Documentation & Methodology - Square Payment for WordPress Skip to content

1.INTRODUCTION #

WP Easy Pay plugin offers several powerful features to fit your needs. If you’re looking for Square Payment Gateway for your WordPress site, get WP Easy Pay 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. 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 manage SQUARE TRANSACTION NOTEEMAIL NOTIFICATIONS and manage REPORTS 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.

IMPORTANT NOTE* Euro currency support has been added for ireland users.

2.PLUGIN FEATURES #

  • Improved UI/UX.
  • Multiple payment options (Simple, Donation, Subscription, Recurring Donation).
  • Authentication functionality to connect Square.
  • Create multiple forms 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/ Multi Step Form/ Multi Step Form 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 transactions in Square.
  • Coupons 
  • reCAPTCHA
  • Additional Charges 
  • Google Pay
  • Apple Pay
  • Masterpass
  • Mailchimp
  • After Pay

3.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 didn’t get the email, click Resend Email.

Go to your email you’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.

 

4.INSTALLATION GUIDE (PRO VERSION) #

  • Go to plugins → Add New → Upload Plugin.

  • Choose file → Select WP-Easy-Pay → Upload.
  • Install Now.

  • Activate Plugin.
  • Go to Plugins → Activate License.

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

  • Click Agree & Activate License.

5.WP-EASY-PAY SETTINGS #

Configure Global and Individual Form

5.1.GLOBAL SETTINGS (TEST MODE) #

 

  • Go to Square Connect.
  • Enter Notification Email.
  • Select Test Payment Type.
  • Open Square Sandbox Dashboard in a new tab.
  • Click on the ‘Connect Square (sandbox)’ button.

  • You will be redirected to the next page.
  • Click Redirect Me.

  • Select location “Default Test Account”.
  • Enable Google Pay(optional).
  • Enable Apple Pay(optional).
  • Click Save Settings.

5.2.GLOBAL SETTINGS (LIVE MODE) #

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

  • You’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.
  • Click Save Settings.

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 → Square Account Settings.
  • Make sure Square Sandbox Dashboard is opened in a new tab.
  • Click on the ‘Connect Square (sandbox)’ button.

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.

5.4.INDIVIDUAL FORM SETTINGS (LIVE MODE) #

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

The Square account you’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.

6.CONFIGURATION #

6.1.FORM TYPES #

 

1. Simple Payment

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

2. Donation payment

  • Go to Forms settings.
  • Select Donation Payment from Payment Types.
  • Enter Organization Name.
  • You may Enable Goal amount or Goal message as well.
  • 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

  •  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).

6.2.FORM SETTINGS #

  • Go to → Build a Payment Form → Form Settings.

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

  • You may enable quantity on your form.
  • You may enable coupon on your form.
  • Select amount type layout (Radio Listing, Dropdown, custom layout or tabular layout).
  • Enter Set amount or a custom amount.
  • Define the Min & Max amount range for a custom amount.
  • You may enable save card for future use.

  • You may enable Redirection on payment success.
  • Enter redirection time in seconds.
  • Enter payment success button label, Payment success URL, payment success message and postal placeholder.
  • You can also enable terms and conditions on my form.
  • Enter terms and conditions link label and the redirect URL.

 

6.3.PAYMENT TABULAR LAYOUT #

Note: PAYMENT TABULAR LAYOUT doesn’t work with Coupons and Additional Charges.

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 →Wp EasyPay→ All Forms→ Select form
  • Click Form Settings→Click on the Amount Type and select “Payment Tabular Layout” from the drop-down menu.
  • Click Update Button.

  • 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 “+” or “-” , and the plugin will adjust amount dynamically according to the number of selected quantity per product.
  • Clicking “+” will add more products in the payment layout and clicking “-” 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.

 

 

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.

6.5.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.

6.6.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 →Wp EasyPay→ All Forms→ Select form
  • Click Form Settings→check mark the  “Enable quantity on my form ” option
  • Click Update Button.

  • 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 click”+” and “-” to increase and decrease the quantity respectively from the 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 EasyPAy→ Reports→ Select a transaction.

6.7.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 → Build Payment FormExtra Fields.
  • Drag and Drop fields to add in form.

The fields include:

  • Checkbox Group
  • Date Field
  • File Upload
  • Number
  • Radio Group
  • Select
  • Text Field
  • Telephone
  • URL
  • Text Area

 

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

  • Edit / Delete / Duplicate custom fields.

Front-end

6.8.FORM STYLING #

  • Enable to Display form in Popup / Wizard.

Front-End:

  • Set theme color.
  • Show form shadow.

 

7.DONATION GOAL #

This feature will allow the customer to define the goal of their donation, this will share the details of the donation to the customers.

While creating a new form on the WP Easy Pay plugin, users first need to click on the select payment type menu which has multiple drop down options and comes after the form description menu section of the form setting. 

