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Need invoice to send to employers instead of employees

Posted: October 21, 2020 at 11:25 pm


LT Training

October 21, 2020 at 11:25 pm

Hi,

Situation: At the moment we will get employers signing up attendees to our courses but if they choose invoice as the payment option it will put in the information as the primary registrant.

Needed: Is there a way to add an extra section that can include the business details to address the invoice too and then have the attendees information still the same way when they are registering?

Any help is appreciated
Thanks


Tony

  • Support Staff

October 22, 2020 at 4:44 am

Hi there,

This can be done but it applies to all registrants as there’s currently no way to only show the above ‘additional section’ when an employer is registering an employee, it will simply show for all.

Is it just the address info or do you also want the payment emails to go to the employer?

To give a brief explanation you’ll need to create an additional question group which contains the ‘payee’ information and then you use that info within the message template(s). That section can collect whatever information you want to collect using custom questions such as Payee name, Payee Address, Payee email etc and should only be assigned to the primary registrant so it is requested once.

The caveat for the above is registrants that are both the payee and the registration still need to input their name and email into the above fields as well as the standard registration fields so that Invoice template/emails work as expected.

I can provide more details on how to set this up if it sounds like it will work for you?


LT Training

October 22, 2020 at 8:31 pm

Thanks Tony,

It’s just the address and business name that is needed on the invoice, I will have a play around with the custom questions and the message template and see how it plays out.

Thanks


Tony

  • Support Staff

October 23, 2020 at 6:32 am

If it’s just the address details you just need a Payee Address group (you can obviously call it whatever you prefer) with custom questions, assign that to the Primary Registrant question groups.

Then in the Invoice template use the [PRIMARY_REGISTRANT_ANSWER_*] shortcode to pull the values you need. That shortcode you takes the questions ‘Question Text’ value after the start to determine which question to pull the answer to. So if you have a question with ‘Payee Address Line 1’ the shortcode would be:

[PRIMARY_REGISTRANT_ANSWER_*Payee Address Line 1]

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