Show payment method in the invoice

Question

HI,
Our client offers 3 different payment options:
Credit Card
30 Day Account
Direct Deposit
How can i show this in the invoice - I can't seem to find the correct tag to display the option chosen.
Or is it not possible?
Cheers,
Henry

Answer 1

I have the same issue with a new client that wants to provide cheque, money order, cash and direct deposit (i.e. EFT) payment methods.
It is possible to display the payment method, there are a few steps involved though:
Go to CRM - Extend CRM Database - Add CRM Form
Name: Payment Details
Form Fields - Add Field - Field Name: Payment Method. Field Type: Text (String)
Apply Form - Orders - Save
Now go to Site Manager - Web Forms - Online Shop Purchase Form (or whatever your order form is named).
CRM Forms - Payment Details and add this to your existing form
More Actions - Get Web Form HTML Code
Copy/Paste this into something like jsbeautifier.org and format it so it doesn't read so horribly.
Find the line that has the custom form on it, and change the type="text" to hidden. Mine looks like this (<input type="hidden" name="CAT_Custom_19971821_155241" id="CAT_Custom_19971821_155241" />)
Find your payment method form elements on your form, and add this attribute to each payment method type:     onclick="ShowCCFields(this.value);"
Now create a javascript function below your provided validation function like this:
function ShowCCFields(val) {   
                        if (val == 4){
                            document.getElementById('CAT_Custom_19971821_155241').value = "Bank Deposit";
                        }else if(val == 3){
                            document.getElementById('CAT_Custom_19971821_155241').value = "Cash / Money Order";
                        }else if(val == 2){
                            document.getElementById('CAT_Custom_19971821_155241').value = "Cheque";
And now add {tag_crmform} to your Invoice.html file located in Layouts - Outbound Emails - Invoice.html if you are using FTP, or System Emails - Invoice if you are using the Web based manager.
This will do it, however, it leads to a new problem!
What will happen is that when someone pays with say Cheque, the order invoice that is immediately emailed will say "Amount Outstanding: $0!!!!".
If you want to ensure that it says that the amount is still to be paid, you need to read up on this forum post to change the order to a quote on the fly at the end of the checkout process. See post #3 by gcpa.