Accessing Invoice Information in Pabbly Subscription Billing
Summary
TLDRThis video provides an overview of the 'Invoice' tab in Pabbly Subscription Billing. It explains how to view, customize, and manage invoices for successful and failed transactions. Users can add notes, send invoices via email, print, or delete them. The video also covers how to record payments for pending transactions made outside Pabbly's checkout and how to collect charges from customers with saved card details. Additionally, users can export invoice data as CSV files. For any questions, viewers are encouraged to contact Pabbly's support team.
Takeaways
- đ The Invoice tab in Pabbly Subscription Billing lists all invoices generated, including successful and failed transactions.
- đ§Ÿ The colored dots next to invoices indicate their status, such as paid, refunded, or sent but unpaid.
- đ Users can view an invoice by clicking the blue highlighted invoice number, which shows all transaction details.
- đ Invoices are customizable through the settings, specifically in the Invoice Settings section.
- đŹ Users can add notes to invoices, which will appear at the bottom of the invoice once submitted.
- đ§ Invoices can be sent directly to customers via email or printed using available options.
- â Deleting an invoice is irreversible, and users are advised to be cautious when using this feature.
- đ” The 'Record Payment' option allows users to manually mark an invoice as paid if the payment was received outside of Pabbly's checkout page.
- đł The 'Collect Charge' option enables users to charge a customerâs saved card to collect payments for invoices.
- đ€ Users can export invoice details to a CSV file, which will be sent to their registered email address for download.
Q & A
What can be viewed under the 'Invoice' tab in Pabbly Subscription Billing?
-The 'Invoice' tab displays a list of all generated invoices in your account, including both successful and failed transactions.
What do the colored dots next to invoices represent?
-The colored dots represent different invoice statuses: paid invoices, refunded invoices, and invoices sent to customers but with unpaid statuses.
How can you view the details of a specific invoice?
-You can click on the blue highlighted invoice number to open and view the details of a specific invoice.
Is it possible to customize invoices in Pabbly? If so, how?
-Yes, invoices are fully customizable by going to 'Settings' and then 'Invoice Settings.' However, customization is covered in a separate tutorial.
What information is included in an invoice?
-The invoice includes all details related to the transaction, including a list of all transactions associated with the particular invoice.
How can you add a note to an invoice?
-You can add a note to an invoice by entering the note in the provided field and clicking the 'Submit' button. The note will then appear at the bottom of the invoice.
What are the options available after viewing an invoice?
-After viewing an invoice, you can send it to the customer, print it, or delete it. Deleting is irreversible, so caution is advised.
What does the 'Record Payment' option do?
-The 'Record Payment' option allows you to manually record a payment if the customer paid through another method, like cash, outside of Pabbly's checkout page.
How does the 'Collect Charge' option work?
-The 'Collect Charge' option allows you to charge the customer's card directly if a card is associated with their account. Once the payment is successful, the invoice status changes to 'Paid.'
Can you export invoice data from Pabbly?
-Yes, you can export invoice details by selecting the invoices you want to export and using the export icon. The data will be sent in a CSV file to your registered email address.
Outlines
đŹ Introduction to Pabli Invoice Tab
In this video, the focus is on discussing the Invoice tab in Pabli Subscription Billing. Upon clicking the tab, users can see a list of generated invoices for both failed and successful transactions. Different colored dots represent the status of these invoices: paid, refunded, or sent but unpaid. The interface shows how to view and manage individual invoices for each transaction.
đ Viewing and Customizing Invoices
The speaker demonstrates how to view an invoice by selecting a specific invoice number. The invoice layout is customizable through settings, but that feature is covered in another video. The invoice contains details of the associated transaction, and users can add notes to it. For example, after adding a note, it is displayed at the bottom of the invoice. Users can send the invoice via email, print it, or delete it, but deletion is permanent and irreversible.
đ Adding Notes and Managing Invoice Actions
The video elaborates on the available actions once an invoice is opened. After showing how to add a note, the speaker explains that the invoice can be sent to customers through email. Additionally, users have the option to print or delete the invoice, with a warning that deletion is permanent and cannot be undone.
đ° Recording Payment for Pending Transactions
The speaker dives into the 'Record Payment' option for transactions that are still pending. For example, if a customer pays through an alternative method like cash, users can manually record this payment. After inputting details such as the payment mode and remarks (e.g., 'paid through cash'), the invoice status is updated to 'paid', and the customer's subscription becomes active.
⥠Collecting Charges Automatically
Next, the video covers the 'Collect Charge' option. Using a specific invoice as an example, the speaker explains how to collect payments automatically if the customer has an associated card. After charging the card, the invoice status changes to 'paid'. The speaker also mentions that subscriptions can be created manually, with further guidance available in other tutorials.
