Note: EDD pages that require a shortcode can use the equivalent block in place of the shortcode. Not all shortcodes have block equivalents.

EDD Buy Button

The EDD Buy Button is a simple block and adds a single purchase button for a specific download (will show price options for a variable download). It can be used anywhere.

EDD Cart (Widget)

The EDD Cart is intended to be used in the WordPress widgets, but can be used anywhere blocks are supported. The block can display as a mini cart (showing just quantity/total) or a detailed cart which resembles the cart on the checkout page.

Block Settings:

Mini Cart will present a cart icon, number of items and total. When disabled, a ful cart will be presented, listing added products and amounts.

Hide When Empty will hide this block if no items have been added to the cart.

Hide on Checkout will hide the block when visiting the checkout page.

Link Cart to Checkout will add a link to your checkout page.

Show Number of Items in Cart will present the number of items added to cart.

Show Cart Total will present the total cost of items in cart.

EDD Checkout

The checkout block is intended to be used on the Checkout page in place of the [download_checkout] shortcode. This has improved design over the shortcode and is aware if the user is logged in.

EDD Confirmation

This block is very similar to the receipt block but should not be used in its place, as it does not include details from subscription information, for example. This is an updated version of [edd_receipt] but only used on the order confirmation page. It cannot be used on the order receipt page (use the EDD Receipt block instead).

EDD Login

The EDD Login block allows you to add a login form to any page.

EDD Order History

The Order History block displays the purchase history which is intended to be used on a customer account page.

EDD User Downloads

The User Downloads block displays a list of files available to the customer for download. This block replaces the [download_history] shortcode. Available block settings:

Show a Search Form: When enabled, a search form will appear at the top of the block. This feature is only available for Easy Digital Downloads (Pro) users.
Show Product Variation: If your product variations have access to the same file(s), you may want to hide this.
Hide Products With No File: When enabled, products with no files will not appear in the list.

EDD Products

The EDD Products block displays your product(s) with rows and columns. It is a replacement for the [downloads] shortcode. There are a number of block settings available to customize how your products are laid out.

EDD Receipt

The receipt block is a detailed receipt and the order is similar to the shortcode, although all markup has been redone for improved responsiveness. It’s intended to be used on the “Receipt Page” (previously “Success Page”).

When viewing the receipt block as a user who is not logged in, you should experience one of two flows:

• If the purchase does not have a user ID associated (it’s a guest purchase), you can enter the purchaser’s email address to confirm the order and can view all details.
• If the purchase does have a user ID associated with it then you will get a login form.

EDD Registration

The EDD Registration block presents a WordPress user registration form.

EDD Download Terms (Categories / Tags)

The EDD Terms block displays download categories or tags. Visitors can click the Category / Tag name and view products within that term.

The post WordPress Blocks for Easy Digital Downloads first appeared on Easy Digital Downloads.

Full Refund

Some payment gateways allow you to process refunds in your merchant account directly from the 
Edit Order screen of Easy Digital Downloads.

To issue a refund in this way

1. Go to Downloads > Orders.
2. Click Edit for the Order that you wish to refund.
3. Click the Initialize Refund button on the Order items section.

At this point, the Refund process is initiated and a new modal window will be visible like below:

This is where the magic happens. In the screenshot above you can see that the order has 1 item which is a Recurring Download which was purchased via the Stripe gateway.

Using the Checkbox(es) you can select which item from the order you want to refund. In case the customer has purchased multiple downloads in a single order you can choose to refund only one or multiple items from the order using the checkbox next to the specific item in the order.

Refund Charge in Stripe – If you check this box then EDD will also refund the monetary transaction directly in the payment gateway to the customer. In this case, I am refunding the transaction inside Stripe as well as marking it as refunded in EDD.

Cancel Subscription ID #11 (Simple Download) – This box will be visible if there is a subscription tied to that specific Order. In this case, I want to refund the customer but also cancel his Subscription that was created for the Download at the time of the purchase.

Once you click the Submit Refund button the items will be refunded, any subscriptions tied to the order will be canceled if the checkbox to cancel them was checked and a new record in the database will be stored for this refund.

The refund will automatically happen and all records will be updated to reflect that refund. This includes sales/earnings stats, customer records, download links, and every other aspect of EDD that is affected by refunds.

Refund Confirmation

If the refund was successful at the payment gateway, in the Order notes, there will be a Refund ID:

In the event a note is not recorded, you can open the payment at the gateway and confirm the refund was processed.

Partial Refund

You can now choose to issue a partial refund for an order. The process is very similar to processing a full refund as described above.

Once you check the box next to the Download you wish to refund the Subtotal column becomes available. You can then click and enter the amount that you wish to refund for that particular order item. In this case we issued a 5$ refund from a total of $20.

Once the refund has been processed the main Order will reflect the Partially Refunded status as seen below.

At this moment for this particular order, we issued a $5 refund from a $20 total. You can start a new refund on the same order up to the maximum of $20.

For example, you can do 3 more $5 refunds or one $15 refund at which point the order will be marked as Refunded as the full amount has been refunded to the customer.

The post Refunds first appeared on Easy Digital Downloads.

The Easy Digital Downloads developers and support team do not provide code review or assistance with custom development. We recommend reaching out to Codeable, our trusted partner, if you require these services.

If you need help modifying the default behavior of Easy Digital Downloads, you may also view our library of code snippets. It is important to note that these snippets come with no guarantees. Due to the constant evolution of the EDD codebase, it is possible that the behavior of these snippets may change overtime.

The post Custom Development and Code Review first appeared on Easy Digital Downloads.

Installation and Setup

To enable Recapture on your Easy Digital Downloads store, navigate to Downloads > Settings > Marketing > General and click Connect with Recapture.

Complete setup documentation for the Recapture integration for Easy Digital Downloads can be found here.

Recapture Support

Support for Recapture can be found in your Recapture dashboard with an active account, or if you have questions, you may contact their support team.

The post Recapture cart abandonment first appeared on Easy Digital Downloads.

Termageddon is our recommended website policy solution. Their paid service helps generate privacy policy documents that are specific to your type of eCommerce products.

If you have an eCommerce website, you may be required to have a Privacy Policy by multiple privacy laws. Failure to have a Privacy Policy can lead to fines and even lawsuits. Protect your website and business with Termageddon.

Why Termageddon?

With Termageddon, you can generate a set of policies for your website to help comply with various privacy laws, such as GDPR, UK DPA, CCPA, CalOPPA, Nevada 603a, DOPPA, PIPEDA, and more. Termageddon then monitors privacy laws, notifies you when new disclosures become required, and can even push updates to your policies, helping you stay compliant and avoid privacy-related fines and lawsuits. 

Installation and Setup

The team at Termageddon is offering all Easy Digital Downloads customers 30% off their first-year payment. Learn more about this special offer here.

1. Register at Termageddon and confirm your email
2. Purchase a license (use promo code EDD for 30% off your first annual payment)
3. Set up your license
4. Generate each policy
5. Copy/paste embed codes onto each policy page on your website

Want help?  Click here to schedule a complimentary setup call. 

The post Termageddon Website Policies first appeared on Easy Digital Downloads.

Notes:

• All Parent categories include sales and earnings stats from child categories.

• Stats include all sales and earnings for the lifetime of the store.

The post Earnings by Category first appeared on Easy Digital Downloads.

This guide will show you:

Definations of terms used in reports
Available reports and examples
Data available for export

Terms

Gross Sales is the total quantity of downloads sold.

Net Sales is the total quantity of downloads sold minus any items that have been fully refunded (items with a partial refund are still included).

Gross Earnings is the sum total of the earnings, before discounts, fees, and taxes.

Net Earnings is the sum total of the earnings after discounts, including fees, less taxes. When reported for specific downloads, fees applied to the entire order are not included.

Reports

Each report allows you to present data for a certain period of time (Month to Date by default) and compare to a past period.

Overview

The Overview section provides an overview of your stores sales and earnings, average order value, new customers and amount refunded.

Downloads (or Products)

The Downloads report gives you an overview of your products.

• Most Valuable Download
• Average Sales / Earnings
• List of Top Selling Downloads
• List of Earnings By Taxonomy (Tags and Categories)

Refunds

The Refunds report provides details about your refunds.

• Number of refunds
• Total refund amount
• Average refund amount
• Average time to refund
• Refund rate

Payment Gateways

The Payment Gateways report shows what payment gateways are used during the set timeframe.

Taxes

The Taxes report shows the Total Taxes Collected and Taxes collected by location. This report allows you to filter by:

• Timeframe
• Downloads
• Country
• Region

File Downloads

The File Downloads report provides details about files downloaded as a result of purchases made via your store. Available data includes Total File Downloads, top five most downloaded products and a graph of sales over the set period of time.

Note, downloads by customer and/or order can be found in the order details under the tools tab.

Discounts

The Discounts reports shows how discounts are used with your store.

• Number of discounts used
• Discount ratio
• Customer savings (total amount in discounts used)
• Average discount amount
• Most popular discount
• Top File Discounts

Customers

The Customers report shows an overview about your customers for the set timeframe.

