I’m trying to set up a mix of simple SMB AND advanced Enterprise SaaS recurring invoices, but can’t figure out how to deal with their different payment terms. Please see below:
- Simple SMBs, has one fixed price per month, paid with creditcard, net-0.
- I would like to show payment terms fx: “Paid with VISA ending in 1234”.
- advanced Enterprise clients, has a mix of products, often a discount, pays with wiretransfer and has net-30, net 60 etc.
- I would like to show payment terms fx: “Wire transfer to [bank name], [bank account] etc”.
As we’re having thousands of SMBs and hundreds of Enterprises, how do we ensure to use the right payment terms, for the right client type? We want to automate this so we dont need a human touch point for our thousand SMBs…
Can I use variables like creditcard type, creditcard num to be displayed in my SMB invoices?
Can I use variables like [period start] and [period end] to be displayed on all invoices? These will tell the customer for which hosting period they are paying for.
As for question 3, it becomes a bit more complicated for enterprise customers, having invoices being sent every 3 months, covering 3 months of service, with 30 days payment terms and invoice sent 30 days before period start. How to get around this?
Can I design my own invoice template? We would like to put in an appetizer into the invoice - like new feature launches, tips&tricks, or just a warm message. We like invoices to be attracting and not just strictly business related. Can I put in a background image and change it once a month - this background image will have our monthly appetizer.
#2 I understand the security aspects of storing full credit card number. I just wanted to show the last 4 digits and credit card type. This is what many others are doing and what is always visible on a physical receipt in the real world, so I can’t see a security issue here - actually I see a very nice future feature
#3, I just tested it and it works. However only for :MONTH, but I would like to show the date of exactly 3 months ahead like “Service period: February 10, 2016 until May 10, 2016”, as well as year overlapping like “Service period: Dec 10, 2016 until Jan 10, 2017”. Can I do this?
#5 Cool, I will check that out.
#5 It works to insert a new image using base64, cool! However it seems like I only have one “Custom” design. Can’t I have multiple? In that way I can choose a invoice design for our SMBs and another one for our Enterprise clients.
I tried setting up a recurring invoice, billed every 3 months, but it does not multiply the product price by three on the invoice? Shouldn’t it be doing that? Or would I have to use Quantity=3 for that purpose?
You would need to set qty = 3
Thanks for your awesome support! You really have a flexible platform - trying to figure out where the limitations are and just trying to get around them, and so far it seems to be doable
Do you have an API that we can bulk load data with? We can’t afford to have a manual human touch point in order to set up future recurring invoices for a new 10$/mo client. How can I automate this, so the client is aut. created and a recurring invoice is set up? Through Zapier?
I have just tried to set up a Zapier Zap, but it seems it’s a simple integration. I can’t define address for a new client, and I can’t see how the client initially puts in his credit card information upon ordering our service? Is Invoice Ninja, only meant as post-signup tool, and not to capture the actual initial online order ?
Do you provide an online “self-service-client-portal”, where clients can keep their contact records up to date and update creditcard in case it’s expired etc? Or would that be a Stripe job?
If you click ‘View as recipient’ on the invoice page you can see the client portal.
You need to have a payment gateway configured to see the ‘Pay Now’ button.
Ok I see. So in order to use InvoiceNinja, I would need to create the invoice first, then wait for him to pay it online? I can’t integrate InvoiceNinja into our website, for our client to type in creditcard and then get invoice afterwards? Would I use Stripe to capture credit card details and then sync with InvoiceNinja afterwards?
With our API and Zapier you should be able to handle most cases.
To integrate with your website you could use the API to create the invoice on the fly.
It would most likely be easiest to configure Stripe in Invoice Ninja as new clients will be automatically connected when payments are entered.
So just to fully understand the split between InvoiceNinja and Stripe:
I would implement Stripe payment UI on our site, and let InvoiceNinja take over the future recurring payments?
Would I use InvoiceNinja or Stripe email alerts for keeping client credit card up to date, so eg. couple of months before the card is expiring the client will get an email? In case a future recurring payment gets rejected, would it be InvoiceNinja doing the email alerts or Stripe?