> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.dorik.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Client Billing

# Getting Started

With Client Billing, you can send invoices to your clients and receive payments from Dorik by connecting Stripe inside Dorik’s dashboard(app.dorik.com/dashboard)

You can also track the payment status from Dorik’s Dashboard.


| 💡 This feature is only for Agency plan holders


---

# Client Billing Configuration

To configure Client Billing in order to start receiving payments from your clients, follow the steps below:

*  From [app.dorik.com](http://app.dorik.com), click on your profile avatar at the top-right of your screen

* Click on Agency Settings

* From the Client Billing tab, click on the **$ Create Client Billing Account** button

* You may **enable test mode** to test out the configuration process by yourself

* Choose your country

* Input the URLs to your **Privacy Policy** and **Terms of Services** in their respective input fields (these fields are mandatory)

* Press **Connect**

* After configuring **Stripe**, you will be redirected to your dashboard

* You can unlink your account at any time by pressing the **Unlink account** button



**Refer to the screenshots below to see these steps visualized:**

1. From [app.dorik.com](http://app.dorik.com), click on your profile avatar at the top-right of your screen, choose `Agency Settings`

![Step 1](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_llrpnx.png)



2. From the Client Billing tab, click on the `$ Create Client Billing Account` button

![Step 2](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_5akyu4.png)



3. In the pop-up that appears:
    *  You may **enable test mod**e to test out the configuration process by yourself
    * Choose your country
    * Input the URLs to your **Privacy Policy** and **Terms of Services** in their respective input fields (these fields are mandatory)
    * Press **Connect**


![Step 3](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_1vyyfqb.png)


|| After configuring **Stripe**, you will be redirected to your dashboard

|| You can unlink your account at any time by pressing the **Unlink account** button

||| If you enable test mode while connecting stripe, then make sure to select test mode when you send billing requests to your clients.



# Creating Invoices

To create invoices and send them to specific clients, follow the steps below:

* Go to your specific client’s website dashboard
* Click on **Settings** under the STYLES & SETTINGS panel
* Choose the **Client Billing** tab on your right
* Press the **+ Add Billing Request** button
* On the window that pops up, enter the following information below:

    - Email (Required)
    - Currency (Required)
    - Amount (Required)
    - Success URL (Required)
    - Cancel URL (Required)
    - Billing Type (Required)

Refer to the screenshots below to see the above steps visualized: 

1. Go to your specific client’s website dashboard

![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/cms-sites-dorik-2023-06-01-at-_ph92qk.png)



2. Click on **Advanced Configurations** from the left panel of site dashboard


![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_hzk62r.png)



3. Click on the **Client Billing** under **Agency Settings**


![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_uqrdfw.png)


4. Press the **+ Send Billing Request** button

![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_597aor.png)



5. Enter the information and press `Send Billing Request`

![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/screen-shot-2023-02-15-at-6353_lsiymc.png)


|| 💡 The invoices will be saved in both CMS Dashboard and in the main application(app.dorik.com/dashboard/settings/agency/invoices)



There are 4 types of **STATUS** in an invoice:

- Pending: The billing request is sent and your client is yet to pay
- Paid: Your client has paid
- Expired: The billing request was sent but your client did not pay before the billing expired which is 24 hours.
- Deleted: You have deleted the billing request


|| 💡 Once you send a billing request, invoice information will be added as shown in the screenshot below.


![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/screen-shot-2023-02-15-at-5181_1jvkmoe.png)


|| 💡 If you find the payment status as expired then you need to send a new invoice to your client.



# SMPT/Custom SMTP

There are two types of SMTP Configurations

- Default/Dorik’s SMTP
- Custom SMTP

## Custom SMTP

To use your own SMTP, enable the toggle of Custom SMTP and start inputting:

- Host
- Port
- Username
- Password
- From: An email address from where your client will receive invoices
- Reply to: The email where you will receive your replies
- Press Save


![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/screen-shot-2023-02-15-at-5113_e3dfmf.png)

# Payment Links

Clients will receive an email containing a payment link which will redirect them to a Stripe payment gateway for completing the payment.


![](https://storage.crisp.chat/users/helpdesk/website/cf1fc9cc00911000/image_191i7lo.png)