Documentation & Methodology - Square Payment for WordPress Skip to content
This documentation is for beta version 3.0. For more information on how to opt for the beta program, Visit Here.

  1. INTRODUCTION
  2. UPGRADE TO WPEASY PAY PREMIUM
  3. INSTALLATION GUIDE (PRO VERSION)
  4. SQUARE SANDBOX SET UP
  5. WP-EASY-PAY SETTINGS
    1. GLOBAL SETTINGS (TEST MODE)
    2. GLOBAL SETTINGS (LIVE MODE)
    3. INDIVIDUAL FORM SETTINGS(TEST MODE)
    4. INDIVIDUAL FORM SETTINGS (LIVE MODE)
  6. CONFIGURATION
    1. FORM TYPES
    2. FORM SETTINGS
    3. Payment Tabular Layout
    4. Item Quantity Field
    5. Coupons
    6. FORM STYLING
    7. Date & time field With Calendar
    8. Transaction Reports Export (CSV file)
    9. Upload Field Drag & Drop
    10. Gutenberg Block To Add Shortcode
    11. Quantity Input
  7. FORM BUILDER
    1. File Upload Extra Field
    2. Date & Time Field
  8. SAVE CARD
  9. DIGITAL WALLETS
  10. CAPTCHA
  11. STRONG CUSTOMER AUTHENTICATION(SCA)
  12. EMAIL NOTIFICATIONS
    1. Transaction Id Mail Tag
    2. Transaction ID Tag Added In Email Notifications
  13. SQUARE TRANSACTION NOTE
  14. Additional Charges
  15. FORM SHORTCODE
    1. WP EasyPay Gutenberg Block
  16. User Dashboard
  17. REPORTS
    1. SUBSCRIPTION REPORTS
    2. PAYMENT REPORTS
    3. Export Transaction Reports
    4. OLD REPORTS
  18. PLUGIN LOGS
  19. DROP DOWN PAYMENT SELECTION
  20. FORM STYLE IN META BOX
  21. BUTTON LAYOUT
  22. PLUGIN FEATURES
  23. Submit An Idea Tab
  24. Tabular Products
  25. WP-EASY PAY (FREE VERSION)
  26. OLD DOCUMENTATION TILL VERSION 2.6.8
  27. Development Changelog
    1. Changelog (Free Version)
    2. Changelog (Pro Version)

1.INTRODUCTION #

WP Easy Pay pluginĀ offers several powerful features to fit your needs. If youā€™re looking for Square Payment Gateway for your WordPress site, getĀ WP Easy PayĀ and start accepting online credit card payments. It generates dynamic buttons using shortcodes that enable payment form on your WordPress site using Square payment gateway.Ā WP Easy Pay works out perfect for accepting simple payment, donation, subscription, and recurring donation. Fulfill your requirement of one time payments to keep your business going with ease.

In Addition, you can easily manageĀ SQUARE TRANSACTION NOTE,Ā EMAIL NOTIFICATIONSĀ and manageĀ REPORTSĀ from the Admin panel.

WP Easy Pay has been integrated with multiple new features in the new update, now coupons can be awarded, additional charges can be charged in the payment form and a new subscriptions dashboard can be displayed on the front end for the user to keep track of their subscriptions and other activity from the plugin.

View test transactions in Square Dashboard via SQUARE V2 API.

New Features

  • CouponsĀ 
  • Additional ChargesĀ 
  • Subscription Dashboard
Yes No

2.UPGRADE TO WPEASY PAY PREMIUM #

  • Choose annually or a lifetime.
  • Fill out personal & card details.
  • Click review order.

  • Click Pay & Subscribe.

Check your Email, if you received the Email then click Got it. If you didnā€™t get the email, click Resend Email.

Go to your email youā€™ll find your Download link, License Key and Freemius Account login details here.

  • Login into your Freemius account.

  • Go to Downloads.
  • Click Download.

  • Copy your License Key.

 

Yes No

3.INSTALLATION GUIDE (PRO VERSION) #

  • Go to plugins ā†’ Add New ā†’ Upload Plugin.

  • Choose file ā†’ Select WP-Easy-Pay ā†’ Upload.
  • Install Now.

  • Activate Plugin.

  • Go to Plugins ā†’ Activate License.

  • Enter License Key.
  • Click Agree & Activate License.

  • Click Agree & Activate License.
Yes No

4.SQUARE SANDBOX SET UP #

Step 1: Open Square Sandbox Dashboard, Select Payment Type, add notification email and click on the ā€˜Connect Square (sandbox)ā€™ button

Step 2: Once the user clicks on the Connect Square (Sandbox) Button, the user gets redirected to the next page.

Step 3: Go to Sandbox Dashboard to see your regular sales and transactions

Step 4: Go to Square Settings, add notification email, select country currency, location, and click on ā€˜Square Settingsā€™.

Yes No

5.WP-EASY-PAY SETTINGS #

Configure Global and Individual Form

Yes No

5.1.GLOBAL SETTINGS (TEST MODE) #

  • Go to Global Settings.
  • Enter Notification Email.
  • Enter Application ID, Application Access Token & Location ID.
  • Select Country Currency.
  • Save Settings.

By default, Test Mode is enabled.

Yes No

5.2.GLOBAL SETTINGS (LIVE MODE) #

  • Turn on the Toggle on the top Right to make it Live.
  • Enter Notification Email.
  • Click Connect Square.

Youā€™ll be redirected to Squareup website.

  • Enter Square Credentials to login.

  • Allow Access to requested Permissions.

Authentication Message will appear.

  • Click Redirect Me.

  • Select Location.
  • Save Settings.

Yes No

5.3.INDIVIDUAL FORM SETTINGS(TEST MODE) #

These are the individual form settings, all Square details you enter will only work with the individual form you are building. These settings allow you to connect each form with a different square account.

