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Search results

  1. 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
  2. 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.
  3. juancolicchio

    Format Function Request To Replace Accented Characters

    https://www.labnol.org/replace-accented-characters-210709
  4. juancolicchio

    How to use the text formatter module to replace multiple values with blank?

    I'm only aware that the module can only find and replace one string at a time. Would it be possible to replace apostrophes, commas, forward slash, or periods with blanks using only one module instead of four?
  5. 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.
  6. juancolicchio

    Router + Iterator Question

    All routes have the same filter. They execute in order. The route #1 and route #2 use an iterator function to list all outstanding customer invoices. When I ran the test, the iterator only ran the 1st instance, before the workflow moving to route #2, then route #3, then route #4. what's the best...
  7. juancolicchio

    Pabbly Storage Module Request (Zapier has this available)

    Zapier allows you to quickly store and retrieve small values of data. Allows you to reference data between Zap runs or share data between different Zaps (https://zapier.com/apps/storage/help) The use case: Array of all customer invoices are generated. Filter unpaid invoices by status Store...
  8. 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.
  9. 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.
  10. 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.
  11. 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?
  12. 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.
  13. 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.
  14. juancolicchio

    How To Prepopulate Customer Data To Checkout URL

    Checkout link - https://payments.pabbly.com/subscribe/61f08f20312ef110da331e6e/Pay Per Lead-6 Months
  15. juancolicchio

    Text Formatter by Pabbly : Text (Basic Formatting) - ERROR

    Task ID: Ijg1MTU4MDQ4Ig_3D_3D
  16. juancolicchio

    Number Formatter + Text Formatter Error

    Task ID: Ijg1MDYyMzA4Ig_3D_3D Err
  17. juancolicchio

    Text Formatter - Text Parser - Error

    Task ID - Ijg1MDA2MDM3Ig_3D_3D
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