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Questions tagged [invoice]

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7 votes
2 answers
372 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 ...
Squishus Tyrannicus's user avatar
5 votes
1 answer
38 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 ...
LyonsDigital's user avatar
5 votes
1 answer
205 views

How can I use the billing block and the invoicing feature to facilitate invoicing a third party?

Here's my use case, which I'm guessing might be quite common: End user visits the site and registers for an event/membership, etc., but rather than pay themselves using their own card/Paypal a/c, etc....
Graham's user avatar
  • 4,095
5 votes
1 answer
180 views

Sending an invoice per email goes to primary address, not to billing

I am not sure if I overlooked a setting or if it could be considered to be a bug. When we do a search on contributions and with the results we select "Print or Email Contribution Invoices" and we ...
Catorghans's user avatar
  • 3,544
4 votes
2 answers
125 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/ ...
George Zhao's user avatar
4 votes
2 answers
95 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 ...
Richard Yule's user avatar
4 votes
1 answer
105 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 ...
KarinG - Semper IT's user avatar
4 votes
3 answers
322 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 ...
Catorghans's user avatar
  • 3,544
4 votes
2 answers
125 views

Invoice with multiple Membership lines

I have CiviContribute Invoices working in CiviCRM 4.7 within Drupal 7, but as the documentation tells you to first View a Contribution and then either Print or Email the invoice, it seems that there ...
seGAP's user avatar
  • 41
4 votes
2 answers
291 views

Confusion between Contribution ID vs Invoice_ID in the database

CiviCRM 4.6 - Moneris payment processor - CiviCRM's invoice uses the ID column to generate the Invoice number (INV_XXXXX) but creates its own hash and adds it to the invoice_id column - is there a ...
Alex Katayama's user avatar
4 votes
0 answers
75 views

Multiple Invoice Prefixes?

I know civiCRM allows invoice prefixes. This is very helpful in distinguishing civiCRM payments in our merchant account from other software systems (like our ecommerce store). However, is it ...
Becca's user avatar
  • 297
3 votes
2 answers
302 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 ...
nwtnsqrd's user avatar
3 votes
1 answer
91 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 ...
fdarn's user avatar
  • 127
3 votes
2 answers
187 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 ...
harshal's user avatar
  • 841
3 votes
2 answers
517 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 ...
Brian Wold's user avatar
3 votes
2 answers
98 views

Invoice sending as email with PDF attachment replaces email contents with PDF contents

Sending invoices with emails, where the invoice is attached as PDF to the email, and having a freely designed email text results in the contents of the email body being replaced with the contents of ...
 frank-systopia's user avatar
3 votes
1 answer
55 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 ...
LyonsDigital's user avatar
3 votes
1 answer
49 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 ...
user5072's user avatar
3 votes
4 answers
202 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@...
Richard Yule's user avatar
3 votes
1 answer
585 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(...
Phil_B's user avatar
  • 501
3 votes
0 answers
153 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). ...
KarinG - Semper IT's user avatar
3 votes
0 answers
73 views

How does contribution.repeattransaction set the invoice_id?

Upon calling the API's contribution.repeattransaction, the original contribution record seems to get copied correctly, with the exception of invoice_id. Here is what I'm doing: $result = civicrm_api3(...
Borislav Zlatanov's user avatar
2 votes
2 answers
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 ...
Alan Dixon's user avatar
  • 6,861
2 votes
2 answers
160 views

Setting a custom invoice date in CiviCRM

Does anyone have an elegant solution to setting a custom invoice date in CiviCRM? One of our clients likes to create invoices for the future, and would like to mark the invoice as such. Currently, we'...
Alex Katayama's user avatar
2 votes
2 answers
118 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 ...
Rupert Raphael Amodia's user avatar
2 votes
3 answers
224 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 $...
Jennifer Lee's user avatar
2 votes
2 answers
74 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 ...
Detlef G.'s user avatar
2 votes
1 answer
50 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 ...
P Joseph's user avatar
  • 349
2 votes
1 answer
16 views

How can I send an invoice for only some contribution pages?