  • Go to Build Payment Forms ā†’ Square Account Settings.
  • Enter App ID, Access Token & Location ID.
  • Select Country Currency.

By default, Test Mode is enabled.

Note: – Although You can activate the Global Settings. If Use Global Settings option is checked then it will override the individual form settings.

Yes No

5.4.INDIVIDUAL FORM SETTINGS (LIVE MODE) #

  • Turn on Toggle to make it Live.
  • Click Connect Square.

The Square account youā€™ll connect will only work for the specific form.

  • Enter Login Credentials to login.
  • Allow Access to requested Permissions.
  • Click Redirect Me.
  • Select Location.

Or you can use Global Settings. Make sure Live mode toggle is turned on in Global settings.

Yes No

6.CONFIGURATION #

6.1.FORM TYPES #

 

1. Simple Payment

  • Ā Go to Forms settings.
  • Select Simple Payment from Payment Types.
  • Enter the amount and payment success URL.

2.Ā Donation payment

  • Go to Forms settings.
  • Select Donation Payment from Payment Types.
  • Enter Organization Name.
  • Enter set or a custom amount.
  • Place Payment success URL.

3. Recurring Donation payment

  • Go to Forms settings.
  • Select Recurring Donation from Payment Types.
  • Enter Organization Name.
  • Define Subscription cycle
  • Enter set or custom amount.
  • Place Payment success URL.

4. Subscription payment

  • Ā Go to Forms settings.
  • Select Subscription payment from Payment Types.
  • Define Subscription cycle
  • Enter set or a custom amount.
  • Place Payment success URL.

Subscription cycle options:

  • Subscription Time Period: (every 1-6).
  • Subscription-based on: (Day/Week/Month/Year).
  • Subscription length: (every 1-24).

Yes No

6.2.FORM SETTINGS #

  • Go to ā†’ Build a Payment Form ā†’ Form Settings.

  • Fill out the form details.
  • Select Payment option (Simple, Donation, Recurring Donation & Subscription).

  • Select amount type layout (Radio Listing, Dropdown & custom layout).
  • Enter Set amount or a custom amount.
  • Define the Min & Max amount range for a custom amount.
  • Enter the Payment success URL.

Yes No

6.3.Payment Tabular Layout #

This payment layout can be used to sell products , the options to add Picture, Product Price, set Label, set Quantity and add Multiple products have been given which can be set according to the user requirements.

How To Load The Payment Layout

  • Go to ā†’Wp EasyPayā†’ All Formsā†’ Select form
  • Click Form Settingsā†’Click on the Amount Type and select ā€œPayment Tabular Layoutā€ from the drop-down menu.
  • Click Update Button.

payment tabular layout

  • After the layout has been selected the plugin will show settings for the payment layout in form settings.
  • Clicking the picture option will open the computer directory from where the picture can be selected. The selected picture will display for the respective product on the front end of the form.
  • The price of the product can be defined in the price field of the payment layout.the field can accept integer and decimal numbers.
  • Clicking on the quantity field will allow the user to set the quantity of the respective product. The plugin will display the set quantity on the front end which can also be increased or reduced on the front end by clicking ā€œ+ā€ or ā€œ-ā€ , and the plugin will adjust amount dynamically according to the number of selected quantity per product.
  • Clicking ā€œ+ā€ will add more products in the payment layout and clicking ā€œ-ā€ will delete the product from the layout in form settings. You can also add multiple products.

  • Plugin will display the selected settings for the layout on the front end , and allow the user to select from options and make payment for the selected products.
  • The quantity field will be dynamically updating the price of the product according to the selected quantity of the respective product on the front end.

payment tabular front end

Product Images

Select check to show products without images

  • On form submission, plugin will display these selected options for the respective payment form in the transaction reports tab.
  • Reports will display the detailed information about the selected products with their cost and quantity in the transaction report under product data field.

payment tabular reports

Yes No

6.4.Item Quantity Field #

The plugin has been integrated with a quantity selection feature which works in tandem with payment types, users can select the quantity of the product given in any payment type and the plugin will automatically update the price point according to the set quantity.

How To Enable Quantity Field

  • Go to ā†’Wp EasyPayā†’ All Formsā†’ Select form
  • Click Form Settingsā†’check mark theĀ  ā€œEnable quantity on my form ā€ option
  • Click Update Button.

enable quantity checkmark

  • Selecting this option will enable the quantity field option in payment layouts other than tabular layout as it has built in quantity field for products.
  • The plugin will dynamically update the payment amount according to the selected quantity.
  • Users can clickā€+ā€ and ā€œ-ā€ to increase and decrease the quantity respectively from the front end.

quantity front end

  • After the form has been submitted, the plugin will display the selected quantity number in the quantity field in transaction reports.
  • To see the quantity field, navigate to Wp EasyPAyā†’ Reportsā†’ Select a transaction.

quantity reports

Yes No

6.5.Coupons #

This newly added functionality allows to award coupons to the users, a new dedicated Tab in the WP Easy Pay menu has been introduced where coupons can be added and saved according to the requirements or Preferences.

Back-End Configuration

  • Go to Admin Dashboard > WP EASY PAY.
  • Click on the Coupons option.

  • Once youā€™re in the Coupons settings, youā€™ll be able to see an Add Coupon button.

  • Click on the Add Coupon button.
  • Now youā€™ll be able to view the two tabs,
    • General Settings
    • Advanced Settings

General Settings

  • Go to the General Settings tab (By default youā€™ll be in the General Settings tab when youā€™ll click Add Coupon button).
  • In this tab, we have two text fields regarding the Coupon Details,Ā 
    • Coupon CodeĀ 
    • Coupon Description

  • Click on the Generate Code button and youā€™ll get the Coupon code (It will appear in the Coupon Code text field).
  • In the Coupon Description option, enter the description of your coupon in the text field. However, this field is optional.
  • Click on the Publish button to make your coupon useful in the payment form section.

