The live mode handles payment with tax calculations and creates documents (invoices, reports of collections).
The test mode is there to setup your account and allow you to test our functionality.
Entering live mode means you are ready to let us do the job for you and for that you need to select a plan according to your business needs and proceed to payment which is a monthly upfront payment.
Before going Live you will be requested to confirm all of this section to make sure Octobat can do the job right for you: Tax settings → If you collect tax, do you want Octobat to calculate the VAT or if it is a specific tax rate.
Checkout enables you to collect payment easily and to calculate tax automatically.
You will have the choice between a pre-developed checkout and a custom form.
Retrieving past invoices costs 19€ per month. We charge for that service for the simple reason that it is a part of our core business activity.
Test mode is free to use and allow you to test your integrations and how Octobat works, but without exposing the Checkout feature to actual live customers. You can test all features, and configure to work according to your business preferences.
On the top left side in the application there is a button which enables you to switch easily from test mode to live mode.