Accepting Payments – Easy Digital Downloads Documentation https://easydigitaldownloads.com Sell Digital Products With WordPress Tue, 01 Jul 2025 08:49:53 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.2 https://easydigitaldownloads.com/wp-content/uploads/2023/10/cropped-new-favicon-1-32x32.png Accepting Payments – Easy Digital Downloads Documentation https://easydigitaldownloads.com 32 32 Setting up Square Payments https://easydigitaldownloads.com/docs/setting-up-square-payments/ Tue, 17 Jun 2025 23:14:35 +0000 https://easydigitaldownloads.com/?post_type=edd_doc&p=1821158 This tutorial will show you how to set up the Square integration with Easy Digital Downloads, so you can start taking payments. Connecting Square to Your WordPress Site Before you get started, please ensure that your Easy Digital Downloads Currency is set to the same currency as your business location in Square. If these do

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This tutorial will show you how to set up the Square integration with Easy Digital Downloads, so you can start taking payments.

Connecting Square to Your WordPress Site

Before you get started, please ensure that your Easy Digital Downloads Currency is set to the same currency as your business location in Square. If these do not match, you will not be able to process payments. Either change your currency in Easy Digital Downloads, or select a different business location in your EDD Square settings.

Easy Digital Downloads enables you to connect your site to Square in just a few clicks. First, go to Downloads » Settings in your WordPress admin area and click on the Payments tab, and select Square from the list of sections.

Once you’ve confirmed your currency is configured correctly, you can continue to connect with Square by clicking the Connect with Square button.

Note: For Easy Digital Downloads payment integrations, Test mode and Live mode are configured separately. Make sure the Test Mode option is left unchecked in the Downloads > Settings > Payments to ensure you can process transactions once your products are published.

Next, you’ll be prompted to log in to your Square account. Enter your email address and password, then click on Sign In.

Square will then ask if you want to grant Easy Digital Downloads certain permissions related to your account. Click on Allow to proceed.

This will bring you back to your Easy Digital Downloads Square settings. If the connection was successful, you’ll see a section that shows the connected account and some information regarding any further steps you need to take.

The Primary location for your business will also be imported into your Easy Digital Downloads settings from Square. If your business has multiple active locations, you can select which one you want to use from the Location ID dropdown.

Note: Locations are managed within your Square account. For help with adding, removing, or editing locations, please see Square’s documentation on this topic.

Lastly, make sure to save your settings before leaving this screen.

Setting Up Square Webhooks

Webhooks allow Easy Digital Downloads to receive real-time updates from Square when a payment is completed, refunded, or updated. With Square webhooks enabled, your forms stay in sync automatically, so you don’t have to manually track payment changes.

To learn how to connect Square webhooks to Easy Digital Downloads, follow our guide on setting up Square webhooks.

Connecting in Test Mode

To connect your Easy Digital Downloads store to Square while in Test Mode, you will need to first create a free Square Developer account. This will enable you to set up a Sandbox Test Account and keep live transactions separate from test transactions.

Head over to the Square Developer platform and click Start Building.

If you don’t have an existing Square account, create one here. You’ll be able to activate it later when you’re ready to start accepting live payments by following the instructions in the activation email sent to the address associated with your account.

If you already have a Square Seller account, you can sign in to Square Developer using your existing credentials. You may be redirected to the Square Seller Dashboard. For the next steps, you need to log into the Developer Dashboard.

To get started, click on the blue plus (+) button to create your first application.

This will open a pop-up window where you can name this application (it is for your reference only), agree to the Developer Terms of Service, and then click the Next button.

When asked what type of Application you are building, you can click Skip, as this is for your internal use only.

When presented with the choice of who the Application is for, select Myself and click Complete.

You have now successfully created your personal Application that you can use to test Square. Click on the Back Arrow to head back to the Developer Dashboard, where we will authenticate into your Sandbox Test Account, before connecting to Easy Digital Downloads.

Click on the Sandbox test accounts menu item, where you will be presented with your available Sandbox accounts.

Square automatically creates a Default Test Account in the country you created your account in. If you need a Sandbox Test Account with a different currency, you can click the New sandbox test account button. Click on the Square Dashboard link to open the Seller Dashboard for this Sandbox Test Account.

Once the Seller Dashboard is loaded for your Sandbox Test Account, you are ready to connect Easy Digital Downloads in test mode.

Frequently Asked Questions

These are some of the top questions about the Easy Digital Downloads Square integration.

Will I be charged for using Square on my site?

Easy Digital Downloads does not charge you to use Square to sell your downloads. However, Square’s seller fees do apply to transactions made through your store.

To see Square’s current seller fees for remote online transactions, check out its Pricing page.

Does Easy Digital Downloads have a partnership with Square?

Yes, we do! By partnering with Square directly, we can make sure your payments are processed reliably and securely, according to the platform’s best practices.

Does Easy Digital Downloads store users’ payment information?

No, we do not store your users’ payment information.

Instead, payment details are sent straight to Square to protect both you and your users from the risks that come with storing credit card details on your site.

That’s it! Now you can accept credit card payments with Square!

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Setting Up Square Webhooks https://easydigitaldownloads.com/docs/setting-up-square-webhooks/ Tue, 17 Jun 2025 23:14:18 +0000 https://easydigitaldownloads.com/?post_type=edd_doc&p=1821172 Would you like your Easy Digital Downloads store to receive real-time updates when a payment is completed or refunded through Square? With Square webhooks enabled, your store can stay in sync with Square so payment statuses are always up to date. This guide will show you how to easily connect Square webhooks with Easy Digital

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Would you like your Easy Digital Downloads store to receive real-time updates when a payment is completed or refunded through Square? With Square webhooks enabled, your store can stay in sync with Square so payment statuses are always up to date.

This guide will show you how to easily connect Square webhooks with Easy Digital Downloads, ensuring your website stays in sync with your Square activities.

Before you get started, be sure to install Easy Digital Downloads on your WordPress site. After that, connect your site to your Square account.

Understanding Webhooks

Webhooks are a way for Square to notify Easy Digital Downloads when an event happens in your account, like a payment being updated or refunded. Once enabled, Easy Digital Downloads listens for these events so your site can reflect changes in payment status automatically.

With Square webhooks set up, you don’t need to manually check or update your orders after a transaction is processed. Whether a payment goes through, is refunded, or partially returned, your Easy Digital Downloads orders, reports, and customer records will stay up to date based on the latest information from Square.

Enabling Webhooks in Easy Digital Downloads

To connect webhooks to your store, open your WordPress admin area and go to Downloads » Settings » Payments and click on the Square section.

Find the Webhooks Status section in your Connection Status. To continue, click Connect Webhooks

You’ll now see a popup asking you to enter a Personal Access Token. To generate this, you’ll need to create an application in the Square Developer Dashboard.

Creating a Square Application

Click the Square Developer Dashboard link in the popup to open the Square Developer portal in a new tab.

Once there, click on the + icon under the Applications to create a new app.

In the window that appears, enter a name for your application (this is for your own reference only), then click Next.

On the next screen, choose any applicable development goals, or click Skip to proceed directly.

Generating and Entering Your Personal Access Token

From the credentials screen, locate the Access token for your application and click Show next it.

Note: If you’re currently using Test Mode in Easy Digital Downloads, be sure to copy the Sandbox Access Token. If Test Mode is OFF, copy the Production Access Token instead.

Copy the Access token. Then, return to the Easy Digital Downloads popup and paste the token into the Personal Access Token field. Once done, click Connect to continue.

If everything is set up correctly, you’ll see a confirmation message that your webhooks were created or updated successfully, the page will then refresh after a short moment.

Frequently Asked Questions

These are answers to some of the top questions we see about setting up Square webhooks in Easy Digital Downloads.

Do I need to set up webhooks for both Test Mode and Live Mode?

Yes, Square provides separate credentials for Sandbox (Test) and Production (Live) environments. Be sure to use the correct access token based on whether Test Mode is enabled in your Easy Digital Downloads settings.

That’s it! Now you know how to set up Square webhooks with Easy Digital Downloads.

