Questions tagged [invoice]
The invoice tag has no usage guidance.
64
questions
2
votes
1answer
43 views
How can I allow donor to edit the amount to pay towards his Invoice
I am sending the donor a link to his dashboard where he can click Pay here to pay an outstanding invoice.
The issue is that once he clicks 'Pay Now' he is forced to pay the total amount of the invoice ...
0
votes
1answer
71 views
Receipt template $line.description not showing
Hoping for some assistance for some issues with the invoice and receipt for the online contributions.
Even though the script for the line item description is present in the template (below), no ...
1
vote
1answer
73 views
Emailed invoice PDF line items missing
I have setup a webform to process membership renewals via a checksum. When the user pays they are sent a pdf invoice which is missing information such as description, quantity and unit price (see ...
3
votes
2answers
126 views
How to include token or variable for Invoice number under the message templates for Memberships - Receipt (on-line)
I need to send Invoice number in the message templates for Membership Receipt Online, but I don't see any token or variables associated for Invoice Number which I can use to place it
is there any ...
0
votes
0answers
14 views
tokens in email invoice personal message
When emailing invoices, there is a message field described as
"If you would like to add personal message to email please add it here."
How can I use tokens in that message. It is essentially ...
0
votes
0answers
14 views
Search for contribution without activity “Emailed Invoice”
How it is possible to check if a participant received an invoice?
I know, sending an invoice will create an activity, but how to search for contribution without the activity "Emailed Invoice"...
1
vote
1answer
17 views
How can I send an invoice to a participant, manually, without double sending
workflow:
I would like to use event registration with option "pay later". After a check I would like to change the participant status and send an invoice. I dont' find a way to do this ...
2
votes
2answers
37 views
Automated Invoices
I was wondering if there was a way to automate sending invoices. Specifically, I want an invoice to be sent when a membership is expiring in x amount of days.
Currently, I'm thinking about using ...
0
votes
1answer
62 views
CiviEvent sends an invoice copy to every guest
For a paid event set up in Civi 5.10.3 to allow 'Register multiple participants?', every person registered gets a PDF copy of the invoice with their registration confirmation if an email address is ...
4
votes
2answers
78 views
Can Legal Name be used as a token?
I need to use an organization's legal name for invoicing. I have already customized the invoice template for many other fields, but cannot see how to insert Legal Name as a token.
I note this 10 year ...
4
votes
2answers
58 views
Sending invoices to members in bulk
Is there any solution that can bulk email invoices to the members? For example a combination of the two features below:
Email invoice: https://docs.civicrm.org/user/en/latest/contributions/invoicing/
...
0
votes
0answers
25 views
How to fix a broken invoice message template?
On a site that I've been looking after for over 10 years (and which therefore has gone through a lot of Civi upgrades, currently on 5.24.x) I've just turned on the invoicing feature.
The problem is ...
2
votes
3answers
147 views
Invoice Monetary Format
I'm not really good in any sorts of programing, haven't used smarty before. I want to change the monetary format in our Invoice.
{$amount|crmMoney:$currency}
This code displays $1000.00, but I need $...
1
vote
2answers
124 views
Remove CiviCRM logo from Invoice pdf?
I am on Wordpress 4.9.5 and Civi 5.0.1.
Please see the screen shot of a downloaded pdf invoice. I would really like to remove that CiviCRM logo or replace it with my own. Is there a configuration ...
3
votes
4answers
149 views
Can invoices be sent to and cc'd to multiple contacts?
I am trying to replicate an existing workflow within CiviCRM. I need to be able to send membership invoices to multiple recipients. An example is:
Subject: Membership invoice
To: accounts_payable@...
Jon G - Megaphone Tech
34.5k1 gold badge25 silver badges90 bronze badges
3
votes
0answers
120 views
Is it possible to do an Event registration 'on behalf of organization' - similar to how that can be done on Contribution pages?
Scenario: John Smith registers for Event - buys 10 tickets -> $5000 total; These monies end up on John's Contribution record (and risk being TaxReceipted at the $5000 - advantage[food, cost] level). ...
0
votes
1answer
44 views
Civicrm invoice number reset
We have activated the contribute form within our CIVI.
