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Payer name in invoice

Posted: March 18, 2020 at 3:34 am


TalTech

March 18, 2020 at 3:34 am

Registrant whose bill will be paid by their institutions write to the payer name shell their institute name but the Event Espresso system don´t put the payer name to the invoice. Instead the invoice shows that the registrant is payer and the institutes don´t accept it. This problem appeared after I changed the event dates on 6 days ago and the institutes wrote me about this issue. Before I didn´t have this issue. Can you help me to fix this issue?


Tony

  • Support Staff

March 18, 2020 at 6:31 am

Hi there,

May I ask, how are you collecting the ‘payer name’ within Event Espresso?


TalTech

March 18, 2020 at 7:09 am

Hi,
Jes ofcourse. The registration link: https://nsb2020.org/nsb2020-conference-registration/1/
When you choose one ticket then you will see how we are collecting payers information.


Tony

  • Support Staff

March 18, 2020 at 7:34 am

Ok, so your using question questions on the primary registrant, which means you must have edited the Invoice template to use those values, correct?

Did you make those changes to a custom template or the ‘global’/default Invoice template?

If you created a custom template, is that templated selected on the event?


TalTech

March 18, 2020 at 10:24 am

I changed the invoice information from Settings-Payment Methods-Invoice


Tony

  • Support Staff

March 18, 2020 at 11:28 am

That’s not where you would have set the Invoice to use the custom questions.

Where exactly do you want the ‘Payer’ information to be displayed?

I’m guessing the ‘Bill To’ section on the Invoice?

Go to Event Espresso -> Messages -> Default message templates -> Invoice -> Edit Purchaser.

What do you see in the bill to section under ‘Main content’?


TalTech

March 18, 2020 at 2:07 pm

Thank you. I found the place where I can change the payer information in invoice. I tried different […] but I don´t find the right code for payer name. Where can I find it?


Tony

  • Support Staff

March 18, 2020 at 2:59 pm

You’ll want to use the [PRIMARY_REGISTRANT_ANSWER_*] shortcode.

The format for that shortcode is [PRIMARY_REGISTRANT_ANSWER_*{question-text}]

So for example, your “Payer’s Name” quesiton would need:

[PRIMARY_REGISTRANT_ANSWER_*Payer's Name]

(Note the question text you pass to the shortcode after the * must match the question text of the question you want to pull exactly, a question text of ‘Do yOu LiKe CheEse?’ would need [PRIMARY_REGISTRANT_ANSWER_*Do yOu LiKe CheEse?])

Does that help?


TalTech

March 19, 2020 at 2:21 am

Thank You! Works perfectly 🙂


Tony

  • Support Staff

March 19, 2020 at 3:13 am

You’re most welcome 🙂

Any further problems just let us know.

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Updated by  Tony 1 week, 4 days ago ago

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