I have five different contribution pages for different purposes. For one of them it makes sense to automatically issue an invoice, but not for the others. What's the best way to automatically issue an ...
Graham's user avatar
  • 4,095
2 votes
1 answer
87 views

How to get an event registration invoice to the right person?

On a site that I manage we encourage our member contacts to set up and use a user account. This enables us to use automatically applied discount codes for events. We often have a situation where an ...
Graham's user avatar
  • 4,095
2 votes
3 answers
218 views

How to Override System Workflow message template variables, single and batch

My client has advanced invoice requirements. In the past we had a custom Drupal module and a custom template file. Added a link "Print Invoice" to the individual contributions Form.tpl and then did a ...
chrisfromredfin's user avatar
2 votes
1 answer
148 views

How to link to a stored invoice pdf with civicrm api

I can see that the invoices I have created are in the civicrm/custom map as invoiceID.pdf, but how can I link to them using Civicrm api?
Hans Rossel's user avatar
2 votes
1 answer
41 views

Automatically Send Invoice

I am wanting to send a VAT receipt invoice when a contribution is added. To include all the invoice details that show in contribution invoice that's available for printing or emailing. Is there any ...
SandJT's user avatar
  • 161
2 votes
2 answers
99 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 ...
Davy Ivins's user avatar
  • 1,114
2 votes
2 answers
146 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.
Pooch's user avatar
  • 123
2 votes
3 answers
90 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 ...
buzzki's user avatar
  • 31
2 votes
1 answer
39 views

Can I add an organisation's finance contact to the invoice

We have edited the workflow invoice template and have the name and address of the member organisation as the address block and would like to add the Member Organisation's Finance Contact display name ...
SandJT's user avatar
  • 161
2 votes
2 answers
84 views

new Contribution triggers send invoice

Our Drupal web form is connected to CiviCRM and creates a new contribution. I want to automatically trigger civi to send an invoice based upon the new contribution as soon as it has been created. The ...
EricLB's user avatar
  • 385
2 votes
1 answer
54 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 ...
Steven James's user avatar
2 votes
1 answer
122 views

How do I generate a custom invoice ID

I need a customized invoice generation. So I thought that would be pretty straightforward: I use the civicrm_post hook on Contribution when the invoice ID is updated. Unfortunately the contribution ...
ErikH - CiviCooP's user avatar
2 votes
1 answer
75 views

How can I stop blank invoices being sent out with confirmation emails for non-paid events?

Currently running Civi 5.49.1 but I've been seeing this behaviour for a little while now. I've got Civi set up to apply VAT (sales tax) and issue invoices, which go out with event registration ...
Graham's user avatar
  • 4,095
2 votes
1 answer
65 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 ...
Yossi's user avatar
  • 2,097
2 votes
0 answers
42 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, ...
Joachim's user avatar
  • 509
2 votes
0 answers
32 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 ...
LyonsDigital's user avatar
1 vote
2 answers
211 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 ...
fdarn's user avatar
  • 127
1 vote
1 answer
2k 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 ...
Jennifer Lee's user avatar
1 vote
3 answers
98 views

Sending an Email Invoice and have client pay directly via invoice email

I am wondering whether it is possible for CIVICRM to send an email 'pending invoice' to contributors and have them pay directly through the invoice. Is this possible?
user13309's user avatar
1 vote
1 answer
20 views

Civi Event Invoice goes to everyone - I only want it to go to the first person

Is there any way that I can have automated invoices going only to the person who's registering multiple contacts rather than every contact email? We allow multiple registrations and one person will ...
SandJT's user avatar
  • 161
1 vote
1 answer
45 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,
Abdallah.ab's user avatar
1 vote
2 answers
103 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 ...
Alex Katayama's user avatar