#ultrapro5000_api
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- ultra_setupintent-confirm, 4 days ago, 6 messages
stable saddle
Hi Koopajah 🙂
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sly gate
Hi there, sorry for the delay! It's actually me, not Koopajah at the moment
stable saddle
Hi Roadrunner, no worries
sly gate
Let me take a look at the portal
sly gate
Are you referring to the "Invoice History" section and the invoices listed there?
stable saddle
For context, we've imported a couple thousand customers ( client is a garbage collection company ). We've set them up with subscriptoins and an invoice for August service seperately, since the subscriptions will die if they don't get a payment method within 36 hours. Mainly now hoping to change some wording on the billing portal so customers don't all get confused about things.
Yes
Or even if we could add something on the invoice details after user clicks through
sly gate
hmmm
stable saddle
ha, i know, me too
sly gate
I was going to suggest updating the "Description" but that won't work
If you add a Description, the only way to get to it from the portal is to click into the Invoice then select "View invoice and payment details"
stable saddle
On the price object? Yeah because that's also used for existing customers. Had I spun up new price objects for only the imported customers it've worked.
sly gate
No, on the Invoice
stable saddle
Oh!
sly gate
The text you see in the Portal under Invoice History is pulling the Product name
stable saddle
That is burried pretty deep and not ideal, though it's better than nothing for sure
Oh right, is what I meant to say
checking invoice edit via dashboard, not seeing description edit spot?
sly gate
Well that's the tricky bit. The description on finalized Invoices cannot be edited
stable saddle
oh dang..
sly gate
So you'd have to add a value to description while the Invoice is still in draft state
sly gate
Right, point of no return 😅
stable saddle
ha, final does mean something.
same for if invoice is paid I bet? would love to delete / hide those invoices from the free trial '$0.00' paid. shows on billing portal but I think can't delete paid invoices too, right?
sly gate
You could revise an open invoice but that's not really what you want in this case: https://docs.stripe.com/invoicing/invoice-edits
This would really only apply if you finalized an Invoice, made a mistake, and then want to create a brand-new draft Invoice that you can edit.
No, you can't delete an Invoice. You can only void an invoice and, at that, can't void a paid invoice
stable saddle
10/4. if client has me add description I'll likely loop and void / make new, since can't edit
one last question for today please, if you don't mind
probably a quick no..
Is it possible to hide / change the free trial verbiage on billing portal?
sly gate
No, not possible
stable saddle
thought not, told client I'd check tho
sly gate
It sounds like you'll likely want to build your own customer portal 😅
stable saddle
hahahahahah
sly gate
That would give you the most flexibility on which invoices to list, how to display them, what copy to display, etc.