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Access transaction invoice from admin panel

Posted: December 11, 2014 at 11:02 am

Viewing 9 reply threads


Clare Cable

December 11, 2014 at 11:02 am

My client would like to be able to access the PDF invoice to send it out by email. As far as I can tell, they can only access the Order Confirmation. Is there any way to access the Invoice PDF?


Lorenzo Orlando Caum

  • Support Staff

December 11, 2014 at 12:33 pm

Hi, go to WP-admin –> Event Espresso –> Transactions. Then locate the transaction that you are looking for.

Then click on the PDF icon:

http://cl.ly/image/1E0a2b0w3j0l


Lorenzo


Clare Cable

December 11, 2014 at 3:29 pm

Hi Lorenzo,

This displays the Order Confirmation, not the Invoice PDF. My client needs to be able to download the invoice for each transaction and send it to a third party.


Tony

  • Support Staff

December 12, 2014 at 6:10 am

Hi Clare,

When you click that icon you will be taken to a link ending something like this:

/thank-you/?ee=launch_invoice&id=1-d1603f717da3d19652f3bee8695cd66c&receipt=true

Notice the ‘&receipt=true’, if you remove that from the end of the URL it will load up the Invoice HTML page, from there you can download the Invoice.

Whilst not ideal this is currently the only way to pull the Invoice from the Admin section.

I’ve crated a ticket to look into creating another action that will open the Invoice directly, or possibly allow the admin to switch between the Receipt and Invoice once opened in HTML view (before downloading the PDF)


Clare Cable

December 12, 2014 at 12:58 pm

allow the admin to switch between the Receipt and Invoice once opened in HTML view

That’s brilliant. I hadn’t thought of that. I’m already using a custom receipt template so I can implement that no problem. Actually makes more sense for users too.

Thanks.


Tony

  • Support Staff

December 12, 2014 at 3:49 pm

Just to note, in EE4.5+ we have moved all of the Invoice and Receipt code into the Messages system. This means you can edit all of the Invoice/Receipts from within the Admin itself, it also allows you to use specific shortcodes within those templates.

Your custom templates will continue to work within 4.5 but NOT 4.6.

This is to give you time to update to 4.5, port your customization to the new system, when your ready to use the new system, simply remove your custom templates from uploads and EE will automatically switch over.


Clare Cable

December 15, 2014 at 12:29 pm

The lack of backwards compatibility is really troubling. My client doesn’t have the funds to pay me to rewrite a solution to their problem every time a new update is coming down the pipe. This will lead to security holes and other issues if they’re not able to roll with updates.


Clare Cable

December 15, 2014 at 1:06 pm

I’m having trouble locating the Invoice and Receipt options in the Messages system. I haven’t been able to find any help documentation related to this, except a brief mention in the 4.5 announcement post.

On the Messages screen there is an Email dropdown. But no other options.

I’m using EE 4.4.6.p.


Lorenzo Orlando Caum

  • Support Staff

December 15, 2014 at 1:12 pm

Hi, the Invoice and Receipt message types were introduced with Event Espresso 4.5. There is a pre-release version available from your Event Espresso account page.


Lorenzo


Clare Cable

December 15, 2014 at 1:18 pm

Oh my mistake Lorenzo. I confused 4.5 with 4.4.5!

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