Invoices and bookings

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. It is part of Basic and above, and an admin switches it on once. To switch it on, an admin opens Settings, Integrations and the Invoices & receipts card. Your business name is the only detail it needs; add your address, logo, UPI ID, bank details and GSTIN when you want them on your bills. Fliok then creates the WhatsApp messages that carry your bills on your own WhatsApp account and sends them to WhatsApp for approval. Emails work straight away, and until WhatsApp approves a message, that message goes by email only. To make a bill, open Invoices and press New invoice, or open a lead and press New invoice there. Pick a contact or type a new customer’s name, WhatsApp number and email, add each thing you sold with its quantity and price, and check the due date (leave it empty and the bill is due the day it is issued). Tick Already paid if the customer paid on the spot: they then get the invoice with its receipt, never a request for money. Before you send, the form shows where the bill will go: the WhatsApp number, the email address, or why one of them cannot be used. Press Issue and send. The bill gets its number, for example INV/26-27/0042, and goes from your own number as a PDF with a View invoice button, and by email with the PDF attached. Save as draft keeps it without a number until you are ready. From the invoice’s own screen you can record a payment, send it again, copy the customer’s link, edit it, stop its reminders, or press Repeat this bill to have it raised every month. The same form makes a proforma or a quotation: choose Invoice, Proforma or Quotation at its top.