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Invoice Styling Options

Posted: April 3, 2019 at 7:23 pm


jonmaxim

April 3, 2019 at 7:23 pm

Hello! Just looking at the Invoice Option for Payment. Can you please advise why I’m seeing broken images on the invoice, and how I fix that? https://pasteboard.co/I8vhyd3t.jpg

Also, at the bottom of the invoice I’m seeing all the WPBakery Builder code for the Venue. Any way to hide that? https://pasteboard.co/I8vjxED.jpg

Regards
Melanie


Tony

  • Support Staff

April 4, 2019 at 10:53 am

Hi Melanie,

There are a few possible reasons for the broken images, however just to clarify, that’s not the invoice you are looking at, it’s the ‘Receipt’/Order Confirmation.

Still an issue but if your editing the Invoice template it doesn’t change that output so just checking you are aware.

It usually means you set up the site using EE4 Decaf, then switched to Regular and the messages are still set for Decaf, easy fix if that is the case but need to see the output to confirm so can you link me to a receipt I can view, please?

For the venue, it’s the venue description being output to the Receipt, you can edit the template to remove the shortcode used to output the details to stop that happening. (More details once I’ve seen the receipt as you can make both changes together)


jonmaxim

April 8, 2019 at 7:00 pm

Thanks Tony – I’m hoping this is what you mean by checking the output? https://maxim.bantergroup.com.au/?ee=msg_url_trigger&snd_msgr=html&gen_msgr=html&message_type=receipt&context=purchaser&token=1-2feeedc1a68873bbef6066ba71973a3f&GRP_ID=6&id=98

If you need WP login details please let me know.

Regards
Melanie


Tony

  • Support Staff

April 9, 2019 at 2:57 am

Yes, that’s what I need and it is the issue I mentioned.

Assuming you’ve not modified the Receipt template at all, go to Event Espresso -> Messages -> Default message templates -> Receipt -> Edit Purchaser.

Click the ‘Reset Templates’ button that you see in the side bar on the right.

That tells EE to regenerate that message and it will then use the correct paths for the images.

After doing that, in the ‘Main Content’ section, scroll down to the bottom and look for [VENUE_DESCRIPTION], remove it to prevent the WPBakery shortcodes from being displayed.


jonmaxim

April 17, 2019 at 5:14 pm

Thanks Tony! That seems to have done the trick.

Regards
Melanie


Tony

  • Support Staff

April 18, 2019 at 3:35 am

You’re most welcome 🙂

If have a minute we would really appreciate if you could share your experience with Event Espresso or provide a review on WP.org.


jonmaxim

April 30, 2019 at 10:00 pm

Sorry to drag this one up again Tony – just doing some final testing, and have noticed a few issues:

1. If I select the Invoice payment option, it’s not entering an amount in the tax field. In Australia we have a 10% GST (goods & services tax). The $595 ticket price INCLUDES GST, so we need the invoice to show how much of the $595 is tax (WooCommerce does this automatically). If I select “this ticket is taxable” in Event Espresso settings it adds 10% to the $595. https://pasteboard.co/IcCLp4y.jpg Can you please let me know what I’m missing?

2. If I select invoice as the payment option, I only receive the on-screen notification to download the invoice. The confirmation email received doesn’t contain a copy of the PDF, or a link to download the PDF – should it?

3. If I click the ‘View Invoice’ link on the on-screen confirmation, the invoice copy I receive doesn’t have a Payment link, even though it states “use the payment link below”. How do I fix this?
https://pasteboard.co/IcCLp4y.jpg
However if I click on the ‘View Full Order Confirmation Receipt’ I get a copy of the invoice with a Payment link. I’m not sure why 2 different invoices are created? Is it easier to Hide the small “View invoice link”?
With the second more detailed invoice, I see a “Please make a payment” link on the on-screen version https://maxim.bantergroup.com.au/?ee=msg_url_trigger&snd_msgr=html&gen_msgr=html&message_type=receipt&context=purchaser&token=1-1c46a97e6846ca61ff6dbbdad13678a5&GRP_ID=6&id=107 but if I click the “Download PDF” button that link doesn’t appear, so if the PDF was forwarded to an Accounts Dept, they wouldn’t know how to pay the invoice. https://pasteboard.co/IcCQn6l.jpg

4. If I click the ‘Click here to edit All Attendee Information’ or ‘Edit Info’ links, it takes me to the payment page – there isn’t the ability to edit attendee info.

5. If I click the “resend email” link, it takes me to a ‘We’re sorry … page. No email is resent. https://pasteboard.co/IcCTVYz.png

Hoping you can help …

Regards
Melanie


Tony

  • Support Staff

May 1, 2019 at 6:55 am

1. If I select the Invoice payment option, it’s not entering an amount in the tax field. In Australia we have a 10% GST (goods & services tax). The $595 ticket price INCLUDES GST, so we need the invoice to show how much of the $595 is tax (WooCommerce does this automatically). If I select “this ticket is taxable” in Event Espresso settings it adds 10% to the $595. https://pasteboard.co/IcCLp4y.jpg Can you please let me know what I’m missing?

