CiviCRM Community Forums (archive)

Hello,

We're planning on implementing a system for memberships where all payments will take place offline (so no online payment processor). Upon clearing a cheque or bank transfer payment, our team will amend the contribution record from pending to completed, thus activating the membership.

I've noticed that when you do this for events, a 32 character transaction ID is generated (and then emailed out to the registrant), but it doesn't seem to happen for member dues (the field remains blank in the Edit Contribution page). That's an interesting discrepancy...

Nevertheless, my ideal workflow would be to include this or some other unique invoice number on the thank you screen and also in the email sent to the membership purchaser, so that they can write it on the back of their cheque or use it as the reference for the bank transfer (thus helping us match offline payments to membership applications). Would this be possible?

I saw another post where Donald suggested using $params['invoiceID']. However, my instinct would be to add something to the workflow message template which only seems to offer a limited set of tokens.

Does anyone have any advice?

Huge thanks and fingers crossed,

Robin

Hi, Lobo - and thanks for your reply!

When you say "additional details", where would that be? Do you mean a custom field on an embedded profile or something else?

Many thanks again for your help,

Robin

Ah, sure - I'd noticed that before. I was wondering whether there was any way to generate some kind of a unique reference / invoice code that could be displayed on the thank you screen / confirmation email for pay later contributions, rather than at a later stage (such as this screen). I think we may be happy to help code if you could suggest a starting point.

Thanks again,

Robin

Hi, Hans

Yep, that's what I'm also doing for now, but what I'd really love to do is expose that long autogenerated Invoice ID earlier in the process so that it can show as soon as someone applies for membership - and also displays in the invoice email.

Best,

R

Thanks, lobo - we'll look into that.

Best,

R

can you modify the email template the same way you did the thankyou tpl and include the invoice ID?

i think the email message template gets all the variables used by either the confirm or the thank you template
lobo

We use this block in all our contribution & membership templates

<tr><td align="right"><BR>
Invoice/Receipt No.{$contributionID}</td></tr>
<tr><td align="right">
Contact No.{$contactID}</td></tr>
ContributionId is unique so it fits the bill for us

Hi, Pete

It's a strange one. Even though by modifying the thankyou.php I can call the {$invoiceID} number on the thankyou page, that token's not available in the systen workflow messages so I can't add it there (and just putting it in rather than clicking the add tokens link) doesn't seem to do anything. For the time being, I'm using {contributionID} as Eileen suggested, but it's not quite what we're after. I'd love to be able to use the invoiceID if at all possible...