• New customers
• Average revenue per customer
• Average orders per customer
• Top five customers
• Most valuable customers

Export

The Export tab allows you to export various store data and logs to CSV. Available exports:

• Earnings Report: Download a CSV giving a detailed look into earnings over time.
• Sales and Earnings: Download a CSV of all sales or earnings on a day-by-day basis.
• Product Sales: Download a CSV file containing a record of each sale of a product along with the customer information.
• Orders: Download a CSV of all orders.
• Taxed Orders: Download a CSV of all orders, taxed by Country and/or Region.
• Export Customers: Download a CSV of customers. Select a taxonomy to see all the customers who purchased downloads in that taxonomy.
• Taxed Customers: Download a CSV of all customers that were taxed.
• Download Products: Download a CSV of product downloads.
• API Request Logs: Download a CSV of API request logs.
• File Download Logs: A log for every time any file is downloaded, no matter how many times. CSV includes Date, Downloaded by, IP Address and Product File

The post Reports first appeared on Easy Digital Downloads.

When viewing the admin page for any single Download, in the top right you’ll see a meta box like the one to the right here.

There’s a link titled
View Detailed Earnings Report.

This link will take you to the Reports section, but will be filtering ONLY the specific Download you’re looking for.

Below is an example of an
Earnings Over Time graph for a specific Download.

The post Product Specific Reports first appeared on Easy Digital Downloads.

• Going to your Dashboard > Downloads > Settings > Payments > Checkout > Moderation page.
• Enter into the “Banned Emails” text box the addresses, one per line.  Whole domains may be blocked simply by starting with the @, like this: @apple.com

If someone tries to use a banned email address this error will appear:

The post Banned Emails first appeared on Easy Digital Downloads.

function kjm_edd_use_three_decimals() {
    return 3;
}
add_filter( 'edd_sanitize_amount_decimals', 'kjm_edd_use_three_decimals' );
add_filter( 'edd_format_amount_decimals', 'kjm_edd_use_three_decimals' );

The number “3” in this snippet can be changed to any number required, including zero.

This code can be inserted into either a custom plugin or a child theme’s
functions.php file. If this is your first time creating a custom plugin, Pluginception can be very helpful as it makes the process of generating a new plugin much simpler.

What this code changes

When this snippet is active on a site, all download prices will always appear with the defined number of decimals. For example, changing the number of decimals to “3” like in the example above will result in prices on the download edit screen appearing like this:

If download prices are saved with a number of decimals that is greater than the number allowed by either the default value or the value overridden by the snippet above, the result upon updating the download will be a number rounded to the correct number of decimals. For example if the number of decimals is set to “1” and a download’s price gets entered as $1.49, after saving the download, the price will be updated to $1.5.

The post Changing the Number of Decimals in Prices first appeared on Easy Digital Downloads.

You’ll also be able to see the details of each sale, and make private notes about each customer.

To begin, go to Downloads → Customers and you’ll see a list similar to the one below.

The list shows the Custome name, Email, Purchases, Total Spent, and when their account was created.

Under each name you have the option to View more details, go directly to their Download log, or Delete the user.

The post Intro to Customer Management first appeared on Easy Digital Downloads.

Why would I change the information on a payment record?

Being able to modify payment records after they’ve been created can come in handy sometimes. Here are just a few instances in which locating and altering a payment record manually is necessary:

• Processing refunds. If you have sales, you will eventually have refund requests. With Easy Digital Downloads, processing refunds is possible right from the edit payment screen.
• Changing the assigned customer. Occasionally customers request for a purchase to be associated with a different customer account on your site. Fulfilling this request requires only clicking on the “Assign to another customer” link and then searching to find the desired account.
• Generating new license keys. If you are using the Software Licensing extension, there are occasionally situations in which payment records are manually created but the associated customers need new license keys to be generated. With this extension active, a “Generate License Keys” button will be present on the payment edit screen and, when clicked, will generate brand new license keys for all the products in the payment which apply.

This is only a short list of examples and many more exist. With Easy Digital Downloads, making changes  to payments as needed is simple and straightforward.

What payment information can be changed?

From the payment edit screen, the following information can be changed at your discretion:

• Payment Status. Changing the selection for Status will change the payment status for the current record. If the gateway used for the purchase supports refunds and is configured properly, setting the status to Refunded will reveal an option to refund the customer’s money from the payment gateway.
• Date and time. If needed, the date and time fields allow for changing when the payment should show as being created.
• File download limits. A checkbox exists on the payment edit screen labeled “Unlimited file downloads”. Checking this box overrides the File Download Limit value set in Downloads > Settings > Misc > File Downloads and grants the assigned customer unlimited download privileges for the items attached to the current payment.
• Purchased downloads. The items purchased can be returned / refunded but cannot be removed from the order.
• Customer. The assigned customer for the current purchase record can be easily changed by clicking on the “Assign to another customer” link and then searching for the correct user. Additionally, the billing address for the customer can be modified for this specific payment right below the customer selection.
• Payment notes. When certain actions are taken or events occur, EDD Bot will log notes on payment records with any relevant details. But manual notes can also be saved. If you have any information which you or other store managers need to know about a specific payment, leaving a note on the payment will help provide contextual guidance for anyone viewing the purchase details in the future.

How do changes to a payment record affect the customer?

When modifications are made to an existing payment, those changes will instantly be reflected on the customer’s purchase receipt.

This means, if you change the associated customer for a payment, the original customer will no longer see that entry listed in their purchase history and the newly assigned customer will see that entry listed.

Email receipts are not automatically resent when payments are updated. You can manually resend the receipt from the payment edit screen using the “Resend Receipt” button. Additionally, customers can trigger a new emailed receipt on their own if the Resend Receipt extension is active.

The post Manually Editing Payments first appeared on Easy Digital Downloads.

Table of Contents

• Inactive
• Active
• Nearly Expired
• Expired
• Disabled
• Common Questions

Easy Digital Downloads is built to have extended functionality through paid extensions. In order for those extensions to easily get updates the store owner will need to enter a lisence key for each extension purchased.

License keys for purchased EDD extensions are entered under
Downloads → Settings → Licenses. When you make a purchase you’ll be given a 32 character license key and a copy of the plugin. Install the plugin and go to the Licenses settings page and you’ll see a box ready for your key.  Here are some examples, with key status options.

Inactive

If your store has not tried to connect with a key, or you’ve removed the key, it can look like this.

Active

Once you put in a valid key and press
Save Changes at the bottom of the page your key will be active for this web site. As long as you keep your license subscription active this key will work, you won’t have to put in a new one every year. Once your key is activated it will look something like this:

Activation Limit

Store owners can set how many sites may use a given key. If your key reaches its limit, the license box will have a notice saying ”
Your license key has reached its activation limit. View possible upgrades now.” It will look something like this:

If your key for an EDD product has reached its activation limit you can log into the EDD web site and manage that. Full documentation on key management is here.

Nearly Expired

When you purchase a plugin it comes with a license or a specific amount of time. When the license expires your product will continue to work, but you will lose benefits like support, updates, etc. To help prevent any amount of time outside support and updates, the EDD license page will show an alert in a blue bar that says Your license key expires soon! It expires on [date]. There will also be a link to renew your license key. Example:

Expired

When your license key expires the license block will have a red bar containing the date it expired and a link to renew your license.

Disabled

If it appears that your license key has been stolen or is being fraudulently used in some way your key may be disabled by the store owner. If this happens contact the store owner immediately. When your key is disabled you’ll be notified in the License box for that plugin, and be provided a link to support.

Common Questions

If my license is not active will the plugin stop working?

No, the plugin will continue to work. This should not be used as a reason to not stay current with your license however. There are may reasons to stay current:

• If your license is not up to date you won’t get updates for new versions of your plugin
• At some point WordPress may change in such a way as to make the plugin not work. Updated versions will always work.
• If there’s ever a security issue, an active license will assure that you get the update as soon as possible.
• An active license means you’ll get prompt, helpful support.

If my license is not active will I still have access to support?

No, aside from pre-sale questions support is for people with active licenses.

If my license is not active will I get updates to the plugin?

No, plugin updates only work when a valid active license is in place.

What if it’s for a serious security problem?

Plugin updates still only work when a valid active license is in place.

Can I use a single site license on my live site and my development site?

Yes, please open a support request that includes the URL of your development site within the body of the message and we will add it as a licensed URL.

If the plugin works even without a valid license, why bother having licenses?

The plugin itself is a very small part of what a license purchase comes with. The license purchase actually purchases support and updates to the plugin.

The post Extension License Key Settings first appeared on Easy Digital Downloads.

The download history includes the name of each product and download links for all files associated with each product. Example below.

Note: The download history will only appear for logged-in users, and only show their own information.

The post Download History Page first appeared on Easy Digital Downloads.

The shortcode is [edd_profile_editor]. You simply place it on a page and link to it from wherever you wish.

This information is the same information the admin user has access to in the EDD Admin area.

NOTE: This form will only appear to logged-in users.

The post Profile Editor first appeared on Easy Digital Downloads.

[edd_login] will display a simple login form. It should be placed on the page that you wish to act as the login page.

Below is an example of a login form, styled with the Vendd theme.

The shortcode also accepts an optional redirect parameter that lets you set where users are redirected after they log in. By default, users are sent back to the same page as the login form is displayed on, but if you want to send them elsewhere, such as your homepage, you can do this:

[edd_login redirect="http://yoursite.com"]

Note, if the user is already logged in the form will be replaced with the text: “You are already logged in”

The post Login Form first appeared on Easy Digital Downloads.

You may also get to this page when viewing an individual Order and clicking the “View customer record” link in the Customer section.

