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I'm supposed to change the message template used when you wanna make a PDF receipt of a contribution. I found the template and started to modify its HTML code, unfortunately I'm not able to display the payment vehicle (cash, check,...). I tested a few tokens ({$payment_instrument} for instance) found on the internet but it didn't work. And I don't really know where I'm supposed to find all of the tokens (yes, I'm a bit of a beginner...).

Thanks !

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2 Answers 2

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I think you can use Smarty to retrieve the payment instrument in your template. You can play with API explorer to return this value -

enter image description here

Copy the contents in smarty section and add it to your template. Eg -

{crmAPI var='result' entity='Contribution' action='get' id=<contribution_id_variable>}
{foreach from=$result.values item=contribution}
  {$contribution.payment_instrument}
{/foreach}

In the above statement $contribution.payment_instrument should hold a value of the payment vehicle.

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  • Thank you for your answer. Unfortunately, we weren't able to make your code works. So finally we decided to use the "Thank-you letters - print or email" functionality to be able to access easily to the tokens needed (by using the combobox in the template).
    – Davum
    Commented Feb 28, 2019 at 8:50
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you don't have a straight forward option at the moment (I guess)

Civicrm by default picks only contact Token

In-order to display payment method in the Invoice you need to create a new extension which can select the contribution payment method (as a token)

Ref Link:

https://docs.civicrm.org/dev/en/latest/hooks/

https://docs.civicrm.org/user/en/latest/common-workflows/tokens-and-mail-merge/

I guess this helps !!!

If you need more help - please let me know

Thanks

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  • Not sure if this is the correct answer. The Invoice Template is a System Message and system messages are smarty templates. So one could use the API in the message template to retrieve additional data. It is quite complex but it is doable.
    – Jaap Jansma - CiviCooP
    Commented Feb 21, 2019 at 16:08
  • @JaapJansma-CiviCooP - If you create a token_hook it will work - But That token will work only when you print/Email Invoice - This above solution is achievable
    – Ramesh - ARTECH Consultancy
    Commented Feb 22, 2019 at 14:05

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