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Adding Fee: Automated Billing and invoicing

  • 19 January 2021
  • 2 replies
  • 52 views

  • Anonymous
  • 0 replies

Hey all,

 

we have following scenario:
We have clients where we receive x% fee on every deal they make. Now we want to automate the billing and invoicing process. That means the following scenario:

Deal A for $ 1000 is closed. Now we receive some details and the amount of $ 1000 via a form. This form is transferred via Zapier to a payment provider. We want to add the x% fee of  $ 1000 to a monthly invoice which is paid automatically via credit card, paypal, money transfer etc. 
 

How could we realize this idea with zapier? Should we use stripe?

Thank you all very much, I appricate every hint and help!

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Best answer by Ennes 19 January 2021, 23:10

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Userlevel 5
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Hey @automaker,

if I understood you right, I think this is something you can achieve with paths (see here). This would allow you to include some conditions in your zaps. The question, however, would be: Are the choices or rather the amounts limited? Or rather anything is possible? So: Are the fees only e.g. 200, 500 and 1.000 or anything is possible? Would be great if you could specify. Best Wishes

hey @Ennes,

thank you very much for your quick response!
I will have a look now. 
The fees can be anything possible: so also 1001, 1002, 1005 …. etc.