 

Advance Settings

  • Go to the Advanced Settings tab.

  • The first option we have is Discount Type, there are two types of discountsĀ 
    • Fixed DiscountĀ 
    • Percentage Discount

  • Select the discount type according to your requirement.
  • In the second option, we have Coupon Amount. Add the amount that will be set for the coupon either for a percentage discount or fixed discount. A field has been given where the preferred or required value can be defined. The amount added over in this field will be deducted from the total in the form of a fixed or percentage discount.
  • The third option we have is Coupon Expiry,Ā Ā 

  • In the fourth option, the forms on which the coupon can be applied will be selected from the Forms Include field. The forms selected from this field will have the functionality to redeem the respective coupon.
  • Similarly in the fifth option, In the Forms Exclude field, the forms which are selected will not have the functionality to redeem the respective coupon.

  • Once done, click the Update button on the top right side of the page.

NOTE: Once youā€™ve clicked the Publish button it will now appear as Update.

 

From Configuration

  • Go to Admin Dashboard > WP EASY PAY.
  • Click on the All Forms option.

  • Now all the forms will be visible on your page.

  • Click on the form which was selected in the Forms Include field.
  • Go to the Form Settings tab.
  • Click on Enable Coupon on my form.

  • Click on the Update button now to save your changes.

Front-End Impact

  • Go to your site and go to the page where you pasted the shortcode of your respective form.
  • Fill in the required fields and select the payment amount.
  • In the Discount section, Enter your Coupon Code and click on the apply button.
  • Youā€™ll be notified when your coupon is applied successfully and the discounted amount would be deducted from the total amount.

  • Click on the Pay (the amount which has to be paid) USD button to complete the process.

Yes No

6.6.FORM STYLING #

  • Enable to Display form in Popup / Wizard.

Front-End:

  • Set theme color.
  • Show form shadow.
  • Custom button labels.
  • Custom payment success message.

Yes No

6.7.Date & time field With Calendar #

Step 1: Initially, the user must add the WP EasyPay Plugin, then navigate to the WPEasy Option, fill in the required details, click on the Extra Fields option, and update it.

Step 2: Once you have updated the field, click on view post, and then the front-end screen gets a pop-up.

Yes No

6.8.Transaction Reports Export (CSV file) #

Step 1: Go to WP EasyPay, Click on Reports to see all the details in tabular form

Step 2: Click on the ā€˜Download as CSVā€™ option.

Step 3: Select all the relevant details and click on the ā€˜Download Nowā€™ Button

Step 4: Select ā€˜Save Fileā€™ and click on the ā€˜OKā€™ button.

Step 5: Open the CSV file to see all the data elements

Yes No

6.9.Upload Field Drag & Drop #

Step 1: Go to Create Payment Form, click on Extra fields, then drag & drop the file upload option to the payment form.

Step 2: Go to the payment form, insert details, upload the file, add the payment card details and click on the ā€˜payā€™ button.

Yes No

6.10.Gutenberg Block To Add Shortcode #

Step 1: Go to WP EasyPay, and click on all forms to see the available forms.

Step 2: Go to ā€˜Pagesā€™ and click on ā€˜Add Newā€™ Page

Step 3: Create New Page, and then Click on WP EasyPay Form

Step 4: Click on WP EasyPay and place the shortcode or select any form available in the list

Step 5: Go to the payment form, insert details, upload the file, add the payment card details and click on the ā€˜payā€™ button.

Yes No

6.11.Quantity Input #

Step 1: Go to WP EasyPay, create a new payment form, and enable quantity on my form

Step 2: Go to Payment Form, Add Details, Select Quantity, Add the Payment Card Details and Click on the ā€˜Payā€™ button.

Yes No

7.FORM BUILDER #

Custom form builder just drag & drop to add various custom fields. Data entered in these fields are stored and can be viewed along with your payment or subscription plan.

  • Go to ā†’ Build Payment Form ā†’ Extra Fields.
  • Drag and Drop fields to add in form.

Note: – First Name, Last Name, and Email are by default required fields so it cannot be deleted or edited.

  • Edit / Delete / Duplicate custom fields.

Front-end

Yes No

7.1.File Upload Extra Field #

The file upload extra field enables users to upload a file via payment form. In the extra field tab you can see File Upload field, however user will see the upload button in front end and by clicking it the plugin will populate the computer directory from where the user can select multiple file types like .jpg, png, bmp, docx, ods,pdf and upload with the payment form with exception of executables and dll files.

How To Load The File Upload Field In Extra Field Tab:

  • Go to ā†’Wp EasyPayā†’ All Formsā†’ Select form
  • In Extra Fields Tabā†’Drag n drop the ā€œFile Uploadā€ field.
  • To save changes click Update Button.

upload field

  • Admin can allow users to upload supported file type for the respective form.

upload field front end

  • Once the form submitted successfully, uploaded files can be managed through the reports tab.
  • To view the uploaded file navigate to Wp EasyPayā†’ Reportsā†’ Select a Transaction reportā†’ click on ā€œClick to see Uploaded Fileā€.

upload file reports

 

Yes No

7.2.Date & Time Field #

Date & Time field allows the user to select date & time on the Payment form.

