Manage Recurring
This page covers the Account Billing dashboard — available under FlexiBill → Account Billing in the DOKU Dashboard. These features apply to the DOKU Hosted Scheduler model only.
The Account Billing dashboard is the operational hub for managing all registered recurring bills and viewing the registration log. It consists of two tabs: Manage Recurring for active bill management and Register Report for the registration history.
Navigate to: DOKU Dashboard → FlexiBill → Account Billing
Manage Recurring
The Manage Recurring tab displays all recurring bills registered under the merchant account. Each record represents one billing configuration registered for a customer — created when the customer completed their First Payment and card tokenization via the DOKU Hosted Scheduler flow.
Data Model
A single customer can have multiple Billing Numbers. Each Billing Number is an independent bill with its own amount, schedule configuration, and payment source. Customer-level actions affect the customer and all their bills simultaneously; bill-level actions affect only that one specific bill.
The customer panel on the right side of each card reflects this:
Total Bill
Total number of Billing Numbers registered under this customer
Total Source of Funds
Total number of distinct payment methods (tokens) registered across all this customer's bills
Search and Filter
Search by
Select the search field type from the dropdown — default is Billing Number
Search input
Enter the search value and click Search
Select bill status
Filter the list by billing status — Active or Inactive
Filter
Apply additional filters to narrow the result set
Reset All
Clear all active filters and return to the full list
Active filter tags are shown below the search bar as removable chips. The result count is displayed below the filter row.
Record Card
Each billing record is displayed as a card containing:
Billing Number
Unique identifier for this bill — e.g., SUB26000063
Status badge
Current billing status: Active (green) or Inactive (orange)
Date range
Billing schedule period — start date until end date
Description
Service or product name associated with this bill
Amount
Billing amount per cycle
Masked card number
The payment method registered for this bill — e.g., 548117******9195
Customer panel
Customer name, email, Total Bill count, Total Source of Funds count
Billing Status
Active
The bill is active — charges will be executed on the configured schedule
Inactive
The bill or customer has been inactivated — no charges will be executed
Actions
A single record card has three action surfaces, each operating at a different scope. Understanding the scope before taking action is important — customer-level actions affect all bills, not just the one displayed.
Actions Scope Overview
Update Profile
Customer ⋮
Customer
Updates customer identity data across all bills
Inactivate Customer
Customer ⋮
Customer — all bills
Blocks all bills and all manual actions including Confirm Payment
Delete Customer
Customer ⋮
Customer — all bills
Permanently removes customer and all their bills
Inactivate / Activate Bill
Bill ⋮
This bill only
Pauses or resumes this bill only — other bills unaffected
Edit Execute Schedule
Bill ⋮
This bill only
Updates schedule from next cycle
Delete Bill
Bill ⋮
This bill only
Permanently removes this bill only
Update Source of Fund
Card ⋮
This bill only
Generates checkout link for customer to register new card
Confirm Payment
Button
This bill — current cycle
Triggers immediate manual charge execution
Inactivate Customer blocks all bills and all actions for that customer — including Confirm Payment. Use this only when you want to halt all activity for a customer entirely. To pause a single product or billing line, use Inactivate Bill from the bill ⋮ instead.
👤 Customer Actions (⋮ above customer profile)
The three-dot menu on the right side of the card above the customer profile panel manages the customer as a whole:
Update Profile
Opens a form to update the customer's identity data: Name, Email, Phone Number. Changes apply across all bills registered under this customer
Inactivate Customer
Blocks the customer — all bills under this customer stop executing and all manual actions including Confirm Payment are blocked. The customer can be reactivated to resume normal operation
Delete Customer
Permanently removes the customer record and all their associated bills. This action cannot be undone
Deleting a customer is permanent — the customer profile, all their Billing Numbers, and all associated tokens are removed. If billing needs to resume for this customer in the future, a full re-registration via a new First Payment is required for each bill.
💰 Bill Configuration Actions (⋮ next to billing amount)
The three-dot menu next to the billing amount manages the configuration of this specific bill. Each option opens its own dedicated form:
Inactivate / Activate
—
Toggles this bill between Active and Inactive. Only this bill is affected — the customer's other bills continue as configured
Edit Execute Schedule
Execute Type, Execute Date, Execute Month
Updates the billing schedule. Takes effect from the next billing cycle
Delete Bill
—
Permanently removes this specific bill. The customer record and their other bills are not affected
Changes to billing amount and execute schedule take effect from the next billing cycle. The current cycle's charge — if already executed or in progress — is not affected.
🔗 Payment Source Actions (⋮ next to masked card number)
When the card itself is the problem, Change Card generates a secure, DOKU-hosted checkout link for that one bill. You never see or handle the customer's new card details — they click through and enter them directly on DOKU's page, and the new card is tokenized and takes over automatically from that point forward.
Change Card / Update Source of Fund
Lets a customer self-register a new card for one bill via a secure hosted link — no raw card data ever touches your systems.
A customer's card expired; you send the link over WhatsApp, they update it in under a minute, and next month's charge goes through normally.
The three-dot menu next to the masked card number manages the payment method linked to this specific bill:
Update Source of Fund generates a secure DOKU-hosted checkout link for the customer to register a new card. The merchant does not handle any card data — the customer completes the re-registration themselves through the checkout page.
If the customer did not receive the link or the link has expired, repeat the Update Source of Fund action to generate a new checkout link.
✅ Confirm Payment
The Confirm Payment button triggers an immediate manual charge execution for the current billing cycle — it forces DOKU to attempt the charge against the registered token right now, outside the configured schedule.