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Setting up Conditional Gateways https://easydigitaldownloads.com/docs/setting-up-conditional-gateways/ Mon, 24 Jan 2022 19:55:48 +0000 https://edd-site.lndo.site/docs/setting-up-conditional-gateways/ Once the Conditional Gateways extension is installed and activated, a new meta box will be added to the New Downloads and Edit Downloads pages entitled “Conditional Gateways”. The Conditional Gateways meta box can be found at the bottom of the right of the page above the featured/download image, by default, and looks like this: The

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Once the Conditional Gateways extension is installed and activated, a new meta box will be added to the New Downloads and Edit Downloads pages entitled “Conditional Gateways”. The Conditional Gateways meta box can be found at the bottom of the right of the page above the featured/download image, by default, and looks like this:

The meta box will list all of the currently active gateways on your Easy Digital Downloads install. By default, all gateways are allowed for every product. To restrict a download to a specific gateway or gateways, simply check them and hit save! In this example, Paypal and Stripe are the only active gateways.

Configuring Conditional Gateways

Beyond the per-download configuration already discussed, the Conditional Gateway extension requires very little configuration. At present, it only supports a single option which can be found under Downloads→Settings→Payment Gateways→Conditional Gateways.

This option allows you to configure the error message shown in any case where a user may add a combination of products to their cart which results in no gateways being available.

How Conditional Gateways works

By default, Easy Digital Downloads allows you to implement an unlimited number of gateways on your site. For the purposes of this documentation, we are going to assume that you have two active gateways, Paypal Standard and Stripe Standard or Stripe Pro. Now let’s assume that you are an author and are selling ebooks through your website, along with other digital goods. The Paypal Terms of Service explicitly disallows selling ebooks through their gateway so, for your ebooks, you would want to disable the Paypal gateway.

Now, if a user adds an ebook and another digital product to their cart, the system will run through each product in the cart and tally up the allowed gateways for each product. Since the non-ebook product allows both Paypal and Stripe, but the ebook only allows Stripe, the EDD checkout page will only list Stripe. If, however, you have configured all non-ebook products to ONLY allow payment through Paypal, and a user has added the previously mentioned products to the cart, Conditional Gateways will run through the products in the cart and determine that there is no active gateway capable of processing all products in the cart. If this happens, the cart will display a notification (set through options page referenced above) to the user prompting them to remove an item from the cart and disable the checkout button until a valid gateway is found.

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Sofort Payment Gateway https://easydigitaldownloads.com/docs/sofort-payment-gateway/ Mon, 24 Jan 2022 19:55:28 +0000 https://edd-site.lndo.site/docs/sofort-payment-gateway/ SofortBanking is a German payment gateway that specializes in banking and eCommerce in most of Europe. Configuration Once the plugin is installed, go to Downloads → Settings → Payments in the WordPress dashboard. In the General tab, check the box for SofortBanking to activate the gateway. You will need to enter your Configuration ID, which

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SofortBanking is a German payment gateway that specializes in banking and eCommerce in most of Europe.

Configuration

Once the plugin is installed, go to Downloads → Settings → Payments in the WordPress dashboard.

In the General tab, check the box for SofortBanking to activate the gateway. You will need to enter your Configuration ID, which is found in the API section of your Sofort account.

If desired, you can set SofortBanking as the default payment gateway. You can also select its icon under Accepted Payment Method Icons.

Note: The Accepted Payment Method icon has no function other than to alert your customer that you accept that payment method.

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Check Payment Gateway Setup Documentation https://easydigitaldownloads.com/docs/check-payment-gateway-setup-documentation/ Mon, 24 Jan 2022 19:55:08 +0000 https://edd-site.lndo.site/docs/check-payment-gateway-setup-documentation/ To get started with Check Payment Gateway, the first thing you will want to do is install and activate it on your WordPress site. For instructions on how to install an extension, see this documentation. Enable Checks Gateway Once Check Payment Gateway is installed and activated, you can find the settings by going toDownloads→Settings→Orders in

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To get started with Check Payment Gateway, the first thing you will want to do is install and activate it on your WordPress site. For instructions on how to install an extension, see this documentation.

Enable Checks Gateway

Once Check Payment Gateway is installed and activated, you can find the settings by going to
Downloads→Settings→Orders in your WordPress dashboard.

The first thing to note is that Check Payment Gateway, of course, is a payment gateway. So a new selection for “Checks” will appear on the Payment Gateways option and also in the select menu under Default Gateway.

With those settings configured however you’d like, you will then click the “Checks” link toward the top of that page to enter instructions for your customers in the Check Payment Instructions field. The information you put into this field will display on the checkout page if the Checks gateway is used for payment.

You will want to input detailed instructions for where checks should be mailed to and any other important information. Please note that this is an important part of the process because Check Payment Gateway will mark the payment as Pending until you go in and mark it as complete. Typically, you will not do so until you have received the check so it is important that these instructions are clear.

Once the user completes the purchase process and has review the check payment instructions, they will redirected to a purchase receipt with a pending status. No download will be available to them until you mark the payment as completed.

Configure Check Payment Gateway Emails

Two emails send when a customer checks out using the Check Payment Gateway:

Check Payment Instructions
This email is sent to the customer when they choose to pay by check.

Check Payment Notification
This email is sent to the admin when the customer chooses to pay by check.

The emails are configured under Downloads > Emails.

Update “Checks” Term

You can read here on how to adjust the text to display something different than “Checks” on the checkout and settings pages.

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Authorize.net Payment Gateway https://easydigitaldownloads.com/docs/authorize-net-payment-gateway/ Mon, 24 Jan 2022 19:54:13 +0000 https://edd-site.lndo.site/docs/authorize-net-payment-gateway/ Authorize.net is one of the oldest and largest of the payment gateways.Easy Digital Downloads has an Authorize.net extension that will allow you to use your Authorize.net account to process payments. Requirements To use Authorize.net with Easy Digital Downloads, you will need:: 1. Installing Authorize.net To get started withAuthorize.net Gateway, the first thing you will want

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Authorize.net is one of the oldest and largest of the payment gateways.
Easy Digital Downloads has an Authorize.net extension that will allow you to use your Authorize.net account to process payments.

Requirements

To use Authorize.net with Easy Digital Downloads, you will need::

  • An Authorize.net API Login ID
  • An Authorize.net Transaction Key
  • An Authorize.net Signature Key

1. Installing Authorize.net

To get started with
Authorize.net Gateway, the first thing you will want to do is install and activate it on your WordPress site. For instructions on how to install an extension, see this documentation.

2. Enter API Keys

In your EDD store, go to
Downloads → Settings → Payments and find the Authorize.net section. It’ll look like this:

Fill in the API Login ID, Transaction Key and the Signature Key then click the Save Changes button. You can retrieve the API details from your account area on the Authorize.net website. A helpful article about how to generate the API keys is available here:
Authorize.net Getting Started Guide

3. Enable Payment Gateway

Once Authorize.net Gateway is installed and activated and the API Keys have been entered you will need to enable it by going to
Downloads → Settings → Payments and enable Authorize.net from the list of available gateways. Once the box is checked, click the Save Changes button at the bottom of the page.

 

4. Webhook Configuration

Authorize.net uses a system called Webhooks to communicate with your store. In order to use Authorize.net you must configure Webhooks properly inside your admin panel at Authorize.net.

First log into
Authorize.net and go to your Account page and click on Webhooks:

If you have no endpoints configured, you will see an
Add Endpoint button. Once you click that you will see the fields to enter your Endpoint URL just like in the image below:

The most important field is the Endpoint URL which looks like this:

http://example.com/edd_authorizenet_webhook_endpoint

Please be sure to change http://example.com to your own website domain name.

Canceling Subscriptions

When using Authorize.net, a cancellation may be initiated
either from within EDD or from the Authorize.net Dashboard.

a) From The EDD Admin

To cancel a subscription from the EDD admin, go to
Downloads → Subscriptions and click View on the item you want to cancel.

Then in the bottom of the next screen click the
Cancel Subscription button.

