Individual Payment Form Settings

Overview

When creating or editing a payment form in WP Easy Pay, you can configure a variety of settings that control how the form behaves and appears on your website.

These settings are available in the form builder, where options are organized into different tabs and sidebar sections. Each setting allows you to customize aspects such as the Square account used for payments, form layout, notifications, transaction notes, and additional charges.

This guide provides an overview of the available form settings and explains where to find them.

Where to Find Form Settings

To access form settings:

1. Log in to your WordPress admin dashboard.
2. Navigate to: WP Easy Pay → All Forms
3. Select the form you want to edit.

When the form builder opens, you will see several settings tabs and sidebar options that allow you to customize the form.

Overview of Form Settings

The form builder includes several tabs that allow you to configure different aspects of a payment form.

Settings	Description
Single Form Square Account	Choose whether the form uses the global Square connection or a different Square account.
Form Settings	Configure payment type, form behavior, and other basic form options.
Extra Fields	Add or remove fields to collect additional information from users.
Notifications	Configure email notifications sent to administrators and customers.
Transaction Notes	Add a note that will appear with the transaction in Square.
Additional Charges	Add optional fees or surcharges to the payment form.

Each setting provides additional configuration options depending on how your payment form is designed.

Sidebar Settings

In addition to the main settings tabs, several options appear in the right-hand sidebar of the form builder.

These include:

Options	Description
Shortcode	Copy the shortcode used to display the form on a page or post.
Form Style	Customize form appearance such as colors and button styling.
Currency Settings	Configure the currency code and symbol used for the form.

These options allow you to quickly control how your form appears and how it is embedded on your website.

Related Form Configuration Guides

For detailed instructions on specific settings, see the following guides:

• Form Specific Square account settings
• Form display and success options
• Form appearance and extra fields
• Notifications and transaction notes
• Additional charges

These guides explain each setting in more detail and help you customize your payment forms for different use cases.

Quick Tip

Most websites use the default global Square connection configured in:

WP Easy Pay → Square Connect

You typically only need to use Form Specific Square account settings if a specific form must use a different Square account or testing environment.