Personal Image

The image comes from the WordPress user profile.  In this case, the user doesn’t have one set, so it’s using WordPress’ fallback gravatar icon.

EDD Personal Information

Next to the image we see the Customer’s name. Below is their email address and how long they’ve been a customer.

Lastly in this section, we see a User ID.  This is their WordPress user id. In the top right of the Customer Details you’ll see another number (#6 in the example above).  That number is their EDD Customer number. The Customer ID and WordPress User ID can be different.

Next to the User ID is a link to Disconnect User.  This disassociates the WordPress user id with this EDD customer.

Customer Address

To the right of the EDD Personal Information is the Customer’s address. This data represents the customer’s physical address if it was added to their profile at any point during the purchase. For example, if taxes are enabled the customer will have to enter their location during purchase and then those details will become their Primary Address info.

EDD Activity

Below the Customer Information, you’ll see a Completed Sales section and a Lifetime Value section. When you click the Completed Sales link you will be redirected to the Orders history page along with a filter being applied automatically to only display orders from that particular Customer.

Below this section (not pictured in the example above) is a list of the recent orders, refunds, and a list of the purchased Downloads.

Editing a Customer

Below the customer profile image, you can click on the “Edit Profile” button which will let you edit their profile details without having to reload the page.

Notes

These notes are never revealed to anyone except the store admin.  The customer never sees them, the front end of the site never sees them.  They’re exclusively for the admin to remember things about the customer.

Delete

To delete a customer, go to Downloads > Customers and click Edit under the Customer account that you wish to delete. On the left side, click the Delete option.

You’ll be prompted to make sure you want to delete this customer, and then you have the choice to delete all associated payments and records. If you choose this option all the payment/download history for this specific customer will be deleted.

NOTE: this will not remove an associated WordPress user, only the EDD Customer record is deleted.

Other Options

On the left side of the Customer Details screen, there is a collection of tabs that you can use to open additional functionality which will be covered in other docs.

The post Customer Details Page first appeared on Easy Digital Downloads.

If you choose “Use Current” the widget disappears on pages that do not have a Single Download on them.

Your other options are any Download in your store.

The post Download Details Widget first appeared on Easy Digital Downloads.

Table of contents

• What is variable pricing?
  • Standard variable pricing
  • Multi-option purchase mode
• Associated product files
• Variable pricing with Bundles
• Common use cases
  • Selling music albums
  • Licensing options
  • Recurring payment price options
• FAQs and issues

Variable pricing is a core feature of Easy Digital Downloads that allows you to define custom price options that are specific to a single product. This functionality is a subset of
creating a product.

While variable pricing is optional, many stores depend on its functionality to provide a range of purchase options for their customers. Variable pricing oftentimes makes more sense than having separate, related product entries.

Below, we’ll outline what variable pricing is [and is not], its additional settings, front-end behavior, use cases, extension integrations, and more.

What is variable pricing?

As mentioned above, variable pricing gives you the ability to add multiple purchase options to a single product in your store. Let’s look at the two basic ways to implement variable pricing.

Standard variable pricing

When setting up a new product, variable pricing is not enabled by default. The price of your new product is set to $0.00 by default and will remain as such until you change the price, or enable variable pricing.

To enable variable pricing, you must tick the checkbox labeled Enable variable pricing in the Download Prices section.

Upon enabling variable pricing, a new interface will appear that allows you to enter information about a pricing option one row at a time. At a minimum, each row needs an option name. If the price field is left blank, the price for that option is assumed to be $0.00.

Additionally, after creating multiple pricing options, you can set one particular option as the default by clicking the radio button for the corresponding price option under the
Default column.

Here’s an example of a product that uses variable pricing with three price options, one of which is set as the default selection for customers.

This product configuration will allow the customer to purchase either Option One, Option Two, or Option Three. Option Two will be selected by default, though the customer can easily select a different option. The front-end purchase button display will look similar to this:

Notice that the values you provide for
Option Name and Price are used as the labels for the radio buttons. Likewise, the price option you selected as Default will automatically be selected when the page loads.

From here, the customer can either click the purchase button, leaving the selection as-is, or select a different price option before proceeding.
In this standard configuration, only one price option can be selected by the customer. That leads us to the next setting you may have seen in previous screenshots.

Multi-option purchase mode

When you tick the checkbox to enable variable pricing, another checkbox will display below it labeled
Enable multi-option purchase mode. Allows multiple price options to be added to your cart at once.

As the label states, multi-option purchase mode allows the customer to select more than one price option at a time for purchase. Ticking this checkbox will not change anything on the edit screen about how you configure your price options. However, it will change the front-end purchase button to display the price options as checkboxes instead of radio buttons.

This simple change takes advantage of the nature of HTML. In a single HTML form, grouped checkboxes allow for multiple selections at once, while grouped radio buttons do not.

Simply put, the state of your multi-option purchase mode setting determines whether or not your customers can purchase more than one price option [of a single product] at a time.

Note: the front-end display order of your price options can be controlled by clicking and dragging the direction icon that appears to the left of each price option on the edit screen.

Associated product files

Price options do not have to be associated with product files because Easy Digital Downloads itself does not require products to have files. However, when product files are present, you have control over how these files are associated with your new price options.

When you previously ticked the checkbox to enable variable pricing, another change to the interface occurred that you may not have noticed. In the
Download Files section, a new column called Price Assignment was added to the File Downloads area allowing you to directly associate a product file to a price option that has already been created.

Notice that the Price Assignment select menu, which will display for each product file row, has a populated list of your defined price options as well as an
All selection. All, the default selection, means that regardless of what price option the customer purchases, this file will be distributed with the purchase. If you do not configure the Price Assignment, this is the standard behavior.

To associate a product file with one particular price option, you’d select it from this menu. Doing so guarantees that the file will only be distributed to the customer if the associated price option is purchased. No other price option purchase will distribute that file.

Here is an example of a product that has one general product file, and an additional product file associated with each price option:

With this configuration, assuming the customer only purchases one price option, he or she will always receive two product files regardless of which price option is purchased.

Variable pricing with Bundles

In the Creating Products article, you learned about the Product Type Options, allowing you to leave a product set as Default type, or change it to a Bundle.

Bundles are a special type of product that allow you to configure a single product as a way to purchase access to multiple other products. For example, if Product A, Product B, and Product C are all separate product entries with their own pricing and files, you can create Bundle A as a way to buy the aforementioned individual products in one transaction.

Variable pricing works with bundles as well. Nothing changes about the way you configure variable pricing on Bundle A, or any of the other three products. However, after switching the Product Type Option on the bundle, the file upload fields will be replaced by select menus populated with all of the other products from your store, along with their pricing options.

Conceptually, this is the same as the Default product type in the sense that you are selecting what is being purchased. The key difference is that when configuring a bundle, you are not selecting files, you are instead selecting entire products and/or their price options.

The goal here is to associate Bundle A price options with entire child products, or the price options of those child products. The screenshot below outlines a common configuration.

To further illustrate what this means, let’s put the above configuration into words.

• Purchasing Option 1 grants you access to Product A – Option 1 and Product B – Option 1
• Purchasing Option 2 grants you access to Product A – Option 2 and Product B – Option 2

Additionally, if you were to select Product B itself instead of one of its price options, then all Product B price options would be included in the purchase of the corresponding Bundle A purchase.

Lastly, for any product that is selected to be included in a bundle, whether it be an entire product or its price options, the product files associated with the product (and its appropriate price options) become accessible according to their configuration upon purchase of the bundle.

As you can see, variable pricing configuration is completely optional, but is also packed with default behavior and additional settings that allow you to easily create price options that meet your specific needs. In its simplest form, the above information covers variable pricing. Now let’s cover how one may use variable pricing in the real world.

Common variable pricing use cases

There are dozens, if not hundreds of ways to put variable pricing to use. However, the Easy Digital Downloads team sees certain use cases over and over again. Here are a few cases that put all of the additional settings to use.

Selling music albums

This is probably one of the most common use cases for variable pricing. Independent musicians use Easy Digital Downloads to sell their music albums. Much like the popular service iTunes, these musicians want to be able to sell a complete album as well as individual tracks. Variable pricing with multi-option purchase mode is perfect for that.

If we plan this out before configuring the product, it is clear that the customer should have the option to purchase a single track, multiple tracks at once, or the entire album with all tracks included. From a planning standpoint, the product list would look like this:

• track 1
• track 2
• track 3
• full album

Notice that the full album is an option just like the individual tracks are. No hierarchy is needed for price options. It’s the product files that hold the structure of what the customer is purchasing. Take a look at this product configuration based on the plans above:

Multi-option purchase mode is enabled to allow multiple individual tracks to be purchased once. The
Full album price option is set to default, because that’s the preferred purchase. Individual product files are associated with the appropriate price options.

The important thing to point out is that the
full-album product file (typically a compressed .zip folder) includes all of the individual tracks. Easy Digital Downloads does not include the other files in one download for you. You would simply package the product files appropriately before uploading them to your product.

Your album is now ready to be distributed using variable pricing with multi-option purchase mode.

Pro tip: add another product file for cover art and set its Price Assignment to All.

Licensing options

You may recognize licensing options from our very own website. Using the Software Licensing extension, we provide three price options allowing customers to decide how many license activations they’d like to receive for the extensions they are purchasing.

