I'm testing on the 35-day trial of nBill for my site and I'm very close to purchasing it. I'm just trying to get it working as close as possible to the way I want it to work. I appreciate all help/advice in advance
I apologize in advance for the long e-text. I'm not super-tech savvy, but I am trying to update the site I'm working on and make it more professional and nBill seems the way to do it. It's also been a long time since I've done PHP, which makes customizing it difficult for me.
To quickly summarize the site, I'm in a college group running a Model UN for high school students and we have 50 or so schools register for the conference and the teachers for each school register their students together. I don't plan on using any payment gateways or PayPal. The "ordering" (or really registration) process thus needs to be as simple as possible. I'm really not even close to using most of the feature of nBill, but I definitely like what I've seen so far. I've got the trial set up so the schools enter in the basic information we need and there are four "products" set-up on the order form. There is a fee per chaperone, a fee per delegate, a fee for transportation if they are coming from a long distance, and a fee per school. Once they submit their registration, their "order" is pending and they receive an e-mail with instructions telling them to wait for us to approve them. Once we approve them, they receive a confirmation e-mail. From then on, they can login to the site and see their profile and invoices.
So a few questions:
1) I've customized the e-mails they receive, but I can't figure out how to change the subject heading. I would honestly like it simple for the 2 e-mails they receive through nBill so that it's just "Conference Registration Pending" and "Conference Registration Approved."
2) I would like for them to be able to login to the site and see the order summary that they see at the end of the registration process, rather than the invoice or order page which breaks down the registration into 4 "product" components and shows 4 separate invoices for each "product". Ideally what I would like to do is have them login and see their "Order Details and Order Summary Totals" with payment instructions on who to make the check out to and where to send it. I believe the "client" also receives this summary by e-mail when their order is pending and confirmed.
If this isn't possible, I still cannot figure out how to in the invoice tab to get rid of the "Pay This Invoice" option which is virtually useless if you aren't using a payment gateway like Paypal. If anything, maybe having it link to payment instructions would be useful.
2a) Would there be any way to combine the 4 "products" into 1 product and 1 invoice. Might make this a lot easier.
3) What usually happens from year to year is that schools register, but want to add/remove students. Is there a way to allow them to edit their order from the front end? I'm thinking it'll be best if they just e-mail us and we edit their order and invoice from the back-end.
I realize I've got fairly specific requests here. If what I'm exactly looking for isn't an easy option, any information/advice on how to make it close and easy as possible would be appreciated.
Thanks in advance and sorry for the long questions. I'm not super tech savvy, but I'd really like to improve the registration process for next year's conference and nBill seems like the best way to do that.