When you cancel a subscription the customer will still have access to their purchased material for as much time as they’ve paid for however their recurring subscription with Authorize.net will be cancelled so they will not be billed again.

Example: The customer paid $10/mo, and you cancel halfway through the month. They still have access to their material for the rest of the month, but they won’t be rebilled, and access will stop at the end of the month.

b) From within the Authorize.net panel

To cancel a recurring subscription from the Authorize.net panel, log into the panel and click
Recurring Billing in the side menu.

Then under
Subscription Status you’ll see a count of Active subscriptions, click that.

Then you’ll see a list of your active subscriptions, with a column of subscription IDs on the left. Click a subscription ID to view it.

Once you’re viewing a subscription, in the top right click the
Edit Subscription link.

Once you’re in the Edit screen for a subscription, click the Cancel Subscription link in the top right.

Canceling Summary

It doesn’t matter if you cancel a subscription in EDD or in Authorize.net, the effect is exactly the same and the customer won’t notice a difference.

Refunds

At this time, there are 2 options of processing refunds:
– Refunding inside Authorize.net which will automatically mark the payment as refunded in EDD.
– Refunding inside EDD first and then manually refunding inside Authorize.net as well, since this is not done automatically.
To process a refund in Authorize.net, begin by logging into your admin account there, and then click
Transaction Detail in the left bar.
This will bring up a small form where you can pick a transaction type and date range to help you find the proper transaction to refund. Submit this form.
Once you see a list of transactions, find the one you want and click the transaction ID number in the left column.
This will bring up a modal window with transaction details and a Refund button in the top left. Click that refund button and the refund will take place.

Troubleshooting:

If you’ve set up all of the above correctly and are having problems with the payments not getting recorded in Easy Digital Downloads, you may need to do the following:
Check your firewall settings:

If you have a firewall installed on your server, it could be preventing Authorize.net from being able to communicate with your server when it sends the “Silent Post”. Authorize.net recommend whitelisting these IPs on the firewall:
198.241.168.60

198.241.162.104

198.241.206.38

198.241.207.38

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EDD Wallet Setup Documentation https://easydigitaldownloads.com/docs/edd-wallet-setup-documentation/ Mon, 24 Jan 2022 19:54:08 +0000 https://edd-site.lndo.site/docs/edd-wallet-setup-documentation/ EDD Wallet allows your customers to place a deposit on your site, and then use that money to buy things in the future. EDD Wallet is treated like a Payment Gateway, so when the customer goes to checkout they can choose their wallet to pay with. One advantage of EDD Wallet to the shop owner

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EDD Wallet allows your customers to place a deposit on your site, and then use that money to buy things in the future. EDD Wallet is treated like a Payment Gateway, so when the customer goes to checkout they can choose their wallet to pay with.

One advantage of EDD Wallet to the shop owner is fewer transaction costs. If a customer buys $20 worth of credit, that’s one transaction. If they then make four $5 purchases using their wallet, none of those purchases go through another payment gateway, so there are no fees.

Activating EDD Wallet

Enable Wallet

As mentioned above, EDD Wallet acts like a payment gateway. Once the extension itself is activated you need to go to
Downloads → Settings → Payment Gateways and enable it as a gateway.

Then when someone goes to the checkout page they will see My Wallet as an option, assuming their wallet balance is greater than the balance due.

EDD Wallet Settings

Once EDD Wallet is installed you should configure it in the locations listed below:

General Settings

Under
Downloads → Settings → Payment Gateways → Wallet you’ll find Wallet Settings.

You have the option to name the Wallet Gateway anything you’d like.

You have the option to display the user’s wallet value next to the gateway label.

You may change the Deposit Description.

You must have at least one Deposit Level, but you may have as many as you’d like.

You may allow for arbitrary deposit amounts as well as a custom label and error message.

The Deposit Page is a page on your site where the
[edd_deposit] shortcode is located.

Incentive Settings

Here you can choose to offer incentives if customers use their wallet balance (percentage or flat rate off), as well as allow incentives to apply to multiple downloads.

If using incentives, the “Incentive Description” will show on the checkout screen as well as the discount that’s being offered.

Email Settings

Under Downloads → Settings → Emails → General you’ll find the template for the email receipt that is delivered to the customer when they deposit funds into their wallet, as well as admin notifications.

Style Settings

Under Downloads → Settings → Styles, wallet styles may be disabled separate from EDD styles.

Configure Customer Deposit Page

EDD Wallet provides a shortcode for rendering the deposit form. Place
[edd_deposit] on any page and you’ll get a form like the one below.

The levels presented there reflect the options created under
Downloads → Settings → Payment Gateways → Wallet.

Customer Account Management

Under Downloads → Customers you’ll find a Wallet tab on the left when viewing the Customer Details.

If you click Edit Wallet you are able to add or remove credit from that wallet, and optionally send them a receipt for that transaction.

Shortcodes

Wallet comes with the shortcode [edd_wallet_value] that will render the amount currently in a users wallet.

The [edd_deposit] shortcode can be used on any page where you want to have the deposit form displayed.

Important Notes

  • The customer must have an account on the site to use EDD Wallet.
  • The customer must have sufficient funds in the wallet in order for the wallet to be used.
  • The wallet can only be used on entire purchases, partial purchases do not work.

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Braintree Gateway Setup https://easydigitaldownloads.com/docs/braintree-gateway-setup/ Mon, 24 Jan 2022 19:54:06 +0000 https://edd-site.lndo.site/docs/braintree-gateway-setup/ This document gives a general overview of theBraintree payment gateway for Easy Digital Downloads. Requirements To use Braintree with Easy Digital Downloads, you will need: Merchant ID – https://articles.braintreepayments.com/control-panel/important-gateway-credentials#merchant-id Merchant Account ID – https://articles.braintreepayments.com/control-panel/important-gateway-credentials#merchant-account-id Public Key – https://articles.braintreepayments.com/control-panel/important-gateway-credentials#public-key Private Key – https://articles.braintreepayments.com/control-panel/important-gateway-credentials#private-key While not required to use Braintree, an SSL Certificate is highly recommended. You can read

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This document gives a general overview of the
Braintree payment gateway for Easy Digital Downloads.

Requirements

To use Braintree with Easy Digital Downloads, you will need:

While not required to use Braintree, an SSL Certificate is highly recommended. You can read more about this in the Braintree documentation. Be sure to also see our guide on setting up an SSL.

1. Enter API Keys

Once the extension is
installed and activated, in your EDD store, go to Downloads → Settings → Payments and find the Braintree section. It will look like this:

Once you have all the API information from step 1 you can add it to the required boxes and once done, click the
Save Changes button at the bottom.

Note: if you have
Test Mode enabled, be sure you enter API keys from your Braintree sandbox account. Live API keys will not work when Test Mode is enabled.

You can optionally enable “Submit for Settlement” to immediately submit all transactions for settlement, or “Store In Vault on Success” to store all credit cards in your vault upon a successful purchase.

2. Enable Payment Gateway

Once the Braintree Gateway is installed, activated, and the API Keys have been entered you will need to enable it as a payment gateway by going to
Downloads → Settings → Payments and selecting Braintree from the list of available gateways. Once the box is checked, click the Save Changes button at the bottom of the page.

Testing a Purchase

To test that your Braintree account is properly connected to Easy Digital Downloads, follow these steps:

  1. Enable Test Mode in Downloads → Settings → Payments → General
  2. Enter your API credentials in Downloads → Settings → Payments (if you have not already)
  3. Add an item to your cart and proceed to the checkout page
  4. Complete the checkout form and use a test credit card number from the Braintree documentation page.
  5. Complete the purchase. If you are redirected to the purchase confirmation page, everything has worked properly.
  6. Make sure you disable Test Mode before you begin accepting real purchases.

Note: in order to add support for CVVs on the credit card form, you need to adjust your fraud management settings inside Braintree. Log in to your Braintree dashboard, hover over the gear in the top right, and select “Fraud Management”.