As you may have guessed, there’s nothing in the default variable pricing user interface that allows you to configure details like license activations for a product being sold. These additional options exist only when added programmatically by extensions.

Here’s a look at the variable pricing options when the Software Licensing extension is activated:

While there is much more to configure when using Software Licensing, the above screenshot illustrates the changes made to the variable pricing rows when the extension is activated. If left untouched for an unlicensed product, the behavior described previously in the article will not change.

However, the screenshot shows how an extension can add new fields and settings that let you define specific details about a variable pricing option. While this is still one product overall, the additional settings provided by Software Licensing allows each price option to behave according to your chosen configuration.

Recurring payment price options

Many other extensions add fields to the price option rows and interact with them logically based on the needed functionality. A few of them even modify the front-end display of price options based on the back-end configuration, like our Recurring Payments extension.

When a price option is set to be a recurring payment, additional fields are made available to set the specific details of just that price option’s recurring behavior.

With that configuration, notice how you the front-end display of price options have been modified to reflect the subscription details:

As you can see, the possibilities are endless.

Variable pricing FAQs and issues

Below you will find answers to some of the most common questions surrounding variable pricing. If you do not see your concern listed below, contact support for assistance.

If I assign a new product file to a price option that has already been purchased, will my customers gain access to the new file?

Yes.

Can I have a default variable pricing configuration that is automatically set for all new products?

While Easy Digital Downloads does not provide this functionality, it is available through a 3rd party extension. https://wordpress.org/plugins/easy-digital-downloads-variable-defaults/ Please contact the extension creator if you have questions or concerns.

I run a stock photo site. If I upload a single image, can it set the pricing options based on automatically-created image sizes?

No. Whether we are discussing price options, product files, or both, there is no way to upload a single image file and have it automatically create different image sizes to be set as separate price options. The price options and file associations must be set manually regardless of the product file type.

Can I view detailed stats and earnings reports for variable pricing options?

Not at the moment. This enhancement is a high priority on our development board. However, as of now, price option performance is included in the stats of the entire product.

Is there a limit to the number of price options I can have?

Technically, no. We do not set a limit on the number of price options a single product can have. However, an adjustable limit is usually imposed on the server level.

The product edit screen, like most WordPress admin screens, is simply a large HTML form. Every time you save/update the page, you are essentially clicking the “submit” button on a form. That means each setting on the screen is a form field, whether it be the product title, the checkbox for enabling variable pricing, or even the textarea for Download Notes.

While the vast majority of users will never have an issue, there are some who may need to have hundreds of price options and corresponding product file entries. Considering the fact that each individual price option and file upload row includes multiple individual settings, the number of fields being submitted can quickly reach hundreds, if not thousands.

On your server where PHP is configured, there are several settings and values that your host controls. One of these settings is called
max_input_vars and its value is usually 1000. That is, the maximum number of input values (form fields) that can be submitted at once is 1000. As described above, you may surpass that limit.

In certain cases, hitting that limit will not present any kind of error. Instead, some of the fields on the page will not be saved. As it pertains to variable pricing and your associated files, you may see many of your rows saved correctly up to a certain number with the rest of them missing.

If that situation occurs, you
must contact your host and request to “have
max_input_vars increased to a higher value.” In the past, an increase to 3000 has solved the problem for many. Request a number that you estimate will remove the restriction for your needs.

Does the Custom Prices extension work with variable pricing?

Yes.

Does the Frontend Submissions extension support variable pricing?

Yes.

Can I use Item Quantities with variable pricing?

Yes.

Can I use the [purchase_link] shortcode for a variable pricing option?

Yes. See the documentation for how to use the price_id parameter.

Can I add a price option to the cart using a custom add to cart URL?

Yes. However, you can only add one price option from one product per URL. See the documentation for how to build the URL with a price option.

If a customer adds a variable pricing option to the cart and decides to switch options, how does that work?

By default, the only way to switch options once added to the cart is to remove the product from the cart and then re-add the correct selection. A much better solution can be found in the Variable Pricing Switcher extension.

Can I display variable pricing options as a select menu instead of a list of options?

This requires custom development. However, there is a code snippet already written that should do the job.

The post Variable Pricing first appeared on Easy Digital Downloads.

Table of Contents

• Store
• Currency
• Pages
• API
• Tracking

The General Settings tab, located under Downloads > Settings, has five sections; Store, Currency, Pages, API and Tracking.

Store

This section is for your Business Information. This is used to pre-populate tax fields and 3rd party services.

Currency

Set your store’s currency and how it appears to visitors. Here you can configure the position of currency sign, thousandths separator and decimal separator.

Currency
This is a list of supported currencies. You may choose one from the list.

• US Dollars ($)
• Euros (€)
• Pounds Sterling (£)
• Australian Dollars ($)
• Brazilian Real (R$)
• Canadian Dollars ($)
• Czech Koruna
• Danish Krone
• Hong Kong Dollar ($)
• Hungarian Forint
• Israeli Shekel (₪)
• Japanese Yen (¥)
• Malaysian Ringgits
• Mexican Peso ($)
• New Zealand Dollar ($)
• Norwegian Krone
• Philippine Pesos
• Polish Zloty
• Singapore Dollar ($)
• Swedish Krona
• Swiss Franc
• Taiwan New Dollars
• Thai Baht (฿)
• Indian Rupee (₹)
• Turkish Lira (₺)
• Iranian Rial (﷼)
• Russian Rubles

If your currency is not listed, you can add it. See instructions on how to add additional currencies here.

We have an extension for adding multiple currencies at once or switching currencies after you’ve made a choice. Multi Currency

Currency Position
This allows you to choose to put the currency sign before or after the amount, like this:

$10 or 10$

Separators
You have the option of choosing what character to use for both the thousands and decimal characters.

Pages

EDD uses 4 different pages to process different parts of the transaction process. When you install EDD it creates them for you, but you can change them on the General Settings page. Keep in mind these are simply plain WordPress Pages with specific shortcodes in them. If you want something other than the default, simply create it, put the shortcode on it, and choose it from the General Settings page.

Checkout Page
This is the checkout page where buyers will complete their purchases. The [download_checkout] short code must be on this page.

Success Page
This is the page buyers are sent to after completing their purchases. The [edd_receipt] short code should be on this page.

Failed Transaction Page
This is the page buyers are sent to if their transaction is cancelled or fails

Purchase History Page
This page shows a complete purchase history for the current user, including download links. This page requires either the [purchase_history] OR [download_history] shortcode.

Login Redirect Page
This option provides a list of existing Pages. A chosen page becomes the destination after a user logs in using a form created by [edd_login].

API

Easy Digital Downloads has an API which can return JSON or XML data. This data is perfect for making mobile apps and rendering data on other sites. For more information check out the API Documentation.

Allow User Keys
By default no API keys exist, and only users with the proper privileges may create keys. Turning on “Allow User Keys” makes it so any user may create keys via the user profile on your account page. When a key is created, keys are listed in Downloads > Tools > API Keys and may be revoked by an administrator.

Tracking

Turning on usage tracking helps us understand how people use EDD, and thereby makes it easier for us to make the software better. Here is what we track.

The post General Settings first appeared on Easy Digital Downloads.

To create a discount code, go to Downloads > Discounts > Add New.

Required Settings

To create a discount code, at minimum, it requires a Name, Code, and an Amount.

Options and Settings

Name

This is for internal use only, and won’t be seen by customers. Feel free to make it something descriptive and useful so you know what the discount was created for.

By default, this is not shown to customers, but in some custom templates and themes, the discount name is shown instead of the code itself.

Code

This is the discount code that the customers will use. You can make it easy to remember or a random set of characters for unique codes.

Generate Code (Pro Feature)

Easy Digital Downloads (Pro) users can generate unique discount codes. This tool allows you to specify a Prefix, Length, and if it should contain letters and/or numbers.

Amount

The discounted amount as a percentage or flat rate. Use 100% to make discount free.

Download Requirements

When a product is selected in the Download Requirements, additional options will appear below.

• Product Selection: You may list one or more products that are required to be in the cart before the discount can be applied. You may also select a Product’s specific price options that the discount applies to.
• If multiple Products are selected, you may choose to either require all selected downloads to be in the cart or only one of the selected downloads to be in the cart.
• Specify if the discount applies to the entire purchase or only the downloads selected for this discount.

NOTE: Unless requirements or exclusions are placed on the discount code, it automatically applies to every product that the discount code is used on.

Excluded Downloads

Here you choose any items that cannot be discounted, regardless of whatever other settings might match to try to discount it.

Categories

Select the Product Categories you want the discount to apply (or not apply) to. After a category is selected, a dropdown box appears to determine if the selected categories are discounted or excluded from the discount.

Start date

This allows you to set a discount for a future start date.

Expiration date

This allows the discount to stop working on a certain date or time.

Minimum Amount

The minimum subtotal of item prices in a cart before this discount may be applied.

Max Uses

The maximum number of times this discount can be used.

Use Once Per Customer

This provides the option to restrict a Discount to one use per customer.

Redeeming Discount Codes

Discount Codes can be applied in two different ways.

During Checkout

This only appears on the checkout page if you have at least one active discount created. If you have no active discounts, you will not see the option to enter a discount code on your checkout page.

On the checkout page, the customer will see a link to enter a Discount Code.

When that is clicked a form appears to enter the code.

Once the customer clicks apply the total will immediately update in the cart.