How To Load The Date & Time Extra Field

  • Go to ā†’Wp EasyPayā†’ All Formsā†’ Select form
  • Select Extra Fieldsā†’Drag n drop the ā€œDate Fieldā€ field.
  • Click Update Button to save changes.

date field

  • This field will allow admin to let the user select the date on the form.Ā 
  • Users can select any date for the respective form via this field.
  • A calendar display is integrated in the field which can be clicked to load the calendar, in the same manner it will navigated for days,months and years to select the required date or user can simply input the date manually from the keyboard after clicking on the field.

  • On form submission the plugin will display the selected date in theĀ  respective form in the report of the transaction,To view the selected date for the respective transaction navigate to Wp EasyPayā†’ Reportsā†’ Select a Transaction reportā†’Date field.

date field reports

Yes No

8.SAVE CARD #

Keeping in mind the accessibility and ease of use for the user, the plugin has been integrated with save card feature which enables to save cards used for different transactions so that user will not have to enter card details again and choose any of the saved cards to make transactions.

If selected from payment form the plugin will fetch card details entered by the user and save them so to be used for future transactions.

Ā 

To enable the save card feature, the user will have to checkmark the enable save the card for future use option.

Ā 

Ā 

As the save card feature is enabled, the plugin will display a small checkbox on the payment form. Users will have to checkmark this option to save the card for future use.

Ā 

Cards that have been saved will be displayed to choose from when the next payment is to be made.

Ā 

Ā 

Yes No

9.DIGITAL WALLETS #

Mobile payment options have seen drastic usage in recent years, so keeping up with changing trends plugin has integrated digital wallets.

Google Pay, Master Pay, and Apple Pay are available to be selected for making payments when plugin is set to receive Live Payments.

Clicking any of the selected digital wallets opens a prompt window to enter card credentials and make payments

To enable the digital payment wallets, the user will have to checkmark the options available in live payment settings of the plugin.

Ā 

Ā 

As digital wallets are selected plugin will display them on the payment form.

Ā 

*currently Square support for Apple Pay and Master Pay is not available so the digital payment wallets are disabled, they will be available as soon when Square Inc enables the support.

Ā 

Ā 

Yes No

10.CAPTCHA #

For security against spam and automated traffic abuse, the plugin has been equipped with reCAPTCHA v3 which is a new version of reCAPTCHA that detects abusive traffic on your website without user friction. It returns a score for each request you send to reCAPTCHA and gives you more flexibility to fight against spam and abuse in your own way.

Ā 

The captcha integration has to be enabled by providing site key and site secret generated from google and pasting in the integrations tab of the plugin.

Ā 

*reCAPTCHA site key and secret can be generated from following URL:https://www.google.com/recaptcha/admin/create

When integration is enabled reCAPTCHA can be seen activated on the front.

Ā 

Ā 

Yes No

11.STRONG CUSTOMER AUTHENTICATION(SCA) #

Strong customer authentication (SCA) is a requirement of the EU Revised Directive on Payment Services (PSD2) on payment service providers, so the plugin has been integrated with this feature which when payment is made generates a prompt window on the payment form to provide secret static passcode and ones confirmed finishes the payment process.

Ā 

Yes No

12.EMAIL NOTIFICATIONS #

  • Go to ā†’ Build Payment Forms ā†’ Notifications.
  • Design separate Admin and User custom email templates.
  • Click to copy Tags.

  • Add Default and extra mail tags into the Message Body.

Admin Email Front:

User Email Front:

Yes No

12.1.Transaction Id Mail Tag #

Now the transaction id generated by Square after successful payments can also be sent to the user and admin via email using the transaction id email tag in the email notifications tab of the payment form settings.

How To Add Email Tag:

  • Go to ā†’Wp Easypayā†’ Select a payment form
  • Click onā†’Notifications tab
  • Copy and paste the Transaction id email tag in the message body of Admin email template and User email template.

  • Once the payment completed on the front end , the plugin will generate an email notification for the admin and user containing Transaction id of the payment and other email tags if selected to be added in the email notification.

Yes No

12.2.Transaction ID Tag Added In Email Notifications #

Step 1: Go to Edit Item, Click on Notifications, and the user can see the transaction ID

Yes No

13.SQUARE TRANSACTION NOTE #

  • Go to ā†’ Build Payment Form ā†’ Transaction Notes.
  • Click to copy default and fields extra tags.
  • Place it into the Transaction Notes box.

Note: There is a limit of 60 characters for transaction notes in Square API, so if you exceed this limit it will automatically ignore.

View Transaction in Square Dashboard (Test Mode):

  • Go to ā†’ squareup.com ā†’ Login.
  • Go to Apps ā†’ My Apps ā†’ Go to Developer Dashboard.
  • Launch the Sandbox Test Account.

  • Go to ā†’ Transactions.

  • View recorded transactions along with all transaction notes.

View Transaction in Square Dashboard (Live Mode):

  • Go to ā†’ squareup.com ā†’ Login.
  • Click on Transaction.
  • View Recorded Transactions.

Yes No

14.Additional Charges #

Back-End Configuration

  • Go to Admin Dashboard > WP EASY PAY.
  • Click on the All Forms option.

  • Now all the forms will be visible on your page.

  • Click on the form which was selected in the Forms Include field.
  • Now go to the Additional Charges tab

  • The Additional Charges can be set based on a Percentage and Static Price.
  • The user will have the flexibility to add multiple additional charges if they want to charge for multiple purposes. You can simply add the charges by clicking on the Plus (+) icon present right beside any service and also delete the respective service by clicking on the Minus (-) icon present right beside that respective service.Ā 
  • You can also enable or disable the created services as per your requirement without having to remove them from the Additional Charges tab. A checkbox is integrated with every new additional charge(service) added, you can enable the respective additional charge(service) by check-marking the checkbox and disable it by unchecking the checkbox.
  • Click on the Update button to save your changes.

