Client intake & approval

Collect client details and approval before you invoice

Describe the work, set the price and your terms, and send the client one secure link. They review it, accept the terms, sign with their name and fill in their own billing details. Business Hub keeps the approval with the request and turns it into an invoice when you are ready.

How it works

From proposal to approved invoice

Create the request

Add a title, a description of the work, the amount or hourly rate, and your terms. Choose fixed price, milestones or hourly billing.

Share the secure link

Send the link by WhatsApp, email or any chat. Your client opens it without creating an account, reviews the details and accepts.

Client signs and submits

The client accepts your terms, types their name as a signature and enters their billing details. You see the request move from pending to accepted to submitted.

What you get

Approval and billing in one place

🔗

No client login

Clients respond from a private link in their browser or phone. Nothing to install and no account to create.

✍️

Terms and signature on record

The accepted terms, the signer's name and the time of acceptance are saved with the request.

🧾

Client fills in their own details

Name, company, email, phone, address and tax number come from the client, so invoices go out with correct billing details.

💼

Fixed price

One agreed amount, invoiced in one step once the client has approved and submitted.

🪜

Milestones

Split a project into milestones and invoice each one separately as the work is delivered.

⏱️

Hourly billing

Agree an hourly rate, then invoice each batch of hours worked as the project goes on, as many times as you need.

Who it's for

Who uses client intake

Agencies

Get written sign-off on scope and price before work starts, and bill by milestone as you deliver.

Freelancers and consultants

Replace back-and-forth emails for client details with one link, then invoice your hours at the agreed rate.

Service providers

Send a quote-style request, collect acceptance and billing details, and invoice without retyping anything.

FAQ

Common questions

Does my client need an account?

No. They open a private link that only works for that request, review it, accept and submit their details.

What does the client sign?

They accept the terms you wrote on the request and type their name as a signature. The acceptance time is recorded with it.

Can I invoice in parts?

Yes. Milestone requests are invoiced one milestone at a time, and hourly requests can be invoiced for each batch of hours you work at the agreed rate.

How do I send the link?

Copy it and share it however you talk to the client: WhatsApp, email, Messenger or any other chat.

Which plans include client intake?

Client intake is included on the plans that list it on the pricing page.

Try it on your next invoice

Set up your business in a couple of minutes, no setup call needed.

Create free account