#Scout-CustomerPortal

1 messages · Page 1 of 1 (latest)

slow valley
inner nexus
#

hi Jack

slow valley
#

Hi there, give me a sec to read your question

inner nexus
#

sure thanks so much for your help

slow valley
#

OK, let us see the payment method problem first, can I just check you have already enabled them in both test and live modes?

inner nexus
#

yessir

#

i'm experimenting with the ach direct debit feature

slow valley
#

Can you share with me your merchant ID? you can find it from the Stripe Dashboard -> Settings ->Account Details

inner nexus
#

acct_1KgfI2BfY3oefpRl

#

oh weird. well now I see the payment method there in live mode

#

I just created a new portal session via the api, maybe there was some delay after the payment method was verified before it appeared? also before the ability to add methods wasn't appearing either

slow valley
#

Yes, certain payment methods require verification

inner nexus
#

I could see it in the admin page as verified and was able to do an immediate payment

#

then i generated another invoice and went back into the customer session but it wasn't there

#

anyways, I'm unable to pay with the verified payment method via the customer portal in either test or live mode

#

so you can see here the payment method exists for the customer, but when you open the invoice to pay it, there's no way to select it to pay

slow valley
#

OK, is it a test invoice?

inner nexus
#

yeah, in live mode with my real bank account

#

🤦‍♂️ I probably should have blanked out my contact deets

#

there...

slow valley
#

Thanks for the waiting, can I also have this customer ID so I can take a look?

inner nexus
#

cus_LOFBGr9SdZuvG4

slow valley
#

Hi Scout, I was trying to reproduce the problem by clicking the pay invoice button

#

and I noticed that the status is already proccessing

inner nexus
#

try the other invoice

#

this one here that's "open"

#

if you click on that one you'll see that it doesn't offer to let you pay with the stored payment method

slow valley
#

Yup I got it

#

The invoice page will not display the saved payment method

inner nexus
#

will that still give the customer an opportunity to confirm the invoice?

#

or would that trigger an immediate charge to the default method?

slow valley
#

If collection_method is set to charge_automatically and the charge is successful, then the customer will receive the receipt email. There's no step to confirm.

inner nexus
#

I don't think my customers would appreciate me generating an invoice that automatically charges them without their confirmation first

#

I suppose I can build the check out page myself to work that way with the confirm api but i was really hoping the pre-existing customer portal would work for me :/

slow valley
#

What's your use case here? is it a one-time payment or recurring subscription?

inner nexus
#

recurring invoices

#

with possibly varying amounts

#

I generate an invoice, sent it to the customer, then open it and click the link to pay

#

it's for a rental property, but the utilities vary in price

#

so it's almost a subscription

slow valley
#

I see, the invoice page doesn't requires login and that's why it can't provide the saved payment method.
However, I'll still recommend using the charge_automatically param to advance the invoice automatically, so that you can reduce friction and easier for you to collect the rent.

inner nexus
#

ah I see

#

so the saved payment methods only work for subscriptions?

slow valley
#

Not really, it works for one-time payment as well.

inner nexus
#

in which context?

#

I tried creating a checkout session but that didn't allow me to use the saved billing details either

#

the only place i saw them used was in the customer portal video with a subscription example

slow valley
inner nexus
#

right, so basically i would create a copy of the portal that displays the invoice and the payment button, then list the saved payments methods and update the payment intent with the method to use

slow valley
inner nexus
#

ok, but the whole point is I want the customer to log in, look at the invoice, and click something to trigger the payment

#

from stored payment methods

#

can i accomplish that with the confirm api?

#

like grab the invoice, get the payment intent from it, and then give that to the confirm api when they click "pay"?

slow valley
inner nexus
#

ah ok got it

#

thanks Jack!

#

also could you put in a feature request for me for the customer portal to have an authenticated invoice payment page that lets you choose a saved payment method? 😄

#

although I think this will be fairly simple to code up myself, it's a bummer that i have to code it at all when what already exists is so close to what I need

slow valley
inner nexus
#

thanks