Invoices and bookings

How do I bill a customer every month?

Set up a recurring bill: Fliok raises the bill on each date and sends it, and your customer pays it the usual way. It is not an auto-debit: Fliok never takes money from your customer’s card, bank account or UPI by itself. Each bill carries the same pay link and UPI QR as any invoice. Open Invoices, the Recurring tab, and press New recurring bill; or open an invoice and press Repeat this bill. Say what it is for (your customer reads this), who it is for and what each bill contains, as on an invoice. Under How often choose every week, every month, every 3 months, every 6 months, every year, or every few months; the form lists the first dates. A bill set for the 31st is raised on the last day of a shorter month. Each bill is an invoice, or a proforma first, and Pay within sets how many days the customer has. How it ends: Until I stop it, After a number of bills, or On a date. Sending starts as “Check the first one, then send by itself”: the first bill is made as a draft, and once you have sent it every later one is issued and sent on its date. You can instead send every one by itself, or have each one made as a draft for you to check. On a recurring bill’s own page you can Edit it (a change applies from the next bill), Skip next bill, Pause, or Stop it for good. A bill that was not raised within 7 days of its date, for example while it was paused, is listed as missed, and you choose to raise it or skip it: a gap never turns into a burst of bills. Every bill it raises counts toward your plan’s documents for the month. If those are used up, the bill waits and is raised by itself when there is room again, and the Recurring tab warns you before that happens. For one that has an end, such as a yearly membership, renewal reminders go 30, 15 and 7 days before its last day, on WhatsApp and by email, with what the renewal comes to and a bill to pay. When the customer pays that bill, it is renewed for one more term. On WhatsApp the renewal reminder goes as a marketing message, at Meta’s marketing rate, so a customer who has stopped marketing messages gets it by email only. The bills themselves and their payment reminders are utility messages.