[{"data":1,"prerenderedAt":275},["ShallowReactive",2],{"navigation_docs_en":3,"-en-billing-managing-client-billing":137,"-en-billing-managing-client-billing-surround":272},[4,22,39,56,85,98,115,128],{"title":5,"path":6,"stem":7,"children":8,"page":21},"Getting started","\u002Fen\u002Fgetting-started","en\u002F1.getting-started",[9,13,17],{"title":10,"path":11,"stem":12},"Adding a new client","\u002Fen\u002Fgetting-started\u002Fadding-a-client","en\u002F1.getting-started\u002F1.adding-a-client",{"title":14,"path":15,"stem":16},"Installing the Kahunas app","\u002Fen\u002Fgetting-started\u002Finstalling-the-kahunas-app","en\u002F1.getting-started\u002F2.installing-the-kahunas-app",{"title":18,"path":19,"stem":20},"Understanding your dashboard","\u002Fen\u002Fgetting-started\u002Funderstanding-your-dashboard","en\u002F1.getting-started\u002F3.understanding-your-dashboard",false,{"title":23,"path":24,"stem":25,"children":26,"page":21},"Clients and 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automations","\u002Fen\u002Fautomation-and-ai\u002Fyour-first-automation","en\u002F7.automation-and-ai\u002F2.your-first-automation",{"title":129,"path":130,"stem":131,"children":132,"page":21},"Billing","\u002Fen\u002Fbilling","en\u002F8.billing",[133],{"title":134,"path":135,"stem":136},"Managing client billing","\u002Fen\u002Fbilling\u002Fmanaging-client-billing","en\u002F8.billing\u002F1.managing-client-billing",{"id":138,"title":134,"body":139,"description":265,"extension":266,"links":267,"meta":268,"navigation":269,"path":135,"seo":270,"stem":136,"__hash__":271},"docs_en\u002Fen\u002F8.billing\u002F1.managing-client-billing.md",{"type":140,"value":141,"toc":253},"minimark",[142,147,151,154,158,161,164,168,171,174,183,186,190,193,196,200,203,206,209,213,216,219,227,230,234,237,240,244,247,250],[143,144,146],"h2",{"id":145},"open","Choose the right screen",[148,149,150],"p",{},"Open Revenue in the navigation for an overview, or Transactions for the payment list. For one client, open People → Clients, select the client and choose Billing. These screens require Payments access.",[148,152,153],{},"Revenue shows Billed this month from successful payment records in the current UTC month. MRR expresses active recurring subscriptions as a monthly amount. Outstanding covers unresolved invoice failures aged at least three days within the last 90 days. Different currencies are shown separately.",[143,155,157],{"id":156},"subscription-status","Read subscription status separately",[148,159,160],{},"In Billing, read Subscription status and the package name, then review Payments. The client status beside their name describes their account separately. A Paused client badge alone does not mean their provider subscription has stopped billing.",[148,162,163],{},"Subscription details shows the Provider and, when available, Next payment, Trial ends and cancellation timing. Next payment can use the provider's date or an estimate from the package's billing interval. Paused subscriptions and scheduled cancellations have no next payment date.",[143,165,167],{"id":166},"payments-and-invoices","Find a payment or invoice",[148,169,170],{},"In Transactions, or Invoices and transactions on Revenue, choose All, Paid, Failed, Refunded or Pending. Select Filter to narrow by Package or Payment processor. Clear removes those filters; select All separately to clear the outcome. Check each row's date, amount, currency and status.",[148,172,173],{},"The client's Billing tab limits Payments to that client. Use Download invoice in the Invoice column when a link is available; it opens in a new tab. No invoice available means there is no link to open. A Refunded status records an outcome; it is not a refund button.",[148,175,176],{},[177,178],"img",{"alt":179,"height":180,"src":181,"width":182},"Payment filters with Stripe, PayPal and Apple IAP choices.",191,"\u002Fguides\u002Fmanaging-client-billing\u002F01-payment-filters.png",256,[148,184,185],{},"Filter by payment processor to narrow the transaction list.",[143,187,189],{"id":188},"pause-and-resume","Pause or resume billing",[148,191,192],{},"Beside Payments on the client's Billing tab, open Select action and choose Pause. Leave Resume date (optional) blank to pause indefinitely, or choose a date after today for a scheduled resume. Select Pause subscription to confirm.",[148,194,195],{},"For a paused subscription, choose