Billing - Invoices UI
We've sent our first website live after going through the Agency Connect billing process but unfortunately the email receipt does not display any website details on the invoice.
Once we are in a position to put multiple sites live and receiving multiple emails without client details it will get very confusing which client is which.
Please could we include some basic client information in the receipt such as the website or client name?
Currently the only information I have available in the receipt is Invoice number, receipt number, amount paid, VAT and dates.
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Comments13
Apr 27, 2021
Our plan is to create an Invoices UI in Siteglide Admin Portal, where you'll be able to see a breakdown of invoices listed against sites.
You'll be able to filter/sort these line items.
May 27, 2021
This is now live in Admin and can be found under Billing -> Invoices when in Portal
Dean Vizer
May 10, 2021
https://forum.siteglide.com/post/portal---invoices-ui-6098ff70ddebca8d99e22824
Rox Dawson
May 6, 2021
👍
May 6, 2021
Matt Walter
Apr 27, 2021
https://app.clickup.com/t/hn3fhu
Dean Vizer
Mar 20, 2020
Andrew Collinson This is currently a limitation of Stripe unfortunately. Their invoice emails and PDF's do allow a custom "memo" field that we can enter data into, but that is not available via API so Siteglide cannot automatically put data in there.
There are other "custom fields" which can be set on the invoice level, but that throws up further challenges.
We are looking into it though and working on ways to improve billing/invoices within the Admin
Andrew Collinson
Mar 20, 2020
Dean Vizer: Is there a plan to eventually have this content included any time soon or is it considered low priority?
Dean Vizer
Mar 20, 2020
Andrew Collinson: We aren't sure of the solution just yet so in turn aren't sure on a timeframe. We are actively looking at it though and talking to Stripe