Frequently Asked Questions

Answers about Billable Hub's features, plans, billing, and records.

Using Billable Hub

Common questions about where Billable Hub fits.

Is Billable Hub a fit for solo users?

Yes. Billable Hub Essentials includes unlimited time tracking, estimates, and invoices, plus secure client document access. The plan includes two paid seats, 10 active clients, and 25 active projects. Optional add-ons provide additional features or capacity.

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What changes when my team grows?

Essentials includes two paid seats, Growth includes five, and Professional includes 15. Additional paid seats have a standard price of $5 per month or $60 per year (USD per seat). You can also add features or capacity, or move to a higher plan. Published plans support up to 30 paid seats; contact Billable Hub to discuss larger teams. Viewer, Subscription Manager, and Client Users do not consume paid seats.

Review team capacity and seat pricing

How does the internal approval process work?

Internal approvals are included on Professional or available through the Approvals add-on on Essentials and Growth. Teams can require approval for estimate, invoice, and finance actions, always or above a set amount, and route requests by organization, client, or project. Eligible approvers are notified, and protected actions pause until approval or rejection. If the document changes, the approval request becomes stale and must be requested again.

See approval workflow availability

What types of businesses is it built for?

Billable Hub is built for independent professionals and service teams, including consultants, software developers, digital agencies, and consultancy firms. It connects estimates, billable time and expenses, invoices, client access, and billing records.

Explore the billing workflow

Billing Workflow

How estimates, jobs, invoices, and client access work.

What can I create invoices from?

Billable Hub can create invoices from time entries, expenses, services, custom line items, jobs, or accepted estimates. Expense tracking, advanced estimate-to-invoice workflows, and recurring billing are included on Growth and Professional or available through their respective add-ons on Essentials. Event-based billing automation requires Professional or the Billing Automation Workflow add-on.

Check invoice feature availability

Can Billable Hub connect to my bank account?

No. Billable Hub does not connect to bank accounts, offer bank feeds, or import bank transactions. Online invoice payments use Stripe. You can also record payments manually with the payment type, amount, reference, and internal notes, and track balances through invoice and client ledgers.

Compare billing and accounting capabilities

Can I accept online payments with Billable Hub?

Yes. Connect an existing Stripe account or create one to accept credit and debit card payments on eligible invoices. Billable Hub does not process ACH payments. You can set organization defaults, choose payment preferences for individual clients and invoices, and record payments received outside Billable Hub.

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Does Billable Hub charge fees for online payments?

No. Billable Hub does not take a percentage or add any fees to online payments. Stripe charges its own processing fees, which are paid by your business.

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How do client estimate approvals work?

Advanced Estimates, included on Growth and Professional or available as an Essentials add-on, lets clients accept, decline, ask questions, request revisions, and provide signer details when approvals are enabled. Revision history stays with the original estimate. Accepted estimates can create jobs, generate deposit invoices automatically, or convert to a final invoice, depending on the selected workflow.

See the estimate-to-job workflow

How does Billable Hub reduce billing mistakes and disputes?

Billable Hub keeps related work, payments, balance changes, credits, and document history together. Advanced Estimates adds client questions, and Advanced Invoices adds disputes on an invoice line item or total, with threaded replies attached to the document. Both features are included on Growth and Professional or available as Essentials add-ons.

Explore client questions and invoice disputes

What does the client portal include?

The Billable Hub client portal provides secure access to sent invoices and estimates. Clients can review documents, pay eligible invoices through Stripe when enabled, and report abuse. Estimate questions and invoice disputes require Advanced Estimates and Advanced Invoices, respectively, and depend on document settings.

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What is a job in Billable Hub?

A job in Billable Hub connects an accepted estimate to related time entries and expenses, then generates an invoice when marked complete. Jobs are included with Advanced Estimates on Growth and Professional or available through the Advanced Estimates add-on on Essentials. Recording expenses also requires expense tracking.

Learn how jobs generate invoices

Plans and Billing

Trial, plan, and add-on details.

