mceclip3.pngRunning a subscription based business can be difficult if you don’t have the right tools in place to scale your business effectively.  One of those tools (and probably the most important) a service like Cheddar which manages your billing and payments. 

With Cheddar, you can easily integrate recurring billing into your business and they’ll handle everything from subscription management and payment processing to helping you understand how to maximize your revenue.

Automation is another key component in a successful subscription business.  With a tool like Formstack Documents, you can automate most of your paperwork and allow you to generate customized documents such as letters, receipts, invoices, and more.

In this example, we’re going to show you how to use Formstack Documents to create a customized payment receipt for new payments in Cheddar and we’ll automatically email the receipt to our customers.  To help with the integration between Cheddar and Formstack Documents, we’ll be using our friends at Zapier.

To get started, we’re going to setup our receipt template in Formstack Documents.  From the Documents page in Formstack Documents, click the New Document button and then enter a name for the document.  On the next step, we’re going to pick the Build Your Own document type.


Next, we’re going to be taken to the Document Builder where we’ll be able to build our template.  In our receipt template, we’re going to add our logo, address, and then we’re going to add merge fields for the spots in the template where we want our payment information to go. 

Merge fields are just like any other text in our document and look like {$FirstName}, {$Amount}, etc.  You can name these merge fields anything you’d like – we’ll map them to the Cheddar fields later using Zapier.


Once you have the template finished, go ahead and save. Next, we’re going to go to the Settings tab where we can modify options like the type of file that is generated and the name of the file.  For this example, we’re going to generate a PDF and we’re going to include the Payment ID in the name of the file.


After we have saved our settings, we need to setup the email delivery so that our customers are emailed the receipts directly.  On the Deliver tab, you’ll want to edit the default email delivery.  For the “To” address, we’re going to use the merge field for our customer’s email address. Feel free to customize any of the other email settings as well.


Once we have updated our email delivery, we’re finished with the setup in Formstack Documents and we’re ready to set up the integration with Cheddar in Zapier.
Inside Zapier, go ahead and create a New Zap.  For the Trigger, we’re going to choose Cheddar as the service and then New Transaction as the trigger.


Zapier will have you authenticate your Cheddar account.  Follow those instructions and then move on to the next step.

For the Action, we’re going to pick Formstack Documents as the service and then Create Document Merge as the action.


Once you authenticate your WebMerge account, Zapier is going to load a list of the documents that you have setup in your WebMerge account.  Go ahead and pick the receipt template that you just setup. Next, Zapier will load a list of all the merge fields in your document.

For each of the merge fields in your document, you’ll need to pick the corresponding Cheddar fields.  This tells Zapier how to send your data over to WebMerge so that it is populated in the correct spot on your document.

After you’ve matched up all of the fields, go ahead and save your Zap and then turn it on.  It’s time to run a test!  Go ahead and create a new transaction in Cheddar.  Zapier will detect this new transaction and send the data over to WebMerge.  Your receipt will be generated and emailed out automatically.

Here’s what our test receipt looked like:

Congrats, you’re all done!  You can now populate all types of documents from your Cheddar account.  Can you think of any other ways that you could use WebMerge to simplify your paperwork process?

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