Set Up Payment Notifications and Transaction Notes

Overview

WP Easy Pay allows you to configure email notifications and transaction notes for each payment form.

These features help you:

• Notify administrators when a payment is received
• Send confirmation emails to customers
• Attach notes to transactions in Square

Where to Configure Notifications

• Notification settings are available in: Form Builder → Notifications tab
• Transaction notes are configured in: Form Builder → Transaction Notes tab

Mail Tags

WP Easy Pay provides mail tags that allow you to insert dynamic information into emails.

Common tags include:

• [transaction_id]
• [first_name]
• [last_name]
• [user_email]
• [total_amount]

If you add extra fields, additional mail tags will become available.

Admin Email Notifications

Admin email notifications are sent when a new payment is received.

You can configure:

• To, CC, BCC recipients
• From address
• Subject line
• Email message body

Optional settings include:

• Excluding empty mail tags
• Sending emails as HTML content

Mail tags can be used to insert payment details automatically.

Customer Email Notifications

Customer emails act as a payment receipt or confirmation message.

You can customize:

• Email subject
• Message content
• HTML formatting

Optional settings include:

• Excluding empty mail tags
• Sending emails as HTML content

Transaction Notes

Transaction notes are short messages sent to Square along with the payment.

These notes help with:

• Payment tracking
• Refund identification
• Transaction reconciliation

⚠️ Important

Square limits transaction notes to 60 characters. If the note exceeds this limit, Square may ignore the value.