For tax to work in EE, you need to enter the price before tax and then check the ‘this ticket is taxable checkbox for the ticket.

2. If I select invoice as the payment option, I only receive the on-screen notification to download the invoice. The confirmation email received doesn’t contain a copy of the PDF, or a link to download the PDF – should it?

No, EE does not send any PDF’s to the user, but you can include a link within the email so they can go directly to it.

Which email is it that you are sending? Usually, its either ‘Registration Pending Payment’ or ‘Registration Approved’ depending on your event settings.

3. If I click the ‘View Invoice’ link on the on-screen confirmation, the invoice copy I receive doesn’t have a Payment link, even though it states “use the payment link below”. How do I fix this?

You can include a link to pay using the [PAYMENT_LINK_IF_NEEDED_*] shortcode within the Invoice template.

For example Event Espresso -> Messages -> Default message templates -> Invoice.

Add th above shortcode where you prefer, for example in the payments table within ‘Main Content’ – https://monosnap.com/file/F5rtMEWT5nqYVYKIlt5LpNhS01dCsg

Would output something like: https://monosnap.com/file/2Rad7bU5mXyhgh0OdADixD2PpzzoOs

The text that references the payment link is the Invoice payment method instructions, which can also be changed within the payment method itself:

Event Espresso -> Payment methods -> Invoice.

However if I click on the ‘View Full Order Confirmation Receipt’ I get a copy of the invoice with a Payment link. I’m not sure why 2 different invoices are created? Is it easier to Hide the small “View invoice link”?

That link doesn’t take you to a ‘second’ Invoice, it’s a receipt.

They are 2 different templates which can be edited independently, for that template:

Event Espresso -> Messages -> Default message templates -> Receipt.

With the second more detailed invoice, I see a “Please make a payment” link on the on-screen version https://maxim.bantergroup.com.au/?ee=msg_url_trigger&snd_msgr=html&gen_msgr=html&message_type=receipt&context=purchaser&token=1-1c46a97e6846ca61ff6dbbdad13678a5&GRP_ID=6&id=107 but if I click the “Download PDF” button that link doesn’t appear, so if the PDF was forwarded to an Accounts Dept, they wouldn’t know how to pay the invoice. https://pasteboard.co/IcCQn6l.jpg

Hmm, yeah, that link has a noPrint class so it doesn’t print to the PDF. I’ll check on this a little and see why we are using noPrint here.

Currently to include that link in PDF you’d need to override the current output so I’ll check if this is an oversight first.

4. If I click the ‘Click here to edit All Attendee Information’ or ‘Edit Info’ links, it takes me to the payment page – there isn’t the ability to edit attendee info.

Can you direct me to the specific link you are using please? A screenshot will help:

https://eventespresso.com/wiki/troubleshooting-checklist/#screenshots

If it’s the link next to ‘Registration Details’ on the receipt, your going to the payment options because you have an open session. Select a payment method and finalize (or visit your reigstration-cancelled page which closes the session), then retest.

5. If I click the “resend email” link, it takes me to a ‘We’re sorry … page. No email is resent. https://pasteboard.co/IcCTVYz.png

Is that the link on the ‘thank you’ page?


jonmaxim

May 15, 2019 at 12:29 am

Hi again Tony … man this project has been going on for way too long!! Ok, I think we are nearly there …

Hmm, yeah, that link has a noPrint class so it doesn’t print to the PDF. I’ll check on this a little and see why we are using noPrint here.

Any thoughts yet on this one? I’m just trying to make sure that if they download a PDF then forward to an Accounts Dept that there’s a payment link included, otherwise not much point in the PDF.

4. If I click the ‘Click here to edit All Attendee Information’ or ‘Edit Info’ links, it takes me to the payment page – there isn’t the ability to edit attendee info.
Can you direct me to the specific link you are using please?

Screenshot here https://pasteboard.co/IeLVOj7.jpg Yes, from the Thank You page.


Tony

  • Support Staff

May 15, 2019 at 8:56 am

Any thoughts yet on this one?

Yep, as a workaround you can switch the shortcode to use: [PAYMENT_LINK_IF_NEEDED_*]

So go to Event Espresso -> Messages -> Default message template -> Receipt.

In the Main content section, switch out [OWING_STATUS_MESSAGE_*] for [PAYMENT_LINK_IF_NEEDED_* container_tag=span]

I’m just trying to make sure that if they download a PDF then forward to an Accounts Dept that there’s a payment link included, otherwise not much point in the PDF.

Sure there is, sending the PDF to an accounts department is just one use case 🙂

The PDF you are referring to is the ‘Receipt’ template, its an order confirmation so generally wouldn’t be expected to sent to accounts for payment. The Invoice template would usually be sent but you can also add the above to that template if you’d like to include a link in that PDF.

Screenshot here https://pasteboard.co/IeLVOj7.jpg Yes, from the Thank You page.

Those links will only show the payment options step if you have an active settion and have set the attendee_info flag on that session to be complete.

Click the link and if it shows payment methods again, select an offline payment method and finalize the registration.

Now you’ll be direct to the thank you page again, click the link again, what do you see?

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Updated by  Tony 1 month, 1 week ago ago

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