Passed via URL

Any URL on your site that has ?discount=CODE (where CODE is whatever Discount Code you’ve made up) will store that code in a session variable, so that when the customer gets to the checkout page, the code is automatically placed into the above form, and the discount is automatically applied.

Note: If using this in conjunction with a custom add to cart link, use the & symbol in place of the question mark if the discount code is the last item. Example:

https://yoursite.com/?edd_action=add_to_cart&download_id=XXXX&discount=XXXX

The post Creating and Using Discount Codes first appeared on Easy Digital Downloads.

PayPal Standard

Easy Digital Downloads comes with PayPal Standard built in. PayPal Standard is the most basic PayPal account you can get.

NOTE: A free PayPal Business account is required to connect to EDD. You can either upgrade an existing PayPal Personal to a Business account or create a new PayPal Standard Business account.

Settings

Settings are found under
Downloads → Settings → Payment Gateways → PayPal Standard.

1. PayPal Email Address

The first setting is your PayPal email address. This is the address associated with your PayPal account.

2. PayPal Image (Optional)

Next you have the option of uploading an image to display on the PayPal checkout page.

TIP: The image must be publicly accessible on the internet and stored on a secure (HTTPS) server for it to show on the PayPal checkout. Logos should be a maximum of 90 pixels wide by 60 pixels high and saved as a valid graphics format, such as .gif, .jpg, or .png.

NOTE: This was previously called PayPal Page Styles, but the page style options were deprecated by PayPal in favor of supplying an image.

3. PayPal Identity Token

Next, enter your PayPal Identity Token. This is required in order for payment records to be automatically marked as
Complete immediately after purchase.

This token can be obtained from your PayPal account by following these steps:

1. Log in to your PayPal account.
2. Hover over the cog in the upper right corner of the screen and select Account Settings
3. Under the Products & Services heading, click on Website payments on the left side of the screen
4. Click the Update link next to Website Preferences
5. Set Auto Return to On
6. For the return URL, enter your website URL.
7. In Payment Data Transfer, click the On option.
8. Click Save.
9. Your PDT identity token should now be visible in the Payment Data Transfer section on the page.

Copy the token to your clipboard and paste it into the
PayPal Identity Token field in Downloads → Settings → Payment Gateways → PayPal Standard.

4. IPN Settings

The PayPal Instant Payment Notification (IPN) service allows PayPal to communicate with your store, and mark transactions as complete, failed, refunded, etc.

The PayPal IPN will be configured automatically when using PayPal Standard but it is still important you can confirm it is enabled inside your PayPal account.

Log into your PayPal account and hover over the cog in the upper right corner of the screen, then select
Account Settings.

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

Click the Edit Settings button, then enter your domain (including http or https) followed by ?edd-listener=IPN

Choose the radio button for Receive IPN messages (Enabled).

If the PayPal IPN is not working, you can disable IPN verification, which simply disables an extra verification step that is performed when IPN messages are processed.

NOTE: PayPal IPN verification requires an SSL certificate.

If you need to access your PayPal IPN history, see
this guide.

5. API Keys

PayPal API keys allow your store and PayPal to communicate more fully, allowing for more reliable communication as well as some additional features like
in-store refunds. This section needs API keys for Live and Test for:

• Username
• Password
• Signature

Full documentation on getting PayPal API keys is found below.

FAQ

What is the difference between PDT and IPN, and do I need both?

PDT (Paypal Identity Token) and IPN (Instant Payment Notification) are both ways that Paypal uses to tell your store that a Payment was successful, so that the status can be set to “complete”, releasing the files to the customer.

PDT is an alternative to IPN. You should use both to get the most accuracy from Paypal. You especially need to make sure that IPN is set up if you are using Recurring Payments.

Note: If you are using Commissions, it’s recommended to only use IPN. If both are enabled, there are instances where commissions can be recorded twice, if PDT and IPN are updated at different times.

My store’s Paypal payments remain as “Pending” and are not being set to “Complete”. What should I do?

This can happen for a number of different reasons. We have a list of possible solutions to help get this working properly here:
https://docs.easydigitaldownloads.com/article/190-payments-not-marked-as-complete

PayPal Express / Pro

About PayPal Pro and Express Gateway Extension

Easy Digital Downloads comes with PayPal Standard built-in.
PayPal Website Payments Pro and PayPal Express Gateway provides you with two additional PayPal options, PayPal Pro and PayPal Express:

PayPal Pro

PayPal Pro allows users to enter their credit card details during the checkout process and never leave your site, resulting in a better experience for the user, and more successful conversions for you.

Note: if using PayPal Pro to process credit cards, you must have an SSL certificate.

PayPal Express

When checking out with PayPal Express, the user experience is very similar to PayPal standard, except it is more secure. It also gives you the option to checkout via In-Context Checkout.

Setup:

1. Enable Payment Gateway(s)

Navigate to Downloads → Settings → Payment Gateways. Enable the PayPal Payment Gateway(s) you want to use. It’s not required you enable both Pro and Express. If you enable PayPal Express, you should disable PayPal Standard if it’s currently enabled on your site.

2. Enter API Keys

Before either Website Payments Pro or the Express Gateway will work you must enter API keys on the Gateways settings page (Downloads → Settings → Payment Gateways → PayPal Pro/Express). PayPal API keys allow your store and PayPal to communicate more fully, allowing for more reliable communication as well as some additional features like
in-store refunds. This section needs API keys for Live and Test for:

• Username
• Password
• Signature

Full documentation on getting PayPal API keys is found below.

If you’d like a testing account on PayPal you can follow the instructions in
our PayPal Sandbox document.

3. IPN Settings

PayPal’s Instant Payment Notifications (IPN) are how PayPal communicates with your site to do things like confirm completed sales, failed sales, etc.

Log into your PayPal account and hover over the cog in the upper right corner of the screen, then select
Account Settings.

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

You need to enable IPN messages and then set the Notification URL to: http://yoursite.com/?edd-listener=eppe
* Note: Replace “yoursite.com” with the appropriate name of your website.

Choose the radio button for Receive IPN messages (Enabled).

If you need to access your PayPal IPN history, see this guide.

4. In-Context Checkout (Optional)

In-Context Checkout works only with PayPal Express. To use
In-Context Checkout you must complete two settings. On the Downloads → Settings → Payment Gateways page you’ll find both of them.

You must check the box labeled “PayPal Express In-Context Checkout”:

and you must also provide your Live PayPal Merchant ID:

A merchant ID is required for In-Context Checkout. You can look up your merchant ID by logging into
https://www.paypal.com. Click the profile icon on the top right side of the page and then select Profile and settings in the Business Profile menu. (If you do not see the profile icon at the top of the page, click Profile, which appears in the top menu when the My Account tab is selected.) Click My business info on the left, and the Merchant account ID is displayed in the list of profile items on the right.

You may
read more about In-Context Checkout at PayPal.com.

5. Test PayPal

Setup PayPal Sandbox and enable Test Mode (Downloads → Settings → Payment Gateways) to test the the gateway.

FAQ and Troubleshooting

Is this extension PCI compliant?
Being PCI compliant is a requirement of Paypal if you are using their PayPal Payments Pro system. This extension is coded to be PCI compliant. It does not store any credit card information. Instead, it simply transmits the user-entered information to Paypal. However, in order to be fully PCI compliant, your website needs to send and receive all data in a secure and encrypted way. You can do this by setting up an SSL certificate and forcing all pages to use it. If you need assistance with setting up an SSL certificate and forcing all data to be sent/received through HTTPS, we recommend contacting your webhost as they will be the ones equipped to set that up for you. Thus, it is important to note that you need to confirm with your webhost that you are PCI compliant as well

What is the difference between PayPal Express and PayPal Standard?
PayPal Standard (which is included with Easy Digital Downloads for free), sends the user to PayPal to complete their purchase. Whereas with PayPal Express, while the user is sent to PayPal to agree to the purchase, it is not actually completed until they are back on your site. This is less prone to have communication issues with PayPal and results in payments being more reliably set to “Complete” in your Easy Digital Downloads store. It’s common to have difficulty with Pending or incomplete payments when PayPal Standard is used, as PayPal relies on its own IPN (Instant Payment Notification) service. This service can fail for various reasons, and since it’s owned by PayPal, our support team has a limited ability to troubleshoot IPN-related issues.

Error: Security error Security header is not valid
If this error appears on checkout, it’s likely due to incorrect API credentials. Verify your API credentials are correct.

PayPal Advanced

Accept Credit Cards and PayPal directly on your WordPress site and offer a seamless checkout experience

This PayPal gateway add-on allows you to accept credit cards and PayPal payments directly on your site through your
PayPal Payments Advanced account. When purchasing downloads through the PayPal Payments Advanced gateway, users enter their credit card details during the checkout process and never leave your site, resulting in a better experience for the user, and more successful conversions for you.

What is PayPal Payments Advanced?

Keep customers on your site for the entire checkout process without the full burden of protecting their financial data. In addition to a merchant account and gateway in one, PayPal provides you with a secure checkout template to integrate within your website for only $5 a month. Your customers won’t know that PayPal is processing their payment, making your business look more secure and professional.

Installation and Setup

Installation

Once this extension is
installed and activated, go to WordPress admin → Downloads → Settings → Payment Gateways, then enable the PayPal Payments Advanced.

