💰 Billing & Invoices
Invoices: generation, review, and sending
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Generation is automatic — sending is your call
Each renewal cycle (monthly or pack) the system issues the invoice automatically and it appears on the Invoices page. But sending it to the customer on WhatsApp never happens automatically unless you explicitly enable that in settings — the default is fully manual so you review before anything reaches your customer.
📸 Screenshot needed: CRM → Invoices: a list with mixed statuses (due / overdue / paid) and the send + record-payment buttons visible.
The “Ready to send” page
The Ready to send tab shows due invoices grouped per parent with each invoice's details. Per parent: a Send button (one message combining their invoices) or Dismiss (remove from the queue without sending).
📸 Screenshot needed: The pending-send page: one parent card with two invoices, the Send and Dismiss buttons, and the tab counter on top.
Anti-spam guarantees
- At most one invoice message per customer per 24 hours — no matter how many times Send is clicked.
- A sent invoice shows “Sent” with its date; re-sending asks for confirmation showing when it was first sent.
- If you enable auto-send: exactly one message per invoice per cycle — no daily repeats.
- Invoices of paused or cancelled subscriptions are never sent.