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.
Client Billing Configuration
To configure Client Billing in order to start receiving payments from your clients, follow the steps below:
- From 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:
- From app.dorik.com, click on your profile avatar at the top-right of your screen, choose
Agency Settings
- From the Client Billing tab, click on the
$ Create Client Billing Account
button
- In the pop-up that appears:
- 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
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:
- Go to your specific client’s website dashboard
- Click on Advanced Configurations from the left panel of site dashboard
- Click on the Client Billing under Agency Settings
- Press the + Send Billing Request button
- Enter the information and press
Send Billing Request
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
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
Payment Links
Clients will receive an email containing a payment link which will redirect them to a Stripe payment gateway for completing the payment.
Updated on: 10/06/2024
Thank you!