Find the “CVV” section and click “Options”. You may then configure CVV options as desired. Enabling one of these options will make the CVV field appear on the card form. If all options are unchecked, then the CVV field will not appear.

Answers to Frequently Asked Questions

Does this Braintree Payment Gateway support the Recurring Payments extension?
No, not at this time but it will be added in the future.

Which countries does Braintree support?
Braintree is available in many countries and is constantly expanding to more. To see if your country is supported, visit the
International section of the FAQ.

Does Braintree require that my site have an SSL certificate?
Yes, an SSL certificate should always be used with Braintree. All pages that include a payment form should be prefixed with https://, not http://.

Does this gateway support PayPal payments through Braintree?
No, this payment gateway does not support payments through PayPal.

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2Checkout (Verifone) Configuration https://easydigitaldownloads.com/docs/2checkout-gateway-configuration/ Mon, 24 Jan 2022 19:53:50 +0000 https://edd-site.lndo.site/docs/recurring-payments-2checkout-gateway-configuration/ To configure the 2Checkout payment gateway follow these steps:1. Configure 2Checkout2. Setup Instant Notification ServiceTroubleshooting / FAQs 1. Configure 2Checkout (Verifone) Please note that in order to use the 2Checkout (Verifone) gateway you are required to have a 2Sell or 2Subscribe account with 2Checkout. If you wish to sell recurring downloads (subscriptions) then your account

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To configure the 2Checkout payment gateway follow these steps:
1. Configure 2Checkout
2. Setup Instant Notification Service
Troubleshooting / FAQs

1. Configure 2Checkout (Verifone)

Please note that in order to use the 2Checkout (Verifone) gateway you are required to have a 2Sell or 2Subscribe account with 2Checkout. If you wish to sell recurring downloads (subscriptions) then your account should be 2Subscribe.

Once the extension is installed and activated, go to Downloads > Settings > Payments > 2Checkout

On this page, you will be required to add your API credentials which you can obtain from your 2Checkout (Verifone) account under Integrations > Webhooks & API.

The credentials required are:

  • Merchant Code
  • Secret Key
  • Instant Notification Service (INS) secret word
  • Buy link secret word

Once you have added the credentials to the 2Checkout settings page inside EDD, switch to the main Payments > General section and check the box next to each gateway you wish to enable on the website.

You will have the option to enable one or both of the 2Checkout gateways:

2Checkout Convert Plus: Purchases made with this gateway will send the customers to the 2Checkout website where they will complete the transaction.

2Checkout Onsite: Purchases made with 2Checkout Onsite will keep customers on your website and allow them to enter their credit/debit card details on the checkout screen. Note: this option requires an SSL certificate installed on your website.

After you have chosen which gateway options you want to use, make sure to click the Save Changes button on that page.

2. Setup Instant Notification Service (INS) in 2Checkout

If INS is not properly configured, purchase processing will not work correctly

2Checkout’s Instant Notification Service allows 2Checkout to communicate with your store, keeping transaction data in sync. INS must be set up properly for purchase processing and recurring billing to work correctly.

From your 2Checkout account, navigate to the Integrations / Webhooks & API screen and locate the Instant Notification System (INS) section. Enable INS & Global INS and set the URL to: https://example.com/index.php?edd-listener=2COINS

Replace “example.com” with the appropriate name of your website. You can also find the full URL on the 2Checkout Configuration page inside EDD.

Recurring Purchases

When using 2Checkout along with Recurring Payments a subscription can be cancelled from your website or within the 2Checkout Dashboard.

Refunds

When using the 2Checkout payment gateway, refunds are processed the same way as any other transaction. Read our full documentation on refunds here. Currently, the 2Checkout gateway does NOT support partial refunds, so the full amount must be refunded within EDD.

Troubleshooting

INS Failures

If you find that your INS requests are failing, make sure you’re using the same protocol for all requests. For example, if you make your request via HTTP, but then require HTTPS for incoming requests (from 2Checkout for example) then they’ll fail, since they don’t match.

Error: Unauthorized

This notice can happen when the billing address is not filled out. The billing address is required, so hiding or removing it will cause the transaction to fail.

Bad request – parameter error

If you receive this error, it means one of two things:

1. Your 2Checkout account has not been fully approved. Contact 2Checkout’s support team to confirm and to fully activate your account.

2. Not all required fields are being sent to 2Checkout. This could happen if you have removed the billing address or other required fields on the checkout form. To resolve the problem, restore the fields that were removed.

Can customers update their credit card information?

Not at this time.

Subscription Cancel Button Missing and/or Renewals Are Not Recorded In EDD
First, review the subscription details in EDD, the Profile ID should not start with 2Checkout and it should match the 2Checkout subscription ID. If they do not match, update the Profile ID with the correct Subscription ID. Otherwise, review all documentation to confirm 2Checkout is properly configured.
If the Profile ID is incorrect for a couple of transitions, there may have been a temporary communication issue. If most or all subscriptions have the wrong Profile ID, first confirm that 2Checkout is properly configured per the instructions above, specifically INS. If everything is properly configured, reach out to support so we can further investigate.

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ClickBank Setup Instructions https://easydigitaldownloads.com/docs/clickbank-setup-instructions/ Mon, 24 Jan 2022 19:53:36 +0000 https://edd-site.lndo.site/docs/clickbank-setup-instructions/ The ClickBank extension for Easy Digital Downloads allows you to tie ClickBank products to products in your own Easy Digital Downloads store.  When someone chooses to purchase an item from your Easy Digital Downloads store they’re taken to ClickBank for the checkout process. Note: This extension provides functionality to pay via ClickBank, this will not allow you to

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The ClickBank extension for Easy Digital Downloads allows you to tie ClickBank products to products in your own Easy Digital Downloads store.  When someone chooses to purchase an item from your Easy Digital Downloads store they’re taken to ClickBank for the checkout process.

Note: This extension provides functionality to pay via ClickBank, this will not allow you to host your EDD store products on ClickBank’s site.

After you have installed and activated the Clickbank extension, follow the steps below to setup the extension.

When utilizing the ClickBank gateway, no other payment gateways can be active at the same time.

Set Up A Store On ClickBank

In order to use this extension you must have a ClickBank account.  You may create one on their sign-up page.

Once you’re signed up, go ahead and create your products by following the steps found in ClickBank’s ”
Setting Up Your Vendor Account“.

Configure your ClickBank “Thank You” Page

Each product that you create on ClickBank will ask for a Thank You page.
This should be your Purchase Confirmation Page in Easy Digital Downloads.  The default is is
http://yoursite.com/checkout-purchase-confirmation but you can get your exact URL by navigating to the
Pages item in your WordPress Dashboard and copying the link for your Purchase Confirmation page.

Create A Secret Key In ClickBank

Once logged into ClickBank, use the navigation in the top right of the page to go to Settings → My Site. At the bottom of that page is a box to create a Secret Key. Click the Edit button in the top right corner of that box.

Note: Keys must be all uppercase and not more than 15 characters.

Configure Easy Digital Downloads Payment Gateway

Navigate to
Downloads → Settings → Payment Gateways and enter your Secret Key and your ClickBank nickname that you entered when you created your ClickBank account.

Create Products In Easy Digital Downloads

When creating a new Download or editing an existing Download there will be new area in the right sidebar for entering the ClickBank ID number. This will tie your product to the ClickBank product. The single product page will be what ClickBank calls a “Pitch Page”.

The ClickBank item number is a number you create when you make the product in ClickBank.

Note: Clickbank has a setting under Settings → My Site → Advanced Tools Editor called “Encrypt Transaction URLs”. If this is enabled, this gateway integration will not work. Payments will not be created in Easy Digital Downloads if that box is checked. It must be disabled to work with this extension. Read more details here.

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Stripe – Common Issues and FAQ https://easydigitaldownloads.com/docs/stripe-common-issues-and-faq/ Mon, 24 Jan 2022 19:53:26 +0000 https://edd-site.lndo.site/docs/stripe-common-issues-and-faq/ Why does Stripe load on all pages? This is intentional and something that Stripe recommends in order to help with fraud protection. To best leverage Stripe’s advanced fraud functionality, include this script on every page of your site, not just the checkout page. This allows Stripe to detect anomalous behavior that may be indicative of

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Why does Stripe load on all pages?

