How it works
From catalog to cash in seven steps
Tap through the steps to see who does what, what Knock handles for you and where Pip can take the busywork.
Step 1 of 7
Set up the catalog
Products, plans, taxes and discounts.
Who does it
Admin
Knock automates
- Prices flow into every quote and invoice
- Variant extras are added to the base price
- Default tax pre-selected
Where Pip helps
Describe your business and Pip proposes a starter catalog with products, plans and GST, then creates it after you approve.
Deep dives
Every step in detail
Set up the catalog
Products, plans, taxes and discounts.
02Add customers
Create or import the people you bill.
03Quote
Draft a subscription and send it as a quotation.
04Activate
Confirm the subscription and start billing.
05Bill
Generate recurring invoices.
06Collect
Record payments and chase overdue invoices.
07Report
Track MRR, revenue and overdue amounts.
Day in the life
Who does what, hour by hour
Admin
Configures and oversees
Morning
Opens reports and checks MRR and overdue amounts.
Midday
Adds a new product and a yearly plan.
Afternoon
Imports a batch of new customers from a CSV.
Evening
Asks Pip for a summary of the week.
Staff
Runs daily billing
Morning
Runs billing and reviews the new invoices.
Midday
Drafts a quote from a template for a new customer.
Afternoon
Records two payments and follows up on one overdue invoice.
Evening
Activates a confirmed subscription.
Customer
Self-serves
Anytime
Signs in from the email invite.
On a due date
Receives an invoice and opens it in the portal.
Same day
Pays through the checkout.
Later
Checks their subscription details.
Ready to put billing on autopilot?
Set up your catalog, add customers and send your first invoice today.