Ā 

Front-End Impact
  • Go to your site.Ā 
  • Go to your form.
  • Fill in the required fields and select the payment amount.
  • At the bottom of the form, hover your mouse in the Payment Details option. All the payment details would be now.

Yes No

15.FORM SHORTCODE #

  • Publish form.
  • Copy shortcode from Form Builder.
  • Click to copy.

OR Copy Shortcode from All Forms

  • Go to All forms.
  • Click to copy the shortcode.

  • Go to Pages ā†’ Add New.
  • Insert Shortcode.
  • Publish or update the page.

FORM FRONT END VIEW

Yes No

15.1.WP EasyPay Gutenberg Block #

Now the plugin supports gutenberg block for Wp EasyPay through which any payment form created in Wp EasyPay can be selected and displayed via this gutenberg block on the front end. Plugin will automatically fetch and synchronize the available payment forms in the block to choose from.

*Note: In order to use this functionality, the gutenberg block editor must be installed and activated.

How To Enable WPEP Guttenberg Block.

  • Go to ā†’pages ā†’ all pagesā†’ click edit on the page where payment form has to be displayed.
  • Click on ā€œ+ā€ optionā†’search ā€œWp easypayā€

wpep gutenberg block

  • Click or drag the block on the pageĀ 
  • After the block is loaded a dropdown menu will be displayed to select the payment form from.
  • Select the respective payment form that has to be displayed on the page
  • Click Update Button to save the changes.

selecting form gutenberg

Yes No

16.User Dashboard #

  • To improve the subscription handling a new feature has been added in the plugin which drastically improves the user experience by allowing them to keep track of their transaction history, saved cards, and subscriptions.
  • The plugin fetches and displays the information regarding user activity on the plugin in real-time on the front-end via a Dashboard.

 

Back-End Configuration
  • Go to Admin Dashboard > Pages
  • Click on Add New.

  • Add the title of the page and then click on the Add Block (+ icon) and select Shortcode.

  • Now enter the shortcode:

    Subscriptions

    You are not logged in.

    to add enable this functionality on the front-end.
  • Click on the Publish button to save your changes.
Front-End Impact

Dashboard

  • Go to your site.
  • Go to your page where you entered the shortcode.
  • By default, youā€™ll be redirected to the Dashboard.

Transaction History
  • Click on Transaction History.Ā 
  • You can view the recent transaction history from this option.
  • It will display Transaction ID, Date, Status, Total, and Type (Payment Type).

Subscription
  • Click on Subscription.Ā 
  • You can view all the subscriptions made from your account from this option.
  • It will display ID, Paid by, Subscription Interval, Remaining Cycles, Total Cycles, Net Cycles, Subscription Status, Type (Payment Type), Actions, and Date.

  • You can also click on the ID to view all the details of the respective subscription.

Saved Cards
  • Click on Saved Cards.Ā 
  • While making payment your card credentials are saved and they can be viewed from this dashboard.
  • It will save the Card Brand, Card Number, and Expiry.
  • For security purposes, the cards only display the last for digits only the rest of the card number is not visible.
  • Saved cards can also be deleted from the tab, the card that will be deleted from here will not be visible in the payment form to be used from ā€œuse existing cardā€Ā  when making payment.

Yes No

17.REPORTS #

17.1.SUBSCRIPTION REPORTS #

  • Go to WP Easy Pay ā†’ Subscriptions.

Whether it is a normal Subscription or Recurring Donation, youā€™ll find all your subscriptions here.

  • Click on ID to access details.

Find all customer details with related transactions. You can also pause subscriptions if required.

Yes No

17.2.PAYMENT REPORTS #

  • Go to WP Easy Pay ā†’ Reports.

Find all forms of transaction reports here.

  • Click the report ID to access details.

You can also check from which form the reported is generated by clicking on WPEP Form Click here link.

Yes No

17.3.Export Transaction Reports #

Admin can export transaction reports in a CSV file, this transaction reports can be downloaded with all the fields and the information related to these fields being fetched and displayed in CSV file or admin can select specific fields to be added in CSV file.
First Name, Last Name, Email Address, Transaction type, Transaction ID, Refund ID, Charge Amount, Transaction Status, Form ID, just select the fields that you would like to include in the CSV file and only the transaction information regarding these selected fields will be included in the CSV file.

How To Download CSV File.

  • Go to ā†’Wp EasyPayā†’ Report
  • Click on ā†’ā€ Download CSV Reportā€
  • A pop-up will open to select all or required fields .’

  • Clicking the check all option will fetch all information from these fields and include that transaction information of all payments into the CSV file.
  • For downloading all the information checkmark ā€œCheck Allā€ and click download.

  • After you click the download button the plugin will download the report in CSV file. Which can then be viewed for all the transaction information

  • Plugin can also fetch and include selected fields in the CSV fileĀ 
  • To add the selected fields Admin can select the fields from pop-up to export selected fields in CSV file.
  • After selecting the fields click download now to download the CSV file.

  • After the download button is clicked the plugin will download the report in CSV file that can be visible as:

Yes No

17.4.OLD REPORTS #

  • Go to WP Easy Pay ā†’ Old Reports.

This section is for existing WP Easy Pay users only. For new users, this section will be blank.

Existing users who switch from the old version to New 3.0 can view their old subscriptions and all forms transaction reports here.

Yes No

18.PLUGIN LOGS #

Keeping track of the transactions is essential when payment gateways are involved, for the user to keep track of the transactions may that be a simple, donation, donation recurring, or subscription payment type, the plugin has logs that record all the user details generated from payment form.

In the log all the detail is recorded from all the fields in the payment form, so to provide deep information about the respective transaction.

Yes No

20.FORM STYLE IN META BOX #

Form style is now moved to a meta box and has the settings to change the form theme.

The settings include a color pellet to select form theme color, form shadow feature, button style and pay button label.

