When your team needs to create an order and invoice in Stripe, you can use the Create Stripe Invoice steptype to allow your team to do all of that from within Sidekick - without leaving the support ticket.
Title
The title appears up top in Sidekick when your team reaches this step in the flow. We recommend using this field to explain that this step will send an invoice to a customer.
Automatically search for customer
Check this box to immediately use the customer's email address in your CRM to find the customer in Stripe. If the customer does not yet exist in Stripe, this steptype can also create the customer in Stripe for you.
Automatically create draft invoice
Check this box to automatically generate a draft version of the Stripe invoice by using the preconfigured information in this step.
This feature is helpful when you already have an idea of what the Stripe invoice should contain when you reach this step in the flow. It also gives your team the option to review the invoice for accuracy before manually confirming its creation or making corrections to the draft invoice before it is created.
Automatically complete draft invoice
Please check the box if you want the invoice to be automatically completed once the draft is created.
If you choose not to automatically create the draft invoice (by leaving the preceding box unchecked), then this box simply reduces the number of clicks your team has to make to go from confirming to actually completing the invoice.
However, if you choose to automatically create the draft invoice (by checking the preceding box), then selecting this second box will fully automate the entire invoice creation process. This is useful if you are certain about how the invoice should be created and you do not want your team to review or interfere with the invoice, but rather just create it exactly as you have configured it here in this step.
Customer Email
Use this field to specify the email address for the newly created customer in Stripe. You'll likely need to use the ➕ button to automatically populate this field using data from your CRM. You can also leave it blank for your team to fill out in Sidekick too.
Invoice Products
Use this table to specify which items from Stripe are added to the invoice
➕ Add Products to Invoice
Click this green bar to add a new line of products to the invoice.
Order
Use this field to set the order in which the items will be added to the invoice.
Product
You can use this search field to look for items in Stripe that you want to add to your order. In case you have a large number of items in Stripe, you may have to type some text in this field to see the product options that are available for you to select.
Default Quantity
Sets the default quantity of each product to be added to the invoice.
Can Edit
Allow your team to edit or remove individual products on the invoice.
Allow adding of products to invoice
To enable your team to add more products to the invoice within Sidekick, please check the corresponding box. If the box is not checked, your team will only have the ability to modify or delete products within the invoice, but will not be able to add new ones.
Invoice Description
Use this field to populate the invoice's description in Stripe. You can hard code a value, leave it blank for your team to fill out in Sidekick, or use the ➕ button to add variables to build a template that will be populated using data from your FlowEQ-connected systems.
Invoice Days Until Due
This field specifies the invoice's payment due date. You should likely hard code a value in this field, like "30" to set the due date 30 days into the future, but you can also use the ➕ button to add a variable from your FlowEQ-connected systems to specify another number instead.
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