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Purchaser and Event Admin Email Message config like PDF invoice

Posted: August 17, 2016 at 3:50 pm


jubileequeen

August 17, 2016 at 3:50 pm

Hello.

I need to configure the Payment notification email message to be identical to PDF Invoice.
I also need to show the main registrant name, address, phone, and email on the top right under the Invoice/payment title and the invoice address on the left (already there).
– Bold locate the date and time under the Event Name
– show attendee names one after the other with a comma and withthe reg code in brackets beside each.
– format this so it is one sheet
– include a PDF copy in the email


Tony

  • Support Staff

August 18, 2016 at 6:14 am

Hi there,

I need to configure the Payment notification email message to be identical to PDF Invoice.

The Payment Received message type was not intended to be used as an Invoice/Receipt and as such does not have access to all of the information needed to be used as such.

If I understand this correctly you basically want an email version of the Invoice?

I also need to show the main registrant name, address, phone, and email on the top right under the Invoice/payment title and the invoice address on the left (already there).

This would be within the Invoice template itself?

The main registrant is known as the ‘Primary Registrant’ within EE so to pull in the information you need you can use the PRIMARY_REGISTRANT shortcodes – http://take.ms/JrN1i

You can add whichever details available through the shortcodes to the section shown.

– Bold locate the date and time under the Event Name

I’m not sure what this means.

– show attendee names one after the other with a comma and withthe reg code in brackets beside each.

For that you can use the [ATTENDEE_LIST] shortcode, _LIST shortcodes loop over each element passed to them (in this case attendees) and output the details set within the section for that shortcode. Currently Event Espresso does not output a list of attendee using that section so you would need to add the shortcodes needed for your specific output.

– format this so it is one sheet

That will depends on the amount of tickets, events and registrations selected by the registrant.

– include a PDF copy in the email

Currently you can not include attachments within the emails, you can link directly to the Invoice and allow the user to download it from there, but not include the file within the email.


jubileequeen

August 18, 2016 at 1:53 pm

Hello. The “Bold” comment (– Bold locate the date and time under the Event Name) refers to moving the Date Time shown on the invoice under the Event Name and then making the text bold and in larger font).

The key is to show the following:
1) Jubilee Queen Venue address with text caption: Ship Boarding Location: upper top left
2) Primary Registrant with address, phone, and email in upper left (like an invoice)
3) Event Name plus date and time in bold and large font
4) The number and type of tickets purchased with price and separate line showing discount code if any and the subtotal.
4) Taxes – HST for Canada 13%
5) Total including taxes
6) List of Attendees (condensed to use less space) registration code on the same line (no spacing between lines), ideally, if the registrant does not list separate names it is better not to continue to repeat the same name multiple times

7) Footer: Thank you for choosing to Jubilee Queen Cruise Lines
8) Footer: Like us on Facebook, Twitter, or give us a review on Google+ and Yelp.

I have a support token available and wish to use it to have the formatting done as requested in this email.

I just need to do this for my client.

Please advise. I am hoping this can be done later today or tomorrow.


Josh

  • Support Staff

August 18, 2016 at 2:14 pm

I have a support token available and wish to use it to have the formatting done as requested in this email.

You will need to fill out the redeem a support token form so we know how to log into your site.


jubileequeen

August 23, 2016 at 4:38 am

Here are the updated requirements:

The key is to show the following:
1) Jubilee Queen Venue address with text caption: Ship Boarding Location: upper top left
2) Primary Registrant with address, phone, and email in upper left (like an invoice)
3) Event Name plus date and time in bold and large font
4) The number and type of tickets purchased with price and separate line showing discount code and discount amount if any and plus a line for the subtotal(always shown).
5) Port Fee Surcharge
6) Taxes – HST for Canada 13%
7) Total including taxes and port fee
8) List of Attendees (condensed to use less space) registration code on the same line (no spacing between lines), ideally, if the registrant does not list separate names it is better not to continue to repeat the same name multiple times
9) Link to Caption: “Jubilee Queen Ship Map ” – Google Map of 539 Queens Quay West, Toronto, Ontario
10) Footer: Thank you for choosing to Jubilee Queen Cruise Lines
11) Footer: Like us on Facebook, Twitter, or give us a review on Google+ and Yelp.


Josh

  • Support Staff

August 23, 2016 at 11:15 am

Hi Sheldon,

Your requested items for 1-4 and 8-11 have been added to the Payment Received message templates. The payment notification message does not have the data for discounts, taxes, and other line items, so we added a link to download the invoice just below the ticket list. The invoice will show any of the line items from the transaction.


jubileequeen

August 23, 2016 at 1:08 pm

Hello.

First, thank you for your work and quick turnaround.

Is there a way to achieve items 5-7 directly in the email body? Perhaps, HTML and/php as my client wants to see the info directly in the email as they use it quickly and their other shopping cart (OSCommerce) offered it and this is a gap that must be filled without going through an attachment as the client quickly reviews and/or prints. This causes a delay of 30 seconds X number off payments which can be up to 150 equaling over 1.5 hours additional admin work per event.

If there is a cost beyond this support request please indicate the cost.

Thank you in advance.


jubileequeen

August 23, 2016 at 1:22 pm

Hello.
1) Locate the Ship Boarding Address and caption beneath the Title
2) Bold the Ship Boarding and Address info and larger font like the Event Title size
3) Add “Primary Ticket Purchaser:” to the primary registrant as a caption or title above and put the name in UPPERCASE regardless of data entry
4) Can you please stop the repeating items (Questions), only display questions for primary registrant and display them once only.
shown below:
Are you celebrating something special (birthday, anniversary, engagement,etc)?: Anniversary
Date of Birth: 4th June
Other Info (Enter Prepaid Voucher, other considerations): Groupon DC4216
Name: walaa eldin moustafa — 2527-192-1-0e5c
Are you celebrating something special (birthday, anniversary, engagement,etc)?: Anniversary
Date of Birth: 4th June
Other Info (Enter Prepaid Voucher, other considerations): Groupon DC4216


Josh

  • Support Staff

August 23, 2016 at 2:22 pm

Hi there,

It turns out we’re well past the 30 minutes on the token. I’ll see what I can do about your extra requested revisions. Getting items 5-7 will involve a fairly significant amount of work, and since we’re not able to take on custom development work at this time, you can get a quote from one of the recommended developers.


jubileequeen

August 24, 2016 at 11:24 am

Thank you for the update. Thanks also for the work. I gather that specific shortcodes need to be built by a developer. Can you identify the table or advise where to find the code for the Invoice that could potentially used as a guideline?

Thanks.


Josh

  • Support Staff

August 25, 2016 at 5:02 am

There’s some documentation that explains how to register message types, set their data handlers, and set the valid shortcodes:

https://github.com/eventespresso/event-espresso-core/blob/master/docs/E–Messages-System/registering-message-types.md#registering-a-message-type

The /core/libraries/messages/message_type/EE_Invoice_message_type.class.php file follows the above linked documentation.

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