Product tour
Walk one client from
proposal to payment.
Nine steps through Belvak, driven by you. Everything on this page is fictional sample data: one imaginary client moving from a proposal to a fully collected project, and then into recurring work that bills only when somebody approves it. Free for 1 user. Professional is $49 per month including 5 users, then $8 per extra user.
Win the work · Step 1 of 9
Add the client once
Start with a single client record for Horizon Fashion Dubai. Belvak keeps the client, contacts, documents, proposals, projects, invoices, and payments connected, so the same details can carry forward without retyping.
Start free with your own first clientArrow keys work too
Step 1 of 9: Add the client once
The whole story, step by step
Everything the tour shows, written out. Pick any step to jump straight to it, or read the thread here.
Win the work
Start with a single client record for Horizon Fashion Dubai. Belvak keeps the client, contacts, documents, proposals, projects, invoices, and payments connected, so the same details can carry forward without retyping.
The sample proposal covers strategy and discovery for $4,000, commerce design for $8,000, and build and launch for $12,000. Create a share link so the client can review it in a browser without a Belvak account, while the proposal stays Pending until a decision is recorded.
After the client agrees, the proposal is marked Approved and is ready to become a project. The client, $24,000 value, scope, and proposal link carry into the conversion, so the original agreement remains traceable.
Deliver and collect
The new Horizon e-commerce replatform project opens with the $24,000 contract already attached. This sample has already invoiced and collected $18,000, leaving $6,000 to bill against the agreed value.
Creating the final one-time invoice brings the project to $24,000 invoiced, with $18,000 collected and $6,000 outstanding. The invoice remains Pending until payment, and its visible public reference is #0291.
Professional plan
This sample uses a Professional online payment link. When the $6,000 payment succeeds, Belvak records it against #0291, changes the invoice from Pending to Completed, and updates the project to $24,000 collected with nothing outstanding.
Keep it running
Professional plan
Horizon site care is a separate $1,200 monthly maintenance contract, not part of the completed $24,000 project. Each billing period appears in Upcoming Invoices for review; clicking Approve creates the invoice, and nothing is sent automatically.
Professional plan
The AI assistant uses records the viewer is allowed to access. Choose 'Who still owes us money?' to find Al Basri Logistics with AED 9,200 open on invoice #0290, or choose 'What renews soon?' to return Horizon site care at $1,200 per month.
Your next step
You have seen one fictional client move from a $24,000 proposal to a fully collected project, then into controlled recurring work. Start free, share this exact tour step with a colleague, or use the evaluation checklist to compare Belvak with your current process. Free for 1 user. Professional is $49 per month including 5 users, then $8 per extra user.
Take it from here
The tour used made-up records. The next useful step is the same thread with your own: one real client, one open project, one invoice you actually need to send. If somebody else decides with you, the evaluation brief is written to be forwarded.
Free for 1 user. Professional is $49 per month including 5 users, then $8 per extra user.