This is intentional and something that Stripe recommends in order to help with fraud protection.

To best leverage Stripe’s advanced fraud functionality, include this script on every page of your site, not just the checkout page. This allows Stripe to detect anomalous behavior that may be indicative of fraud as customers browse your website.
https://stripe.com/docs/stripe-js/reference

If you would like to only load the Stripe assets only when necessary, you can go to Downloads > Settings > Payments > Stripe, and check the Restrict Stripe Assets setting.

Restrict Stripe Assets setting
Checking the box for ‘Restrict Stripe Assets’ will only load the Javascript for Stripe when it is necessary.

Apple Pay does not appear as a payment method

Apple Pay will only appear on supported browsers (Safari) and devices (Apple devices).

If Apple Pay doesn’t appear when it should and/or has in the past, we’ve seen success with removing your Payment method domain and re-adding it, via your Stripe account. To do this, disable your existing domain, then you’ll see the option to Add a new domain.

If this doesn’t work, reach out to EDD Support for additional assistance.

Why isn’t the credit card field showing up?

If you are seeing all other fields on your checkout page, but not the credit card fields, it might be a conflict with a 3rd party plugin that also uses Stripe. If a 3rd party plugin is loading an old version of stripe.js, the credit card field won’t show up. You will also see this error in your javascript console: “window.eddStripe.elements is not a function”. You will need to deactivate or update any 3rd party plugins that might be using Stripe to rule that out.

Does EDD create products in Stripe?

One-time payments do not create a Stripe Product, only a Payment. Subscription purchases will create a product in Stripe, as this is required by Stripe for a subscription to work.

Error: Missing secure Stripe token, please try again.

This error occurs for several reasons:

  • A conflict with one or more plugins activated on your site
  • A conflict with the currently active theme on your site
  • A Javascript syntax error on the checkout screen that comes from your theme or another plugin
  • An overly aggressive anti-virus or malware program that is blocking communication to Stripe.com
  • Customized checkout fields that result in the Stripe Payment Gateway malfunctioning
  • A conflict with server-level security configuration

If you receive this error, the first thing to do is to test for plugin conflicts by deactivating all other plugins and then re-testing a purchase through the Stripe Payment Gateway. If the problem goes away after deactivating all other plugins, reactivate your plugins one at a time and test a purchase after each activation. Once the problem returns, you will have identified the problematic plugin.

If the problem does not get resolved by deactivating other plugins, temporarily activate a different theme, such as Twenty Seventeen, Vendd, or Themedd. Once one of these themes is activated, try completing a new purchase. If the purchase goes through without issue, the problem is caused by your theme and you should contact your theme’s development or support team for assistance in resolving the error.

If the problem persists after deactivating all plugins and activating a standard theme, it is likely that the issue is due to a browser plugin or a server-level security configuration. To test for a browser plugin conflict, re-try a purchase using a different browser. For example, if you typically use Chrome, try making a purchase from Firefox. If the purchase succeeds, the problem is limited to your Chrome configuration and may be resolved by deactivating browser plugins/extensions.

If none of these solutions work for you, please contact our support team for assistance.

What is used for the statement descriptor?

The statement descriptor is what your customers will see on their credit card statements when they purchase from you. You can set a statement descriptor in your Stripe settings under Dashboard → Downloads → Settings→ Payment Gateways → Stripe → Statement Descriptor. However, if you leave that blank, the items purchased will be used instead. Note that the purchase summary can only be 22 characters because that is the limit put on the length by credit card statements. If you have entered a statement descriptor into your Stripe account, note that it will not be used. Note that certain characters (< > ” and ) can not be used and will be automatically removed if used.

For more information about statement descriptors, or if you are using the Recurring Payments extension, see this doc.

Can’t combine currencies on a single customer

Stripe has a default currency setting for each account. It can be any currency they support, but there can only be one. When doing single transactions Stripe is able to accept any other currency and convert it to the account holder’s default currency.

With Stripe Standard or Stripe Pro if you offer a subscription in a currency other than the default currency set in Stripe you may see this error message during the purchase process:

Can't combine currencies on a single customer

This issue arises with recurring payments when there is a renewal discount. In that case, EDD must ask Stripe for the account_balance, which is always in the default currency for that Stripe account.

An example is if you have a Stripe account with a currency of GBP, and a subscription in USD with a renewal discount. When it comes time to renew EDD will get the account_balance from Stripe (which will be in GBP) and try to use it with your current transaction amount, and the two currencies will conflict.

One solution is to us our Multi Currency add-on.

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Stripe – Setup Documentation https://easydigitaldownloads.com/docs/stripe/ Mon, 24 Jan 2022 19:50:19 +0000 https://edd-site.lndo.site/docs/stripe-standard-setup-documentation/ The following setup documentation is for the Stripe payment gateway. Stripe Standard is included with the free version of Easy Digital Downloads. Stripe Pro payment gateway extension is an optional extension that adds support for Preapproved Payments and removes the fee added to Stripe Standard payments. In this article Configure StripeWebhook configurationRecurring Payments IntegrationSettings &

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The following setup documentation is for the Stripe payment gateway. Stripe Standard is included with the free version of Easy Digital Downloads. Stripe Pro payment gateway extension is an optional extension that adds support for Preapproved Payments and removes the fee added to Stripe Standard payments.

In this article

Configure Stripe
Webhook configuration
Recurring Payments Integration
Settings & Features
Payment Descriptors
Buy Now
Apple Pay Setup
Test Purchases
FAQs


Configuring Stripe

In order to use the Stripe payment gateway, you must first have a Stripe account. It’s free to create a Stripe account, and testing it is also free. Also, see Stripe’s business information requirements.

India Accounts:
1. Stores based in India need to have your Store’s Business country set to India under Downloads > Settings > Store, in order to work with Stripe.

2. Businesses signing up to Stripe in India will experience a waiting period to activate their account and start processing payments. You can learn more about this change by here.

1. Connect with Stripe

Select the Stripe sub-tab within the Payments tab, then click the Connect with Stripe button.

This will take you to the Stripe website where you can log into your existing account if you have one or create a new account if you do not.

2. Enable the Stripe Payment Gateway

Go to WordPress admin → Downloads → Settings → Payments, then enable the Stripe payment gateway.

3. Webhook configuration

Webhooks are live events sent from Stripe to your EDD store to update payment information or receive renewal payments when using Recurring Payments. For example, if you process a refund directly from Stripe, this allows the corresponding order to be updated to be refunded with the appropriate information.

Webhook Setup:

Webhooks are automatically configured when connecting a new EDD store to your Stripe account.

Notes for testing:
– Webhooks may not be created automatically on local / staging sites or in test mode. You’ll see an option to test webhook creation, which will configure webhooks when clicked.
– If you use the temporary account with Test mode and Stripe we can’t create the webhooks.

You may see the options to Automatically set up webhooks or add them to your account manually. We recommend clicking the Automatic option. See the instructions below if you add them manually.

Manual Webhook Configuration:

1. To add the appropriate webhook endpoints, in your Stripe dashboard go to Developers → Webhooks (direct link). We recommend creating two webhook endpoints: one for test mode and one for live mode. If you create both, you’ll need to repeat the below process after toggling modes.

2. Click + Add Endpoint

3. Add the following URL:

https://example.com/?edd-listener=stripe

Note: Replace “example.com” with your actual site URL. The exact URL you need to enter can be found in your WP admin under Downloads → Settings → Payments → Stripe.

4. Listen to: Select “Events on your account”

5. Version should be set to “Latest API version”.

6. Select All Events to listen to.

After you add the endpoint you will see the new URL listed in the webhooks settings.

Note: Your webhooks won’t work out of the box in a local development environment like Vagrant, WAMP, MAMP, Desktop Server, or Local by Flywheel. These are typically non-publicly accessible IP addresses and Stripe can’t reach them.

