FAQs
Can I manually change the state of an invoice in Octane?
Yes, Octane allows you to manually trigger changes in invoice states. You can do this after an invoice has been issued but before it's paid, after a payment failure, after an issuance failure, or immediately after an invoice is generated. Detailed instructions can be found in the "Manual State Changes" section of our documentation.
What should I do if a payment fails for an invoice in Octane?
In situations where payment collection has failed (e.g., due to the customer having no credit card on file), Octane provides the option to manually trigger the collection of funds. This can help expedite the process or if you've exhausted Octane's automatic retry attempts for the invoice. Additionally, look at "Dunning" to learn more about how Octane can help solve this problem without manual intervention
How can I initiate a refund for a paid invoice in Octane?
You can initiate a refund for a paid invoice in Octane by following these steps:
- Navigate to the "Customer Invoices" table in your Octane account.
- Locate the invoice you wish to refund, which should be in the "Paid" status.
- Click the "Actions" button at the end of the row.
- Select the "Refund Payment" option.
Can I initiate refunds directly through my payment provider, such as Stripe?
Yes, if you prefer to initiate refunds directly through your payment provider's interface, like Stripe, Octane is designed to sync with invoice updates from Stripe. Any refunds initiated through your payment provider's UI will be automatically reflected in Octane.
Can I override global invoicing settings for specific customers?
Yes, you have the flexibility to override global invoicing settings on a per-customer basis. Simply visit the customer detail page under the "Integrations" tile and enable invoicing overrides. This allows you to tailor settings for individual customers as needed.
What are the Invoice Generation Grace Period and Invoice Issuance Grace Period settings used for?
The "Invoice Generation Grace Period" defines the time between the end of a customer's billing cycle and the generation of their invoice. It allows for validation, adjustments, corrections, or data additions before invoice generation. The "Invoice Issuance Grace Period" specifies the time between invoice generation and sending it to the customer, triggering the payment process. This period offers an opportunity to validate the final invoice before customer charges are applied.
Can I fully customize the email that goes out with the invoice in Octane?
Yes, for advanced use cases, you have the option to completely customize the email that accompanies the invoice by providing Octane with a custom email template. Reach out to support@getoctane.io for assistance with this customization.
I want to send reminders to my customers to pay invoices. How can I configure dunning notifications in Octane?
Dunning notifications in Octane are automated emails sent to customers for various billing-related scenarios. You can configure dunning emails for four specific situations: Past Due, Upcoming Due, Missing Payment Method, and Bad Payment Method, as well as Failed Payment scenarios.
What should I do if I'm using a Stripe test account for development or testing purposes?
If you're using a Stripe test account, you can configure a test account connection by toggling the "Use Stripe test account" setting in Octane. This allows you to set up a test environment for development and testing.
How does Octane handle Stripe webhooks?
Octane listens to Stripe webhook events, reflecting changes to invoices and other data in Octane. For example, when an invoice is paid in Stripe, Octane marks it as paid as well, ensuring accurate and up-to-date information.
How do I get the invoice PDF?
You can get the link to the invoice PDF as part of the response from the Get Past Invoices API or the Get Customer Invoices API . These responses contain a URL that uses the Return Invoice PDF API to return the actual PDF.