How to autobill clients from StripeMay 08, 2023
Are you ready to stop manually creating invoices for all of your clients? Thanks to one of our brilliant developers, you can now automatically bill your clients through Make! With just a little bit of setup, you'll be able to stop worrying about if your invoices went out, and focus on continuing to build!
In this video, I go in-depth on how to automate your billing process from two automations created by one of our developers. I'll show you how you can pull existing invoices and customer data inside Stripe. You'll see how you can route your automation in case this process is being done for a new client or if you have trouble locating an existing client's information.
In this video we’ll discuss:
- Shoutout to our developer Kamille!
- Prep work before you can start autopay
- Automation #1: Pulling existing invoice information
- Setting up Automation #2
- Break Function in Make
- Getting Customer information from Stripe
- Filtering automation
- Resume function in Make
- Finalizing invoice
- Updating Airtable records
If you found this helpful and want to give it a try yourself, please use our links below! 👇
Plus, when you're ready to start automating in no-code, be sure to grab our free training here! 👇
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