Licensing

Enter your EDD PayPal Payments Advanced license key by clicking on”Settings” under the Downloads menu, and navigating to the Licenses tab. You can find this license key in your email receipt that you received while making your purchase on
http://easydigitaldownloads.com

Setting up your PayPal Manager Account

If you haven’t already applied for your PayPal Payments Advanced account, you’ll need to do that first. This application will walk you through setting up a PayPal Manager account, which allows you to tie in to the PayPal Payments Advanced service. Note that your new PayPal Manager login information will be separate from your normal PayPal Account login information.

Apply for a PayPal Payments Advanced account

In step 2 of your application for PayPal Payments Advanced, you are asked to create a PayPal Manager Account and enter your business information.

This separate account will give you access to an online account management dashboard where you can run reports, adjust transaction settings and access your Virtual Terminal. We’ll be using this PayPal Manager Login and Password to finish setting up the EDD PayPal Payments Advanced plugin.

NOTE: Your PayPal Manager login information is separate from your PayPal Account login information.

Login to your PayPal Manager account at
http://manager.paypal.com using your Partner ID, Merchant Login, and Password:

• Partner ID: PayPal
• Merchant Login: [Your PayPal Manager Login]
• User: [Leave this blank]
• Merchant Password: [Your PayPal Manager Password]

Configure PayPal’s Manager Settings

Now that you’re logged in, you need to modify your settings to ensure that your PayPal transactions are completed successfully and securely. To do this, click on the “Service Settings” tab. Under the “Hosted Checkout Pages” section, click “Set Up”.

There are quite a few settings on this page, but most are actually taken care of by the EDD PayPal Payments Advanced plugin behind the scenes. Configure this settings page to match the settings in the following screenshot:

Summary of Changes

Billing Information / Shipping Information

You can optionally require your PayPal checkout to capture your customers’ name, billing address, email address etc. by choosing the corresponding”Required” and “Editable” checkboxes under the “Billing Information” section on the same page. The minimum suggested options to mark as checked here are the two “Email address” checkboxes.

Payment Confirmation

• Select the radio button for the option that reads ;”On my website” next to the “Show confirmation page” setting.
• Choose “POST” in the dropdown box next to the “Return URL Method”setting.

Silent Post for Data Transfer

• Choose “Yes” in the dropdown box next to the “Use Silent Post” setting.
• Enable the checkbox next to the setting which reads “Void transaction when my server fails to receive data sent by the silent post.”

Security Options

• Find the “Enable Secure Token” option, and choose “Yes” from the dropdown next to it.

After you’ve configured your settings, remember to click the “Save Changes”button at the bottom of the page.

Enabling PayPal’s Secure Token

Now that you’re logged in, you need to tweak your settings to ensure that your PayPal transactions are completed securely. To do this, click on the “Service Settings” tab. Under the “Hosted Checkout Pages” section, click “Set Up”.

Scroll to the bottom of this page to find the “Enable Secure Token” option, and choose “Yes” from the dropdown next to it. Then, click “Save Changes”

You can also optionally require your PayPal checkout to capture your customers’ name, billing address, email address etc. by choosing the corresponding”Required” and “Editable” checkboxes under the “Billing Information” section on the same page. The minimum suggested options to mark as checked here are the two “Email address” checkboxes.

Creating a PayPal EDD User

We’re now going to create a new user that connects your EDD site to your PayPal Manager account. Once you are logged in, click on the “Account Administration” tab. Under the “Manage Users” section, click “Add User”.

Fill out the form as it applies to you. Once you reach the “Assign privilege to user” section at the bottom, use the following settings:

• Select a Predefined Role: API_FULL_TRANSACTIONS
• User Status: Active
• View Bills: No

Connecting PayPal to your EDD Site

Now that you have an EDD user in our PayPal Manager account, you need to tell your site to process transactions with those user credentials.

You can enter your user credentials on your EDD site by clicking on “Settings”under the Downloads menu, and navigating to the Payment Gateways tab.

Here, under the PayPal Payments Advanced – Manager Settings section, we’ll enter all the info we need to establish this connection:

• Live PayPal Manager Partner: “PayPal”
• Live PayPal Manager Vendor: [Your PayPal Manager Login, e.g. “davekiss”]
• Live PayPal Manager Username: [Your PayPal EDD User, e.g. “edd_user”]
• Live PayPal Manager Password: [Your PayPal EDD User Password]

Don’t forget to click the “Save Changes” button at the bottom. You’re now all set up and ready to accept live transactions with PayPal Payments Advanced!

You can activate the payment gateway on your store by clicking the PayPal Payments Advanced checkbox at the top of the Payment Gateways tab.

Optional: Customizing a PayPal template

PayPal Payments Advanced allows you to customize your payment page. You can customize the header, background, title, button, and the order summary column of your payment page.

PayPal offers three design templates for you to choose. Template A is the default template but you can choose from any of the three templates offered, including Template C, which allows you to embed the payment fields directly on your site.

To customize a template, login to your PayPal Manager account at
http://manager.paypal.com using your Partner ID, Merchant Login, and Password.

Then, click the Service Settings tab, and under the Hosted Checkout Pagessection, click the Customize link. You can
see the PayPal documentation for more info..

Once you have a PayPal template designed and configured, you need to tell your EDD site which template you’d like to use during checkout.

You can do this on your EDD site by clicking on “Settings” under the Downloads menu, and navigating to the Payment Gateways tab.

Here, under the PayPal Payments Advanced – Manager Settings section, select the appropriate template option in the PayPal Template dropdown box.

Optional: Using in Test/Sandbox Mode

If you’d like to use EDD PayPal Payments Advanced while your EDD site is in test mode, you’ll need to set up a separate PayPal Manager Testing Account that only handles test transactions.

To start, visit the PayPal Registration Page and click Continue. This will take you to the test account signup page.

On this page, make sure to select the option that reads “I do not have a Processor. Setup test account.” Fill out the account information as it pertains to you, choosing a new username and password for this test account.

Under Terms and Conditions, you’ll need to click the “Read Gateway Agreement” link, which will enable the checkbox to agree and accept to the PayPal Gateway Agreement. Click Continue, and if all goes well, you should see this screen.

Now that you have a PayPal Manager testing account, you need to tell your site to process test transactions with those user credentials.

You can enter your testing user credentials on your EDD site by clicking on”Settings” under the Downloads menu, and navigating to the Payment Gateways tab.

Here, under the PayPal Payments Advanced – Manager Settings section, we’ll enter all the info we need to establish this connection:

• Test PayPal Manager Username: [Your PayPal Manager testing account username, e.g. “edd_test_user”]
• Test PayPal Manager Password: [Your PayPal Manager testing account Password]

Don’t forget to click the “Save Changes” button at the bottom. You’re now all set up and ready to accept test transactions with PayPal Payments Advanced!

How to get PayPal API keys

A variety of extensions for Easy Digital Downloads use PayPal API keys. This document will show how to get Live API keys. The process for getting Test API keys is
documented in our PayPal Sandbox doc.

Creating Keys

First go to https://www.paypal.com/us/cgi-bin/webscr?cmd=_profile-api-access. Log in with your normal PayPal account. Once you’re logged in, find the box labelled NVP/SOAP API Integration. In that box click Request API credentials.

On the next page look for the box labelled
Request API signature. Make sure the radio button in there is checked, and then click Agree and Submit.

On the next page you’ll have a list of the

• API Username
• API Password
• Signature

each with a Show link next to it. Clicking Show will will reveal the proper string for each item.

Entering Keys in EDD Settings

Once you have those three items, in the WordPress admin go to Downloads → Settings → Payment Gateways → PayPal Standard and you’ll find fields to enter them in.

Getting Test API Keys

Getting Test API keys is documented in our PayPal Sandbox document. Take the Seller keys created there and enter them into the Test API fields you find under the Live API fields on the settings page mentioned above.

The post PayPal Legacy Gateways (Standard, Express/Pro, Advanced) first appeared on Easy Digital Downloads.

The Emails page is divided into three sections, General, Purchase Receipts, and Sale Notifications:

Emails not sending? Consult our FAQ.

General

WP Mail SMTP

WP Mail SMTP fixes your email deliverability by reconfiguring WordPress to use a proper SMTP provider when sending emails.

Email Configuration

Easy Digital Downloads sends up to two emails when a purchase is made, assuming you don’t have any extensions that send more. One email is a purchase receipt to the customer, and the other is an (optional) notification email to the store owner – or to a list of configurable addresses.

The email settings page does two things:

• Set up defaults for all emails
• Configure Layout Receipt and Sale Notification emails

Template: Choose the default or plain text email template.

Logo: Optionally add a logo to your report.

From Name: This should be your site or shop name. Defaults to Site Title if empty.

From Email: This will act as the “from” and “reply-to” addresses.

Defaults

EDD has its own simple but attractive email layout for all emails. The first choice on the Email Settings page is whether to use that simple HTML template, or use plain text.

Logo

You may upload a logo that is placed at the top of HTML emails. It’s not used at all on plaintext emails. Below is an example of the logo in use:

From Information

You may set both the From Name and From Email address. They may be anything you’d like, but think carefully about how you want to represent your store via email, as well as what you want to happen when the end user hits the Reply button. It is recommended that the From Email to be an email address from the actual website domain.

Purchase Receipts

When a customer makes a purchase they get an email from your store. This section allows you to set both the Subject, Heading and the content of the Message.