All the settings changed in this meta box will affect how the form is displayed on the front end.

Ā 

Yes No

21.BUTTON LAYOUT #

Button layout feature enables us to load either selected theme of the form or default theme on the Pop-Up view button.

The option to enable or disable button layout is integrated into meta box for form style, the user can check or uncheck the checkmark to display the button according to their preference or requirements.

Depending on the option selected the plugin will display the button style on the Pop-up view button.

Ā 

Ā 

Ā 

Yes No

22.PLUGIN FEATURES #

  • Improved UI/UX.
  • Easy to setup.
  • Multiple payment options (Simple, Donation, Subscription, Recurring Donation.
  • Authentication functionality to connect Square.
  • Create Multiple Buttons with multiple Square accounts.
  • Shortcode Supported.
  • Global settings and individual settings option for Square.
  • Custom form builder.
  • Drag & drop custom field functionality.
  • Allow fixed or a custom amount.
  • Multiple display styles for amount type.
  • Predefined mail tags.
  • Sandbox Supported for a test run.
  • Separate notification email for Admin and User.
  • Edit/Delete/Duplicate custom form fields.
  • Multiple display styles for forms (Single Form/ Form in Popup/ Form Wizard/ Form Wizard in a popup).
  • Predefined Transaction notes tags.
  • View subscriptions and transaction reports.
  • Customize form with the theme color and display form shadows.
  • Flexible Pricing Plans.
  • Secure payment transactions.
  • View transaction in Square.
Yes No

23.Submit An Idea Tab #

Step 1: Go to WP EasyPay, click on ā€˜Submit Feature Idea,ā€™ and then click on + Add Idea Button

Yes No

24.Tabular Products #

Step 1: Click on Edit Item, Go to Form Settings and Select Amount in ā€˜Tabular Payment Layout,ā€™ and click on update.

Step 2: Fill in the details, add product quantity, add a payment card, postal code, and click on ā€˜Pay Button.

Yes No

25.WP-EASY PAY (FREE VERSION) #

Installation Guide

  • Go to Plugins ā†’ Add new.
  • Search WP Easy Pay ā€“ Square for WordPress.
  • Install Plugin.

  • Click Activate.

Square Sandbox Setup.

In order to get started Square account is required.

  • Go to Apps.

  • Click My Apps.
  • Click on Go to Developer Dashboard.

  • Create New Application.

  • Get your APP ID & Access Token.

  • Go to Locations to get a Location ID.

WP-Easy-Pay Settings

  • Go to WP-Easy-Pay ā†’ Global Settings.
  • Enter Notification Email.
  • Enter Application ID, Access Token and Location ID (get from your Square Account explained above).
  • Select Country Currency.
  • Save Settings.

By default, Test Mode is enabled.

Form Settings

  • Go to Payment Form.
  • Enter Notification Email.
  • Select Payment Type either Single or Donation.
  • Set Amount.
  • Place the Payment Success URL.

Organization Name field and User set donation checkbox will be visible if Payment type is Donation selected.

Form Short Code

  • Copy Shortcode.

  • Go to Pages ā†’ Add New.
  • Place Shortcode.
  • Click Publish.

Front-End

 

Square Transaction

View Transaction in Square Dashboard (Test Mode):

  • Go to ā†’ squareup.com ā†’ Login.
  • Go to Apps.

  • My Apps ā†’ Go to Developer Dashboard.

  • Launch the Sandbox Test Account.

  • Go to ā†’ Transactions.

  • View recorded transactions along with all transaction notes.

Square Live Mode Settings

  • Go to WP-Easy-Pay ā†’ Global Settings.
  • Turn On Toggle to make it Live.
  • Enter Notification Email.
  • Click Connect Square.

Youā€™ll be redirected to the Squareup website.

  • Enter Square Credentials to login.

  • Allow Access to requested Permissions.

Authentication Message will appear.

  • Click Redirect Me.

  • Select Location.
  • Save Settings.

 

POP-UP FORMĀ  :
The form can now be displayed in Pop-Up view, enabling this feature will display a button on the page where the form is published, clicking the button will generate the form in Pop-Up View.

 

PAGE REDIRECTION:
WP EASYPAY has now integrated Page Redirection Functionality with customizable options, user can set times in seconds, redirection URL, redirection button label for the plugin to redirect to a given URL after payment is successful, or if not to be used user can simply disable the redirection functionality.

 

FORM SHADOW AND BUTTON STYLE

FORM SHADOW

The plugin has been integrated with a feature that when enabled will show shadow to the payment form border to make it visually engaging. This not only makes it visually more pleasant but also allows the user to make payment form stand out from other content on the page.

 

Button Style

This checkbox option lets the user choose if they want to load the default theme style on the button when the form is viewed in the pop-up display type. If the checkbox option is unchecked, the plugin will load the default theme style on the pop-up form button regardless of what form theme color is selected.

STRONG CUSTOMER AUTHENTICATION(SCA) :

Strong customer authentication (SCA) is a requirement of the EU Revised Directive on Payment Services (PSD2) on payment service providers, so the plugin has been integrated with this feature which when payment is made generates a prompt window on the payment form to provide secret static passcode and ones confirmed finishes the payment process.

