How to use guide

How to use the PayPal Payments Plugin

A list of hints and tips.

Setup
Adding a form to your siteUse the shortcode [qpp] to add a simple form on your site. To add a payment form to a sidebar use the widget. If you have more than one form use the shortcode [qpp form="name"] where name is the name of your form. The shortcodes for each form are listed on the Setup page.
Email addressAdd your PayPal email address to the Setup page. Miss this out and PayPal will return an error message.
CurrencyEach form can have its own currency. You can edit these on the Setup page. Only those currency codes list on the PayPal developers page are permitted. Errors will default to US Dollars.
Creating a new formYou can create new forms on the Setup page. Enter name of the form (just letters, no spaces, numbers or punctuation) and the currency you want to use. When you update the page the new form will appear in the list. You can now edit the form settings and styles.
Copy SettingsSelect an existing form from the dropdown to copy the settings across to your new form.
Deleting a formTo delete a form use the ‘Delete’ button on the Setup page. You also have the option to reset everything to factory (default) settings.
Testing the FormThe Setup page has an option to use the PayPal sandbox. This will allow you test the PayPal settings (especially if you are using IPN) without making an actual payment. You can also test your forms from the plugin setting pages.
Form SelectionIf you have more than one form use the selector at the top of each settings to swap between them. If you have made any changes to a form make sure you save the settings before selecting a new form
Form Settings
Form title and blurbThis is the info that appears at the top of the form. It uses your theme H2 and paragraph settings unless you change how they look on the Styling page.
Form FieldsThe fields you display on the form are set on the Form Settings page. The Reference and Amount are needed for PayPal to work but you can select and edit: Item number, quantity, postal charge, processing charge, coupons and a captcha. Change the order they appear on the form by dragging up and down.
Setting the payment reference or amountTo set the payment reference or the amount enter the details and check the pre-set box. This will remove the form field and just display the details you set. You can also set the payment reference or the amount using shortcode attributes like this: [qpp id="Manhatten" amount="$12"] The third method is to use WordPress queries to send the information via the URL. The basic format is: mysite.com/payments?id=Oranges&amount=£50. This is ideal if you want to add payment links to emails or pages where there are multiple products or services.
Multiple ReferencesIf you have pre-set the payment reference or amount you can have a list of options. Separate each option with a comma and you will see a list on the form. You can also do the same with shortcodes. Example: [qpp id="Bed,Green,Blue"]
CouponsIf you have selected the ‘Coupon Code’ form field Click on the ‘Set Coupons Codes’ link to add the actual codes. You also have the options to set the percentage or a fixed amount for each. On the form there will be a new button which calculates the discount before payment. You can also use WordPress queries to send the cookies via the URL. The basic format is: mysite.com/payments?coupon=ABC123. This is ideal if you want to add coupon links to emails.
Postage ChargeIf you set the postal charge it will be calculated and displayed on the PayPal payment page. The charge is added to the amount the payee has set.
Processing FeeIf you set the processing fee it will be calculated and displayed on the PayPal payment page. The fee is added to the amount the payee has set.
Terms and ConditionsAdd the URL of your T&C page if you want a confirmation.
Maths CaptchaAn optional form field that will block the spammers
Shortcode LabelsIf you have pre-set the payment reference or amount you can display a label as well. Leave blank to only display the reference or the amount.
PayPal ImageIt doesn’t have to be a PayPal image, it can be anything. The image will resize to fit the width of the form.
Styling
Form WidthSet this on the styling page. At the moment you can only set to 100% (responsive) or a fixed pixel width.
BorderIf you want a border you can change the style using a CSS shortcode. The format is: thickness type colour. All the options are explained on the W3C schools page.
BackgroundsYou can select a solid colour or upload an image as the form background. If the image is smaller than the form it will tile (repeat).
Colour SelectorThis is a wordpress function. Click on the button and choose your colour. You can add a hex code or clear the selection. To close the selector click on ‘current color’.
FontsThere are 4 font areas: header, input fields, other text content, submit buttons. You can set the font face, size, colours and borders where applicable.
Custom CSSIf you want a style not listed in the Styling page you can create your own. To apply the style check the ‘Use Custom CSS’ box.
Send Options
On hold MessagePayPal can be a little slow sometimes so you have an option to display a submission message. This will display while the form is processing and again while PayPal is loading.
Setting the localeYou can override the local paypal language using the locale setting on the Send Options page. This does not change the language on the form, it only works on the PayPal page.
Cancel and Return PagesPayPal will return your visitors to the current page. If you want to send them to a different page add the URLs in the appropriate box.
Custom PayPal SettingsA number of options to tweak how PayPal processes the payment information.
Open PayPal in a new tab/windowThis might not work as some browsers get very iffy about changing focus.
Auto Responder
Enable Auto ResponceLike it says on the box. this lets you send an email to the Payee.
Submission optionSelect when you want the message to be sent: after submission or after payment.
From name/emailThis is the name and email that the recipient will see in their email header.
SubjectThe email subject.
Message ContentNote that some email clients block images and check link so be a bit careful what you put in here.
Add Payment DetailsThis adds the payment details to the message.
Instant Payment Notification
Enable IPNIf you have set up IPN in your PayPal account use this setting to report back completed payments in the dashboard Payments history.
Column header and labelThese are the labels that will appear on the dashboard Payments history and downloaded email/CSV.
SandboxIf you have checked the sandbox option on the setup page the IPN code will display in the Payments report so you can use the IPN simulator.
Errors
Error MessagesIf your visitor doesn’t fill in the reference or the amount they will get an error message. You can change the message they see.
Other Features
Payment historyYou can see and download a record of everyone who has filled in the form by clicking on the Payments link on your dashboard. It will not record if they made an actual payment unless you are using IPN. If you want to display the list on your site (if you have donors for example) use the shortcode [qppreport form="name"].
WidgetsThe QPP widget has a dropdown to select the form and fields to preset the reference and the amount.

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