Short answer. 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.

