Support

September 7, 2016 at 7:57 am

Hi there,

Since you want to use shortcodes in the invoice, you would actually use the Invoice payment method. These are the field values and their corresponding shortcodes that are available to use from the Invoice Display settings:

• Payee Name — [INVOICE_PAYEE_NAME]
• Payee Email — [INVOICE_PAYEE_EMAIL]
• Payee Tax Number — [INVOICE_PAYEE_TAX_NUMBER_*]
• Payee Address — [INVOICE_PAYEE_ADDRESS]
• Instructions — [INVOICE_PAYMENT_INSTRUCTIONS]

September 8, 2016 at 4:21 am

Using the Invoice shortcodes will not work in this instance as they will use the default Invoice payment method, not the duplicated Invoice on the other event.

Event 1 has payment by invoice, Event 2 has payment at location. I can now of course make two invoice payment methods (one for payment by invoice, one for payment at location) and the use the [INVOICE_PAYMENT_INSTRUCTIONS] short code and will then in event 1 the instructions for payment by invoice be dispayed and in event 2 the instruction for payment at location be dispayed?

Both Event 1 and Event 2 would show the original Invoice payment instructions.

Is there no way to use the short code for the flexible payment methods in the invoice (analogue to the [INVOICE_PAYMENT_INSTRUCTIONS] short code?

With the exception of Invoice, none of the payment methods include a shortcode for the payment description to be included within the invoice. EE does not currently pull that information for other payment methods so you would need to create your own custom shortcode for the messages system, then when parsing that shortcode double check that its parsing for the correct payment method type.

The messages system uses the Transaction object to determine the payment method it should use. One problem with including different payment method instructions within the Invoice is if the user selects any other payment method other than Invoice EE can not identify the which Invoice payment method it should use to generate the Invoices so its not something we can currently include within core without further changes.

The way around this is to create a custom Invoice template and assign it to your event that will be using the pay on location payment method.

Within that template you don’t use the shortcode for the payment instructions but hardcode the details within the template.

So from the event editor (for the event using pay on location) go to the Notifications section, select HTML and create a custom Invoice template – http://take.ms/9u1TD

Provide a useful name for the template – http://take.ms/i1g3Bv

That will create the template and assign it to the event, now click the edit button for that template – http://take.ms/PZhYF

Change the [INVOICE_PAYMENT_INSTRUCTIONS] for the details of how to pay on location and update the Template.

Back on the event editor you need to update the event to apply the custom template.

Now retest the invoice and you should see your custom template – http://take.ms/lS3yG

September 9, 2016 at 5:19 am

So must I also create all those email templates and hard code the instructions into it?

Yes, any location you are using [INVOICE_PAYMENT_INSTRUCTIONS] will need the alternative details hard coded in a custom template (and that custom template set on the event) if you want something other than the default payment instructions displayed.

It would be so much easier, if the short code for the flexible payment method name and instruction could be used, as it’s a variable and should be usable anywhere.

You would still need to create custom templates and use whichever shortcode within each of those messages as another shortcode would not alter the output of [INVOICE_PAYMENT_INSTRUCTIONS] so currently the only difference is that you need to hardcode the actual value rather than a shortcode.

Unless I’m misunderstand what your trying to do?

You want one event to use the Invoice payment method and have the instructions set within the Invoice payment method displayed in the messages, then use the flexible payment method and have the details shown for that Payment method in the messages?