4. Recurring Payments Integration (Required to sell subscriptions)

The Stripe payment gateway has complete support for the Recurring Payments extension. See the Recurring Payments Stripe setup documentation for configuration instructions.

Additional Settings / Features

There are additional settings and features detailed below.

Billing Address Display
This drop-down field will allow you to select which billing details are collected. There are three options:

  • Full address – This will result in a complete address form with street, city, country, state / province, and zip / postal code being displayed.
  • Zip / Postal Code and Country only – This will result in a simplified address form being displayed that asks only for zip / postal code and country.
  • No address fields – This will result in no address fields being displayed.

Billing address notes

  • Taxes note: if you have taxes enabled, only the full address option may be used as those fields are required for accurately calculating taxation amounts.
  • Fraud note: collecting a full billing address can help reduce fraudulent charges. It is recommended that minimum zip / postal code and country be collected.

Statement Descriptors
A short description of the purchase will show up on the bank/card statement alongside the charge. The descriptor is set via your Stripe Settings and should be 5-22 characters.

Include Purchase Summary is an optional setting if you want to include the product(s) name in the descriptor. This utilizes the Stripe Shortend descriptor to allow you to set a shorter name so the remaining characters use the product name. For example, if your Shortend descriptor is ACME and your product name is Easy Digital Downloads, Stripe will set the descriptor to “ACME* EASYDIGITALDOWNL”. The product name is cut off in this example due to the 22-character limit. The * is added by Stripe and cannot be removed.

Import Notes:
1. Only 22 characters are allowed for statement descriptors. Therefore, if your product name is too long, it will be truncated. 
2. Payment descriptors managed by the card issuer/bank. While you can specify a descriptor, the bank may or may not use it exactly as specified. See this Stripe doc for details.

Note, when a product is configured as a subscription using our Recurring Payments extension, the behavior is slightly different for the Renewal Payments. See the Recurring Payments with Stripe documentation for details.

Preapproved Payments (Stripe Pro Feature)
Check this if you would like to collect payment information but not collect the payment until a later date. Typically, this option is used for pre-orders. To process the payment and provide access to your download(s), click “Process” in the “Status” column when viewing the Payment history list.
Note that most typical stores will not need this option.

Note: When enabled, this affects all Stripe payments for all products.

Restrict Stripe Assets
This setting prevents Stripe assets from loading on every page. Most sites should not enable this setting. Stripe advises that their JavaScript library be loaded on every page to take advantage of their advanced fraud detection rules. If you are not concerned with this, enable this setting to only load the JavaScript when necessary.

Payment Methods Style
Select the layout style for the Payment Methods section on the checkout form.

Payment Methods
You can enable or disable Stripe Payment Methods within your Stripe settings. The methods actually displayed to your customers will vary based on multiple factors, such as currency, country, and what’s in their cart.

Changes you make here will update your payment methods in Stripe’s test mode. When you disable EDD’s Test Mode, please revisit these settings.

Show Previously Used Cards
Previously used cards are now managed by Link by Stripe, for even better conversions and security.

Stripe Early Fraud Warning Email

Enable under Downloads > Emails.

Be alerted when an early fraud warning is detected by Stripe’s machine learning. Avoid disputes before they even happen by reviewing flagged orders to verify them and consider proactively refunding if the payment appears to be fraudulent.

This requires radar.early_fraud_warning.created webhook event. This will need to be added if you limit what Stripe Webhooks are sent to your site. See Webhook Configuration for details.

Buy Now

If you meet the Buy Now requirement, this will allow customers to checkout via a popup modal. For details on how this works, see our Buy Now Buttons documentation.

Apple Pay Configuration

In order to use Apple Pay you will need to register your domains inside your Stripe account.

Note: We attempt to register your domain for Apple Pay inside your Stripe account automatically once you connect but in some cases, you might need to do this process manually.
Please review the instructions available here

To use Apple Pay, you need to register with Apple all of your web domains that will show an Apple Pay button. Go to the Apple Pay tab in the Account Settings of your Stripe Dashboard.

If the domain registration fails, you’ll need to check for the domain association file on your host. The EDD Stripe extension will attempt to do this automatically when you enable one of the Express checkout options above for the first time. To confirm that the file was properly added, follow these steps from Stripe which explain how to manually add it.

Once you’ve registered your domains, you’ll be able to make payments in your store with Apple Pay, using Safari web browser. For more details see Stripe’s doc on Verifying your domain with Apple Pay.


Testing Stripe

You can test Stripe in Test Mode which allows you try out the payment process without using a real credit card. Stripe offers test cards for this process (see below).

1. Enable EDD Test Mode

Navigate to Downloads → Settings → Payment Gateways and enable Test Mode.

2. Connect with Stripe

Select the Stripe sub-tab within the Payment Gateways tab, then click the Connect with Stripe button. If you’ve already connected to Stripe with Test Mode disabled, you will have to connect again in Test mode. Once you are connected in both Live and Test Mode, you do not need to re-connect when switching back and forth.

This will take you to the Stripe website where you can log into your existing account if you have one or create a new account if you do not.

Stripe Temporary Test Account

Stripe offers a temporary test account by clicking “Skip this form”. We do NOT recommend this option as it’s best to use an actual account, the same account as your live account. This allows you to configure webhooks and ApplyPay once for both Live and Test Mode. Also, if you are testing Recurring Payments, renewals will not work with a temporary test account.

3. Testing a Purchase

Now in test mode, add a product to your cart and proceed to checkout.

You can use the card number 4242424242424242 with any CVC and a valid expiration date (any date in the future).

Testing Express Checkout (Apple Pay / Google Pay)

To test these methods, you must have a payment method added.

Apple Pay
A live card must be added to your Apple Pay wallet, but when Test Mode is enabled, live funds are not used when testing.

Google Pay
Google Pay allows you to add any Stripe Test Card. It should be added under chrome://settings/payments; if no test card exists (even with a live card listed) you may not see the Google Pay button.

If Express Checkout buttons are not appearing, you can test your browser(s) here:
https://stripe.com/docs/stripe-js/elements/payment-request-button

You should see the appropriate button appear at the top of the page (see screenshot below). If it doesn’t appear, it is due to your browser:

Apple Pay is available but fails to process payment:
Try re-registering your domain with Apple Pay by removing your site and registering it again.

Additional Resources

See Stripe Testing for more test card number and additional testing options.


FAQ

Q: What payment methods are supported with Stripe?

A: When using the Stripe Payment Gateway, there are a number of payment methods you can offer to customers via Stripe without having individual accounts with the payment methods. For example, you can accept Cash App without having a Cash App account. Here is a list of payment methods EDD supports via Stripe, which can be enabled / disabled via your EDD Stripe settings:

Credit Card / Debit Card*
Affirm
Alipay
Amazon Pay*
Apple Pay*
Bacs Debit
Bancontact*
Canadian Debit
Cartes Bancaires*
Cash App*

EPS
giropay
Google Pay*
iDEAL*
Link*
Przelewy24
SEPA Direct Debit
SOFORT
US Bank Account
WeChat Pay

* Supports Recurring Payments

In the United States, you can accept these cards: Visa, Mastercard, American Express, Discover, JCB, Diners Club, China UnionPay, debit cards.

You can read more about the currencies accepted by Stripe in their documentation.

Note: EDD does not support every Stripe payment method, some payment methods have requirements that EDD cannot support.

Q: How do I remove the additional 3% fee from my Stripe transactions?

A: You will not incur an additional 3% Application Fee from your Stripe transactions if you purchase a license to an EDD Extended (or higher) Pass or the individual Stripe Pro extension. The license key needs to be activated on your EDD site and remain active and in good standing to prevent the fee from occurring. The fee will return if the license key fails to renew and/or expires.

Your EDD Stripe connection status will reflect if the fee applies to your store.

Q: What features does the Stripe Pro extension have that the free version of Stripe in EDD does not?

A: Currently, the Stripe Pro extension adds the ability to accept pre-approved payments.

Q: Does the 3% fee apply to PayPal?