From the drop down menu of different payment types, users need to select one option in order to select the category of the payment. Following are the options presents in this drop down menu:

WP EASY PAY Plugin ===> All Form ===> Form Setting ===> Select Payment Type

  • Simple payment 
  • Donation payment 
  • Donation recurring payment 
  • Subscription payment

  • When the user select the donation payment category from the dropdown menu, System will initiate the form request, this options also enables the donation goal feature that allows the user to set and view the target of their goal and also will be able to track them in the real time on the basis of payment received from the form which is available and live on the website. Then user will be able to view following options:

Organization Name:

  • In this section users can add the name of the organization for which he/she is raising or collecting donations.
  • This section welcomes both Alpha-Numeric values in it. 

Enable Goal CheckBox : This Feature enables the Donation Goal Feature.

  • In this section, user can add the text message that will be shown on the main website, once the system will collect the donation equivalent to the target defined in the Backend of the plugin. Once added the Organization name, user then have a checkbox of GOAL Message. 
  • User need to mark the checkbox in order to Enable the Goal Message. 
  • In case user do not mark the checkbox then Goal Message will remain disable
  • After doing this, upon clicking on the Update button system will save the changes made by the user. 

Enable Goal Message: 

  • In this section, user can add the text message (Alpha-Numeric values)  that will be shown on the main website, once the system will collect the donation equivalent to the target defined in the backend of the plugin . 
  • User can edit or update the message content as well, as the system is flexible enough to welcome the new changes.
  • At the end, the user will click on the Update Button to save his/her added goal message.

Ending Note:

  • After adding the message in the above goal message section, and upon clicking on the update button. Plugin will save the added message by the user. 
  • Once the user successfully shares the donation or payment then This screen will appear on the website (frontend), Showing the Goal Message.

Goal Is Achieved Checkbox: This will make the form disable for any more donation, 

  • This checkbox will allow the user to deactivate the collection form for more donation, once the amount received is equivalent to the target set. 
  • If user do not mark this checkbox, then the form will remain available on the website and allow user to submit more and more donations. 

Define Goal Amount:

  • In this field, user added the amount required as the donation amount. This amount will be like a boundary or limit for the user. Once a user receives this amount then the system will be able to deactivate the donation process as well. 
  • User will be able to edit or change this amount once added.

Donation Goal: (Frontend)

  • On the basis of the added goal amount in the plugin, the system will show the exact amount on the website with the tracker that will be updated in run time. 
  • At the start of the donation, the system is showing the zero amount on the progress line.
  • The highlighted value below shows the target amount defined by the user in the backend of the plugin. 

User are allowed to transfer payment within 50,000 only as this limit is implemented on all square payment transactions

  • Soon after receiving collection from the donors, the system will update the donation on the progress line. 
  • The highlighted amount below shows the number of amounts raised so far from the donation. 

Reset Your Goal:

  • This option will allow user to reset the donation update or tracking. 
  • When users click on the Reset Your Goal button, notification will appear at the top of the screen. 
    • Before processing the reset action, the plugin takes the permission from the user in the notification with the outcomes of implementing this action. 
    • If the user clicks on the OK button then the plugin will reset the overall record of the donation.

If the user clicks on the cancel button then the plugin will stop the Reset Your Goal command and no changes will be made in the record of the donations and the system will continue managing the record and show the records on the website as well.

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.

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

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.

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

9.SIGNUP FEATURE #

The Signup feature of WP EasyPay plugin provides a new specific and dedicated payment field to the user in order to charge ONE TIME additional amount from the customers. This option is only available for Donation Recurring and Subscription Payment, while in other categories of the payment Signup Option is not available for the users. 

The main difference between Additional Fees (Another Feature) and Signup Fees is that user need to pay additional fees again and again within a certain period of time while user can pay the signup fees only once. 

  • User can activate this by following the mentioned steps:

WP EasyPay ===> All Forms (Donation Recurring and Subscription Payment) ===> Additional Charges ===> SignUp Fees

  • In order to apply this feature, user first need to click on the All forms option from the WP EasyPay plugin’s menu. This will bring the user on to the new screen where the user can view the list of all forms (all categories). As this feature is only available for Donation Recurring and Subscription Payments only so user can further select the one category either donation recurring or subscription payment in which user wants to add this new payment option. By clicking on the form from (Donation Recurring or Subscription Payment) plugin will direct the user to the other insights of the form like:

  • Among all of them, the user selects the Additional Charges option, which will open a new screen where the user can view the Sign Up Fees Option (ONLY ONCE).

  • User first need to click on the checkbox section and then add the name of the Label in the next text field and at the end user can add the quantity of amount that will be charged as an additional amount with respect to the added label name in this field. Once a user adds all the required details then upon clicking on the UPDATE button a new signup payment amount will be updated on the form on the frontend (Donation Recurring and Subscription Payment).

