Public Ticket #3154196

Registration issues

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1 Ticket

Eglitizz started the conversation 4 years ago on October 26, 2022 at 1:52pm

Hello,

I am contacting you regarding B2BKing plugin that I have recently bought and installed.

I have noticed a few issues with the plugin and I would like to ask a few questions regarding those issues.

Issue number 1 - The plugin allows us to use 'Registration Roles' and 'Registration Fields'. Without adding new fields, there is a field for VAT number of the company for example. When a person is creating an account on our website, it is required to add the VAT number, which works perfectly fine. Where the problem lies is that we have ticked the box for 'Editable Post-Registration', but it is not available anywhere on the website for the person to edit his/her VAT number on the frontend of the website. Via the page 'my-account/edit-account/' user can only change Name, Surname, Email and password. Where can he/she find and change the VAT number?

Issue number 2 - As per the information of 'docs/how-to-add-custom-fields-e-g-vat-to-invoices' we have installed 'WooCommerce PDF Invoices & Packing Slips ( by Ewout Fernhout )' plugin as well, however it only shows the basic information - Name, Surname, Address, Phone number but does not show the VAT number. Is it necessary to order a premium version of the plugin to show VAT number on the invoice?

Issue number 3 - Similar issue to number 1. What if we add completely custom 'Registration Field'. Lets say for example 'Your Dogs name'. Is it possible to show it somewhere on the profile for the person on the frontend? Also, is it possible for the person to edit it somewhere on the frontend of the website?

Issue number 4 - Similar issue to number 2. What if we add completely custom 'Registration Field'. Lets say for example 'Your Dogs name'. Is it possible to show it on the invoice by using the plugin mentioned above? Do we also need the premium version of that plugin to show such information in the invoice?

Kind regards,
Richard
HLD Mark

2,762

KingsPlugins replied 4 years ago on October 26, 2022 at 5:00pm

Hi there,

Thank you for purchasing our plugin!

1) and 3) For any given field (such as VAT or a custom field like "Your dogs name") you can control whether it shows in My Account -> Account Details, based on the options selected here in this box: https://prnt.sc/v87-8u52o1sT

If the user's group / category is selected there, then it will show under My Account -> Account Details, at the very bottom of the panel (below "password change" fields)

2) It is not necessary to use the premium version of the invoice plugin. But for the VAT to be added to the invoice, it's necessary for VAT to be added to billing. In other words, VAT should show as a field during checkout. For this you must enable "Add field to billing" when you are editing the VAT field in the backend.

If that's enabled, it should show automatically on invoices in the billing address area.

4) If you have an entirely custom field, I believe that will show on invoices IF it's added to billing as described on point 2)

However, if you do not want that added to billing, I believe there are still solutions (with a bit of custom coding). You would need to either use a hook or modify the template of the invoice. The custom field is saved as "user meta". It can be retrieved / displayed as explained here:

https://docs.wpovernight.com/woocommerce-pdf-invoices-packing-slips/displaying-user-data/

If you would like to try this approach, I can provide more info on how to find the correct meta keys.

Kind regards,

Stefan

1 Ticket

Eglitizz replied 4 years ago on October 28, 2022 at 7:30am

Hello,

Regarding 1) and 3) all of the options are selected like in your example, but nothing is shown below the password change fields.
I have attached both a screenshot how it looks: https://prnt.sc/SmgIzlYebNNq and the part of the code: https://prnt.sc/tazCAyTsO606 Is it supposed to be inside .woocommerce-MyAccount-content div? Or maybe we are supposed to edit the My Account page with Elementor and add something for the B2BKing information to show?
I did notice that the information can be edited on the frontend if I try to edit the billing address, however if we open a page which displays Billing and Shipping addresses (my-account/edit-address), it only shows the addresses and nothing more: https://prnt.sc/o_A-JUI9_DcD

Regarding 2) and 4) we have added VAT to the billing and the invoice shows it. Thank you.

Kind regards,
Richard

2,762

KingsPlugins replied 4 years ago on October 30, 2022 at 1:25pm

Hi Richard,

There would be no need to edit the My Account page and add anything - it should work automatically.

Please try to go to B2BKing -> Registration Fields and click on a field and find the "Editable Post-Registration" checkbox (at the top-right side of the panel).

This should be ENABLED.

If that is already enabled but these still don't show, I can look into this issue directly if you'd like. For that, I would need a backend login to the site or a staging clone site, so I can check it.

Kind regards,

Stefan

1 Ticket

Eglitizz replied 4 years ago on November 1, 2022 at 9:25am

This message is private.

2,762

KingsPlugins replied 4 years ago on November 1, 2022 at 9:31pm

Thank you for the access details,

I see now that your site is set to "B2B & B2C hybrid" mode. In this mode, most features are only enabled for users in B2B groups. To make those fields appear for a user, the user has to be in a B2B group:

You can go to the user's profile and select "B2B Users" here:

Or do you need such fields for B2C users as well?

Kind regards,

Stefan

1 Ticket

Laura replied 4 years ago on November 9, 2022 at 3:30pm

Hi!
I use also B2B mode.

I had the same issue with VAT field, but it got resolved thanks to this post.

Clients can add/change it now themselves. BUT all other fields, as "Registration number", "Address" and others are not visible for clients. I have checked the "Editable post-registration", but those fields do not show up.

Is this something that is not for B2B? Is it possible to add this option in the future?

Kind regards
Laura

2,762

KingsPlugins replied 4 years ago on November 9, 2022 at 6:33pm

Hi Laura,

This depends on the "Billing Connection" field for each field:

If the connection is a "standard" field like "address":

Then such a field will not show there, because it would show under Addresses

If the 'Billing Connection' is 'None', then it depends on which options are selected here:

This is a multiple select field (you can hold CTRL / CMD and select options).

Kind regards,

Stefan