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Custom Shortcode in invoicing templates

Posted: March 4, 2015 at 5:11 am


Andrew McElroy

March 4, 2015 at 5:11 am

Hey

I am building a cooperate event platform and i need to make some changes to the invoice templates

The main thing i need to do is have the invoice be mailed to a different email address. The idea is, a secutary is going to book say 10 tickets for some of the employees, then the invoice will need to be mailed to the billing department but i still need the ticket to be sent to attendee 1 email. How can i get EE4 to send a the invoice to a question group email address instead of the primary registrants email address.

I have tried querying the database and getting the values myself, creating my own shortcode and trying to use it but it just doesn’t work.

It is imperative that i can get this working otherwise this system is less than uesless to the client as the accounts department will never get the invoice to pay


Josh

  • Support Staff

March 5, 2015 at 9:14 am

Hi Andrew,

Instead of changing the invoice template, I can advise changing the email template that delivers the invoice.

For example, assuming you use the Invoice Payment method, EE4 sends the Registration Pending Payment when the registration is finalize. You can change the To: field so this email gets delivered to the accounts department email address.

In this example, let’s say you have a question that’s labeled “Billing department email address”. You’ll want to be sure to make this question required.

Then, you go in to edit the Registration Pending Payment email for the Primary Registrant. In the To: field you change it to be:

[RECIPIENT_ANSWER_* Billing department email address]

To include a link to download the invoice, you’ll be sure to add something like this to the Registration Pending Payment email template:

<p class="callout">You can <a href="[INVOICE_URL]">download an invoice here »</a>.</p>

Then you save. What this will do is send the Registration Pending Payment email to the billing department when the secretary finalizes the registration.

This use case does reveal that it’d be good to have an email address question type to allow for validation. This would insure that the registration form validation will not allow something other than an email address be input in the Billing depart email address field. This is something we can add in a future update of EE4.

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