  • On the front end user can view this at the bottom of the form (Payment Details) button upon clicking on this button a popup will appear on the screen which shows the breakdown of all charges and separately shows the signup fees or (any other added label name). 
  • All the payment received as a SignUp fees (Or other Label) can be recorded in the financial report separately in a dedicated field. 

10.ADDITIONAL CHARGES #

Note: Additional charges won’t work with PAYMENT TABULAR LAYOUT.

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. 
  • 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.

Front-End Impact
  • Go to your site. 
  • 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.

11.After Pay #

WP Easy Pay now allows you to pay through the Afterpay payment method. To enable Afterpay, the user will have to checkmark the Afterpay checkbox in the payment settings of the plugin.

11.1.Getting Started #

  • Once the plugin is installed, a menu will appear on the WP Admin Dashboard titled WP EASY PAY.
  • To use the WP EASY PAY the Sandbox must be signed in before proceeding further.
  • To sign in navigate to https://developer.squareup.com/us/en
  • After Signing in successfully, you are in the Square up Sandbox page now click the Open button.

  • Now, you are in the Square up Sandbox page.

  • Now go to the WP Admin Dashboard in the new tab.
  • Navigate to the WP EASY PAY→ Square Connect.
  • For the test payment type, go to the toggle button and select Test Payment.

  • Enter your Notification Email.

  • Click on the Connect Square (sandbox) button.

  • You will be redirected to the Square OAuth Flow page.
  • Click on the Allow button.

  • Now, you will be redirected to the next page where you will be authenticated to square.
  • Click on the Redirect Me button.

  • You will be redirected back to your WP Admin Dashboard.
  • Your Square Sandbox account is now connected.

  • Select Default Test Account from the Location Drop-Down menu.

  • Mark the checkbox After Pay option to enable the feature.

  • Click on the Save Settings button.

11.2.Payment Form Settings #

  • To set up a payment form, navigate to the WordPress Admin Dashboard → WP EASY PAY→ Create Payment Form.

  • Select the Form Settings tab.

 

11.3.Payment Form Details #

  • Fill out the form details in the Payment Form Details section.
  • Enter the title of the form in the Form Title field.
  • Enter the description of the form in the Form Description field.
  • Select desired payment type from the Select Payment Type drop-down menu.

payment details

Note: While creating Donation Payment, Donation Recurring or Subscription Payment After Pay is not available.

  • Select the desired Amount Type if you have any layout.

  • Enter the amount that will be paid through the form.
  • You can enter multiple amounts.
  • If you want to enable the other amount field click the Enable other amount field on the payment form checkbox.

  • After enabling this field, the Min Amount and Max Amount fields will be enabled where the admin can enter the range of the amount. 

  • You can also enable redirection on success.
  • For this, select the Yes or No from the Redirection on success dropdown menu.
  • When you select Yes, you can enter the duration of Redirection in seconds.

  • Enter the Payment Success Button label. This will be displayed when the payment is successful. When the user clicks this button, the site will be redirected.
  • Enter Payment Success Button URL. On the successful payment when the button is clicked, the site will be redirected to the URL entered in this field.

  • Enter message text that will be displayed on successful payment in the Payment Success Message field.
  • Enter the Postal Placeholder.

 

11.4.Payment Form Styling #

Popup Form

  • The payment form can be displayed in a pop-up window.
  • To enable the popup window, click on the Open form in the popup checkbox.

  • A new field titled Popup Button Title will appear under the Form Description field.
  • Enter the Popup Button Title, this will be displayed on the front end and will be used to open the popup form window.

Change Currency Symbol

  • You can also change the currency symbol.
  • Navigate to the right side of the form.
  • Change the symbol between Currency Code and Currency Symbol from the Change Currency Symbol section.

Form Style

  • Now you can style your form.
  • Navigate to the Form Style section on the right side.

  • Change the form theme color from the Form Theme Color palette.

  • To show the shadow of the form, click on the Show Form Shadow checkbox in the Activate Shadow section.

  • If you want to use the default button style, click on the Use theme default popup button style checkbox in Button Style.

  • Enter the button label text in the Pay Button Label field.

Featured Image

  • The Admin can also set the Featured Image.
  • This image will be displayed in the popup window only.
  • Click on the Set Featured Image button.

  • Select the image from the Media Library or Upload new.
  • Your image will be displayed.

  • After setting up the form, click on the Publish button to save and create the form.

Payment Form Shortcode

  • The Shortcode for the form is located on the right side of the page.

  • The Admin can copy this shortcode after publishing the form and paste it anywhere in the page editor to display the form on the front-end.

11.5.All Forms #

  • Now, navigate to the WordPress Admin Dashboard → WP EASY PAY→ All Forms.

  • You are in the All Forms section.
  • All the created forms will be displayed in this section.
  • The Admin can Edit or Delete the form in bulk using the Bulk Actions option.

  • The Admin can Filter the forms date wise from the Filter options.

  • The Admin can also copy the payment form ShortCode from here.

