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Sending invoice

Posted: January 16, 2018 at 11:21 am

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Hutko

January 16, 2018 at 11:21 am

I modified pending payment message and added a this link [INVOICE_LINK]. I thought that if customer choose invoice as a payment method, that means offline payment and they get that pending payment message. But that not happened. In what cases that pending payment messages is sent? I don’t understand how I can sen the invoice to customer?


Tony

  • Support Staff

January 16, 2018 at 11:27 am

Hi there,

If the user selects Invoice and your events ‘Default Registration Status’ is set to ‘Pending Payment’, then yes, the user receives the Pending Payment messages (that is the default setup for Event Espresso).

Can you link me to a test event so I can take a look at your set up, please?


Hutko

January 16, 2018 at 11:35 am

Here is one event:

http://www.hutko.fi/hutko/tapahtumat/laamavaellus-nuuksiossa-5/


Tony

  • Support Staff

January 16, 2018 at 11:49 am

The ‘Default Registration Status’ setting on your event is set to ‘Approved’ so the ‘Pending Payment’ message will never be sent.

It’s the bottom setting on this section – http://take.ms/vDYz6

With that set to Approved all registrations are automatically approved and apply to the event sale values, so if you want to use that option you’ll need to add the [INVOICE_LINK] to the Registration Approved message template.

Or switch the Default Registration Status to ‘Pending Payment’, registrations that make an online payment will automatically be set to Approved when the payment is made, but registrations using the offline payment methods will be ‘Pending payment’.


Hutko

January 16, 2018 at 11:56 am

OK. Thanks. Now I understand. I use the second choice, it suits better to my purpose.


Tony

  • Support Staff

January 16, 2018 at 12:13 pm

Great, that’s the default setup for EE and is usually how most users need the default registrations status to be set up.

Any further questions just let us know.


Hutko

January 18, 2018 at 9:40 am

Hi again. I still have a problem. Now the systems sends pending payment message for those registrants who choose invoice as a payment method. But systems sends two messages: That pending payment message which finds in Default message templates, and which is translated to Finnish and made some changes. But systems send also the original English pending payment message. How can I switch off that automatic English message?


Tony

  • Support Staff

January 18, 2018 at 4:13 pm

I ran a quick test registration on the event you linked to above and it looks like you are using the Event Admin context to send a message to the registrant, the ‘original English pending payment message’ looks like the ‘Primary Registrant’ context for the Pending Payment email.

Each message template can have multiple contexts in which they are used and each of those contexts has its own template, for more in on contexts see:

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

So a Pending Payment template has the Event Admin context and the Primary Registrant context.

The event admin template is used to send details of the pending payment email to the event admin, and the Primary registrant template used to send details the Primary Registrant.

What it appears you have done is repurpose the ‘Event Admin’ context to be sent to the registrant, which is unexpected.

Can you go to Event Espresso -> Messages -> Default Message templates -> Pending Payment -> Event Admin, take a screenshot and post is here:

https://eventespresso.com/wiki/troubleshooting-checklist/#screenshots

Then switch to Primary Registrant context and post a screenshot of that here please.


Hutko

January 19, 2018 at 7:04 am

OK my mistake was, that I used that Registration Pending Payment Edit = Muokkaa link/button to make changes to pages:
http://www.hutko.fi/hutko/wp-content/uploads/2018/01/Näyttökuva-2018-1-19-kello-15.28.53.png

Then I used the box on the left top corner. The box where you can choose primary registrant=ensisijainen ilmoittautuja or admin = tapahtuman ylläpitäjä. And I checked that these messages were OK.
http://www.hutko.fi/hutko/wp-content/uploads/2018/01/Näyttökuva-2018-1-19-kello-15.25.52.png
http://www.hutko.fi/hutko/wp-content/uploads/2018/01/Näyttökuva-2018-1-19-kello-15.25.34.png
My problem was that I didn’t realise that there are two different message templates. Main reason was, that there is only one edit button. And that edit button changed only the admin message(tapahtuman ylläpitäjä), not the primary registrant message. That is a bit misleading, especially that edit is just right above primary registrant text. I thought that choosing the primary registrant on the box of the top left corner, I can make the changes to that message. But that was wrong assumption.

I think now I am able to switch off the english message by clicking direct the primary registrant message, and not using the edit button. But I still don’t understand what is the meaning of that on the very top of left box, where you can choose admin or primary registrant. Where that change affects?


Tony

  • Support Staff

January 19, 2018 at 10:24 am

My problem was that I didn’t realise that there are two different message templates. Main reason was, that there is only one edit button.

The edit button opens the template editor for that current message type and defaults to the Event Admin context, from there you can edit ANY of the contexts using the context switcher at the top… which leads me onto this:

And that edit button changed only the admin message(tapahtuman ylläpitäjä), not the primary registrant message. That is a bit misleading, especially that edit is just right above primary registrant text. I thought that choosing the primary registrant on the box of the top left corner, I can make the changes to that message. But that was wrong assumption.

Its not the wrong assumption, but your usage of that feature is incorrect.

You select the context you want to edit, then switch to it – http://take.ms/k9UhR

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

I think now I am able to switch off the english message by clicking direct the primary registrant message, and not using the edit button.

Its not just about ‘switching off’ the English version, your now using the ‘Event Admin’ context to sent the message to the user, whilst right now that won’t cause any issue Id advise against using contexts for something they aren’t intended for (event admin emails should not be used for registrants) as it may change in the future.

I think now I am able to switch off the english message by clicking direct the primary registrant message, and not using the edit button. But I still don’t understand what is the meaning of that on the very top of left box, where you can choose admin or primary registrant. Where that change affects?

It allows you to switch contexts, you select the context and click to switch to it.

Or you can go to that template directly by clicking on the context link in the message template list – http://take.ms/CXcZH

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