 

 

Yes No

26.Old Documentation #

27.Development Changelog #

27.1.Changelog (Free Version) #

3.1.5 ā€“ 26/11/2020
Added ā€“ Reports detailed view page

3.1.4 ā€“ 11/11/2020
Updated ā€“ Freemius SDK Version 2.4.1

3.1.3 – 10/08/2020
Added ā€“ SCA
Added ā€“ Pop up Form
Added ā€“ Page Redirection
Added ā€“ Form Shadow Feature
Added ā€“ Theme Styling Feature

3.1.2 – 4/08/2020
Fixed – Live/Test Glitch Fixed

3.1.1 – 30/07/2020
Fixed – Activate License Button Disabled

3.1.0 – 29/07/2020
Fixed – Global Settings Toggle
Fixed – Redirection Issue Fixed

3.0.9 ā€“ 22/07/2020
Fixed ā€“ Font conflicts with different page builders
Fixed ā€“ Pay button conflict
Fixed ā€“ Global settings glitch fixed

3.0.8 ā€“ 29/06/2020
Fixed – Refresh token error fixed
Fixed – Javascript glitches fixed
Fixed – Incorrect form title fixed
Fixed – Form types incorrectly changing in reports on changing current form type

2.5.5 ā€“ 25/09/2019
Added ā€“ Square Sandbox Support
Added ā€“ SCA (Strong Customer Authentication)
Updated ā€“ Square V2 API and SDK version updated from transactionAPI to PaymentAPI

2.5.4 ā€“ 13/06/2019 =
*Fix ā€“ Guest User Subscription Issue fixed
*Fix ā€“ Popup header and background color fixes.
*Fix ā€“ Dashboard warning issues resolved
*Improvement ā€“ Design and layout changes
* Improvement- Field Labels are now conditional
* Improvement- Sent transaction amount using [wpep_amount] Tag in notification Email Setting
* Improvement ā€“ Default field added first name, last name, and email

2.5.3 ā€“ 16/04/2019 =
* Added ā€“ Square notice conditions changed.
* Added ā€“ Subscription not logged condition.

2.5.2 ā€“ 10/04/2019 =
* Added ā€“ Square Auth notice.

2.5.1 ā€“ 09/04/2019 =
* Updated ā€“ Freemius SDK
* Added ā€“ Square Auth Connection simple way to connect with square.
* Added ā€“ Square Sandbox Auth Connection Payment process.
* Added ā€“ Square Auth Connection button css.

2.3.0 ā€“ 27/02/2019 =
* Updated ā€“ Freemius SDK

2.2 ā€“ 18/12/2018 =
* Enhancement ā€“ Added compatibility for WordPress 5.0.1
* Enhancement ā€“ Added compatibility for WooCommerce 3.5.2
* Added ā€“ Action hook for wp_easy_payment_success and wp_easy_payment_failed.
* Added ā€“ Redirect page after payment success.
* Added ā€“ code quality.

2.0 2018-10-26 =
* Added ā€“ Multiple payment buttons support on same page.
* Fixed ā€“ Form fields issue.
* Added ā€“ Subscription activation by default.
* Update ā€“ Email body template labelling.
* Update ā€“ Decimal amount support according to square API.
* Added ā€“ Amount field added inside all field tag.
* Added ā€“ Card fields mandatory on subscription button form.

1.8 2018-10-16 =
* Add ā€“ Dynamic form fields for pro feature.
* Add ā€“ Dynamic transaction note for pro feature.
* Add ā€“ Admin as well notification email templates for pro feature.
* Update ā€“ Popup issues for pro feature.
* Add ā€“ Multi Currency support in free version tested upto Version 4.9.8.

1.6 2018-08-16 =
* Updated ā€“ Freemius SDK
1.5 2018-05-28 =
* Added ā€“ Custom Pricing for simple and subscription payment
* Added ā€“ First name, Last name and email field in all forms i.e donation, simple and subscription form

1.3 2018-04-20 =
* Add ā€“ Square Transaction Note fields dynamic for Pro plans.

1.2 2018-04-18 =
* Add ā€“ Support for premium plans

1.0 2018-03-01 =
* Initial release

Yes No

27.2.Changelog (Pro Version) #

4.0.6 – 23/4/2021
Improvement – Security Enhanced

4.0.5 – 15/3/2021
Added – Additional Charges Option
Added – Improved Subscription Handling
Added – Translation Support
Added – Custom Coupon Discount
Added – New Tabs Shortcode
Added – Resend Payment Emails

4.0.4 – 23/3/2021
Added – Revoke Token Alert Added

4.0.3 – 10/3/2021
Added – ad-hoc order support
Added – State parameter nonce

Version 4.0.2 – 7/12/2020
Fixed – Currency symbol issue

Version 4.0.1 – 2/12/2020
Fixed – Payment Label Removed from Tabular layout
Added – Products without images support added

Version 4.0.0 – 26/11/2020
Added – Upload field drag & drop feature in Extra Fields tab.
Improvement – Date & time field – Nice calendar
Added – Tabular products layout in Amount type.
Added – Quantity input checkbox in form settings.
Added – Transaction ID tag added in email notifications.
Added – Transaction reports CSV export feature in Reports.
Added – Sandbox OAuth
Added – Gutenberg block to add shortcode.

Version 3.1.8 – 10/8/2020
Added – SCA
Added – reCaptcha
Added – Google Pay
Added – Save Card functionality
Updated – DropDown UI improved
Updated – CSS converted to SASS

Version 3.1.7 – 4/8/2020
Fixed – Global settings toggle cookie time increased

Version 3.1.6 – 30/7/2020
Fixed – Live Square Connect Glitch Fixed

Version 3.1.5 – 28/7/2020
Fixed – Font conflicts with different page builders
Fixed – Pay Button conflict
Fixed – Freemius custom error in old payment reports

Version 3.1.4 – 29/6/2020
Fixed – Form description issues fixed
Fixed – Multi-step form issues fixed
Fixed – Email notifications fixed
Fixed – Transaction notes fixed
Fixed – Subscription time check fixed
Fixed – Javascript Glitches Fixed
Fixed – Square Payment form console error fixed

Version 3.1.3 – 22/5/2020
* Fixed – Recurring Payment Cycle
* Fixed – Amount showing undefined after decimal
* Fixed – Required Filed on Front-end
* Fixed – General different theme inheritance styling

Version 3.1.2 – 11/5/2020
* Fixed – Email Notifications
* Fixed – Refresh Token Issue
* Fixed – Min – Max field issue
* Fixed – Multistep Form Issue Resolved
* Fixed – Decimal Issue Resolved

3.1.1 – 15/04/2020
* Fixed – Free to pro error fixed

Version 3.1.0 ā€“ 03/04/2020
* Update – Video demonstration added
* Fixed – Free to Pro fatal error fixed

Version 3.0.9 ā€“ 01/04/2020
* Fixed – Other field by default on form when no amount entered in custom amount layout.
* Fixed – Subscription info fields visible after update.

