#jarrett_prieview-invoice-payment-methods

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cinder girderBOT
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opaque sierra
fair depot
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can i preview a non subscription invoice?

opaque sierra
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Yes definitely, can provide the same info on invoice items and such to that preview call

fair depot
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oh let me give that a shot

cinder girderBOT
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jarrett_prieview-invoice-payment-methods

fair depot
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i'm looking at the preview invoice method and it doesn't have options for things like collection_method which I know would impact payment method options. how would this possibly work?

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also, i just tried tihs and payment_method_types is nil when I tested it

left notch
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Hello ๐Ÿ‘‹

I'm stepping in as my colleague needs to go.

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I think there is a more fundamental problem with this approach. When you create a one-off Preview Invoice it remains in draft status. At this point, since it has not finalized, the payment method types have not been finalized.

fair depot
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the problem we're trying to solve is how do we show our users what payment methods are valid for an invoice

left notch
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I'm testing a few approaches now

fair depot
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the exact situation is we have team members that create invoices for customers. part of that process is selecting "Automatic" or specific payment methods. I don't know how to tell which ones are available though.

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right now we have it all hardcoded to a fixed currency based list, but it's not the most ideal

left notch
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Okay, I'm sorry to report that we don't appear to expose this at all until an Invoice is finalized. The only way I can think of to get this information would be to create a dummy Invoice and finalize it.

If you wanted to go that route I would recommend creating a Sandbox account specifically for this feature and replicate Customer and Price details there to ensure you get the same results. This is also a non-ideal situation.

I will be filing a feature request that we return the expected payment methods for each Invoice as part of the preview feature and a separate feature request that we include the collection_method parameter to get closer to parity with the Invoice API

fair depot
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even an endpoint that helped expose payment methods by options or something. like currency, collection type, one off or subscription would be nice.

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i feel like there are a million payment methods, and it's impossible to know what I can use with what. even from a documentation perspective. trying to find out what the ID name of paymetn methods is hard. like we have us_bank_account and customer_balance in our code and it's always a shit show trying to remember what is what

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especially since customer_balance is actually Bank Transfer and us_bank_account is ACH Direct Debit, unless I've confused them again

left notch
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Yeah the naming of bank transfers to customer_balance is a serious pain point

fair depot
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someone should just rename it and make it backwards compatible with the old name. same for us_bank_account. call it ach_direct_debit

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is there a docs page in the help center that just lists every payment method with all the information?

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i've found scattered version, none of which include everything

left notch
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Unfortunately "all the information" is a bit much for a single page.

fair depot
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i can't even find a table with Name, API code name, Currency support, Subscription Support

left notch
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Well this doc covers most except for the PaymentMethodType name

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Ah, no, not quite

fair depot
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there should just be like a google sheet or something. like a gigantic ugly table

left notch
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And unfortunately some of the currency support or susbcription support is "it depends"

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Because some PMTs support different currencies based on where your account is located and support Subscriptions but only if your account meets certain requirements

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The explanation of which requires it's own page

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It does make herding cats seem simple by comparison

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Our Overview doc is far too brief but gives you a central place to scan all options and choose where to dig deeper

fair depot
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i think the problem i find is there is all these different pages, i can never remember where any of them are or which one "might" have the answer

left notch
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That's a fair assessment

fair depot
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and still no none of these do I know that ACH Direct Debit is us_bank_account

left notch
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Yeah I agree. So, I have filed 2 separate feature requests for our Invoice Preview API to support the collection_method parameter and to return the anticipated payment method types in the payload.

Additionally I filed a suggestion with our docs team to create a large table of payment method types by category that include name, API code, merchant country, currencies supported, and whether recurring charges are supported. I suggested we include filters for currency, merchant country, and recurring charges. We can then link to additional docs for each Payment Method from that table. The idea is to allow you to filter to a list of paymemt method types that make sense for your business and use that to guide your research

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I can't make any promises if/when any of these requests will result in actual changes but at least the requests have been made and the interest in these features has been logged.

fair depot
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that's great! i'm sure others would find it helpful!

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sometimes I miss the old stripe lol

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the one that was so much simpler

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but I get you guys have to support everything under the sun and it makes everyone more money probably!