  • Edit a Form
  • To edit the form, click on the Edit Icon button.

  • The Edit Form page is the same as the Create Form page.
  • Delete a Form
  • To delete the form, click on the Delete button.

  • The form will be moved to the trash.
  • You can undo the deletion and restore the form if you have accidentally deleted the form.
  • If you want to delete the form permanently, go to the Trash section and delete it from there.

WP Easy Pay Gutenberg Block

Now the plugin supports the 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. The plugin will automatically fetch and synchronize the available payment forms in the block to choose from.

  • Navigate to the WordPress Admin Dashboard → Pages→ Add New.
  • In the page editor, click on the + button to add a new block.
  • In the add new block window, search for the WPEasyPay Form.
  • Click on the WPEasyPay Form to add the WP Easy Pay block.

Note: Multiple forms on a single page is not supported each form should be on the different pages

  • The WP Easy Pay Form block is added.

  • Select the Payment Form from the drop-down menu.

  • Click on the Publish button to publish the page.
  • WP Easy Pay Form Using Shortcode
  • The Admin can place the form on the page using the shortcode.
  • Navigate to the WP EASY PAY→ All Forms.
  • Then copy the form Shortcode from the forms section.

  • Or click on the Edit button.
  • Copy the Shortcode from the Edit Form page.
  • The shortcode is located on the right side of the page.

  • Now add a new page, navigate to the WordPress Admin Dashboard → Pages→ Add New.
  • Or edit the page.
  • Add the Shortcode Block in the page editor.
  • Paste the payment form shortcode in the shortcode block.

11.6.Impact on Front-End #

  • Go to your website.
  • Open the WP EasyPay Form page and click Show Form Button.

  • The form will be displayed here.
  • Enter the Basic information in the provided fields.

  • Once done click the Next Button.
  • A payment form will be displayed.
  • Fill out the Basic information details.

  • Select an amount from the Payment information section.

Note: Afterpay has order and account limits that start low and only increase once you’ve established a consistent repayment track record. The maximum amount per transaction is $1500, while the outstanding account limit is up to $2000. Afterpay transaction and order limits also vary from store to store.

  • Now to use After Pay select the After Pay.

  • Click on the Buy now with afterpay button to proceed with the payment.

  • A popup will appear to proceed with after pay enter the email address here.

  • Now click the Continue button.
  • After that fill out the form which will proceed further that will ask for basic information

  • Click the Continue button.
  • Now a Verification Code will be sent to your phone number enter that to continue.

  • Now you will be redirected to the next page where you have to provide the Credit or Debit Card details.

  • Click the Continue button.
  • Now on the next page, you can review the order by clicking the review my order button.

  • After making a successful payment, the page will be automatically redirected in the given time duration.

  • If you have enabled a button to redirect the page then the button will be displayed.
  • Click on the redirect button to redirect the page.

  • Once the payment is successfully paid the payment will be deducted and other deduction is scheduled as displayed while paying with After Pay.
  • The user can also view the transaction details on the sandbox by navigating to squareupsandboxdashboardTransaction .

12.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.

 

Button style enabled

 

Button style diabled

 

13.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 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.

Note: Test/Sandbox payment can also be made using digital wallets, you will need a live card for that.

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

 

14.EMAIL NOTIFICATIONS #

  • Go to → Build Payment Forms → 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:

14.1.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 →Wp Easypay→ Select a payment form
  • Click on→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.

14.2.TRANSACTION ID TAG ADDED IN EMAIL NOTIFICATIONS #

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

15.SQUARE TRANSACTION NOTE #

  • Go to → Build Payment Form → 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 → squareup.com → Login.
  • Go to Apps → My Apps → Go to Developer Dashboard.
  • Launch the Sandbox Test Account.

  • Go to → Transactions.

  • View recorded transactions along with all transaction notes.

View Transaction in Square Dashboard (Live Mode):

  • Go to → squareup.com → Login.
  • Click on Transaction.
  • View Recorded Transactions.

16.COUPONS #

Note: Coupons won’t work with PAYMENT TABULAR LAYOUT.

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 you’re in the Coupons settings, you’ll be able to see an Add Coupon button.

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

General Settings

  • Go to the General Settings tab (By default you’ll be in the General Settings tab when you’ll click Add Coupon button).
  • In this tab, we have two text fields regarding the Coupon Details
    • Coupon Code 
    • Coupon Description

  • Click on the Generate Code button and you’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 discounts 
    • Fixed Discount 
    • 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,  

  • 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 you’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.
  • You’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.

17.SUBSCRIPTION HANDLING #

 

Subscription Handling Feature of the WP EasyPay plugin is developed to automate or smoothen the re-subscription or renew the subscription process by just simply clicking on the Renew button available on the backend of the plugin and if user donot wants to continue the subscription then by clicking on the Cancel button immediately ends the subscription of the customer. This feature of the plugin only entertains the Donation Recurring payments and Subscription Payment made by the customer from the frontend of the website. Each of this action will be recorded on the square account as well with its own Tracking ID in order to manage the record of each entry. User will be able to track these entries on the main transaction section of the square dashboard.

