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Billing Information

Posted: October 23, 2018 at 7:50 pm


Mike Doughty

October 23, 2018 at 7:50 pm

Hi,

We are using EEV4 along with the Infusionsoft Integration Plugin.

We are wanting to utilise the Billing Information, eg FirstName, LastName, email address, Billing Address entered, when a person is paying by credit card, for sending the invoice, and addressing the invoice.

Is the billing details entered stored in a separate table, separate from the Attendee details, and are they accessible to merge into the invoices that are sent out?

As the person paying is often not an attendee, however, require the invoice addressed correctly and sent to them, not an attendee.

Thanks, Mike


Tony

  • Support Staff

October 24, 2018 at 5:56 am

Hi Mike,

Is the billing details entered stored in a separate table, separate from the Attendee details

Yes, they are. That info is stored in the attendee meta.

and are they accessible to merge into the invoices that are sent out?

Not without custom development to add your own shortcodes and pull that info in yourself.

As the person paying is often not an attendee, however, require the invoice addressed correctly and sent to them, not an attendee.

To manage this without custom coding, you can add an additional question group to the registration form and assign it only to the Primary registrant. So you could have a group that collections Billing First Name, Last name and address, then use those answers in the Invoice using the [PRIMARY_REGISTRANT_ANSWER_*{question_text}] shortcode.

Would that work for you?


Mike Doughty

October 28, 2018 at 7:33 pm

Ok. thanks. Will look at some custom coding then, as we have two types of people registering, members and non members, and want to remove the Billing FirstName, LastName from additional questions, as that is how it is done at the moment, and won’t work going forward.


Tony

  • Support Staff

October 29, 2018 at 6:19 am

I see, I have a couple of snippets that show examples of how to add shortcodes to the messages system, here:

https://gist.github.com/Pebblo/e87cc8e30c4848dcdfe2
https://gist.github.com/Pebblo/dc950fde4e8bfd5a70c6d6fc5e2ac9c7
https://gist.github.com/Pebblo/dc011b43b461064a831d

You’ll probably want to add the above to EE_Transaction_Shortcodes

Take a look at the billing_info() method within the EE_Transaction class

and billing_info_for_payment_method() within the EE_Attendee class

That should help get you started.

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Updated by  Tony 1 month, 1 week ago ago

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