Pabbly Sub - Invoice - how to COPY and Edit to save time

[RayMizzi]

We are starting to use the INVOICE system so much that we want to copy and update invoice as only a few lines are different.
We need to send invoices to the payee on a weekly basis, but there are fields that need to be updated, only the date.

We need to open their last invoice, copy it into PSB and email it back to them as a new invoice, for them to pay via stripe.

At present, we have to use Quickbooks to do the same thing and we wold rather centralise all invoices and payments via Stipe into PSB

Please help

 

[MukeshR]

Hello Ray,
Greetings !!

Unfortunately, Pabbly Subscription Billing does not currently offer a feature that allows you to upload external invoices, edit them, and share them with your customers. The system generates invoices automatically based on the subscription created/present in the Pabbly subscription Billing, and these invoices are sent to the customers.

To address your specific use case, we suggest creating a weekly recurring plan within Pabbly Subscription Billing that aligns with your requirements. By doing so, you can collect payments from customers on a weekly basis, and the system will generate updated invoices with the appropriate date and invoice number, which will be sent to customers accordingly.

I Hope this approach should help meet your needs effectively. If you have any further questions or require assistance, please let us know.

Thanks & Regards,
Mukesh
Pabbly Team

 

[RayMizzi]

We do not wish to collect a charge for this client but to serve an invoice that has fields within the invoice pertaining to a customers identity number.

The invoice is to be sent to a group who pay the invoice.
I need an online meeting, please assist with a time for this.

 

[MukeshR]

Hello Ray,
Greetings !!

You can schedule a call with our team at your convenience. Please use the link below to select a time and date that works best for you.
https://calendly.com/pabblyteam/pabblysubscriptionbilling?month=2023-04

Note :- Requesting you to mention the query in the notes section at the time of scheduling the call

Thanks & Regards,
Mukesh
Pabbly Support

 

[RayMizzi]

I have made a booking using the above link

 

[MukeshR]

Hello Ray,
Greetings !!
You have missed the scheduled call with Pabbly Subscription Billing. We understand that you may have a busy schedule, and we apologize for any inconvenience this may cause. Please find the answer to your query below.

To accomplish the desired use case, you can make use of Pabbly Subscription Billing's webhook option in conjunction with integration tools like Pabbly Connect. This will enable you to connect your Pabbly Subscription Billing account with your preferred email provider, allowing you to send emails back to your customers based on your specific requirements.

Inside Pabbly Connect, you will need to set up a workflow that triggers on the "Paid Invoice" webhook In Pabbly Subscription Billing. This workflow will capture the Paid invoice details from Pabbly Subscription Billing and then send them to your chosen email provider. You can customize the email content according to your specific requirements in the email provider to achieve your desired use case.
So, whenever a Paid Invoice is generated in Pabbly Subscription Billing (PSB), the PSB webhook will be triggered. The webhook details will be sent to Pabbly Connect, where all the relevant information from PSB will be captured. From there, you can connect your chosen email provider to fulfill your use case by sending out an email according to your specific requirements.
For the email provider also you can use different email marketing tools available in the market such as Pabbly Email Marketing to sending out the required emails to your customer according to your requirement.

If the provided solution does not meet your specific use case requirements, we kindly request you to schedule another call with our team at your convenience. This will allow us to gain a deeper understanding of your use case and provide you with a more tailored solution to address your query effectively.

Please use the link below to select a time and date that works best for you.
https://calendly.com/pabblyteam/pabblysubscriptionbilling?month=2023-04

Thanks & Regards,
Pabbly Team

 

[RayMizzi]

Can I try now?