#chambaz-billing-address

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fossil mason
pastel mason
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Hopefully those screenshots help explain in a little more detail

fossil mason
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Deleting those screenshots since they have (what I assume is) a real address in there

pastel mason
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It does, its mine, and solving this problem is more important to me but understand

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Does what I'm trying to solve make sense?

fossil mason
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Quick question - where you updating this customer information? In the dashboard?

pastel mason
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Yes but I plan on scripting via the API was just testing that would actually solve the invoice issue

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Tbh we'd rather not send the invoice at all but it is sent as an attachment to a receipt email when we automatically charge to a card stored on file

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If we could prevent that and just send the receipt that would be preferred, but seems thats not possible.

fossil mason
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You should be able to just send an email with the receipt - when you say " we automatically charge to a card stored on file", how are you charging he card on file? By creating a new Invoice?

pastel mason
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Yes exactly

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Unfortunately we are having to do that process manually, long story, but when we do that and click to send a receipt, the invoice is attached to the email

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Which is just confusing to our customers

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How do I remove the invoice from the receipt email?

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"You should be able to just send an email with the receipt" thats not quite what I'm looking to do. I'm looking to remove the invoice as an attachment from the receipt email.

fossil mason
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Yeah I see what you're saying now - the emails have both the invoice and receipt as attachments in the email

pastel mason
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Yeah exactly. The actual contents of the email is great it's just the invoice is kind of confusing and has this added issue of billing address not matching what was collected with checkout future payments

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We could just not send receipts entirely but obviously not ideal.

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I guess we can just send custom receipts ourselves if not possible

fossil mason
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Okay so backing up a bit - you should definitely be able to update just the postal code of a customer through the API. The dashboard often has different limitation compared to the API, which is why it's requiring all of those fields

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Is this a flow you need to support in both the dashboard and the API?

pastel mason
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I can use the API to script updating customer info but right now the invoices need to be sent from the dashboard (long story lol)

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Ok cool, so if I was to loop through all of our customers and get the billing address from the payment method stored via future payments then I could update just the zip code of the customer address and perhaps the invoice would then show only the billing zip under "Bill to"

fossil mason
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Yes, that would be one way to do it - Let me also just test out something really quick

pastel mason
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ok awesome, thank you very much ๐Ÿ™

fossil mason
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Okay so what I was testing didn't do what I wanted it to, but just wanted to also say - To make this process more seamless for your future customers, you'll likely want to rely on a webhook event and then update the customer's billing address from there.

pastel mason
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yeah totally, that was my plan actually. I had to do the same thing to get shipping address attached to the customer. So I loop through checkout sessions to update past customers and then use our checkout webhook to update from then on.

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You've been really helpful, thank you. One final quick question for you. If we get Invoicing Plus will automatic collection allow us to automatically email customers when an invoice we send manually fails?

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E.g if we invoice a customer from the dashboard and the card fails will this automatically send them a payment link, I know we can do this manually but wanted to confirm

fossil mason
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Let me see what I can find on that....

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Sorry that took a while - I didn't realize automatic collection was something specific to Invoicing plus. Yes, with Invoicing plus automatic collection should be able to send an email when payments fails

pastel mason
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Excellent, and that contains a hosted invoice link to pay it separately.

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Perfect

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Sorry one final final question for you. It is possible to add a memo to an invoice, is it possible to add a memo to a receipt or add custom content to the receipt somehow?

fossil mason
pastel mason
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Yeah but thats a memo on the invoice, I was hoping we could add it to the receipt as well. And maybe even customize the receipts even more

fossil mason
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Ahh sorry I read your message too quickly!

pastel mason
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It's hard to tell from this, sounds like I can through the API but we want to send the invoice and receipt through the dashboard

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Also that is the docs for terminal ๐Ÿคฆโ€โ™‚๏ธ

fossil mason
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Yeah unfortunately I'm not seeing any way to customize a receipt like that ๐Ÿ˜ฆ