Invoices Create invoices, collect balances, and keep every account change traceable.
Invoices from time, expenses, services, custom line items, jobs, or accepted estimates Client ledgers for invoice charges, payments, allocations, available credit, refunds, and corrections One-time or recurring late-fee policies with grace periods, reminders, and assessment limits Immutable financial history with explicit reversals instead of silent edits to issued activity Invoice history for sends, views, payments, balance changes, and automated billing origins Estimates and Jobs Move from proposal to approved work without losing context.
Estimate creation including tax, discount, and deposit Internal approval workflow prior to issuance Client options to accept, decline, and ask questions Revision history for declined estimates, and client-signed approvals Email-code acceptance with signer details and review acknowledgements Optional deposits that can create and send deposit invoices on acceptance Jobs workspace for active, waiting-for-deposit, and completed work Clients, Projects, Time, and Expenses Keep the work record organized before it becomes an invoice.
Client contacts, tags, billing profiles, payment terms, tax rules, and portal access settings Project states, billing cycles, service-rate overrides, payment terms, and numbering overrides Manual time entries, real-time timers, resume actions, and job-aware tracking Expense entries with vendors, categories, receipts, currency, and invoice impact notices Last-used client, project, and job shortcuts across billing entry forms Documents and Branding Present consistent, professional documents in the browser, in print, and as exports.
Sixteen built-in invoice and estimate themes with per-document previews and appearance controls Billing profiles for organization identity, logos, banners, currency, contact details, and default footers Payment terms, tax, discount, deposit, and client-note controls PDF and print-friendly PDF downloads plus CSV ZIP and JSON ZIP data exports Browser printing with no-color output and document-focused print layouts Custom document layouts where enabled Client Access and Collaboration Give clients a focused way to securely view, discuss, and respond to documents.
Recipient-specific email links plus revocable share links for invoices and estimates Client portal lists for sent documents across the organizations a contact can access Per-recipient access checks, view tracking, and optional email-code verification Estimate questions, invoice disputes, and threaded responses where enabled Payment receipts, balance updates, cancellations, and document-delivery notifications Abuse-report links on client-facing invoice and estimate views AI Assistance Use optional AI checks to polish client-facing billing communication before it goes out.
Smart Rewrite offers polished suggestions in notes, descriptions, document footers, client replies, and notification text Tone Monitor validates text tone for client-facing invoice and estimate notes, dispute replies, and estimate question replies Smart Review checks invoices and estimates for anomalies before documents are issued Reports and Scheduled Insights Turn billing activity into focused views that can be filtered, printed, or delivered automatically.
Overview dashboard for ready-to-invoice work, receivables, estimate follow-up, and activity Curated reports for executive summaries, receivables, revenue, payments, time, expenses, projects, estimates, and tax activity Date, user, client, and project filters with searchable report selection Daily, weekly, or monthly scheduled report delivery to selected team members Print-friendly report views for internal review Records, Storage, and Audit Logs Preserve operational records for handoff, review, and account ownership.
Organization exports in JSON or CSV for settings, clients, projects, jobs, time, expenses, invoices, estimates, ledgers, and audit logs Attachment manifests or authenticated attachment file packages included with organization exports Storage workspace with usage totals, file status, document context, downloads, and guarded deletion Searchable audit logs with actor, action, entity, date, and metadata details Private per-user notes for internal context on billing records Automation and Communications Reduce repetitive billing, delivery, and follow-up work without losing control.
Recurring billing profiles that create drafts or automatically issue and send invoices Automation rules with event triggers, conditions, schedules, repeats, and notification, fee, or approval actions Notification presets for past-due invoices, viewed documents, expired estimates, and estimate responses Document-level automation exclusions where billing automation is enabled Custom notification templates with compatibility checks for automation events Delivery tracking with retry and cancellation controls for queued document email Teams and Approvals Control who can act and route sensitive billing decisions to the right reviewers.
Basic and custom roles with server-enforced permissions Reusable, multi-stage approval workflows for invoices, estimates, and client-ledger finance actions Organization-wide, client, and project approval routing with reminders, escalation, and expiration controls Pending-approval attention cues, decision history, and stale-request protection Multiple organizations, ownership transfer, organization deletion, and data-retention workflows Stripe billing portal access for subscriptions, trials, plan changes, and add-ons
This is not an exhaustive list of every Billable Hub feature, but it
covers the major capabilities available across the product. Available
features depend on the selected subscription plan. See the
pricing page
for more details.
