is excluded entirely. This is the setting teams most regret rushing.
  4. Set the sender. Reminders should come from your own domain and a named person. Verify the domain and send a test to yourself before any customer sees one.
  5. Configure the late-fee policy last. Interest and fees are the highest-stakes setting. Check the rate, the minimum debt age and the exclusions against your terms before turning it on.
  6. Then go live on your worst ten. Approve the queue for the ten most overdue invoices and watch what comes back: payments, replies and bounces all tell you something.

How Paidnice's free action allowance works

Paidnice has no trial clock. Signing up is free, no credit card is required, and the first 20 actions are free with no time limit. Until the allowance is used, nothing about the account expires.

That shape exists for exactly the settings work above. Connect Xero or QuickBooks Online, build your groups, write the sequences, and let policies run in draft while you read what each one would have sent. The allowance only counts the work Paidnice actually performs, so a fortnight spent getting the wording right costs nothing.

💡 Paidnice insight

Run your first policy in draft against last month's overdue list and read the queue like a customer would. The two changes almost everyone makes after that reading are softening the first reminder and moving its send time earlier in the day.

When you do go live, the plans start at £49 a month for 150 invoices, with unlimited users on Pro, and there are no contracts or lock-ins. What each tier costs is on the pricing page, and how the wider market prices is its own comparison.

What to check before the trial converts

Three questions to answer before any tool starts billing you, whatever its trial model.

QuestionWhy it matters
Did money arrive that was previously stuck?A reminder sequence that produced no payment on genuinely overdue invoices is not doing its one job.
What did support do when you asked something hard?Trial-period support is the vendor at their best. If the answer took days now, budget for worse later.
What happens to your data if you stop?Ask for the retention period and the export route before you start, not after.

For choosing between the tools themselves rather than their trials, the wider field is compared in credit control software by turnover, seats and cost, and the small-business end in credit control software for UK small businesses.

Common questions

Which credit control trials need a credit card?
Paidnice, Statey and Credit Hound state that no card is needed. The rest do not publish the answer, so ask before you sign up rather than discovering it at the paywall.

Should a trial run on live ledger data or a sandbox?
Live data, with policies in draft mode. The tool then reads your real invoices and contacts while nothing sends until you approve it, which is the only test that predicts production behaviour.

Will my customers get emails during the trial?
Only if you take policies out of draft. Keep everything queuing for approval while you tune the wording, then go live deliberately on a small set of invoices.

How long should a credit control trial last?
Long enough to cover one real chase cycle, which on 30-day terms is five to six weeks from invoice to first overdue reminder. A 10-day clock cannot cover that; an action-based allowance can.

What does an action mean in Paidnice's free allowance?
An action is a piece of work Paidnice performs, such as sending a reminder. The first 20 are free with no expiry, so the allowance is spent on real chasing rather than on setup time.

What happens when the free actions run out?
You pick a plan, from £49 a month for 150 invoices. There is no contract and no lock-in, so stopping later is as easy as starting.

Denym Bird

Written by

Denym Bird

Co-founder & CEO of Paidnice

Denym is a software entrepreneur and writes about accounts receivables management for small business.

Stop chasing invoices.
Start getting paid.

Paidnice is accounts receivable automation that enforces your payment terms, trusted by thousands of businesses on Xero and QuickBooks. Credit control and debtor management, run for you.

Try it Now - It's Free

No card required.

ACAcme Joinery 12 days overdue Checking policy Late fee applied Awaiting payment $4,120 $4,202
BRBrightwork Due today Reminder sent Still unpaid Final notice $1,880
CVCoverdale Due in 3 days Reminder sent Checking policy Exempt from fees Needs review Sent to your team $6,480

Try Our Free Accounts Receivable Calculators

Optimize your cash flow with our suite of financial tools designed for AR professionals. Calculate DSO, aging analysis, late fees, and more.

Explore Calculators