User can be able to experience this option by the following steps:

WP EasyPay ===> Subscription ===> Subscription ID ===> Subscription Actions

 

Customer at the start click on the WP EasyPay plugin then select the subscription option by clicking on the subscription, plugin further opens the records of all entries made under the category of donation recurring and subscription payments with their details like Subscription ID, Paid by (Customer Name), Remaining cycle ( In case customer add some expiry date to end the recurring payment so plugin shows the number of remaining cycles to pay the subscription amount), Total cycle (If user add the expiry date or mentioned the number of total cycle while creating the form then plugin shows the total number of cycle else in case of not mentioning any date then plugin shows the Never Expire status which means that user will continue this subscription process to pay the amount), Next Payment (On the basis of defined payment interval plugin shows the upcoming date of the payment), Subscription Status (either Active which means user wants to continue this payment or Paused this means user wants to dis-continue this payment), Type (Subscription Payment or Donation Recurring), Action (Start this actions shows that the process is on hold at the moment and when user clicks on start button the process will start or Pause this action shows that the process is active at the moment and if user wants to hold the process then user can clicks on the the pause button) and date ( it shows the date and time of the transaction).

 

 

 

Subscription ID:

  • Subscription ID, by clicking on its user will be directed to the Edit item which is the new screen on this user will be able to view the following:

 

 

Edit Item:

  • Subscription details share the subscription ID with the customer details and email ID along with the card details.
  • Related transactions show the transaction ID (Upon clicking on it, the user will be directed to the report section of this transaction), date of transaction with the status of transaction (Complete) with the total amount. 
  • Subscription action which includes current status which is active or pause with the start date and upcoming payment date this section also has clickable buttons Cancel Button (to end the subscription) Pause Button (to hold the subscription). 
    • If the user clicks on the pause button, then the plugin updates the subscription status from active to pause and the start button replaces the pause button on the subscription action section. 
    • If the user clicks on the cancel button, then the plugin ends the subscription package and the renew button replaces both the cancel and pause or start buttons.

    • Renew button, upon clicking by the user will initiate the pause or cancel subscription payment again and new transaction has been updated and recorded into both square and WooCommerce. 

 

This function will only perform if the user uses the same card for the renewal transaction as the user used at the time of subscription or donation recurring initially. 

 

    • In the related transaction section, user can view the status of the transaction either completed or not with the total amount of transaction done with the transaction ID and date with time (System).

18.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 → Add New.
  • Insert Shortcode.
  • Publish or update the page.

FORM FRONT END VIEW

18.1.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 →pages → all pages→ click edit on the page where payment form has to be displayed.
  • Click on “+” option→search “Wp easypay”

  • Click or drag the block on the page 
  • 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.

19.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: [ wpep-subscriptions ] 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, you’ll be redirected to the Dashboard.

Transaction History
  • Click on Transaction History. 
  • 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. 
  • 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
  • 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 “use existing card”  when making payment.

20.REPORTS #

20.1.SUBSCRIPTION REPORTS #

  • Go to WP Easy Pay → Subscriptions.

Whether it is a normal Subscription or Recurring Donation, you’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.

20.2.PAYMENT REPORTS #

  • Go to WP Easy Pay → 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.

20.3.PARTIAL REFUND OPTION #

  • This feature is developed to empower the customer to get their refund amount from the amount received from all the categories of the payment introduced in this plugin that are simple payment, donation payment, donation recurring payment and subscription payment submitted. User can be able to access this feature by going through the following journey:

WP Easy Pay ===> Reports ===> ID of Payment Transaction ===> Refund Now

  • In order to use this feature, user at first click on the WP Easy Pay Plugin from the WordPress Backend. This action leads user to the multiple features that WP Easy Pay Plugin is offering to the customers. Then user will further select the Report feature that shows all the transactions recorded in the plugin with the details like Transaction ID, Name of the customer paid that amount, Type of the payment category that are simple payment, donation payment, donation recurring payment and subscription payment can be differentiated with respect to colours, date of the transaction with the authority to delete the transaction if not necessary.

User will then click on the transaction ID, Plugin will lead the user to the Payment Details screen. On this screen the user will find the Refund Now feature.

Refund Now:

  • In the refund now feature, user will be able to view the following details:
    • Total amount available for refund against the transaction recorded.

    • In the following highlighted section, the plugin mentioned the amount refunded to the customer after the completion of the refunded process.
    • The mentioned amount will be updated, if the user further initiates the refund payment process.

    • Empty Field, where the user will be able to enter the amount that needs to be refunded back to the customer. 
    • Users are able to add the whole number figure or even decimal number figure as well.

    • Clickable button, that shows the added amount (refunded) quantity and allows the user to confirm the refund request by clicking on the button. 

