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How to create an Invoice

You are able to send the user a receipt for the transaction from the Piano Dashboard using the Email receipt option for each user under the Transaction tab, visible after selecting the individual transaction.

Receipt.jpg

However, this will only contain information about the transaction and no billing address. The Email Manager Transaction info template allows you to insert variables such as {{user_address1}}, {{user_postal_code}}, {{city}}, etc., which contain the user's address and can be used as the invoice billing address.

Please note, that Print address collection needs to be enabled in order to collect this data. Usually, the manual creation of invoices with a billing address or other custom billing information is managed on the client's end.

If you want users to be able to access these receipts through the My Account feature, you will need to do the following:

  1. Update your My Account Payments Components template as described here.

  2. If you are using custom email templates, you will have to update the font(s) for the correct rendering of the PDF. The font format that works with PDF is .ttf.

  3. Enable the Transaction info email in your Email Manager.

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