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Linking downloadable invoice to payment confirmation emails

Posted: December 13, 2018 at 7:40 pm


Andy Buck

December 13, 2018 at 7:40 pm

The payment confirmation email sent to registrants does not include a link to a tax invoice.


Josh

  • Support Staff

December 13, 2018 at 8:08 pm

Hi,

We’ve received your priority support request. May I ask, what exactly needs to be included in your tax invoice? The Invoice template can be customized to remove and/or add information about the payment, and a link to the invoice can be included in the payment confirmation email, by adding the
[INVOICE_LINK] shortcode to the payment confirmation message template.


Josh

  • Support Staff

December 14, 2018 at 1:43 pm

Hi again,

Can you also please resend the Support token form with corrected log in information? I’m afraid the WordPress user name you included in the form is invalid.


Andy Buck

December 16, 2018 at 4:21 pm

Please use the WordPress login details below. I have tested login details and you should now be able to access WordPress

** REMOVED **

The invoice is already set up but the link to the downloadable invoice is not included in the Payment confirmation email. Please advise

  • This reply was modified 5 years, 4 months ago by  Tony.


Andy Buck

December 16, 2018 at 4:42 pm

At what point in the process is the invoice sent to the registrant? Currently our registrants are not receiving invoices confirming payment even though they have been set up in our system


Tony

  • Support Staff

December 17, 2018 at 3:04 am

Hi Andy,

As these forums are public I highly recommend you reset the above password and resend using the redeem a support token form, or https://eventespresso.com/send-login-details/

Anyone could have viewed those credentials over the weekend.

At what point in the process is the invoice sent to the registrant?

The invoice isn’t ‘sent’ to the registrants, on the thank you page there is a link to view your order confirmation, they can click that and from there ‘switch’ to the invoice.

And/Or you can include the link directly to the invoice within the registration emails, but the invoice itself is never sent directly, only a link back to your site to open the invoice.

We can add the link to the email to the ‘Payment Received’ email if that’s what you are looking for?


Andy Buck

December 17, 2018 at 3:42 pm

Wordpress login details have been reset up in your secure system.
Could you please include the link to the invoice link in the ‘Payment Received’ email. Please let me know if/when this has been done and i will test the process.


Tony

  • Support Staff

December 17, 2018 at 5:18 pm

Hi there,

I just checked and no new credentials are available, may I ask which form did you use?

If prefer you can change the user account you created to use the email address support@evenetespresso.com I’ll request password reset that way, or just resubmit the login credentials.

Once we have the credentials this will not take long to add onto your site.


Andy Buck

December 17, 2018 at 7:29 pm

I’ve changed the user account email to support@eventespresso.com. I was having trouble resubmitting the login credentials. Thanks


Tony

  • Support Staff

December 18, 2018 at 2:50 am

Thank you, I’ve added the link to that template.

It’s currently below the event list section of the email but it can be placed anywhere within the email content if you let me know where you prefer it to load.


Andy Buck

December 18, 2018 at 2:56 am

I cant find the template in message templates. Can you please advise where I can find it. Thanks


Andy Buck

December 18, 2018 at 3:01 am

I’ve found it thanks. Can you please advise which emails a registrant receives when they successfully register and pay for an event.


Tony

  • Support Staff

December 18, 2018 at 3:23 am

They’ll receive the ‘Registration Approved’ message (and the payment received email).

Each message template can have multiple ‘contexts’ in which they are used, for example the ‘Registration Approved’ message has a ‘Event Admin’, ‘Primary Registrant’, ‘Registrant’ context, you’ll want to edit the ‘Registrant’ context:

https://eventespresso.com/wiki/messages-system-working-with-message-contexts/

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