    • Once the user clicks on this button, the plugin initiates the refund payment process and a popup appears at the top of screen in order to take confirmation before sharing the refund amount. 
    • In order to confirm the refund, the user can click on the OK button and in case of rejection the refund, the user needs to click on the Cancel button.
    • After selecting the OK button, the plugin will continue the refund process and after some second’s load time payment has been refunded to the customer. 
    • Status of the refunded amount updated on the screen as well. 

Refund ID:

  • After the completion of the refund process, plugin will record the refund transaction separately in order to maintain the record of each entry. 
  • Plugin will generate the Refund ID on the same Build Report screen
  • This automated and plugin generated Refund ID will be used by the user in his/her square account in order to track this refund transaction. 

20.4.TRANSACTIONS 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 ‘Download as CSV’ option.

Step 3: Select all the relevant details and click on the ‘Download Now’ Button

Step 4: Select ‘Save File’ and click on the ‘OK’ button.

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

20.5.OLD REPORTS #

  • Go to WP Easy Pay → 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.

21.reCAPTCHA #

  • 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.
  • 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.

  • Now copy reCAPTCHA site and secret keys
  • Go to WordPress dashboard.
  • Go to WP Easy Pay -> Integrations -> reCAPTCHA
  • Paste the site and secret key.
  • Enable reCAPTCHA checkbox.
  • Click Save Keys.
  • When integration is enabled reCAPTCHA can be seen activated on the front.

22.MAILCHIMP #

WP Easy Pay also provides integration with MailChimp, whenever there is payment through a WP Easy Pay form, the user’s name and email will be added to your MailChimp audience, to set up MailChimp with WP Easy Pay follow the below steps.

 

  • Log in to your mailchimp.

  • Go to Account page -> Extras -> API Keys.

  • Create an API key and copy it.

 

  • Go to WordPress dashboard.
  • Go to WP Easy Pay -> Integrations -> MailChimp
  • Paste the API key.
  • Characters after the hyphen is your server key.
  • Paste it in the server field.
  • Enable MailChimp checkbox.
  • Click Save Keys.

 

  • Now go to form settings.
  • Select your MailChimp Audience and update form.

 

  • Now whenever there is a payment through the form, the user will be added to your MailChimp audience.
  • Contacts added in Mailchimp Audience.

23.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.

 

24.SUBMIT AN IDEA TAB #

Step 1: Go to WP EasyPay, click on ‘Submit Feature Idea,’ and then click on + Add Idea Button

25.WP-EASY PAY (FREE VERSION) #

Installation Guide

  • Navigate to the WordPress Admin Dashboard → Plugin → Add New.

  • Search for WP Easy-Square for WordPress.
  • Click on the Install Now button.

  • After Installation, click on the Activate button to activate the plugin.

  • The plugin will be activated.

Connect Square Account

  • Now your Square Account will sync Automatically.
  • For this Create a Square Account if you don’t have one.
  • Go to https://squareup.com/
  • Go to the Sign In page and click on the Sign Up button to create a new account.

  • Enter the required information and click on the Continue button.
  • Review the details and click on the Agree checkbox to agree with the terms and conditions.
  • Click on the Continue button again.

  • Your account has been created successfully.
  • Login to your Square account in your browser.
  • In the new tab, navigate to the WordPress Admin Dashboard → WP EASY PAY→ Square Connect.

Connect Square (Sandbox) Account

  • In the Applications, click on the Open button in the Square Sandbox Test Accounts section.

  • Now, you are in the Square up Sandbox page.

  • Now go to the WP Admin Dashboard in the new tab.
  • Navigate to the WP EASY PAY→ Square Connect.
  • For the test payment type, go to the toggle button and select Test Payment.
  • Enter your Notification Email.

  • Click on the Connect Square (sandbox) button.

  • You will be redirected to the Square OAuth Flow page.
  • Click on the Allow button.

  • Now, you will be redirected to the next page where you will be authenticated to square.
  • Click on the Redirect button.

 

  • You will be redirected back to your WP Admin Dashboard.
  • Your Square Sandbox account is now connected.

  • Select Default Test Account from the Location Drop Down menu.
  • Click on the Save Settings button.

Connect Square (Live) Account

  • Now, you are in the Square Up Dashboard.

  • Now go to the WP Admin Dashboard in the new tab.
  • Navigate to the WP EASY PAY→ Square Connect.
  • For the test payment type, go to the toggle button and select Live Payment.
  • Enter your Notification Email.

  • Click on the Connect Square button.

  • You will be redirected to the Square Up login panel.
  • It will ask for the square up credentials.
  • Enter email address and password.
  • Click on the Sign In button.

  • Next, it will ask for the permissions.
  • Click on the Allow button to proceed.

  • Now, you will be redirected to the next page where you will be authenticated to square.
  • Click on the Redirect button.

  • You will be redirected back to your WP Admin Dashboard.
  • Your Square account is now connected.