A: No, the 3% fee only applies to transactions processed through Stripe when using the free version of Stripe.

Q: Does the 3% fee apply to recurring Stripe transactions?

A: No, the 3% fee only applies to the initial transaction. If you’ve installed both our Stripe Pro and Recurring Payments extensions together (both included in our Extended (or higher) Pass, you will not incur this additional initial transaction 3% fee.

Q: Can I connect to my Stripe account manually using my Stripe API keys?

A: In order to provide the best experience, we only offer Stripe Connect as for integrating with Stripe.

Q: Can I downgrade from Stripe Pro to Stripe Standard?

A: Yes, you can deactivate and delete the Stripe Pro extension and Stripe Standard will automatically take over. Log into your account to cancel your Stripe Pro subscription.


Migrating to Payment Elements

Note: The following section is only applicable to customers who used our Stripe integration prior to the introduction of Payment Elements. These stores have been given access to an option to switch to Payment Elements during the initial phase of this release, allowing them to verify any customizations to their checkout page are not affected during the update, before making the switch to Payment Elements via their EDD Stripe Settings.

If you used our Stripe integration before the introduction of Payment Elements, we’ve given you temporary access to a setting called “Elements Mode” in Downloads > Settings > Payments > Stripe. Upon updating, your store will remain on Card Elements, and give you the ability to switch to Payment Elements only after you’ve confirmed your checkout works with it.

If your checkout page has been customized, refer to this document for additional details about what will need to be updated.

Caching plugins or services
Upon changing to the Payment Element, ensure that you flush any caches you may have, including page caching, object caching, and services like Cloudflare, to ensure that the proper Javascript and CSS files are being loaded.

Deprecated settings and their alternatives

With the introduction of Payment Elements, there have been some changes to the settings available within the EDD Stripe integration. We’ve added as much feature parity as possible, while still providing an optimal integration.

Previously Used Cards
The legacy card elements used the Stripe API to look up previously used payment methods for users when they were logged in. With the new Link integration built into the Payment Element, users can now authenticate and save cards with the Link by Stripe service. This is far more beneficial as it offers a more secure way to save cards, gives users the option to save their card, and the legacy card element only showed cards used on your store, where as the Link saved cards are global and apply to any store using the Link integration.

Split card fields
This feature is not officially supported in the Payment Elements, and has been deprecated.

Apple Pay/Google Pay
These methods appear by default and will show when relevant to users, in a non-intrusive way, alongside the other payment methods that are supported by their browser.

Prepaid Cards
With the introduction of Stripe’s Radar feature, you can more reliably restrict cards at the Stripe level, instead of relying on our setting. To learn more about how to create rules, view Stripe’s Radar Rules documentation, which has examples for blocking or allowing prepaid cards.

The post Stripe – Setup Documentation first appeared on Easy Digital Downloads.

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PayPal Setup https://easydigitaldownloads.com/docs/paypal-setup/ Mon, 24 Jan 2022 19:50:16 +0000 https://edd-site.lndo.site/docs/paypal-setup/ Table of Contents Configure PayPal Webhook Fallback IPN PayPal Commerce Pro Checkout experience Recurring payments integration Sandbox Setup Browser support Upgrade from other PayPal gateways FAQs Easy Digital Downloads comes with a PayPal integration built in. This gateway uses the latest PayPal checkout experience, utilizing smart buttons and a “Pay with PayPal” modal that keeps

The post PayPal Setup first appeared on Easy Digital Downloads.

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Table of Contents

Easy Digital Downloads comes with a PayPal integration built in. This gateway uses the latest PayPal checkout experience, utilizing smart buttons and a “Pay with PayPal” modal that keeps users on your site through the whole payment process.

Upgrading from a different PayPal gateway? See our upgrade notes.

NOTE: This PayPal integration requires an SSL certificate. If you do not yet have one, see our article on how to set up SSL.

1. Connect to your PayPal account

You will need a PayPal account in order to accept payments using this gateway. If you do not already have an account, you will be given the option to create one during the onboarding process.

Log in to your WordPress admin and go to Downloads > Settings > Payments > PayPal. You will see a button to connect to PayPal in your store’s current mode (either sandbox or live).

Click the button to open up a PayPal modal. This will prompt you to enter your email address and country. Proceed through the steps to either log in to your existing account or create a new one.

Important: You need to have browser popups enabled in order for the PayPal page to open up in a modal. If you do not see a modal, please check your browser pop-up settings, close the browser and try again. If the pop-up window still does not show you could try with the Chrome browser.

If you encounter an error connecting to PayPal and the issue persists, this can be caused by server rules preventing the connection modal from appearing. This may present itself as an error related to the `hash_equals` function. To resolve it you or your host may need to adjust the `Cross-Origin-Opener-Policy`. If the value “same-origin” it can cause this problem.

If you’re connecting in test mode, you will need to log in with your sandbox account credentials. If you don’t yet have a PayPal sandbox account, see our article on how to create one.

PayPal connect modal with log in form.

After completing all of the steps, you should see this success message:

Make sure you click the button to return to your store. If you don’t click this button, we will not be able to complete the onboarding process and you will have to begin again.

2. Check your account status

Back in the EDD admin settings, the “Connection Status” area will check your connection to PayPal. There are three possibilities:

Success

Your account was successfully connected, you’re ready to accept payments, and EDD created a webhook on your behalf. You can read more about the webhook in the webhook section.

PayPal account successfully connected.

Success, with webhook warning

This means your PayPal account has successfully been connected, and you may start taking payments. However, EDD failed to create a webhook on your behalf. This is not something you need to worry about in a local environment, but if it happens on your live site then contact EDD support for assistance. You can read more about what the webhook is for in the webhook section.

Error

You may also get an error message like this. Most errors in “Payment Status” mean something about your PayPal account is not ready for receiving payments. This means you have to either contact PayPal customer support or do something inside your PayPal account, such as confirm your email address.

Once you’ve corrected any errors, click “Re-Check Payment Status” to verify your account with PayPal again. All errors need to be resolved before you may begin accepting payments.

3. Enable the PayPal gateway

Once you’re connected, be sure to enable the gateway in general gateway settings:

PayPal gateway checked on.

Repeat in live mode

If you initially connect in test mode, you will need to repeat this connection process once you switch your store to live mode.


Webhook

Easy Digital Downloads will automatically attempt to create a webhook on your behalf. The webhook is primarily used for conveying actions that occur within the PayPal dashboard back to EDD. For example: if you refund a payment inside PayPal, then EDD will pick up on that and automatically update the payment status in EDD for you.

Webhooks are not required to process payments, but they are recommended for the most complete integration.

Checking webhook status

You can check the status of your webhook at any time by going to Downloads > Settings > Payments > PayPal. The webhook status will be listed, along with the registered events.

PayPal account successfully connected.

The “Sync Webhook” button will simply check the status of the webhook again, and register any missing events. You typically should not need to click this unless:

  1. You’ve changed your site’s URL; or
  2. You see a warning message about the webhook not being fully configured or a warning about missing events.

Fallback IPN

Easy Digital Downloads will now let you use a fallback IPN service that handles any scenarios in which a Webhook event might not be delivered to your website.

To configure the IPN you need to log in to your PayPal account and hover over the cog in the upper right corner of the screen, then select Account Settings

Click on Notifications on the left side of the screen, then click Update next to Instant Payment Notifications.

If you did not have IPN enabled before you will see a Choose IPN Settings button. In the IPN settings page add your website URL in the format: https://yoursite.com/?edd-listener=eppe

Replace yoursite.com in the link with your actual website URL.

Check the Receive IPN messages (Enabled) box then click Save.

That’s all there is to it! This will now act as a fallback to the main Webhook that Paypal sets up when connecting your account.


PayPal Commerce Pro

PayPal Commerce Pro is a paid extension that allows customers to pay via credit or debit card and alternative payment methods (depending on your country) such as Venmo, Apple Pay, and Google Pay directly on your site instead of customers being directed to PayPal’s site.

