Does anyone know how to transfer an unpaid Invoice between constituents? We currently let individuals book education products using their own name/login, but then change the constituent in the ticket order to be the school/university referenced in the form saved in a CSI.
That change in the order, leaves the invoice on the original constituent, which can be a little confusing for our staff when following up invoices.
If anyone has a solution, or a suggestion I would love to know :)
Hi Nicholas,
While not ideal, I have changed the customer No on a couple of occasions in T_PAYMENT because of this but obviously it sounds like you need something more robust.
Have you considered setting up generic logins on the school/university records and asking that the booker types his/her name so it is also passed to the CSI? This would at least save having to transfer ownership of order and invoice payment method.
Instead of using an email address as the login, you might use the name of the institution, then store a real email address (again passed in as a CSI) using a different eaddress type so that staff can still email a confirmation upon receipt of the booking.
Cheers,
Kevin
Hi Kevin,
Thanks for sharing your experiences, it's good to know that updating T_PAYMENT will work in a pinch.
We spent so much time planning our education online processes. In the end, we decided that it would be easiest for the teacher to simply register an account using any details at all, accessing the Edu products in TNEW via a link with a promo code embedded that switched the MOS to 'Web Education'.
I'm always looking for better ways to work with these tricky problems, are you going to ANZTRUC later this month?
Nicholas
D'oh!
Perhaps another work-a-round is creating a dummy payment method (that is NOT of an invoice type, maybe use 'Other') which can be used to pay off the booking. Once received, the order ownership is changed, dummy payment deleted then paid off with the invoice payment method you currently use. That might work given TNEW accepts payment methods aside from just credit cards.
Yes, see you at ANZTRUC! I've been roped into a discussion on all things subscriptions :)