  • Select your store location from the Location Drop Down menu.
  • Click on the Save Settings button.

 

Payment Form Settings

  • To set up a payment form, navigate to the WordPress Admin Dashboard → WP EASY PAY→ Create Payment Form.

  • Select the Form Settings tab.

 

Payment Form Details
  • Fill out the form details in the Payment Form Details section.
  • Enter the title of the form in the Form Title field.
  • Enter the description of the form in the Form Description field.
  • Select Simple Payment or Donation Payment type from the Select Payment Type drop down menu.

  • Select the Amount Type layout if you have any layout.
  • Enter the amount that will be paid through the form.
  • You can enter multiple amounts.
  • If you want to enable other amount field click the Enable other amount checkbox.
  • After enabling this field, the Min Amount and Max Amount field will be enabled where the admin can enter the range of the amount. 

  • You can also enable redirection on success.
  • For this, select the Yes or No from the Redirection on success dropdown menu.
  • When you select Yes, you can enter the duration of redirection in seconds.

  • Enter Payment Success Button label. This will be displayed when the payment is successful. When the user clicks this button, the site will be redirected.
  • Enter Payment Success Button URL. On Payment Successful button click, the site will be redirected to the URL entered in this field.

  • Enter message text that will be displayed on successful payment in the Payment Success Message field.
  • Enter the Postal Placeholder.

 

Payment Form Styling

Popup Form

  • Payment form can be displayed in a Pop-up window.
  • To enable the popup window, click on the Open form in popup checkbox.

  • A new field, Popup Button Title field will appear under the Form Description field.
  • Enter the Popup Button Title, this will be displayed on the front-end and will be used to open the popup form window.

 

Change Currency Symbol
  • You can also change the currency symbol.
  • Navigate to the right side of the form.
  • Change the symbol between Currency Code and Currency Symbol from the Change Currency Symbol section.

Form Style
  • Now you can style your form.
  • Navigate to the Form Style section on the right side.

  • Change the form theme color from the Form Theme Color palette.

  • To show the shadow of the form, click on the Show Form Shadow checkbox in the Activate Shadow section.

  • If you want to use the default button style, click on the Use theme default popup button style checkbox in Button Style.

  • Enter the button label text in the Pay Button Label field.

 

Featured Image
  • The Admin can also set the Featured Image.
  • This image will be displayed in the popup window only.
  • Click on the Set Featured Image button.

  • Select the image from the Media Library or Upload new.
  • Your image will be displayed.

  • After setting up the form, click on the Publish button to save and create the form.

Payment Form Shortcode
  • The Shortcode for the form is located on the right side of the page.

  • The Admin can copy this shortcode after publishing the form and paste it anywhere in the page editor to display the form in the front-end.

 

All Forms
  • Now, navigate to the WordPress Admin Dashboard → WP EASY PAY→ All Forms.

  • You are in the All Forms section.
  • All the created forms will be displayed in this section.

  • The Admin can Edit or Delete the form in bulk using the Bulk Actions option.
  • The Admin can Filter the forms date wise from the Filter options.

  • The Admin can also copy the payment form ShortCode from here.

 

Edit a Form
  • To edit the form, click on the Edit Icon button.

  • The Edit Form page is the same as the Create Form page.

 

Delete a Form
  • To delete the form, click on the Delete button.

  • The form will be moved to the trash.
  • You can undo the deletion and restore the form if you have accidentally deleted the form.
  • If you want to delete the form permanently, go to the Trash section and delete it from there.

 

Display form in the Front-End

 

WP Easy Pay 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.

  • Navigate to the WordPress Admin Dashboard → Pages→ Add New.
  • In the page editor, click on the + button to add a new block.
  • In the add new block window, search for the WPEasyPay Form.
  • Click on the WPEasyPay Form to add the WP Easy Pay block.

  • The WP Easy Pay Form block is added.

 

  • Select the Payment Form from the drop down menu.

  • Click on the Publish button to publish the page.
WP Easy Pay Form Using Shortcode
  • The Admin can place the form on the page using the shortcode.
  • Navigate to the WP EASY PAY→ All Forms.
  • Then copy the form Shortcode from the forms section.

  • Or click on the Edit button.
  • Copy the Shortcode from the Edit Form page.
  • The shortcode is located on the right side of the page.

  • Now add a new page, navigate to the WordPress Admin Dashboard → Pages→ Add New.
  • Or edit the page.
  • Add the Shortcode Block in the page editor.
  • Paste the payment form shortcode in the shortcode block.

Impact on Front-End
  • Go to your website.
  • Open the WP EasyPay Form page.
  • The form will be displayed here.

  • If the Admin has enabled Open Form in Popup then there will be a button to open the form popup window.

  • Click on the button to open the form.

  • Fill out the Basic info in form details.
  • Select an amount in the Payment section.
  • Enter your Card Details.
  • Click on the Pay button to complete the payment.