Once installed & activated, a new setting, Enable Advanced Credit and Debit Card Payments”, will exist in the PayPal settings located in Downloads > Settings > Payments > PayPal

Once enabled, the “Debit or Credit Card” and “Pay Later” (if supported by your PayPal account) buttons will appear on your checkout page, along with the PayPal button.


Checkout experience

This payment gateway uses PayPal’s modern checkout buttons. Instead of a normal “Purchase” button, your customers will see this at the end of the checkout form:

PayPal purchase button

After clicking the button, a modal opens up to PayPal.com, prompting the user to log in to their PayPal account. The customer can complete the entire checkout process without leaving your site.

'Pay with PayPal' modal with log in form.

Recurring payments integration

This PayPal gateway has complete support for the Recurring Payments extension. See the Recurring Payments PayPal setup documentation for configuration instructions.


Browser support

Support is guaranteed for the following desktop browsers. For any browsers not on this list, the buttons could continue to work, but compatibility is not guaranteed.

  • Chrome version 41 and later
  • Firefox version 43 and later
  • Safari version 8 and later
  • Opera version 12 and later
  • Edge version 14 and later
  • * Internet Explorer version 11 and later

* Note: While the buttons should work on IE11, we have to load several polyfills in order to make it compatible. For the best checkout experience, we recommend using a more modern browser. If you would prefer to not load the IE11 polyfills, you can disable them by adding this custom code to your site:

add_filter( 'edd_load_ie11_polyfills', '__return_false' );

If you add this code snippet, the PayPal gateway will not work in IE11.

For more information about PayPal Checkout browser requirements, see PayPal’s Browser Support page.


Creating a PayPal Sandbox account

The PayPal Sandbox allows you to set up test accounts that can be used to test the full purchase process in Easy Digital Downloads with the PayPal gateway. No real charges take place, and you may use it for as long as you like as these are test accounts that mimic the real PayPal flow.

To create a sandbox account, visit http://developer.paypal.com and click Login or Signup if you do not already have a PayPal account set up. You can log in with your existing PayPal account if you do.

Once logged in, follow the steps below to create a Sandbox account

  1. Go to Testing Tools > Sandbox Accounts.
  2. Click on “Create Account”.
  3. Select “Business”, choose the account country, and click “Create Account”.
  4. Click again on “Create Account” and this time select “Personal” as the account type.

The above steps will create a Merchant account that you will use to connect inside EDD and a Personal one that you will use during the Checkout flow to simulate a payment.

While on the Sandbox Accounts page, you can click on the account you wish to view/edit and you can view the default password that was set during creation or set your custom password.

How Can I Be Sure I’m In Test Mode?

To make sure your site is operating in Test Mode, go to Downloads > Settings > Payments and check the Test Mode box at the top of the page.

Remember

Before you go live with your site, take it out of Test Mode or none of your sales will be valid. It might be required for you to connect with your Live PayPal account once you deactivate test mode.


Upgrading from other PayPal gateways

Upgrading to the new PayPal gateway is simply connecting, following the configuration steps above then disabling the old gateway(s).

If you previously used one of our old PayPal integrations, such as PayPal Standard, PayPal Express, PayPal Pro, or PayPal Payments Advanced, you will be prompted to switch over to this new gateway after updating to Easy Digital Downloads version 2.11.

How does the upgrade work?

Until you connect to the new gateway, payments will continue to process through your site using the existing gateway you’ve selected. When you connect to the new PayPal integration, you should connect using the exact same PayPal account you used before. Once the connection process is complete and you’ve enabled the new gateway, payments will start processing via the new PayPal integration. Be sure to disable the old gateway so that only the new one is active.

Inside PayPal itself, you won’t notice any difference. Payments will still come in the same way as before. Only the checkout experience on your site has been updated.

What about Recurring payments?

If you use our Recurring Payments extension, you can safely switch over to the new PayPal gateway without affecting existing subscriptions. Old subscriptions will continue to process and renew as normal. However:

  1. Once the new gateway is set up, you can uncheck the old gateway from the list of enabled payment gateways.
  2. For PayPal Express and Pro, you do need to keep your old PayPal IPN configured (Express / Pro IPN Doc), as subscriptions that were created with the old gateway will continue to use IPN to let EDD know about renewal payments. PayPal Standard doesn’t rely on IPN, as the URL is hard set in the IPN. If you don’t use your PayPal Account with multiple stores, we recommend setting it in the event PayPal changes functionality in the future (Standard IPN Doc), but it’s not required.
  3. If you’re using PayPal Express or PayPal Pro, you do need to keep that plugin activated. The gateway itself should not be enabled (Downloads > Settings > Payments), but the plugin should be. This is to ensure that the gateway can continue to process old IPNs, as noted in step 2.

Note: Using Aelia Currency Switcher?
PayPal will need to be re-added in Aelia Payment Gateways Settings for the currencies supported on your site. Otherwise, PayPal will no longer be a gateway available on checkout.

Do I have to upgrade to the new integration?

All old PayPal integrations will be deprecated. They will no longer receive updates moving forward. Additionally, many of the old integrations are deprecated on PayPal’s end too, and represent older checkout experiences.

Old integrations should continue to work in EDD 2.x, but we recommend switching to the new gateway before 3.0, as old PayPal extensions will not be updated to become 3.0 compatible.

FAQs

I see SANDHILLS DEVELOPMENT, LLC during the connection process, is this expected?
Yes, Easy Digital Downloads is a SANDHILLS DEVELOPMENT, LLC product. You are agreeing to connect your PayPal account to your Easy Digital Downloads (a SANDHILLS DEVELOPMENT, LLC product) store. Unfortunately, PayPal requires the use of the company name instead of our product’s name.

Can I connect to PayPal with a personal account?
A business account is required to connect EDD to PayPal. You cannot connect EDD to a personal PayPal account. If you don’t have a business account, you can create a separate business account and have multiple PayPal accounts if you don’t want to make your personal account a business account.

Why is “Unexpected authentication error” appearing on my checkout page?
This is likely due to PayPal not being properly connected to your store. Check the status under Downloads > Settings > Payments > PayPal. You’ll also want to confirm your live PayPal account is not connected to EDD in Test Mode and your PayPal Sandbox account is not connected to your live PayPal connection (connecting to PayPal with Test Mode disabled).

Why does PayPal fail to connect to EDD?
This can be due to several issues.
– Try to connect via a different browser or device.
– Confirm the country your PayPal account is tied to a supported country, listed in the dropdown box during the connection process.
– Confirm your PayPal account is fully active. It’s possible PayPal has outstanding actions you need to complete. Look for notices in your PayPal account and/or contact PayPal support to confirm your account is active.

Can I add or remove the Pay in 3 or Pay in 4 buttons?
PayPal Commerce Pro is required to have the Pay in 3 or Pay in 4 button appear on your site. If the button appears and you want to disable it, you can disable it via your EDD PayPal settings.

You can also support a set number of payments using our Recurring Payments extension.

Why doesn’t Paypal Guest Checkout show?
When paying through a checkout page on PayPal.com, there is sometimes the option to pay by credit card without logging in to PayPal. This is known as “guest” checkout mode or PayPal Account Optional. See the PayPal instructions here to enable or disable. Here’s how to enable the PayPal account optional setting:

  1. Hover over your name in the top right corner.
  2. Click Account Settings in the drop-down menu.
  3. Click Website payments under ‘Products & Services’ on the left of the page.
  4. Click Update beside ‘Website preferences’.
  5. Select On under ‘PayPal account optional’.

Do I need SSL If I Use PayPal?
Yes, you need SSL enabled on your website, even though payments are processed offsite with PayPal.

Customers are not redirected back to my site after paying.
When people pay with PayPal they expect to be redirected back to your website after paying. If this isn’t working properly then the auto-return option probably needs to be enabled in your PayPal profile.

Log into your PayPal account and go to your profile settings.

In your settings, click on Website Preferences.

There you will have an option to enable automatic return.

In the example above it’s off. To turn it on, choose the On radio button, and then in the field below make sure you put in the address you want your customers redirected to.

The post PayPal Setup first appeared on Easy Digital Downloads.

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