Is there a trial period?

Billable Hub starts with a 90-day free trial with no subscription or credit card required. Signing up for a subscription during the trial preserves your remaining trial days and original trial end date; it does not trigger early payment. If you subscribe, paid billing begins when the original trial ends. Switching plans does not reset the trial.

Read the trial and billing terms

What is Billable Hub's refund policy?

Billable Hub provides a full refund for yearly charges requested within 30 days of the initial yearly charge date, which is when the trial ends. Monthly charges are not covered by that refund window and are not refundable once billed unless required by law or stated otherwise at checkout. Requests after the refund window are not eligible unless required by law.

Read the full refund policy

How is pricing structured?

Billable Hub's standard monthly prices are $5 for Essentials, $15 for Growth, and $50 for Professional (USD per organization). Plans include two, five, and 15 paid seats, respectively. Additional seats cost $5 per seat per month at the standard rate. Capacity and feature add-ons are priced per organization. Annual billing and Welcome Savings are available.

Compare monthly, annual, and add-on pricing

How does Welcome Savings work?

Sign up for a Billable Hub subscription by December 31, 2026 to use your automatically attached Welcome Savings coupon. Starting a trial alone does not activate the coupon. The coupon provides 50% off the base plan, add-ons, and additional user seats after your remaining trial days. The discount covers the first 6 paid months on a monthly subscription or the first paid year on an annual subscription. Your first payment does not have to occur by the signup deadline. Standard prices apply after the discount period.

Review Welcome Savings prices and terms

Can I switch plans?

Yes. You can switch Billable Hub plans during the trial or a paid subscription. Trial dates do not reset unless checkout explicitly states otherwise. Paid upgrades take effect immediately with prorated charges for the remaining billing period. Downgrades and cancellations take effect at the end of the current billing period.

Read plan change and cancellation terms

How is subscription billing managed?

Stripe handles Billable Hub subscription checkout, plan changes, add-ons, and the customer billing portal. Stripe's terms apply to its billing services. Paid monthly and annual subscriptions renew automatically until canceled. You can manage or cancel your subscription from billing settings or the customer portal.

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Records and Exports

What you can review, keep, and hand off.

What reporting and visibility do I get?

The Billable Hub dashboard highlights work ready to invoice, receivables, estimate follow-up, and recent activity. Advanced Reports is included on Professional or available through the Reporting Pack add-on on Essentials and Growth. It adds reports for executive summaries, receivables, payments, revenue, time, expenses, projects, jobs, estimates, and tax activity, with date, user, client, and project filters, printing, and scheduled daily, weekly, or monthly email delivery to selected team members.

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Can I export my data?

Yes. Authorized Billable Hub users can export organization data in JSON ZIP or CSV ZIP format. Individual invoices and estimates can be exported as PDF, print-friendly PDF, CSV ZIP, or JSON ZIP files.

See records and export features

How long do you keep my data after I cancel my subscription?

After canceling a Billable Hub subscription, you can access and export existing organization data for up to one year. Deleting an organization removes user access immediately and schedules retained workspace data for permanent deletion after 90 days. Before deletion, Billable Hub warns you and offers an export. You can request earlier deletion through support; legal, security, accounting, and backup retention exceptions described in the Privacy Policy may apply.

Read the data retention and deletion policy

How do I delete my account?

Delete your Billable Hub account from User Profile → Account. If you own an organization, delete that organization first and export and download its data before deletion. Account deletion immediately removes your access to every organization you belong to.

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Does Billable Hub sync with accounting or payroll tools?

No. Billable Hub does not directly sync with accounting or payroll tools. Its current workflow focuses on estimates, time and expenses, invoices, client access, and billing records. You can export organization data in CSV ZIP or JSON ZIP format.

Compare Billable Hub with accounting software

Are audit logs available?

Yes. Billable Hub audit logs record organization activity with the actor, action, entity, date, and supporting metadata. In-depth audit log review and export are included on Professional or available through the Audit Logs add-on on Essentials and Growth.

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