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How to add/change fields on the invoice in EE4?

Posted: August 12, 2015 at 6:38 am

Viewing 8 reply threads


Frederik Delfosse

August 12, 2015 at 6:38 am

Hello,

The ZIP/Postal code is missing on the invoice.
Also I would like to change the order to “Postal code”, “City”.
How can I achieve this?

On the other hand I have created a VAT field for the customer and added it on the Address information group. How do I manage to add it to the invoice as well?
I checked the EE_PMT_Invoice.pm.php in the gateways/invoices/ folder but didn’t see a way to do it right.

The third issue is that the following sentence “Please send this invoice with payment attached to the address above, or use the payment link below. Payment must be received within 48 hours of event date.” is translated but shows up everything in English. I noticed that it is the default text in the EE_PMT_Invoice.pm.php file. Also, when an invoice is paid by PayPal or Credit Card, this information still shows up. Is there a workaround?

Any help would be kindly appreciated!

Greetings,
Frederik


Tony

  • Support Staff

August 12, 2015 at 7:45 am

Hi Frederik,

The invoices and receipts are edited through Event Espresso -> Messages.

You’ll find the Invoice and Receipt message types there – http://take.ms/BsNzv

Click the ‘Purchaser’ link to edit the template. Then you can move the shortcodes around to suit your needs.

On the other hand I have created a VAT field for the customer and added it on the Address information group. How do I manage to add it to the invoice as well?

Within the same location you’ll need to add a shortcode to pull this custom question into the invoice.

You’ll need either [PRIMARY_REGISTRANT_ANSWER_*] within the main content, or [ANSWER_*] within the ticket list.

Those shortcodes are dynamic and use the question name to pull the correct answer, for example if you have a field called ‘VAT Number’ then you would use:

[PRIMARY_REGISTRANT_ANSWER_*VAT Number] or [ANSWER_*VAT Number]

to output the answer to that question

The third issue is that the following sentence “Please send this invoice with payment attached to the address above, or use the payment link below. Payment must be received within 48 hours of event date.” is translated but shows up everything in English.

That is set within Event Espressoo-> Payment Methods -> Invoice -> Instructions.

Also, when an invoice is paid by PayPal or Credit Card, this information still shows up. Is there a workaround?

I’m not sure what you mean here sorry, can you explain further?


Frederik Delfosse

August 12, 2015 at 8:14 am

Wow, that is quick support 🙂

Also, when an invoice is paid by PayPal or Credit Card, this information still shows up. Is there a workaround?
I’m not sure what you mean here sorry, can you explain further?

When a registrant pays by PayPal he will be redirected to the “thank-you” page. There you can view the order details / invoice. Even when the ticket has been paid, this notification is shown on the invoice: “Please send this invoice with payment attached to the address above, or use the payment link below. Payment must be received within 48 hours of event date.”

That is set within Event Espressoo-> Payment Methods -> Invoice -> Instructions.

I understand your method but my website is multilingual, so in Dutch/French this remains an issue. I am using .mo files in the uploads/languages/ folder to create the output.


Frederik Delfosse

August 12, 2015 at 8:46 am

I receive the following error trying to edit the Invoice/Purchaser document:

The following shortcodes were found in the “Hoofdinhoud” field that ARE not valid: [ANSWER_*BTW_veld]

Screenshot of the created Question: https://gyazo.com/f0e67f95cc5a1513d1e2720aac35b1eb

The following shortcodes were found in the “Hoofdinhoud” field that ARE not valid: [ANSWER_*Company]

Screenshot of the created Question:
https://gyazo.com/89ae50a64027dadea20980136fbdca8d

Adding [PRIMARY_REGISTRANT_ANSWER_*Company] and [PRIMARY_REGISTRANT_ANSWER_*BTW_veld] does not give an error but does not show up on the invoice : https://gyazo.com/f052bfb7d27a9cb1b50891ccc698990e

The field on the form: https://gyazo.com/2702ec5491afb6881f37ef876c164120
Output on invoice: https://gyazo.com/4176ac4db531532d4528a9f455fffd2a

Help?


Tony

  • Support Staff

August 12, 2015 at 8:48 am

When a registrant pays by PayPal he will be redirected to the “thank-you” page. There you can view the order details / invoice. Even when the ticket has been paid, this notification is shown on the invoice: “Please send this invoice with payment attached to the address above, or use the payment link below. Payment must be received within 48 hours of event date.”

Currently you can not dynamically change the invoice based on payments. At the outpoint the user should download the Order Confirmation/Receipt. This has almost all of the same information but is intended as a proof of payment.

On the thank you page is a link to view then download this – http://take.ms/eVQsd

From viewing the Invoice you can also switch to the receipt using a button at the top – http://take.ms/9MZ3f

I understand your method but my website is multilingual, so in Dutch/French this remains an issue. I am using .mo files in the uploads/languages/ folder to create the output.

Currently Event Espresso does not officially support multilingual sites so that string can be one or the other at this time. I’ll check is there are any workarounds for this.


Frederik Delfosse

August 12, 2015 at 9:05 am

Hello Tony,

Thank you for looking into this matter. The same problem excists for all the payment gateways when you ask them to “Upon submitting this form, you will be forwarded to PayPal to make your payment. Make sure you return to this site in order to properly finalize your registration.”

Can you also look at my previous response about the custom fields on the invoice, we missed eachother by 1 minute 🙂

Thank you!


Tony

  • Support Staff

August 12, 2015 at 9:18 am

[ANSWER_*BTW_veld]

Can not be used within ‘Main Content’, only the ANSWER_LIST field (I put TICKET_LIST field above, apologies)

[PRIMARY_REGISTRANT_ANSWER_*]

Use the Question Text with that shortcode – http://take.ms/kBKvR

So try:

[PRIMARY_REGISTRANT_ANSWER_*BTW]

Does that work?

  • This reply was modified 9 years, 3 months ago by Tony.


Frederik Delfosse

August 12, 2015 at 9:23 am

Hello Tony,

This worked out just fine! Lovely!

http://take.ms/kBKvR
So [PRIMARY_REGISTRANT_ANSWER_*BTW]


Jonathan Wilson

August 12, 2015 at 2:16 pm

Great! Glad to hear we could help you.

Since this topic is resolved, I am going to close it. If you have anymore questions or issues, please start a new topic and we will be happy to help there. 🙂

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