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Customize Purchase Order PDF

Posted: March 1, 2019 at 1:48 pm


Vernon

March 1, 2019 at 1:48 pm

I am trying to find the settings to customize the Purchase order, so that when a PDF is created it just lists the point of contact information, registrants names. Would I need to make a special ticket for Purchase orders and have a question for Purchase order number and have that response be listed on the Purchase order pdf?


Josh

  • Support Staff

March 1, 2019 at 2:34 pm

Hi,

Do you mean the Receipt/Order Confirmation, or the Invoice? The reason I ask is because there is no purchase order.

In any case, you can customize either by going to Event Espresso > Messages > then click the links to edit the Receipt or the Invoice

Either of these include support for including the answer to a question on the registration form by means of shortcodes. You would not need to make a special ticket for purchase orders, just add a question to the registration form’s Question Group. For example if the question name is Purchase order number, you’ll add this shortcode to the Receipt and/or Invoice template:

[PRIMARY_REGISTRANT_ANSWER_*Purchase order number]


Vernon

March 6, 2019 at 11:03 am

Thank you Josh. Request is now being made to put “SYM” in front of the transaction number and change “transaction id” to Invoice ID. on both Invoice and Order Confirmation pages. Can you advise please


Tony

  • Support Staff

March 6, 2019 at 3:11 pm

Request is now being made to put “SYM” in front of the transaction number

Which transaction number? The ID? Or do you mean the purchase order you just added above?

change “transaction id” to Invoice ID

You can do that in the same location Josh mentioned above:

In any case, you can customize either by going to Event Espresso > Messages > then click the links to edit the Receipt or the Invoice

For example on the receipt, you can just change the text: https://monosnap.com/file/SqTUfoui76dFUg4Cd8Q0ciSjWFB8kZ

Then save, repeat pretty much the exact same change on the invoice template.


Vernon

March 7, 2019 at 10:36 am

I was able to rename and put the purchase order info in (as entered by question). How can I place “SYM” before the transaction number (renamed Invoice)

Desired outcome is to have SYM-33 for the below example.

https://monosnap.com/file/hPRp9PEjtjZLiMuH3Actiw2ZvcOcBP


Tony

  • Support Staff

March 7, 2019 at 2:29 pm

Same locations again, just add the ‘SYM-‘ text before the shortcode:

https://monosnap.com/file/tPntuVg9eKHSOyOifEpw1JVkIWigoU

Note that will not set a ‘true’ prefix on the Transaction ID, as in in the database its ID is still (for example) 1234, not SYM-1234, but it will display on the invoice/receipt how you are requesting.

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Updated by  Tony 2 months, 1 week ago ago

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