The layout of the Message is created using the standard WordPress Rich Text editor. In addition to whatever text you’d like to write you have access to Template Tags. They look like this: {download_list} and they render bits of information about the sale.

There’s a complete list of available Template Tags right below the Rich Text Editor.

For testing, you can send a preview email by clicking on the Send Test Email button. This will send an email to the Administration Email Address that is set under General Settings for your site. You can also simply click the Preview Purchase Receipt button and a full HTML rendering of your email will be opened in a new browser tab.

Sale Notifications

When a sale is completed on your site you have the option to send a notification email. You can create a Subject, Email Heading and Message, using the same Template Tags available in the Purchase Receipt Information.

Under the Message box is a textarea where you may enter one or more email addresses of people to be notified. Each address goes on a line by itself. This field can not be empty and the WordPress Administrator email will be set as default.

Disable Admin Notifications

The last choice on the Email Settings page is an option to disable Sales Notifications altogether. When this is checked the only email that will be sent is the purchase receipt, unless other emails are configured via Extensions or custom code.

Summaries

Receive weekly or monthly store reports to the admin or chosen email address(es).

Extensions

Numerous extensions can send emails as well, and they will respect the defaults set on the Email Settings page. Here are some examples:

• Conditional Emails
• Per Product Emails

The post Email Settings first appeared on Easy Digital Downloads.

Order records allow store owners to view a record of all purchases including detailed information such as who made the purchase, what they bought, whether discounts applied, and so on. Additionally, storing permanent order records allows customers to view their own purchase history when logged into your site.

To view a complete list of all your order records, navigate to Downloads > Orders in your site’s dashboard. There you should see a page that looks like this:

Finding order records

When your store has many order records, it can be tedious to search through all entries to find something specific. The orders list view includes the following features which allow you to sort and narrow your results to reveal the entries you are concerned with:

• Search: In the upper right corner of the screen, a search field is available which will return a list of orders matching your query. This search accepts:
  • The purchase ID
  • The 32-character purchase key
  • The customer’s email address
  • The customer’s name or ID prefixed by user:
  • The Download ID prefixed by #
  • The Discount Code prefixed by discount:
  • A transaction ID prefixed by txn:
• Order statuses: At the top of the screen there will be a list of the existing order statuses. Some extensions to EDD add new order statuses so the actual statuses you see may vary. Clicking on the name of a status, for example, “Completed”, will modify the list of records below to show only orders which were successfully completed.
• Order Mode: Order mode is Live and Test orders. This allows you to filter orders made in only Live or Test mode.
• Date range: Using the date selection fields immediately above the list of results will limit the entries to only those which were created during the chosen range.
• Column sorting: Any list of results can also be sorted in descending or ascending order based on the ID, Amount, or Date columns.

Managing individual order records

Clicking on the “Order Number” link for any record will navigate you to the order edit screen:

Order records can be manually updated after they have been created. This includes adding new products, changing transaction amounts, changing the attached customer, changing the payment status, and more.

Download Link: You can obtain the customer’s download link(s) by clicking Copy Download Links, which appears when your mouse cursor is near the Download name. A pop-up appears with the download link(s).

Note: Easy Digital Downloads does not store any customer credit card data. All credit card data is stored with the payment processor. If a customer wishes to delete their credit card it needs to be done from within the payment processor.

The post Orders first appeared on Easy Digital Downloads.

General

If you do not wish to charge any tax on purchase, simply leave the Enable Taxes option unchecked.

Prices Include Tax: If Yes is selected, the price entered on the product edit screens is the total amount the customer will pay after taxes. For example, if enabled and the price of a product is $20, the customer will pay 20$ at checkout. The exact amount charged in tax will be calculated automatically.

If No is selected, the price entered on the product edit screen will not include the tax amount.

Show Tax Rate on Prices: when enabled, the amount the customer is expected to pay in tax will be displayed below purchase buttons.

Show in Checkout: This determines whether prices are shown with taxes or without taxes on checkout. If set to Including tax, the item’s price will show the item’s total price which includes tax. If set to Excluding tax, the item’s price will show the pre-tax amount (subtotal).

Rates

This section lets you add tax rates for specific countries and/or states/provinces in those countries.

Adding a tax rate:

At the bottom of the table, select a country. If you want to apply to a specific state/province, deselect “Apply to whole country”.

Disabling a rate:

Added rates can be Deactivated but will not be deleted.

Updating a rate:

Rates cannot be updated, instead the existing rate should be Deactivated and a new rate added.

VAT Options

If you need to collect VAT numbers and manage VAT reporting, consider using the plugins below.

EDD Invoices – This extension will provide customers with an option to generate and download an invoice that can contain both the store and customer VAT numbers.

Easy Digital Downloads EU VAT – Makes it easy for any EDD store to meet European tax law. Automatically charges to the correct tax rate to each customer, validates VAT numbers and reverse charges VAT for businesses, provides EU-compliant tax invoices and built-in evidence collation and reporting.

VAT for Easy Digital Downloads – This extension adds complete VAT support to Easy Digital Downloads stores.

Quaderno – A complete tax management platform optimized for Easy Digital Downloads.

Additional options are also available in the Taxes section of our 3rd Party Extensions pages.

The post Tax Settings first appeared on Easy Digital Downloads.

• General
• Purchase Buttons
• File Downloads

General

Debug Mode enables logging of certain behaviors to a file which is found under Downloads → Tools → Debug Log.

Session Handling allows you to choose how you want to handle sessions. PHP based sessions are generally faster, but if you are experiencing issues with empty carts, database sessions may be more reliable.

Disable Styles allow stores to disable all EDD included styling. This includes buttons, checkout fields, product pages, and all other elements.

Cart Item Quantities allows the customer to set a quantity of a single item for purchase on both the Add to Cart buttons and the Checkout page.

Remove Data on Uninstall? When EDD is uninstalled, your data typically remains in the database. If you’d like to remove that data, check this option prior to deleting the plugin.

Purchase Buttons

Default Button Style: Choose Button or Plain Text.

Default Button Color: Choose the color you want to use for the EDD buttons.

Complete Purchase Text: The button label for completing a purchase on the checkout page.

Complete Free Purchase Text: If the cart total is $0, the this button text will used in place of the “Complete Purchase Text”.

Add to Cart Text: Text shown on the Add to Cart Buttons. Default is “Add to Cart”.

Checkout Button Text: When the item is added to cart, the Add to Cart button text changes to this text. Default is “Checkout”.

Buy Now Text: Text shown on the Buy Now Buttons.

File Downloads

Assuming files exist in the /edd directory, EDD protects files from directly being accessed. Customers are provided with a temporary unique, masked download link to access their purchased file.

Require Login: Restrict file downloads to only logged-in users. Note: This may affect links from purchase receipts and customers if you have guest checkout enabled.

Download Method

Easy Digital Downloads can be configured to deliver files to customers in two ways, ‘Redirect’ and ‘Forced’. While ultimately both of these methods result in the same goal of the customer downloading a file, there are unique cases in which you’d want to use one or the other.

Forced: With the forced method, Easy Digital Downloads breaks the file into smaller pieces and delivers them to the browser without redirecting the user to the actual file. This is beneficial for advanced hosting configurations where files may not be stored in the default directories, or delivered via a content delivery network (CDN).

Due to its consistency in multiple platforms and better file protection, ‘forced’ is the default method.

Because Easy Digital Downloads uses PHP to process the file with the ‘forced’ method, larger files can cause problems with delivery, resulting in hitting the ‘max execution time’ of the server. If user’s are getting 404 or 403 errors when trying to access their purchased files when using the ‘forced’ method, changing to the ‘redirect’ method can help resolve this.

Redirect: The Redirect method is the most straight forward of the two, and works by telling the user’s browser the location of the file, and it then starts the process of downloading it directly from the server. This method of delivering files is best suited for use when certain server configurations do not support the Forced (default) file delivery method, or files are being hosted by a 3rd party (Amazon S3 or Dropbox) that does not support the Forced method. If you do need to use the ‘Redirect’ method for self hosted files (files in the /edd/ directory), it’s advisable to use the ‘Symlink’ option if possible.

The redirect method without symlink, while self hosting files, could result in customers who are downloading files to see the direct path to the file, so the above recommendations should be used.

This does rely on the browser to handle the bulk of the work, and depending on browser configuration can result in unexpected results for some filetypes.

It’s best to use the ‘redirect’ method for large files. Also, we recommended hosting large files on Amazon S3 or Dropbox.

Note: The symlink setting does not apply to Amazon S3 or Dropbox.

File Download Limit: When a customer purchases an item, by default they can download it as many times as they’d like. This option limits that, so a download URL will expire after a certain number of uses. This value can be over-written on a per-item basis, so you can use it on some items and not others.

For example, a download limit of 5 allows the customer to download each file 5 times.

You can provide customers with an additional download by resending the purchase receipt from the Payment History window. Doing this will increment the download limit by one.

Download Link Expiration: This allows you to set a certain number of hours in which the customer may download the item from an EDD generated URL (Order Confirmation Page, Email Receipt and Account Page). A new URL is generated if an email receipt is re-sent or each time a customer visits their account page.

Disable Redownload? This option hides the download link on the customer’s Account page. If they keep their receipt they’ll still be able to download from there, so if it’s vital they not be allowed to download later you should also set the File Download Limit to 1 or set a short Download Link Expiration.

The post Misc Settings – General, Purchase Buttons, File Downloads first appeared on Easy Digital Downloads.

