[#3654] Substitutions in emails

None of this has anything to do with your issue though. You're wanting invoice information to be substituted in, which we've a feature ticket to implement in addition to looking into other possible substitutions to support for the emails.

You are right, the concerns about the CBSubs invoices, for the following recurring payment, will be discussed in this recent topic of mine: www.joomlapolis.com/forum/153-professional-member-support/232497-cbsubs-invoices-for-recurring-payments?limitstart=0 , and the ones about the substitutions in emails – here:

You should be able to make it a SELECT and place it in a query field then within CBSubs > Settings > Display > Invoices substitute in the query field. Not 100% sure this will work with query fields at this time, but it should.

I think that it should be an UPDATE, because my goal is to increment the ‘invoice’ number + 1 not only when the first payment status is ‘Completed’, but also when the next recurring payment status is ‘Completed’ and received, so we can follow and issue the invoices automatically. How otherwise your software, currently, will know that the invoice number has increased? You are increasing the number when the first payment is made, but not on the following.

Otherwise I'm guessing you could use onCbSubsAfterPaymentBasket trigger in CB Auto Actions or onCPayAfterPaymentBasketUpdated.

Could you describe the trigger and the event, please? What is the full auto action, like you’ve given thousands of examples before?

I don’t know where you are, but our accountants need invoice for each payment that we receive, and I’d like to automate the process.

Thank you

I think that it should be an UPDATE, because my goal is to increment the ‘invoice’ number + 1 not only when the first payment status is ‘Completed’, but also when the next recurring payment status is ‘Completed’ and received, so we can follow and issue the invoices automatically. How otherwise your software, currently, will know that the invoice number has increased? You are increasing the number when the first payment is made, but not on the following.

Your select query would be handling the entire increment process. So that's all possible depending on how you've wrote your query. I'm not sure if [FIELD_NAME] will work for it, but you can try the below usage to see if it'll substitute in the query fields value.

[cb:userdata field="FIELD_NAME" /]

Could you describe the trigger and the event, please? What is the full auto action, like you’ve given thousands of examples before?

onCbSubsAfterPaymentBasket fires after the basket is rendered. So it should exist in database and be safe to edit, but it could be unreliable. Ideally you'd need to act on a trigger that is fired only once when the basket is created, but I'm unsure if such a trigger exists. onCPayAfterPaymentBasketUpdated is fired when the basket has been updated.

What is the full auto action, like you’ve given thousands of examples before?

You'd use a query action on either of the triggers supplied then try to use your query in it.

I don’t know where you are, but our accountants need invoice for each payment that we receive, and I’d like to automate the process.

That's something that is always handled by the payment processor. All of this information should be available through PayPal, etc.. There's also the payments database table that can be exported.

onCPayAfterPaymentBasketUpdated is fired when the basket has been updated.

That's solves it then.

OK, now I see, I should have read more careful the first time.

Thank you