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Recent content by juancolicchio

  1. juancolicchio

    Webhook Sending Guide

    Thank you. Looking forward to this end point!
  2. juancolicchio

    Webhook Sending Guide

    We need a webhook to fire ASAP when customer/affiliate updates any information on their profile. This will allow us to update our CRN record for the customer/affiliate. @Satyabala
  3. juancolicchio

    We should have an "export all option"

  4. juancolicchio

    [REQUEST] API Endpoint To "Get All Invoices That Are Pending/Due"

    I'd like to be able to request all the invoices inside of the PSB account that are pending/due. Response would require: PSB customer ID PSB customer name PSB customer email invoice number invoice status invoice amount invoice currency invoice due date invoice checkout link
  5. juancolicchio

    [REQUEST] Ability to invite additional users with limited access to my account

    I want to share access to our sales team members + accounts receivable + accountant into the account. However, I don't want for them to have access to the PSB API keys, or any access to our payment gateways API keys.
  6. juancolicchio

    API Request - Assign Affiliate When Creating/Updating Customer Plan

    Thank you for the update.
  7. juancolicchio

    API Request - Assign Affiliate When Creating/Updating Customer Plan

    My business model bills on every lead sent to customer. Each lead is a unique plan created in PSB via API. In our CRM system, we can see which customer is associated to an affiliate. Ideally, every single transaction associated to the customer requires the affiliate to be added to the plan with...
  8. juancolicchio

    API Request - Assign Affiliate When Creating/Updating Customer Plan

    I'd like to be able to assign an affiliate to a customer plan at any given time via API in addition to what % of the plan the affiliate will earn in commission, and the payout terms.
  9. juancolicchio

    How to generate dashboard report for one customer using customer ID?

    We're trying to isolate the following variables for each customer. Total revenue Total refunds Total net revenue Total taxes # of outstanding invoices Total outstanding invoice amounts We used to run this report in Waveapps. It's essential for managing customer accounts.
  10. juancolicchio

    Dashboard Stats API does not provide correct unpaid/pending invoices for product

    The dashboard stats API request does not properly capture unpaid invoices for a product.
  11. juancolicchio

    Why does a failed payment when a customer uses checkout URL create an unpaid invoice?

    While building our internal workflows, we've noticed that if customer A uses checkout URL #1, if payment fails, an unpaid invoice is created. If a customer is using a checkout URL, an invoice should not be created until the payment is successful.
  12. juancolicchio

    Why are refunds not shown inside of an invoice?

    The billing interface is very confusing for customers. Invoice should show the refunded totals in addition to the net invoice total after refunds are accounted for. Otherwise, where does the customer see if they have received a refund?
  13. juancolicchio

    How to hide subscriptions and transactions from client portal?

    I only want my clients to see the status of their invoice. The subscription and transactions are completely irrelevant.
  14. juancolicchio

    How To Prepopulate Customer Data To Checkout URL

    @Avneesh Is there a way to pre-populate the phone number? The test worked perfectly but the phone number didn't populate. The phone number in the test client account has the following format +1xxxXXXxxxx
  15. juancolicchio

    How to create access link for each client to access client portal?

    The current workflow in PC creates an access token that expires after 24 hours. Ideally, we need a token without an expiry date.
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