đ Exporting Invoice Details
Finally, the video explains the process of exporting invoice details. Users can select the invoices they want to export and, with the click of an icon, receive a CSV file in their registered email. This file contains all relevant invoice details for further review. The video ends with an invitation to reach out to Pabli support via email for any questions.
Mindmap
Keywords
đĄInvoice Tab
đĄPaid, Refunded, Sent Statuses
đĄCustomizable Invoice
đĄAdd Note to Invoice
đĄRecord Payment
đĄCollect Charge
đĄPending Status
đĄExport Invoice Data
đĄSubscription Status
đĄManual Subscription Creation
Highlights
Introduction to the invoice tab in Pabbly Subscription Billing.
The invoice tab displays a list of all generated invoices, both successful and failed transactions.
Invoices are color-coded to indicate paid, refunded, or unpaid statuses.
Clicking on an invoice number allows you to view a customizable version of that invoice.
Invoice customization can be done through settings under 'Invoice Settings,' explained in a separate video.
Each invoice contains details of the transaction and associated notes can be added.
A note can be added to the invoice by clicking on 'Add Note' and submitting it.
Invoices can be sent to customers via email or printed directly.
Deleting an invoice is irreversible; once deleted, it cannot be retrieved.
Pending transactions can be manually recorded if payment is made through other methods, such as cash.
Manual payment records include specifying the payment mode and details, updating the invoice status to 'Paid.'
The 'Collect Charge' option allows automatic charging of the customerâs associated card for unpaid invoices.
Once payment is collected, the invoice status automatically updates to 'Paid.'
Invoices can be exported to a CSV file and sent to the registered email address.
For additional assistance, viewers are encouraged to contact Pabbly support via email.
Transcripts
hello everyone welcome to pabli in this
video we're going to discuss about the
invoice tab in public subscription
billing so when you click on the invoice
tab you see you see a similar screen to
what you're seeing right now on my
screen
so you'll have all the list of invoices
that have been generated in your account
whether they are for fail transaction or
for a successful transaction also you
have
these dots which represent in paid
invoices refunded invoices and invoices
that have been sent but the payment has
not been made by the customer yet
and to view the invoice for example if
you want to view this
invoice for the product which was
designing and the plan was one time plan
you can click on the
blue highlighted invoice number and this
invoice appears in front of me this
invoice is totally customizable you can
customize it going into settings and
invoice settings
but for now we'll not get into that
because we have a separate video
explaining how you can add an os
settings we'll go back to the invoice
tab and open the invoice and see what
else do we have
so this invoice is gonna have every
detail related to the transaction which
you can see here and all the transaction
associated with this particular invoice
is going to be listed in this list and
if you want to add a node to this
particular invoice then you can add it
from here for the demonstration i'll add
a note here
and i'll click this button and submit
this you'll see that this note will
appear at the bottom of the invoice
and then
you can
send this directly to your customer and
they'll receive it on their email and if
you want to print it you can use this
option and and if you want to delete it
you can use this button to delete it but
be sure that you really want to delete
it because this action is irreversible
you cannot retrieve the invoice back
it close this invoice and we have some
other options
like record payment and collect charge
we'll understand them one by one so
first we'll discuss the record payment
so we see that this transaction is still
in pending key
so we see that this transaction is still
in pending status
that means we have not collected payment
for this but for example this person who
is trying to purchase this comes to me
and pays through some other mode like
cash or any other mode uh other than the
pablis checkout page
so
we have received the payment but the
transaction is still in pending and the
subscription is inactive for this
particular customer
so we can record that payment that he
made through other mode by this option
for example if they made made the
payment through cash then i will record
the payment that if the more mode of
payment was cash and the payment was
collected by me
and if there's something that i need to
mention i'll mention like like paid
through cash
and i'll save this
so you see my invoice status have turned
to paid and this transaction was
has been now successfully activated
and this customer subscription is an
active state
now we'll discuss about the collect
charge option that we have
so we'll take example of this
transaction this invoice number 48 the
customer is john smith and the
invoice status is as sent
this subscription was created manually
if you do not know how to create a
manual subscription you can watch one of
our tutorials and for now we'll see how
we can collect charge for this
transaction so if this customer has
associated any card
in his account
so i can simply charge the card to
collect the payment and the payment has
been successfully made and this invoice
status have also turned to paid so this
is the option of collect charge that we
have in public
similarly you can export the details of
your invoice as well by choosing the
invoices that you want to export and
using this icon in a csv file is going
to be sent on your registered email
address which you can download and see
so this is all about invoices tab if you
have any questions or confusion let us
know at admin at the readpably.com so we
can assist you thanks for watching
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