We wondered: with the arrival of the new year, when there will be the need to restart from 1 with the invoice numbering, do we have to do some ...
2
votes
1answer
41 views
Event registration times out with invoicing enabled
Environment: shared hosting (LAMP), CiviCRM 5.18.2, Backdrop 1.14, PHP 7.2.23
When invoicing is enabled (pay later, no payment processor), event registration times out after confirmation screen is ...
3
votes
1answer
46 views
Is there a way to allow one user to register many participants for an event and to send separate invoices to each participant?
All of our client's members are either other associations or business "associate members." Many of the associations are managed by association management firms. The association managers need to track ...
Jon G - Megaphone Tech
34.5k1 gold badge25 silver badges90 bronze badges
2
votes
0answers
29 views
Invoice for membership with auto-renewal wrong - VAT added twice
After I configured a membership with the option of auto-renewal (recurring contribution) the generated invoices seem to be wrong. The amount for the membership payment line item is not stated as net, ...
5
votes
1answer
36 views
How do I delete registrations and automatically recalculate the invoice total?
An end user registered too many people for an event. The client removed participants but the invoice total is not automatically recalculated to reflect fewer participants. Is there a proper way to do ...
Jon G - Megaphone Tech
34.5k1 gold badge25 silver badges90 bronze badges
1
vote
1answer
34 views
Where do I change the due date for event invoices and can I set a fixed date instead of a variable date?
In our case, the invoices are being sent with each "pay later" event registration. The default appears to be 10 days. The client wants to change the date to September 3 of this year. Do I need a new ...
2
votes
2answers
112 views
Creating Invoices for Membership Renewals that are coming due
How do we go about creating invoices for future contributions? As far as I can tell the workflow only seems to support sending an invoice for current ones.
3
votes
2answers
440 views
Send or print membership invoices
I'm helping a nonprofit set up membership invoicing. They want to create invoices for the current members. They do not want to use automatic reminders -- they want to choose who they send the invoices ...
1
vote
0answers
40 views
Partial refund headaches
We are receiving and processing event registrations with multiple price set options. A few users have requested partial refunds and they have been recorded. However, the invoice total now shows that ...
2
votes
0answers
26 views
How can I add granular event registration to an invoice for multiple participants?
I'm running CiviCRM 5.13 with Wordpress, and the site is doing very well, but we have some end users who are complaining that the event invoice doesn't show enough detail.
Here's our dilemma:
The ...
1
vote
2answers
177 views
Custom fields for invoice / PDF
I know that sticking in a contact-related custom field to the invoice template is just "contact.custom_xx" (where xx = custom field id).
We're trying to do the same for a Contribution-related custom ...
7
votes
2answers
296 views
How do I display a custom field in an invoice?
I'd like to be able to display a custom field in the generated PDF invoice for a contribution. I've added the custom field to contributions, but it will not show up in the invoice.
Is it possible to ...
2
votes
2answers
58 views
(Part solved) Missing line items on event invoice and confirmation email for Event (using Webform CiviCRM)
Drupal7 / Civi5.12
I have created a webform for event bookings, using webform_civicrm.
The webform uses Participant Fee for the exhibition cost, and a Line Item for an additional booking fee.
Can ...
1
vote
1answer
815 views
Special Characters Become Question Marks “?” in PDF Printing
-I'm using Civicrm 5.11.0, Joomla 3.8.0, Windows 7
-SQL is encode in utf8
-Chinese characters in phpmysql are readable
-Chinese characters in Civicrm are readable
-Civicrm saves data in utf8, so ...
1
vote
1answer
38 views
Invoices option
I have a question, please?
in case validated creation invoice option on CiviCRM, is there any possibility to use it for the events only, and deactivate it for the membership?
Thanks,
1
vote
0answers
20 views
Adding {contribution.campaign} to the invoice template
Is there any way to add Campaigns in the invoice template? Seems that the {contribution.campaign} token does not work in the invoice template.
4
votes
1answer
85 views
How do I get the Name and Address on the Invoice to show up in a Window Envelope?
A client recently asked me the following question: I need to be able to mail (postal mail) invoices to our Members. Our pre-printed size 10 envelopes have a window bottom-left. How can I get the ...
