Seller guide
Run an engagement: billing periods, payments, pause and end
What is this?
Where available, track each ongoing client's billing periods, confirm payments, and pause or end the service.
Step-by-step
Open Engagements
Tap Engagements in the sidebar (on a phone: Dashboard → Open menu → Engagements). Filter by Active, Paused or Ended. The Overview card counts Payments to review and Overdue periods.
Open an engagement
Tap a client. You see the Client and Terms cards, the Current billing period and all Billing periods.
Approve a payment
Under Payment proof to review, open the receipt and compare it with the Expected amount (and the Amount read from receipt, when Folivo could read it). Check that the money reached your account, then tap Approve payment.
Reject a payment
Tap Reject, add a Reason for the client (optional), and tap Reject payment proof. The client can upload a new one.
Pause or resume
Tap Pause, add an optional reason and tap Pause engagement. Tap Resume to continue.
End the engagement
Tap End engagement, add an optional reason and confirm with End engagement. If the minimum commitment isn't met yet, Folivo warns you and the button reads End anyway. Ending can't be undone.