Invoices and bookings
Why did my customer not get the WhatsApp message?
Open the invoice or the booking and look at what was sent: every message that did not go says why, and the email still goes when there is an address. The usual reasons, in the screen’s own words. Waiting for WhatsApp to approve the template: the messages Fliok created on your WhatsApp account are still in review, or one was rejected; each one’s status is in the feature’s settings, and nothing is needed from you. No WhatsApp number is connected: your number is not connected or not active, for example while Meta has restricted it. The customer has no WhatsApp number: none was typed on the bill or the booking. This customer is not on WhatsApp: they are an Instagram contact. The customer opted out of messages, or is blocked. This month’s message allowance is used up. A quotation, its follow-up and a renewal reminder go as marketing messages, so they have two more reasons. This customer got a marketing message from you in the last 48 hours, so another was not sent on WhatsApp so soon; or the customer has stopped marketing messages. Ask them to message you, since a quotation goes as an ordinary message while their chat is open, or copy the link and send it yourself. Some customers write to you under a WhatsApp username, without sharing their number. A bill made out to such a contact still goes to their chat, and so do the messages of a booking your team makes for them; a booking made on your booking page is messaged at the number typed there. A message that was sent can still fail at WhatsApp, for example when the number is not on WhatsApp; it then shows Could not be delivered. If Meta has restricted your number, nothing can be sent from it until Meta lifts the restriction. Email has its own reasons: no address, an address the mail server refused before (edit the address to try again), or this month’s customer emails used up.
Invoices and bookings
More answers on this
- How do I send my first invoice?Switch on Invoices & receipts, add your business name, then press New invoice: the bill goes to your customer on WhatsApp and by email.Read more
- How do I send a quotation, and what happens when it is accepted?Open Invoices and press New quotation: the customer gets a PDF with a link where they accept it, ask for a change or decline.Read more
- What is the difference between editing, cancelling and voiding?Edit changes a bill and keeps the old copy, Cancel withdraws a bill for good, and Void undoes a payment you recorded by mistake.Read more
- How do my customers pay an invoice?Every bill shows what is owed and how to pay it: a UPI QR for the exact amount, your bank details, and Pay online through your own Razorpay account.Read more
- How do payment reminders work?Fliok reminds a customer about an unpaid invoice around its due date, and stops the moment the invoice is paid or cancelled.Read more
- 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.Read more
- Who has not paid me, and how do I send a statement?Open Invoices and the Who owes you tab: it lists every customer with something unpaid, what they owe and how late it is.Read more
- How does GST work on my bills?Your bills carry GST only if you say you are registered for it; a new business starts as Not registered for tax, with no tax on its bills.Read more
- How do I set up my booking page?Switch on Bookings, add one thing customers can book, and share the link: the page takes bookings and sends the confirmations and reminders.Read more
- Can I take an advance for a booking?Yes. Switch on Ask for an advance, and a booking is confirmed once the customer has paid; until then its time is kept for them.Read more
- Can customers pick a staff member?Yes. Add the people who take bookings, and your booking page asks Choose who, with Anyone available as one of the choices.Read more
- How do reschedules, cancellations and no-shows work?A customer can move or cancel a booking with the Manage booking button in their messages, until the booking starts; your team can do the same from…Read more
- How do review requests work, and why can’t I hide bad ones?Switch a request on and each customer gets one message after they pay an invoice, or after their visit, asking how it went.Read more
- What are the limits on invoices and bookings, and what counts?Invoices and bookings are part of Basic, Pro and Enterprise, each with a monthly limit; they are not on Free and are not add-ons.Read more
- Can a bill show names in Hindi, Bengali or Tamil?Yes, in 8 Indian scripts: a name, an address or an item typed in one of them prints that way on the PDF.Read more
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