Billing & Subscription

Billing & Subscription manages your Fleksa subscription plan, invoices, payment history, and revenue payouts.

Accessing Billing

Step 1: Click Billing in the sidebar

Step 2: View your billing dashboard

Step 3: Navigate between tabs:

• Subscription
• Invoices
• Payouts
• Payment Methods

Viewing Your Subscription

Step 1: Click Subscription tab

Step 2: See your current plan details:

• Plan name
• Monthly/annual price
• Features included
• Renewal date
• Payment status

Subscription Plans

Upgrading Your Plan

Step 1: Click Change Plan or Upgrade

Step 2: Review available plans

Step 3: Select new plan

Step 4: Review price difference

Step 5: Confirm upgrade

Step 6: New features available immediately

Viewing Invoices

Service Invoices

Monthly subscription charges:

Step 1: Click Invoices tab

Step 2: Select Service Invoices

Step 3: View invoice list with:

• Invoice number
• Date
• Amount
• Status (Paid/Pending)

Step 4: Click any invoice to view details

Step 5: Download PDF for records

One-Time Invoices

Additional charges (setup, hardware, etc.):

Step 1: Click One-Time Invoices

Step 2: View special charges

Step 3: Pay pending invoices if any

Paying an Invoice

Step 1: Find unpaid invoice

Step 2: Click Pay Now

Step 3: Select payment method

Step 4: Confirm payment

Step 5: Receipt emailed automatically

Viewing Charges Summary

See breakdown of all fees:

Sales Summary

View your sales performance:

Step 1: Click Sales Summary

Step 2: Select date range

Step 3: View breakdown:

• Gross sales
• Fees deducted
• Net revenue

Payout Information

Track your revenue payouts:

Viewing Payouts

Step 1: Click Payouts tab

Step 2: View payout history

Step 3: Each payout shows:

• Date
• Amount
• Status
• Orders included

Stripe Payouts

If using Stripe:

Step 1: View Stripe payout schedule

Step 2: See pending payouts

Step 3: Track payout status

Reports

Generate billing reports:

Step 1: Click Reports tab

Step 2: Select report type:

• Revenue report
• Fee breakdown
• Payout history
• Tax summary

Step 3: Choose date range

Step 4: Generate and download

Managing Payment Methods

Adding a Payment Method

Step 1: Click Payment Methods

Step 2: Click Add Payment Method

Step 3: Enter card details:

• Card number
• Expiry date
• CVV
• Billing address

Step 4: Click Save

Setting Default Payment

Step 1: View payment methods list

Step 2: Find the card to use

Step 3: Click Set as Default

Step 4: Card used for future charges

Removing a Payment Method

Step 1: Find the card to remove

Step 2: Click Remove

Step 3: Confirm removal

Ensure you have another payment method before removing.

Failed Payments

If a payment fails:

Step 1: You'll receive an email notification

Step 2: Log in to billing section

Step 3: View failed payment

Step 4: Update payment method if needed

Step 5: Click Retry Payment

Step 6: Service continues after successful payment

Cancelling Subscription

Step 1: Go to Subscription tab

Step 2: Click Cancel Subscription

Step 3: Select reason for cancelling

Step 4: Confirm cancellation

Step 5: Service continues until end of billing period

To reactivate, contact support.

Best Practices

Invoice management:

• Download invoices for accounting
• Check invoices match expected charges
• Report discrepancies promptly

Payment methods:

• Keep payment info current
• Update before cards expire
• Have backup payment method

Monitoring:

• Review charges monthly
• Track fee percentages
• Compare to revenue reports