OFN super-admin guide
  • Overview
  • Deployment and system administration
  • OFN platform configuration
    • General Settings
    • Terms of Service
    • Mail Methods
    • Image Settings
    • Taxes and Tax Zones
    • Countries and States
    • Payment Methods
    • Taxonomies
    • Shipping Methods
    • Shipping Categories
    • Enterprise Fees
    • Content
    • Caching
    • Invoice Settings
    • Stripe Connect
    • Matomo settings
      • Setting up a new Matomo Site
      • Using Matomo - an example
  • Producer and Product Properties
  • Managing Users
  • Groups
  • Translate in your own language
    • Common EN Translations
  • Set up your user guide
  • Setting up your 'About' page on wordpress
    • About the Divi theme & settings
    • Plugins
    • Layouts
    • Style guide
    • Content included in the OFN Divi pack
    • Tips, tricks & theme quirks
  • Creating your instance logo
  • Integrations and business intelligence
    • Embed a group page in an external website
    • Integrate OFN with Mailchimp
    • Create Automatic Invoices to Users
    • Create 'Find order by id' Action
    • Integrate OFN with Accounting Package
    • Send New Enterprises to Airtable as CRM
  • Tracking data using Matomo
    • Specificities of the OFN shared Matomo instance
    • Installing Matomo on your wordpress
    • Creating a Matomo funnel to track a specific user journey on the platform
    • Create a segment to analyze behaviour in Admin
    • How to set up events for tracking user behaviour - Mapping Matomo and code
  • Australian Instance Management
    • Recruitment
    • Onboarding
    • Happy team processes
    • Livelihoods model
  • Customer Support Resources
    • The Customer Support Role
    • Global Support Contacts
    • Access and Passwords
    • Using SuperAdmin
      • Tips for Speedier Navigation of Superadmin
      • Tips for Accessing an Enterprise Dashboard
      • Add Yourself as a Manager of an Enterprise
      • Delete an enterprise
      • Delete a user
    • Common Investigations (FAQs)
    • Shared Resources
      • How To Videos
      • Email Templates
        • New Producer Sign Up
      • Farmers Market Resources
    • Updating the User Guide
    • Contribute to this document
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  • Create Automatic Invoices for Users
  • Requirements
  • Instructions
  1. Integrations and business intelligence

Create Automatic Invoices to Users

Create Automatic Invoices for Users

This integration will enable OFN Super Admins to calculate the turnover of their enterprises each month and automatically generate an invoice for their user fees in an accounts integration.

Requirements

  • Premium Zapier account (ask on the Zappiness slack channel for more details)

  • PostgresDB connection in Zapier

Instructions

Click here for full instructions

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Last updated 5 years ago