#brooker

1 messages · Page 1 of 1 (latest)

frosty bayBOT
stoic latch
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Hey there

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In the future if you already have a thread open feel free to just ask further questions in the same thread

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Even if they aren't related

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No worries this time 🙂

rapid radish
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Ok thanks, sorry about that

stoic latch
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So with the Invoice PDF it can't be modified due to regulatory constraints. However if you void an Invoice then it can't be paid

rapid radish
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Oh awesome, ok, thanks!

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Is there a way to change the order of elements on the customer management portal?

stoic latch
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No you don't really have that level of control on Customer Portal

rapid radish
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Cool, ok. Is there a way to have different versions of the invoice template for a single account? e.g., if I wanted different memos for different types of invoices. Or can I somehow override memo on a particular invoice?

stoic latch
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Are you creating Subscriptions here? Or using one-off Invoices?

rapid radish
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One off

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On the hosted invoice page, it autoloads the payment method. Is this just autoloaded with the last used payment method or the newest one?

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Is there any way to add a link back to manage payment methods from the hosted invoice page or do we just need to link to that from our app?

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Thanks bsimarck, you're the best!

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In my test, it's prefilling the card info with the 42424242 card even after I deleted all my payment methods. Does the test one just do that? I'm trying to show my design team what it'll look like the first time.

stoic latch
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Yeah the test one just pre-fills 4242

rapid radish
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Ah, ok

stoic latch
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It doesn't do that in production

rapid radish
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I can just make one in prod

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I saw I can set a default in the customer management. Just wondering the rules on how that's set automatically

stoic latch
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You can control your Invoice template via the API using things like custom_fields or footer

stoic latch
rapid radish
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Oh, another question, sorry! Can we change the invoice subject line?

stoic latch
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Set a default PaymentMethod?

rapid radish
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Yeah, so if I pay two invoices with two different payment methods, when I go to pay a third one, will it default to the last one I used or the first one?

stoic latch
rapid radish
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Ok, cool Is there any way to change the email subject line for the invoice?

stoic latch
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Ah sorry, missed that.

rapid radish
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All good, I'm rapid firing

stoic latch
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No you can't customize the email Subject

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It will be: New invoice from xxx #xxxxxx-xxxx

rapid radish
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Ok, thanks!

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Is there a way to turn off saved payments?

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payment methods*

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So, if for some reason we wanted our users to have to enter it every time and not auto fill it

stoic latch
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It will never be auto-filled in the Hosted Invoice Page in production

rapid radish
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Ohhh ok, then what purpose does the saved payment methods serve?

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Just for auto charges?

stoic latch
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Yep for auto charging

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Where you don't send an Invoice to your customer