A payment gateway is a piece of software that works as a go-between for your website and Merchant Processors like PayPal, Stripe, or Braintree. This allows you to process many types of payments from credit cards to bank transfers, PayPal, and many others.

The Payments Settings screen is found at Downloads → Settings → Payments. Payments is a tab at the top of the Settings page.

At the top of this page is a Section list showing a link to Gateway Settings as well as each enabled gateway:

Enabling Gateways

Easy Digital Downloads comes with three gateways built-in, PayPal, Stripe, and Store Gateway (for Free and test payments). At the top of the Payments Settings page, you’ll see those listed.

If you’ve installed any addons for additional Payment Gateways you’ll see them listed in the same place.

Each of them has a checkbox next to it. If a Payment Gateway is checked then it is available as a possible gateway for the customer. If you choose more than one then the customer can choose. For example, you could offer PayPal, Stripe, and Authorize.net, and the end user would select the one they wish.

NOTE: most customers don’t know the difference between something like Stripe and Authorize.net. Try to only give them choices about things they understand, like offering only PayPal and only one of the others that don’t leave the site.

There are many dozens of payment gateways available in the EDD Addons Store.

Test Mode

This allows you to build your store and process transactions without having to use real money. It does require that your payment gateway ALSO have a test mode, but EDD comes with a Test Gateway as well. This means you don’t need to know what gateway you’ll use before you start building your store.

If you’d like to set up a PayPal sandbox for Test Mode follow these instructions.

The Test Gateway combined with Test Mode makes it so you can operate without even an internet connection.

Default Gateway

The second choice on the Gateways settings page is which Gateway to make the default. While you may enable as many as you wish, this one will be the default, and as such probably the most used.

Accepted Payment Method Icons

This lets you show on the front of the site which credit cards you accept. NOTE: This does not magically make them work, you still need to configure your payment gateway to accept those cards. This merely shows people what cards you’ve configured to work.

PayPal Settings

PayPal standard is included with the Easy Digital Downloads for free but there are several other options in the Addon Library.

Read the PayPal Settings Document for more information on setting up PayPal.

The post Payment Gateways first appeared on Easy Digital Downloads.

A Buy Now button bypasses most of that process, taking the customer directly from button click to payment, greatly speeding up the process of getting the product.

Requirements

There are three requirements for using Buy Now buttons.

Note: If any of the requirements are not met, customers will be sent to the checkout page instead of Buy Now being used.

1. You can only have one gateway selected under Payment Gateways. If more than one gateway is selected, the Buy Now button will not work.

2. You must use a payment gateway that supports it. These are the payment gateways that support it:

• Stripe
• PayPal

3. Taxes must be disabled.

Configuration

If you’re using one of the above payment gateways then the Buy Now buttons will be available to you on product pages in the admin area. Go to Downloads > All Downloads and edit the Download that you’d like to have a Buy Now button for. In the right column, you’ll find a meta box called Download Settings.  In that meta box is a drop-down offering the option of “Add To Cart” or “Buy Now”.  Choose Buy Now and save the product.

Once the product is configured for a Buy Now button, the button will appear where Add To Cart would have previously.  Here’s an example in the Vendd theme:

Shortcode

You may also manually place a Buy Now button with a shortcode.  Edit the product you wish to make a button for and find the meta box labeled Download Settings.  At the bottom of that box, you’ll find a shortcode. You’ll need to change the text from “Add to Cart” to Buy Now (or anything else you’d like) and also add direct="true" to the shortcode.

So your shortcode should look something like this:

[purchase_link id="114" text="Buy Now" style="button" color="blue" direct="true"]

Results

Stripe and PayPal immediately direct the customer to their payment pages.  Once submitted the customer is immediately presented with a receipt page with the download offered.

The Webhook event passed back from the payment gateway will pass the customer’s email address to the Payment Record which gets generated under Dashboard > Downloads > Orders.

Notes:

Buy Now: This feature needs to be enabled individually for each of your downloads. There is no Global setting to turn all buttons into “Buy Now”.

Guest Checkout: Using “Buy Now” buttons will allow users to purchase without being logged in even if you have the “Require Login” option checked in the EDD Checkout Settings under Dashboard > Downloads > Settings > Payments > Checkout.

Recurring Payments: at this time Buy Now buttons are not supported by the Recurring Payments plugin.

The post Buy Now Buttons first appeared on Easy Digital Downloads.

When users successfully complete this form, a new WordPress user will be created and the new user will be automatically logged in. This registration does not create a new Easy Digital Downloads customer. Customer records are only created when a user completes their first transaction.

The shortcode also accepts a redirect parameter that lets you set where users are redirected after they log in. By default, users are sent back to the same page as the Register form is displayed on, but if you want to send them elsewhere, such as your homepage, you can do this:

[edd_register redirect="http://yoursite.com"]

Note: if the end user is logged in, nothing at all is rendered where the [edd_register] is placed.

The post Register Form first appeared on Easy Digital Downloads.

To create a product go to Downloads > Add New.

Creating a Product

Here is how to create a basic product. Below these steps, you’ll find all the product options that can be applied to your product, for your store’s specific needs.

1. Title & Description

Add your Product / Download name and below, using the block editor, add a description. This can be as simple as a sentence or a full page with images.

2. Product Type

In most cases, you’ll use the Single Product type. Select Service if you are not providing customers with a downloadable file. See Product Type Options for details on these options.

3. Set your product’s price

Set a price for your product.

4. Add your file

Upload your file in the Download File settings and update the File Name.

5. Download Image (featured image)

Add an image you want to use for your featured product image.

Publish your Product to make it available for purchase.

Product Item Options

Download Title & Description

Input a Title & Description for your product. This is done similarly to a page or blog post. There is a Featured Image but additional images can be added to the description, if needed.

Download Details

The Download Details are used to specify the type of product and pricing.

Product Type Options

Single Product: This is the standard downloadable product used by most stores. This will provide a download link(s) upon purchase for the files added to the product.

Bundle: Allows you to combine more than one Product into a single package and price. This replaces the Download Files section with a Product / Download selection.

Service: A service removes the option to add files and does not provide download links upon purchase. Instead, you can utilize the Download Instructions if you want to provide the customer with information about the service they purchased.

Pricing Options

Price Options allow you to add multiple purchase options to a single product in your store. Small, medium, large for example.

1. Enable Create price variations for this download. in the Pricing tab.

2. Edit and add additional price options

For a detailed breakdown of variable pricing functionality, please read the Variable Pricing documentation.

Download Files

Upload or select an existing file and assign a name. The File Name will be seen by the customer via their order confirmation or receipt. By default, it will get set to the name of your file, but you can update it to any name of your choosing.

It’s important to upload your files via the Product and not directly to the WordPress media library. When uploaded via your Product, it uploads to the protected EDDdirectory so that direct linking to the files is forbidden.

You can add multiple files for the customer to download when purchasing your product, by clicking the Add New File button.

If variable pricing is enabled, a Price Assignment option is added so you can assign files to certain price options.

NOTE: Downloads may be re-ordered simply by clicking and dragging the crosses at the left.

Download Instructions

This is simply a place for the site owner to add some instructions on the receipt for the customer. These notes are shown only to a customer, on their receipt, never on the front of the website.

Download Settings

In the right sidebar is a box entitled Download Settings. In this box you can:

File Download Limit

Over-ride your system-wide setting for File Download Limit for this particular product.

Refunds

By default, all Products can be refunded by Admins and any Shop User. You can set your individual Products to be Non-refundable. Or, use the Refund Window to limit the number of days this product can be refunded after purchasing. WordPress Admins and Shop Managers can refund products regardless of this status.

Taxability

If your store has taxes enabled, you can set a Download to be non-taxable.

Item Quantities

If quantities are enabled, you can disable quantity input for individual products.

Button Options

Hide purchase button: By default, the purchase buttons will be displayed at the bottom of the download, when disabled you will need to use the Purchase link shortcode below to output the ability to buy the product where you prefer.

Purchase button behavior: Add to Cart buttons follow a traditional eCommerce flow by adding an item to the cart. Buy Now buttons are only available for stores that have a single supported gateway active and that do not use taxes and allow someone to purchase via a popup modal without going to the checkout page.

Purchase Shortcode

Use this shortcode to output a purchase link for this product in the location of your choosing.
Full shortcode example: [purchase_link id=”213″ text=”Purchase” style=”button” color=”blue”]

Publishing Downloads

After completing all of the steps above, the final step is to Publish your Download. If you do not Publish your Download it will not be visible on your site to potential customers. The Publish box is located in the right sidebar.

You may change the visibility settings within the Publish box to Public, Password protected, or Private. If your Download is not Public, potential customers will not be able to view it on your site.

Advance scheduling is also an option within the Publish box. Clicking Immediately allows you to enter a future date for publishing your Download. The Publish button will change to Schedule. Clicking Schedule will automatically Publish the Download on the date you’ve entered.

Once your Download has been Published, the Publish box will change to Update and the Published on date will populate. It’s important to remember that Downloads will not be visible to potential customers if Visibility is not set to Public and it has not been Published.

Deleting Downloads

We don’t recommend deleting products, doing so will affect the accuracy of your reports. Instead of deleting, we suggest setting the products to Draft or Private. That will allow reports to continue to work while also removing the items from the store.

The post Creating Products first appeared on Easy Digital Downloads.