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No auto generated invoice + checkout page to match my theme

Posted: November 10, 2021 at 3:15 am


2Foqus

November 10, 2021 at 3:15 am

Hi Event Espresso,

I have two questions regarding the fine-tuning of your plugin to work in our e-learning environment

Question 1: I want to turn of the automatically generated invoice. I just need a custom button that leads to another page where I place a form. So we can create the invoices ourselves to match our finance administration. However, I do want to keep the option open for Mollie to set up Ideal payments. Is there a way to add a custom button in the checkout field?

Question 2: I want our checkout form to have proper margins. Right now it looks stretched with no margin at all. Is there a way to add the proper spacing or incapsulate it in my wordpress theme?

Thanks in advance!

Kind regards,
Odile


2Foqus

November 10, 2021 at 3:16 am

Hi Event Espresso,

I have two questions regarding the fine-tuning of your plugin to work in our e-learning environment

Question 1: I want to turn of the automatically generated invoice. I just need a custom button that leads to another page where I place a form. So we can create the invoices ourselves to match our finance administration. However, I do want to keep the option open for Mollie to set up Ideal payments. Is there a way to add a custom button in the checkout field?

Question 2: I want our checkout form to have proper margins. Right now it looks stretched with no margin at all. Is there a way to add the proper spacing or incapsulate it in my wordpress theme?

Thanks in advance!

Kind regards,
Odile


Tony

  • Support Staff

November 10, 2021 at 5:20 am

Hi Odile,

Question 1: I want to turn of the automatically generated invoice. I just need a custom button that leads to another page where I place a form. So we can create the invoices ourselves to match our finance administration. However, I do want to keep the option open for Mollie to set up Ideal payments. Is there a way to add a custom button in the checkout field?

You basically need an ‘offline payment method’ so that the user can finalize the registration if they select that option. We don’t have a payment method that allows you to add a form, but you could use pretty much any of the default offline payment methods (Bank, Check, also Invoice but not for your current use case) and repurpose that to include a link to a form in the payment instructions (shown on the Thank you page).

So let’s say you use ‘Bank’ (you can change the name and the image used).

Go to Event Espresso -> Payment methods.

Make sure the ‘Bank’ payment method is enabled there.

The ‘Description’ field is what is shown on the checkout page when they click that payment method.

The ‘Payment Instructions’ are shown on the thank you page after they’ve selected Bank and click finalize. You can include a link to your form in that section with some additional details.

Does that work for you?

(Note you could also request those details on the registration form and not need an additional form, I’m not sure if that will work for you use case but something to note)

Question 2: I want our checkout form to have proper margins. Right now it looks stretched with no margin at all. Is there a way to add the proper spacing or incapsulate it in my wordpress theme?

It depends on what you want to change really.

The ‘Registration Checkout’ page is a standard page with the [ESPRESSO_CHECKOUT] shortcode on it, so you can alter the page layout in the same way you would any other page (Dashboard -> Pages -> Edit page) but if you want to change sections output by the shortcode itself I’ll need specifics on what you want to change 🙂


2Foqus

November 12, 2021 at 2:09 am

Hi Tony,

Thanks for your elaborate answer! I’m trying to implement your second idea. Which is to only use the order form. To do this, I need to add a few details, which is no problem. However, when we continue the payment proces and click on ‘invoice’ we then are sent to the thank you page. The only way for us to know which invoice the send where is to get a notificiation in the mail. This is not happening. I tried to fill out the form and order a training to see if it worked but I didn’t get any notification in our company mail.

So the question is, how do I get a notification when someone orders and clicks the invoice button. With the correct information?

As tot he second question of mine, I’m first going to dive into this first issue before stepping to the next 😝

Thanks Tony!


Tony

  • Support Staff

November 12, 2021 at 9:27 am

So the question is, how do I get a notification when someone orders and clicks the invoice button. With the correct information?

That should happen automatically, at that point (by default if you haven’t changes the Default Registration Status) you should get a ‘Registration Pending Payment’ email.

Does the registrant get an email?

If you go to Event Espresso -> Messages -> Message activity, can you see the messages as being sent there or do they not show their either?

Can you link me to the event so I can take a look?

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