Seller guide · Plan feature
Issue billing statements (ongoing clients and service requests)
What is this?
Where available on the Pro plan, send numbered billing statements for each billing period or service payment.
Step-by-step
Open Statement settings
Go to Engagements and, in the Billing statements card, tap Statement settings. Billing statements are a Pro plan feature.
Add your details
Under Your details, enter your Business name. You can also add Address (optional) and TIN (optional).
Choose a template and numbering
Pick a Template (tap Preview to see it) and set a Number prefix. Turn on Issue automatically to create each period's statement when it becomes due. Tap Save settings.
Ongoing client: issue a statement
Open the engagement. Under Billing periods, on a period's Billing statement row, tap Create. Or tap Upload your own, add your file and Your invoice number (optional), then tap Upload.
One-time service request: issue a statement
Open the request and, in the Billing statements card, tap Create next to a payment once the price is final. The client gets an email with a link.
Mark paid or void
A statement turns Paid when you approve the client's payment. On a service request paid in cash or outside Folivo, tap Mark paid. Tap Void to cancel a statement.