mirror of
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df855ab7b1
Phase completion: - ONLINE_STATUS_AUDIT.md: 7/9 endpoints verified, checkout blocked - REVENUE_LIVE_AUDIT.md: Moyasar keys missing = payment blocked - OUTREACH_READINESS_AUDIT.md: all drafts ready, no messages sent - FULL_OPS_FILE_AUDIT.md: 36 files verified - FULL_OPS_VERDICT.md: Product Live + Manual Market Penetration Ready - TODAY_COMMAND_PACK.md: 60-minute execution plan - FIRST_10_MESSAGES_READY.md: 10 API-generated emails with follow-ups - FIRST_10_AGENCY_PARTNER_TARGETS.md: 10 agency targets - PAYMENT_TEST_RUNBOOK.md: Moyasar setup + manual fallback - INVOICE_AND_COLLECTION_FLOW.md: demo to payment flow - FOLLOW_UP_SYSTEM.md: day 0/1/3/30 sequence - ROLLBACK_DRILL.md: recovery procedures https://claude.ai/code/session_01W1rJthWDkasijTdXCfxVHs
43 lines
1.1 KiB
Markdown
43 lines
1.1 KiB
Markdown
# Dealix — Invoice & Collection Flow
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## Flow
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```
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Demo → Interest → Payment Link → Payment → Invoice → Activate → Report
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```
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## Step-by-step
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### 1. After Demo (interested)
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```
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أرسل:
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"شكراً [الاسم]. كما اتفقنا: Pilot 7 أيام بـ 499 ريال مع ضمان استرداد.
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رابط الدفع: [checkout link]
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أو تحويل بنكي: [bank details]"
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```
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### 2. Payment Received
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- Record in scorecard
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- Send confirmation:
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```
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"تم استلام الدفع. نبدأ خلال 24 ساعة.
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أحتاج: رقم واتساب البزنس + 3 أسئلة تأهيل لعملائك."
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```
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### 3. Invoice
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- Generate e-invoice (ZATCA compliant when applicable)
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- Send via email
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- Record invoice number
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### 4. Pilot Period (7 days)
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- Daily report to client
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- Day 6: "النتائج + نكمّل بـ Starter 990/شهر؟"
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### 5. Conversion
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- If yes → Starter invoice → monthly billing
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- If no → refund if requested → ask for feedback
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## Collection Rules
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- Payment before activation (no exceptions for pilot)
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- Starter: monthly invoice, 7-day grace period
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- Agency: setup fee upfront, MRR monthly
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