How billing flow works

Billing periods

Invoice profile billing periods are configurable in the admin.

Period	Description
`instant`	Invoice is issued instantly for each service booked.
`weekly`	Invoice is issued on a weekly basis as per Mon-Sun (both included).
`biweekly`	Invoice is issued once every 2 weeks. There are 2 biweekly periods on any given month: First period: includes expenses from day 1 to day 15 (both included) Second period: includes expenses from day 16 to last day of the month (both included).
`monthly`	Invoice is issued once a month. Includes expenses from day 1 to last day of the month (both included).

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Billing period != payment period
You might be paying Perk bookings instantly using your credit card but still want to receive the invoice on a monthly basis. This way the invoice amount matches the amount settled with your card issuer.

Billing workflow

An invoice can transition between 4 different statuses.

Status	Description	Can transition to
`draft`	The invoice is not yet issued and new lines can still be added.	`open`
`open`	The invoice is issued and not yet fully paid, but the due date hasn't been reached.	`paid` or `unpaid`
`paid`	The invoice is issued and fully paid.	`unpaid` should a dispute action be received (ie card chargeback)
`unpaid`	The invoice is issued but not yet fully paid, and the due date has been reached.	`paid`

Invoice lines

For non instant billing periods (weekly, biweekly or monthly), lines are added to the draft invoice. This way you can still poll the API to retrieve current billing period expenses and monitor real time.

Invoice lines hold the expense_date attribute in order to keep track what day the service was booked or refunded.

Type of invoices

In order to invoice VAT claimable services to our customers, we issue up to 3 different type of invoices:

Reseller. Perk fees (Premium, FlexiPerk, GreenPerk). Non VAT claimable inventory.
Intermediary. Perk invoices on behalf of the underlying supplier (eg airline, hotel/hotel chain, etc.).
Gross. Perk doesn't have an agreement with underlying supplier to invoice on behalf (eg currently Bcom hotels). VAT is not claimable with our invoice. Customers still need to collect invoice from underlying supplier to claim back taxes.

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Issuing different invoices
When a trip is booked, should the customer have billing period enabled, up to 3 different invoices could be issued, each with a different serial number. This would depend on the services booked within the trip.
For weekly, biweekly and monthly billing periods, up to 3 different invoices could be issued too, depending on the services booked.