When to use Confirm Payment:
Scheduled charge failed (e.g., insufficient funds) and the customer has since topped up their account
Click Confirm Payment to retry immediately without waiting for the next retry date
Merchant wants to execute a charge on demand outside the configured billing schedule
Click Confirm Payment to trigger an immediate charge attempt
Confirm Payment is blocked when the customer is in Inactive/blocked state. You must reactivate the customer first using Inactivate / Activate from the customer ⋮ before Confirm Payment becomes available.
FAQ — Manage Recurring
Can one customer have multiple Billing Numbers?
Yes. A single customer can have multiple independent Billing Numbers — each representing a separate billing line with its own amount, schedule, and payment source. For example, a gym customer might have one bill for their monthly membership and another for a personal training add-on. The customer panel shows Total Bill to reflect how many Billing Numbers are registered under that customer.
What is the difference between Inactivate Customer and Inactivate Bill?
Inactivate Customer operates at the customer level — it blocks all bills under this customer simultaneously and prevents all actions including Confirm Payment. Use this only when you want to halt everything for a customer entirely.
Inactivate Bill operates at the bill level — it pauses only that specific bill. The customer's other bills continue executing normally, and Confirm Payment remains available on other bills.
If you want to temporarily pause a single product for a customer, use Inactivate Bill. If you want to block all activity for the customer, use Inactivate Customer.
What is the difference between Delete Customer and Delete Bill?
Delete Customer permanently removes the customer record and all their associated Billing Numbers and tokens. All billing activity stops completely with no recovery path.
Delete Bill permanently removes only that specific bill. The customer profile and all other bills registered under them remain intact and continue executing normally.
Can I reactivate a customer after inactivating them?
Yes. Select Inactivate / Activate from the customer ⋮ to reactivate a blocked customer. Once reactivated, all their Active bills resume executing on their configured schedules and Confirm Payment becomes available again.
What is Confirm Payment and when should I use it?
Confirm Payment is a manual retry trigger — it forces an immediate charge execution for the current billing cycle outside the configured schedule. Use it when a scheduled charge has failed and the customer has resolved the issue (e.g., topped up their account) and you want to retry immediately without waiting for the next retry date. Confirm Payment is blocked when the customer is in Inactive/blocked state.
How does the customer register a new card via Update Source of Fund?
After you initiate Update Source of Fund and complete the confirmation step, DOKU generates a checkout link. You deliver this to the customer either via their registered email (automatic) or by copying the link manually. The customer clicks the link, enters their new card details on the DOKU-hosted checkout page, and the new card is tokenized and automatically linked to the bill. No card data passes through your system.
What if the customer didn't receive the Update Source of Fund link?
Repeat the Update Source of Fund action on the same bill to generate a new checkout link. Deliver it via the copy link option if the email delivery did not reach the customer — paste it into WhatsApp, SMS, or any other channel.
Register Report
The Register Report tab is a registration log — it records every bill that was registered for the first time under this merchant account, along with the registration date, schedule configuration, and current status.
Register Report is not a transaction report. It shows when bills were registered, not the history of charges executed against them. For full transaction history and payment records, refer to the centralized Reports module in the DOKU Dashboard.
Navigate to: DOKU Dashboard → FlexiBill → Account Billing → Register Report
Summary Bar
The top of the Register Report page displays three key figures:
Total Registration
Total number of bills ever registered under this merchant account
Active
Number of currently active registered bills
Inactive
Number of currently inactive registered bills
Search and Filter
Search by Customer ID
Enter a Customer ID to filter records for a specific customer
Search by card name
Enter the cardholder name to filter by payment method owner
Select customer status
Filter by registration status — Active or Inactive
Filter
Apply additional filters
Export
Download the current filtered view as a file for offline reconciliation
⚙ (settings icon)
Configure which columns are visible in the table
Column Definitions
Customer ID
Unique customer identifier — matches the customer_id used during registration
Billing Number
Unique bill identifier — e.g., SUB26000032
Card Number
Masked payment method — e.g., 548117******9195
Card Name
Cardholder name as registered
Register Date
The date the bill was first registered
Start Date
The billing schedule start date configured at registration
End Date
The billing schedule end date — 31/12/2999 indicates no end date (unlimited)
Execute Type
The billing execution type: DAY, DATE, or FULLDATE → Execute Type
Execute Date
The specific execution date(s) or day(s) configured — e.g., 20260508 for FULLDATE, or 5;6;7 for DATE
Execute Month
The months in which charges execute — e.g., JAN,FEB,MAR,...,DEC. Empty for FULLDATE type
Amount
The registered billing amount per cycle
Status
Current registration status: Active (green) or Inactive (orange)
Pagination
Use the items per page selector in the bottom left to control how many records are displayed per page (default: 10). Navigate between pages using the pagination controls in the bottom right — e.g., Showing 1 - 8 from 8 entries.
FAQ — Register Report
What is the difference between Register Report and the transaction report in the Reports module?
Register Report is a registration log — it shows when each bill was registered and its schedule configuration. It does not show individual charge attempts, payment outcomes, or amounts collected per cycle. For full transaction history including payment success and failure per cycle, use the centralized Reports module in the DOKU Dashboard.
Why does End Date show 31/12/2999 for some records?
31/12/2999 is the system's representation of an unlimited end date — the bill has no configured expiry and will continue until manually inactivated or deleted. This corresponds to end_date.type: NEVER in the Register Bill API.
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