#josula_api
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- josula_api, 32 minutes ago, 21 messages
tawdry frigate
these fields should be displayed ON the quote pdf. so I am not talking about metadata
finite rivet
hi there, looking into this now. to be clear, these aren't separate line items you're talking about, but just additional text to display on the Quote?
finite rivet
you can add custom text to the Quote using a few different fields: description, header, and footer
the description field sounds like it may meet your needs, but I'd recommend testing it out in sandbox mode to see
tawdry frigate
yeah but thats just rendered as text
header and footer is not what we need
ok I will try
on another note: there seems to be no API call to SEND the quote after it has been finalised via stripe? Is that correct?
finite rivet
that's correct, you would convert it to a PDF with this API method and then attach it to an email and send it yourself
tawdry frigate
ahh ok. intersting! thanks
finite rivet
sure thing, let me know if you have any further questions
tawdry frigate
what would be the recommended flow from your site then?
- we create a draft quote and finalise it
- we send it to the customer
- the customer should be able to accept the quote from the email or via link inside the email
- the customer would be forwarded to a stripe payment link / checkout (?), note we are using stripe invoices
- the customer would finish the quote. I would assume we accept the quote then, create an invoice, finalise it and then notify our backend via webhook?
Do you have an opinion about the flow in which order we should do what etc?
sorry but we are not super familiar with this flow and thought maybe you have a best practice guide when exactly we would create the invoice etc.
finite rivet
our best practice guide can be found here: https://docs.stripe.com/quotes/create
I don't believe there is a way to have the customer accept the quote and convert it automatically. once the customer responds that they accept the quote, you would manually accept it (either through dashboard or via this API method) which would then convert the Quote into an Invoice
tawdry frigate
ah but what i see is that the accept quote method returns an invoice?
"invoice": "in_1Mr7YtLkdIwHu7ixzgJJpJ3L",?
so i could automate this?
finite rivet
yes, the accept quote method automatically generates an invoice and returns the invoice id
tawdry frigate
ok, is the invoice populated from the quote already?
finite rivet
yes, based on the line items and other properties you define on the Quote