customize invoice

amit weinblum's Avatar

amit weinblum

11 Aug, 2014 10:39 PM

Hi, i want to create a customized invoice in order to translate it.
I see that there is such a possibility using smarty templates, but i don't understand how to activate it once the new invoice template is ready

  1. 1 Posted by Jess Pendley on 12 Aug, 2014 01:13 PM

    Jess Pendley's Avatar

    Hi Amit --

    Outside of saving, there's no other way to "activate" it. Once you've customized both the Text and HTML versions of the template they will send with their relevant trigger.

    You can read more about our email templates here, and if you need anything else please let me know.

  2. Jess Pendley closed this discussion on 12 Aug, 2014 01:13 PM.

  3. amit weinblum re-opened this discussion on 12 Aug, 2014 04:44 PM

  4. 2 Posted by amit weinblum on 12 Aug, 2014 04:44 PM

    amit weinblum's Avatar

    Hi Jess,
    I am not talking about the email templates. i changed these successfully.
    i am referring to the payment invoice (where the bill is detailed). it is
    in english and i couldn't find how to translate it.
    i saw this post:
    https://gist.github.com/marcguyer/800598#file_invoice_layout.txt
    with an example of a customized invoice but i cant find how to use it

    thanks,
    amit

  5. 3 Posted by Jess Pendley on 12 Aug, 2014 05:14 PM

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    The invoice is actually the Payment Receipt email template. So you would customize that here.

  6. 4 Posted by amit weinblum on 19 Oct, 2014 11:54 AM

    amit weinblum's Avatar

    Hi Jess,
    I have a couple of questions i would like your assistance with:
    1. is it possible to set an initial invoice number? isn't the invoice
    number incremented by 1 on every invoice sent? because it seems it is not so
    2. is it possible to charge immediately upon payment for submit and still
    use overage values? if so, will the overage amount be charged in the next
    invoice?

    thanks,
    Amit

  7. 5 Posted by amit weinblum on 21 Oct, 2014 03:08 PM

    amit weinblum's Avatar

    Hi Jess / Marc
    can you please answer my questions below?

    thanks,
    Amit

  8. 6 Posted by Jess Pendley on 21 Oct, 2014 03:20 PM

    Jess Pendley's Avatar

    Hi Amit --

    I apologize for the delay in response.

    1. It's not possible for you to set those values yourself.

    2. Yes. You can bill immediately and still have overage on the following invoice.

    If you need anything else, please let me know.

  9. 7 Posted by amit weinblum on 21 Oct, 2014 05:19 PM

    amit weinblum's Avatar

    thanks for the response.
    regarding the invoice number, can you set it to an initial value for us?
    how are the invoice numbers generated? we must have it as continous
    numbers. is that so?

  10. 8 Posted by Jess Pendley on 22 Oct, 2014 04:36 PM

    Jess Pendley's Avatar

    Hi Amit --

    We can increase the invoice number, what would you like it set to?

  11. 9 Posted by amit weinblum on 22 Oct, 2014 08:29 PM

    amit weinblum's Avatar

    hi Jess,
    we would like to set it as 50000. please do so on both our products
    (broadcust & broadcustdev)
    what about my 2nd question: is the invoice number always increased by 1?
    we must have the invoice numbers as consecutive under Israeli law

  12. Support Staff 10 Posted by Marc Guyer on 23 Oct, 2014 12:54 PM

    Marc Guyer's Avatar

    Hi Amit -- I've updated your invoice numbers for both products to 50000.

    Invoice numbers aren't guaranteed to be consecutive in CheddarGetter. Occasionally a number is used during an invoice failure. Examples of that are: declined signups, declined one-time invoices, declined plan change upgrades, etc.

  13. 11 Posted by amit weinblum on 02 Nov, 2014 07:57 PM

    amit weinblum's Avatar

    Hi Marc,
    it looks like the invoice numbers are not at all serial.
    The gaps between invoice numbers are not occasional in our case.
    We see that the difference between two invoices of the same customer (after
    30 days) have a gap of over 100 numbers even though we have only 12 paying
    customers.
    I must emphasize again that by israeli laws the invoice numbers must be
    serial so this issue is critical to us. we can accept an occasional gap but
    not as it is today.
    Can you please check our account (Broadcust) and see what can be the issue

    thanks,
    Amit

  14. Support Staff 12 Posted by Marc Guyer on 04 Nov, 2014 01:32 PM

    Marc Guyer's Avatar

    Hi Amit -- You have 373 active customers. Each subscription whether paying or not, uses an invoice record (and invoice number) for each period.

  15. 13 Posted by amit weinblum on 05 Nov, 2014 05:28 PM

    amit weinblum's Avatar

    Hi Marc
    thanks for the response
    is there anywhere we can see a list of all the invoices sorted by the
    invoice number?

    btw, we love the new dashboard !!
    it's so great to have all this useful information in one place and with
    such info-graphics.

    Amit

  16. 14 Posted by amit weinblum on 09 Nov, 2014 07:44 PM

    amit weinblum's Avatar

    Hi Mark,
    please see my question in the previous mail

    thanks,
    Amit

  17. Support Staff 15 Posted by Marc Guyer on 10 Nov, 2014 03:16 PM

    Marc Guyer's Avatar

    Hi Amit --

    is there anywhere we can see a list of all the invoices sorted by the invoice number?

    You could use the API to pull the data for a date range, for example, and process it as needed.

    We have the transaction export (revenue activity) that you could pull but it doesn't include the 0.00 transactions. We're currently working on the new revenue activity report, so we'll see about adding an option to that to include the 0.00 transactions for this purpose.

  18. Marcela Poffald closed this discussion on 11 Apr, 2018 03:55 PM.

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