> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Billing a customer

> Create invoices and manage billing for a specific customer directly from the customer management modal (requires Stripe Connect).

## Where to find it

1. Open **Customers → Active Customers** in the Partner Portal sidebar.
2. Select a customer.
3. Click **Manage**.
4. Go to the **Billing** tab.
5. Open **Create Invoice**.

## 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**

## 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.)

## 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.

### 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.

### 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.

<img src="https://mintcdn.com/kno2getherlabsltd/lhD9-2GLb0bRmX64/images/screenshots/screenshot-2026-03-19-201309.png?fit=max&auto=format&n=lhD9-2GLb0bRmX64&q=85&s=5806d4e195666ed74b4fea1a2b538ad8" alt="Quick Buy Credits Modal" width="513" height="502" data-path="images/screenshots/screenshot-2026-03-19-201309.png" />

## Best practices

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

## Screenshots

<img src="https://mintcdn.com/kno2getherlabsltd/kNjcBRHaIWbDnZJ2/images/screenshots/customer-billing-tab-2026-07-03.png?fit=max&auto=format&n=kNjcBRHaIWbDnZJ2&q=85&s=87a9f5cc154a6c453f1b56f9bba4cffd" alt="Customer Billing tab with Billing Overview showing Invoice Billing / Subscription Billing toggle, Total Invoices, Total Amount, Paid Amount, and Pending Amount counters" width="1536" height="730" data-path="images/screenshots/customer-billing-tab-2026-07-03.png" />

<img src="https://mintcdn.com/kno2getherlabsltd/kNjcBRHaIWbDnZJ2/images/screenshots/customer-create-invoice-2026-07-03.png?fit=max&auto=format&n=kNjcBRHaIWbDnZJ2&q=85&s=bb00bf887421fa9fe6f20bfe90f4d920" alt="Create Invoice form with Invoice Title, Description, Amount, Currency, Due Date, and Invoice Type (One-time or Recurring) fields" width="1536" height="730" data-path="images/screenshots/customer-create-invoice-2026-07-03.png" />
