So you’re using saas•hapily to create invoices and subscriptions. Sometimes however, you need tos end the invoice to the finance department, instead to the person (buyer) you have been dealing with.
How do we make that happen? Two ways to achieve that
1) Create a hosted invoice/payment link
2) Create a workflow that triggers on deal stage, creates the invoice and sends it
To accomplish this, we can make a simple and easy workflow! But before we jump in, let’s take a look at how saas•hapily handles subscription upgrades and downgrades.
Create a subscription, select the products that you want to be included (these are the products that saas•hapily has synced over to Hubspot from your Stripe account). Now you can generate the link, and share it to the sales rep or to the client's finance team.
The payment link is using your stripe payment settings, meaning that the payment methods you accept on Stripe, will be available here when the client accesses the payment page.
Now, this is something we at hapily use, and are happy to see lot of our clients using too. This essentially means that the process is executed automatically, by a workflow, when a certain condition is met.
In this case, the workflow triggers when a deal is moved to a stage "send invoice". At this point we are prompted to fill a property, to where (email address) this invoice should be sent.
Now, on our workflow we use saas•hapily workflow action to create Stripe invoice, we include the relevant line items (from the deal object), and send it to the email address we have chosen.
Check out both methods in more detail from the video below!