How do I enable/disable a Stripe invoice based on a form input?

  • Profile Image
    Hoepfner
    Asked on February 18, 2021 at 03:56 AM

    Hello,

    We have 2 forms which use the Stripe payment widget. The Stripe widget generates an invoice which is sent to the payer.

    However, we have a step in the form which asks if the user would like to 'Pay now' or 'Invoice me first'. When the user selects the 'Invoice me first' option, they still get sent an invoice, albeit an empty one. A condition on the 'Invoice me first' is set to skip the CC payment step.

    Can you please guide us on how to resolve this?

    Forms:
    Capture 2021 | Registration | Additional Attendee
    Capture 2021 | Registration

    Thank you.

  • Profile Image
    Hoepfner
    Answered on February 18, 2021 at 04:00 AM

    Hi again,

    I have subsequently created the following condition. Please confirm if this is correct:

    • If 'Payment Process' is equal to 'Invoice me first'
    • Disable Invoice ID

    Thanks

  • Profile Image
    Patrick_R
    Answered on February 18, 2021 at 06:30 AM

    Hi! Allow me to check this. I'll get back to you soon with an update.

    Thank you!

  • Profile Image
    Patrick_R
    Answered on February 18, 2021 at 07:15 AM

    Hi!

    - However, we have a step in the form which asks if the user would like to 'Pay now' or 'Invoice me first'. When the user selects the 'Invoice me first' option, they still get sent an invoice, albeit an empty one. A condition on the 'Invoice me first' is set to skip the CC payment step.

    Q1) Do you want your users to select the products and still be able to skip the CC payment step of your Stripe widget if 'Invoice me first' is selected?

    If yes, then kindly note that there isn't a way in the Stripe widget to let users select the products and not pay unless you use a workaround that makes use of 'user defined' payment option and form calculation widget that can make the payment step optional.

    The basic technique is mentioned in this article: how-to-pass-a-calculation-to-a-payment-field

    Please note that invoices are not generated for 'user defined' payment option, but we can create these manually in the PDF editor and use these instead.

    If this is what you want; then please give this method a try. In case you come across any questions, let us know.

    Q2) Or do you want your users not to select any products and thus skip the CC payment step but still be able to receive an empty invoice if 'Invoice me first' is selected?

    If this is what you want; you can simply hide the Stripe widget conditionally; an empty invoice will be sent to the user in this case.

    I hope this helps. Feel free to get back to us for further queries.

    Thank you!

  • Profile Image
    Hoepfner
    Answered on February 18, 2021 at 09:27 AM

    Hi,

    • Pay Now
    • Sent to Stripe payment step
    • Select product
    • Make payment
    • Receive invoice
    • Invoice Me first
    • Sent to Address
    • Skip Stripe Payment step
    • No invoice

    Thanks

  • Profile Image
    Jimmy_D
    Answered on February 18, 2021 at 11:34 AM

    Hi there!

    You can use conditional logic to hide the payment field when a user select "Invoice Me first" and reveal it when the answer is "pay now". When the payment field is hidden, the user will be able to submit the form without filling the field. 

    1613665719_602e95b7b3365_

    The Invoice ID or stripe invoicing cannot be manipulated with conditional logic. When you hide the stripe payment field the invoice should also disable. 

    I hope this is helpful. Let us know if you have more questions or concerns.