Billing a customer

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Where to find it

1. Open Active Customers under Customer List.
2. Select a customer.
3. Click Manage.
4. Go to the Billing tab.
5. Open Create Invoice.

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Stripe Connect requirement

The customer Billing tab is only enabled if your agency has:

• Stripe account connected
• Onboarding completed
• Charges enabled

If Stripe is not configured, the Billing tab will show:

• Stripe Connect Required
• A button: Setup Stripe Connect

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What you can do

When billing is enabled, the customer modal loads a billing manager where you can:

• Create invoices
• Track invoice status

(Exact invoice options may depend on your billing configuration.)

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Quick Buy credits

The Billing tab also includes a Quick Buy option for purchasing credits directly for the customer—without navigating to the main Credits page.

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How to use Quick Buy

1. Open the customer’s Manage modal.
2. Go to the Billing tab.
3. Find the Quick Buy section.
4. Select the credit type (Knotie Credits or Telephony Credits).
5. Choose the amount.
6. Complete the purchase.

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When to use Quick Buy

• Urgent top-ups – Customer is running low on credits and needs immediate replenishment.
• One-off purchases – Adding credits for a specific campaign or project.
• Customer requests – When a customer asks you to add credits on their behalf.

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Best practices

• Set up Stripe Connect first in Settings → Stripe Connect.
• Use Billing & Invoices for a full invoice list across all customers.

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Screenshots