Version 3.0.8 ā€“ 30/03/2020
* Fixed – Decimal error fixed in custom amount fields.
* Fixed – Decimal error fixed in user amount field in the user form.
* Fixed – Fatal error on upgrading from free to pro.

Version 2.6.7 – 25/11/2019 =
* Update – Update – CC and BCC fields support fixed.

Version 2.6.6 – 22/11/2019 =
* Update – NDS PMD Information removed from reports.
* Added – Currency identifiers added in emails
* Added – Form validation on extra fields is added
* Update – First Name, Last name and Email is being displayed in transaction notes

Version 2.6.5 – 14/11/2019
* Update – Pop-up form validation issues fixed

Version 2.6.4 – 13/11/2019
* Update – Apple Pay and Master Pass digital wallets are disabled due to technical problems in Square API.

Version 2.6.3 – 01/11/2019
* Update – Apple Pay new verification file added
* Fixed – Simple, donation and subscription form validation has been improvised
* Added – Payment processing loader with notification added

Version 2.6.2 – 18/10/2019
* Update – Freemius SDK
* Fixed – Subscription button error fixed

Version 2.6.1 – 15/10/2019
* Added – Multiple Form Support with Digital Wallets
* Fixed – Every page load is not creating a new session anymore.

Version 2.6.0 – 01/10/2019
* Fixed – If user unchecked all digital wallet from back end in this case credit card icon not showing on the front end
* Fixed – Form Validation
* Fixed – Embed Video Link placed in front of Test Mode Section
* Fixed – Apple Pay Latest Verification File Updated

Version 2.5.9 – 25/09/2019
* Fixed – Apple Pay verification is happening on plugin activation.
* Fixed – Charge amount now accepts decimal values
* Fixed – Amount field automatically converts the value to an integer

Version 2.5.8 – 19/09/2019
* Added – Digital Wallets Support (Google Pay, Apple Pay, MasterPass)
* Added – 2 Steps pop-up form support
* Added – Square Sandbox Support added
* Added – Strong Customer Authentication added.
* Updated – Square API and SDK version updated from transactionAPI to PaymentAPI

Version 2.5.7 – 29/07/2019
* Added – UI Fixes
* Fixed – Input Field Alignment Issue
* Fixed – Form Fields Label Issue

Version 2.5.6 – 03/07/2019 =
* Updated ā€“ Freemius SDK Version 2.3.0

Version 2.5.5 – 14/06/2019 =
* Fixed – Errors appear in the dashboard.

Version 2.5.4 – 13/06/2019
* Added – Subscription not logged condition complete code added.
* Added – credit card form field label conditional view.
* Added – Print transaction amount using in the email using predefined Mail tag.
* Added – Show first name, last name & email fields in the form editor for new forms.
* Updated – Popup header background & color fixes.
* Updated – Fixed Wrong spelling issues.
* Updated – Fixed warning issues on backend settings.
* Updated – Design and layout changes in modal popup and default form.

Version 2.5.3 – 16/04/2019
* Added – Square notice conditions changed.
* Added – Subscription not logged condition.

Version 2.5.2 – 10/04/2019 =
* Added – Square Auth notice.

Version 2.5.1 – 09/04/2019 =
* Updated ā€“ Freemius SDK
* Added ā€“ Square Auth Connection simple way to connect with the square.
* Added ā€“ Square Sandbox Auth Connection Payment process.
* Added ā€“ Square Auth Connection button CSS.

Version 2.3.0 – 27/02/2019 =
* Updated – Freemius SDK

Version 2.2 – 18/12/2018 =
* Enhancement ā€“ Added compatibility for WordPress 5.0.1
* Enhancement ā€“ Added compatibility for WooCommerce 3.5.2
* Added – Action hook for wp_easy_payment_success and wp_easy_payment_failed.
* Added – Redirect page after payment success.
* Added – code quality.

Version 2.0 2018-10-26 =
* Added – Multiple payment buttons support on the same page.
* Fixed – Form fields issue.
* Added – Subscription activation by default.
* Update – Email body template labeling.
* Update – Decimal amount support according to square API.
* Added – Amount field added inside all field tags.
* Added – Card fields mandatory on subscription button form.

Version 1.8 2018-10-16 =
* Add – Dynamic form fields for a pro feature.
* Add – Dynamic transaction note for the pro feature.
* Add – Admin as well notification email templates for a pro feature.
* Update – Popup issues for pro feature.
* Add – Multi-Currency support in free version tested up to Version 4.9.8.

Version 1.6 2018-08-16 =
* Updated – Freemius SDK
Version 1.5 2018-05-28 =
* Added – Custom Pricing for simple and subscription payment
* Added – First name, Last name and email field in all forms i.e donation, simple and subscription form

Version 1.3 2018-04-20 =
* Add – Square Transaction Note fields dynamic for Pro plans.

Version 1.2 2018-04-18 =
* Add – Support for premium plans

Version 1.0 2018-03-01 =
* Initial release

Yes No

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