2
votes
2answers
59 views
Create invoices in CiviCase
We are still evaluating CiviCRM 5.4.1 and CiviCase on Wordpress 4.9.8
Most of our requirements can be filled by CiviCRM and CiviCase.
But one requirement is to have invoices listed and followed up ...
2
votes
1answer
40 views
Can we print an invoice without GST?
We have a client who wants to bill an Australian Member with Ireland HQ, therefore they need to provide an invoice without GST as head office is paying. Is there any way we can tick or untick GST when ...
1
vote
0answers
44 views
invoice has 1 line item, but showing full price
I have setup a webform to sell tickets to events. A user can add multiple ticks for multiple users. When printing/emailing the invoice only 1 ticket appears. When viewing in the Civi dashboard the ...
1
vote
2answers
79 views
Different invoice template depending on payment gateway?
We have an client who uses two payment gateways - they have a requirement that some types of payments (contributions) use one payment gateway, and other types of contributions use another payment ...
0
votes
1answer
107 views
Not able to print contribution invoice
CMS: Drupal 7
CiviCRM: 4.7.31
"CiviCRM: access Contact Dashboard" permission is set for authenticated user and logged in user has "CiviCRM: view my invoices" permission also.
User can access ...
3
votes
1answer
66 views
Contribution - Invoice Address layout is wrong. How to fix?
I am on Civi 5.0.1 and Wordpress 4.9
Please see screenshots.
I need to print and mail some Contribution invoices. I noticed that the address layout for the invoices is incorrect. I went to ...
2
votes
3answers
69 views
Can you prevent invoices from being sent via Pay Later?
I'm setting up a Contribution Page to act as a sales desk at a silent auction. An operator will use the page to enter people's details and the payment that they made for any items, along with a ...
1
vote
0answers
13 views
Civicrm Contribution Statements
Is there any known way to create "contribution statements" for contacts? We are using civicrm to track t-shirt orders in addition to event partial payments and the like.
I have contacts related via ...
1
vote
0answers
42 views
Event receipt has empty financial details
CiviCRM 4.7.29
"Events - Registration Confirmation and Receipt (on-line)" email has empty data for Price, Sub-total, tax and total.
But, if I re-send receipt later via contribution action 'Receipts -...
1
vote
1answer
53 views
What is the purpose of the “default invoice payment page” field in the CiviContribute Component Settings page?
All i can find on this is a fairly unclear thread on this site at Pay later online? - nothing in the documentation at all.
1
vote
1answer
43 views
Can you invoice an event participant
I have a few participants registered for an event that haven't paid. Is there a way to invoice them from the the event report?
2
votes
2answers
2k views
Error: No block-level parent found. Not good
Using 4.7.22 and Drupal 7, I'm suddenly getting the fatal error "No block-level parent found. Not good" on various pdf generation screens (for example: when hitting Print Invoice button):
It started ...
3
votes
2answers
190 views
How do I print the “received date” on an invoice?
I have an urgent problem with invoices. For our finance department, I have to print out all invoices we generated this year.
On the invoice, it HAS to display the date the invoice was issued, but ...
4
votes
3answers
278 views
Custom Invoice ID
My customer wants a different Invoice ID numbering.
A sequence based on year and contribution type.
So, something like
Event-2015-001
Event-2015-002
..
Event-2015-156
Event-2016-001
Memb-2015-001
...
3
votes
1answer
41 views
Invoicing button missing
I'm are trying to get the "Tax and Invoicing"(civicontribute) te work. I used these.
It works fine when I select one or more contributions and use the action pull down. But opening the details of an ...
0
votes
1answer
40 views
Civi CRM Expert in Europe wanted
i (Austrian based company) am looking for a CIVI-CRM-Expert in Europe (preferred) for helping with various implementations on a basic level (customizing invoices, create profiles for a kind of ...
3
votes
1answer
392 views
Invoice generation wkhtmltopdf font missing
I have a problem generating invoices on CiviCRM-4.6.16 with wkhtmltopdf-0.11.0_rc1 on Drupal (7.43).
In the template I define a font-family
@font-face {
font-family:LiberationSans-Regular;
src:
url(...
