Invoices, payment records, and retainers

Keep billing records connected to client engagements.

Create an invoice

Prepare and share invoices and reminders using the available organization workflow. Flotick records amounts billed and received; it does not collect card or UPI payments.

Record a payment

Record payment information and receipts for amounts received outside Flotick. Invoice calculations depend on entered rates and configured GSTINs; review the generated invoice before use.

Track recurring work

Retainers can track recurring engagements, billing periods, invoice creation, and renewal status subject to plan limits.

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