After making a successful payment, the page will be automatically redirected in the given time duration.

  • After making a successful payment, the page will be automatically redirected in the given time duration.

  • If you have enabled a button to redirect the page then the button will be displayed.
  • Click on the redirect button to redirect the page.

 

Reports

  • After the payment is made successfully, all the payments are displayed in the Reports section.
  • Navigate to the WordPress Admin Dashboard → WP EASY PAY → Reports.

  • All the successful payments are displayed.

 

  • Click on the payment ID to see the details.

 

Transaction Notes

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

  • The Admin can set the transaction notes through which the transactions can be identified in the Square Transactions.
  • These Transaction Notes are added in the Form Edit section.
  • Go to the WordPress Admin Dashboard → WP EASY PAY → Create Payment Forms or Edit the current form in the All Forms.
  • Go to the Transaction Notes tab.

  • Copy the Default Note Tags that you want to add.
  • Paste them in the Transaction Notes section.

  • Click the Update or Publish button.

 

Impact on Front-End
  • Go to your website.
  • Open the WP EasyPay Form page.
  • Submit the payment form.
  • After a successful payment, go to the Square Up Account.
Square Dashboard (Test Mode)
  • Go to the Square Developer Dashboard: https://developer.squareup.com/
  • Go to the Applications.
  • Navigate to the Sandbox Test Accounts.
  • Open the SandBox Dashboard.

  • Now you are in the Square up Sandbox Dashboard.

  • From the side menu, click on the Transactions.

  • All the transactions are displayed here and can be identified with the transaction notes.

  • Click on any Transaction to view the details.

 

Square Dashboard (Live Mode)

  • From the side menu, click on the Transactions.

 

  • All your transactions will be displayed in this section.

 

Email Notifications

  • To add email notifications on successful payment, navigate to the WordPress Admin Dashboard → WP EASY PAY → Create Payment Forms or Edit the current form in the All Forms.
  • Go to the Notifications tab.

  • The Admin can design separate email templates for the Admin and User.
  • Default mail tags can be copied and pasted in the email message body.

  • Expand the Admin Email Template section.
  • Fill in the details.

  • Expand the User Email Template section.
  • Fill in the details.

  • Click the Update or Publish button to save the notification settings.
Impact on Front-End
  • Go to your website.
  • Open the WP EasyPay Form page.
  • Submit the payment form.
  • After the successful payment, the email notifications will be received.
Admin Email

User Email

26.Old Documentation #

27.DEVELOPMENT CHANGELOG #

27.1.Changelog (Free Version) #

3.1.5 – 26/11/2020
Added – Reports detailed view page

3.1.4 – 11/11/2020
Updated – Freemius SDK Version 2.4.1

3.1.3 – 10/08/2020
Added – SCA
Added – Pop up Form
Added – Page Redirection
Added – Form Shadow Feature
Added – 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 – 22/07/2020
Fixed – Font conflicts with different page builders
Fixed – Pay button conflict
Fixed – Global settings glitch fixed

3.0.8 – 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 – 25/09/2019
Added – Square Sandbox Support
Added – SCA (Strong Customer Authentication)
Updated – Square V2 API and SDK version updated from transactionAPI to PaymentAPI

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

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

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

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

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

2.2 – 18/12/2018 =
* Enhancement – Added compatibility for WordPress 5.0.1
* Enhancement – 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.

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

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

1.6 2018-08-16 =
* Updated – Freemius SDK
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

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

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

1.0 2018-03-01 =
* Initial release

27.2.Changelog (Pro Version) #

6.1.0 – 8/3/2022

Improvement – Freemius SDK Updated
Improvement – Code and Performance Optimization
Removed – Older Version Removed

6.0.0 – 29/11/2021

Added – Label translation support
Added – Apple pay and master pass added
Added – Example Form auto-create
Added – Mailchimp Integration

5.0.0 – 6/10/2021

Added – You can set goals for a simple donation type form
Added – You can pause, cancel and renew the subscription from admin as well as user subscription panel
Added – Signup Fees
Added – Partial Refund
Added – Email Editor

4.1.0 – 15/7/2021

Fixed – Wizard Button Glitch
Fixed – Other Payment Field Glitch
Fixed – Extra Fields Disappear Error

4.0.9 – 21/06/2021

Fixed – Currency glitch fixes

4.0.8 – 25/5/2021

Fixed – Currency glitch fixes

4.0.7 – 20/5/2021

Added – Euro currency support for ireland users.

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 – 03/04/2020
* Update – Video demonstration added
* Fixed – Free to Pro fatal error fixed

Version 3.0.9 – 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 – 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 – 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 – Freemius SDK
* Added – Square Auth Connection simple way to connect with the square.
* Added – Square Sandbox Auth Connection Payment process.
* Added – Square Auth Connection button CSS.

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

Version 2.2 – 18/12/2018 =
* Enhancement – Added compatibility for WordPress 5.0.1
* Enhancement – 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

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