Resume, then Resume subscription to restart billing with the provider. Stripe and PayPal support these controls when the subscription's status allows them. Keep subscription closes the confirmation without making the change.",[143,197,199],{"id":198},"cancel-subscription","Cancel a recurring subscription",[148,201,202],{},"Open Select action. Cancel immediately opens a confirmation; select Cancel now to cancel the provider subscription straight away. If you want it to run to its paid-through date, choose Cancel at period end and confirm that action when available.",[148,204,205],{},"Stripe schedules cancellation for the end of the current period. PayPal stops the provider subscription immediately while Kahunas keeps access until the paid-through date reported by PayPal. If PayPal has no such date, access ends immediately. Check the resulting status and end date.",[148,207,208],{},"A scheduled Stripe cancellation appears under Scheduled cancellation. A PayPal cancellation with time remaining can show Ending followed by the days left. Resume applies to paused subscriptions, not canceled ones.",[143,210,212],{"id":211},"cancel-package","End an offline or one-time package",[148,214,215],{},"When an active package has no covering provider subscription, Select action can offer Cancel package. Choose Cancel now to end the package's access immediately. Cancel at end of period is available only when there is a future paid-through date.",[148,217,218],{},"Keep package closes the dialog without submitting. After an end-of-period cancellation, Package controls shows when access ends. You can still use Cancel now to end it sooner. A package covered by a provider subscription uses the subscription controls instead.",[148,220,221],{},[177,222],{"alt":223,"height":224,"src":225,"width":226},"Package cancellation confirmation with Keep package and Cancel now controls.",172,"\u002Fguides\u002Fmanaging-client-billing\u002F02-cancel-package.png",512,[148,228,229],{},"Read the confirmation before ending access. Keep package closes it without a change.",[143,231,233],{"id":232},"failed-and-pending","Follow up on failed or pending payments",[148,235,236],{},"A Payment failed banner appears when the latest payment failed. Review its date and provider alongside the Payments rows. Recovery explains that retrying a charge and sending a payment link are not available from this screen. Check the payment with the provider and contact the client about the next step.",[148,238,239],{},"Pending and Incomplete are not confirmation of a successful charge. Check the provider's payment record and the client's checkout progress before starting another payment. Use the row's outcome, not its amount or the client's account status, to establish what happened.",[143,241,243],{"id":242},"check-the-result","Check the result and unavailable actions",[148,245,246],{},"After confirming a change, check Subscription status and cancellation timing again. Billing status refreshes while the tab is open and when you return to it. Reload if it still looks out of date, especially after a provider-side change; payment rows do not update on the same schedule.",[148,248,249],{},"Disabled actions explain why they are unavailable, such as a canceled subscription, missing provider reference or read-only gateway. Apple IAP subscriptions are read-only here. If an update fails, read the error and check the provider's current state. For Subscription update needs review, contact support with the client, provider and time of the attempted change.",[148,251,252],{},"Screenshots show the English interface. Your data and available features may differ.",{"title":254,"searchDepth":255,"depth":255,"links":256},"",2,[257,258,259,260,261,262,263,264],{"id":145,"depth":255,"text":146},{"id":156,"depth":255,"text":157},{"id":166,"depth":255,"text":167},{"id":188,"depth":255,"text":189},{"id":198,"depth":255,"text":199},{"id":211,"depth":255,"text":212},{"id":232,"depth":255,"text":233},{"id":242,"depth":255,"text":243},"Find payments and invoices, read subscription status, and manage a client's billing.","md",null,{},true,{"title":134,"description":265},"kyvZw2dh8Islm1E09iCJ_1Qn1vGklASK_aKlSMP8JXc",[273,267],{"title":125,"path":126,"stem":127,"description":274,"children":-1},"Turn client-event automations on or off, add email, push, chat or webhook steps, set wait times and test your messages.",1792652754536]