This plugin is complex and it involves a lot of configuration to get it doing what you need. It is very important to completely test the plugin’s functionality before you start taking payments. I suggest you use the PayPal Sandbox for your testing, it lets you make as many test purchases as you want so you can be certain it’s working as expected. I’ve included a special set of settings just for testing to help you avoid unpleasant surprises after you go live.
I do offer support for configuring the plugin, but I cannot guarantee a timely response. Don’t put yourself in the position of having to make an emergency support request. If you’ve tested the functionality before going live with it, you can be sure that things will go smoothly once you’ve started accepting payments.
How It Works
The plugin works by placing a PayPal payment button in a Participants Database form. When the user clicks on the PayPal payment button, the contents of the form is processed into Participants Database and the user is sent to PayPal to make the payment. When they complete their transaction, a record is made of the payment via PayPal Payment Data Transfer and/or Instant Payment Notification.
To keep a log of member payments, this plugin requires the PayPal account be configured to send Instant Payment Notifications and/or process a Payment Data Transfer.
Configuring the Member Payments Add-On is a bit complex, but these instructions will help you get it all working. These are the main parts, we’ll explain each one in turn.
- Set up the PayPal payment button
- Set up to receive PayPal payment data
- Set up your payment forms
- Set up payment logging
Everything in this section requires that you be logged in to your PayPal account.
The first thing you will need to set up is the payment button. You may be familiar with this in PayPal, it is a little snippet of HTML that when displayed on a web page, is a clickable way to make a payment at PayPal. If you are already using an instant payment button, you can use the same code in the Member Payments add-on.
Set Up Your PayPal Button
Log in to PayPal, and go to your Profile page. Click on My Selling Tools, and find PayPal Buttons near the top of the list of items on the right. Click on “update” to the right of “Manage my payment buttons.” That will take you to a list of default and custom buttons. If you already have a button set up, use that one. Otherwise, follow PayPal’s instructions for setting up a payment button.
Once you have your button code (you must copy it from the PayPal site) insert that code into the “PayPal Button HTML” setting in the Member Payments setup under the General tab. Now, all your Member Payments shortcodes will include that button in the form.
(Setting this up for PayPal Sandbox is exactly the same, with the important difference being you’ll be logged in to sandbox.www.paypal.com with your sandbox account.)
It’s also possible to use a different button code for each shortcode by including the button code in the “button_html” attribute of the signup, record or member payment shortcodes. More on that in the Product FAQ
There are two ways that PayPal sends transaction information to your website so that the user’s payments can be logged: Instant Payment Notifications (IPN) or Payment Data Transfer (PDT). You can use either or both, but it is recommended you use both so that you have a backup method in case one fails. Using both methods will not result in duplicates in the log, each transaction will only be logged once.
IPN and PDT both supply the same kind of information, but in two different ways:
- IPN is asynchronous, meaning that is it sent in the background independently of the user’s actions, usually within a few seconds. That means that IPN doesn’t rely on the user going back to the site after authorizing the purchase. Their transaction will be logged anyway. In most cases, this method serves as a backup in case something happens and the user doesn’t make it back to the “thanks” page.
- PDT requires the user to return to the “Return URL” so the payment data can be given to the website. The advantage here is that the information is available immediately. If you want your users to return to your site to be thanked and have their payment acknowledged, you must use this method.
More info on the difference between the methods from PayPal: IPN vs. PDT
Setting Up Instant Payment Notifications
- go to your PayPal profile/My selling tools
- find “Instant payment notifications” and click on “update”
- click on “Edit Settings”
- enter your IPN Notification URL: it is the home URL of your WordPress site
- select “Receive IPN messages”
- save, and you’re done.
Setting up Payment Data Transfer
- go to your PayPal profile/My selling tools
- find “Website preferences” click on “update”
- Auto Return: select “On”
- for the “Return URL,” put the URL for your “thanks” page (the one with the [pdb_member_payment_thanks] shortcode)
- find Payment Data Transfer, select “On”
- just below this, you’ll see the “Identity Token” select and copy this token
- go to the bottom of the page and click on “save”
- back on your WordPress site, in the Member Payments settings, general tab, paste in the token
With these configurations, logging of PayPal transactions can begin.
There are three different ways to implement the Participants Database payment button. You can use any or all of them. You’ll need to decide which is right for your situation.
Once you have chosen the method or methods you want to use, you must either change your existing Participants Database forms shortcodes or place new shortcodes. You will need to place new shortcodes if this is a new installation or you want to use the “Member Payment” form.
The shortcodes provided by this plugin use all the same attributes of the regular Participants Database form shortcodes, so if you already have the shortcodes set up, you can keep using the same shortcodes and all their attributes. You only need to change the first part of the shortcode: instead of “pdb_signup” the name of the shortcode becomes “pdb_signup_member_payment” everything else can stay the same. The “pdb_record” shortcode becomes “pdb_record_member_payment.”
If you are using custom templates, you must alter those templates to include the payment button. By inspecting the templates provided by this add-on and comparing to your custom template it’s easy to add the code needed to show the payment button.
Setting Up the “Thanks” Page
Each of the payment forms can be configured to take the user to a “thanks” page after the payment is made.
The way this works by default is a little different for each one. In all cases, after the user makes a PayPal payment, the user is returned to the “Return URL” as configured at PayPal. This is true for a cancel return as well, but the user will be taken to the “Cancel Return URL” as configured at PayPal.
For the Signup Payment form, when an offline payment is made, the thanks page will be the “Signup Thanks Page” as configured in the main Participants Database settings.
All of these behaviors can be modified in the shortcode. For the Signup Payment, the page the user is returned to after making an offline payment can be determined by the “action” attribute in the shortcode, for instance:
will send the user to a page named offline-payment-thanks after selecting an offline payment and submitting the form.
(Please note: for any thanks page that is designed to work with the Signup Payment form, you must use the
For PayPal payments, the “return_url” and “cancel_return” attributes can be used to set what happens when making a PayPal payment…for example:
This will return the user to the page named “member-payment-thanks” after making their PayPal payment, overriding the “Return URL” setting. When setting up a thanks page for the Member Payment form you must use the
shortcode on that page.
All of the payment forms will work as their own thanks page: if the user goes back to the form page after making a payment or submitting the form, it will show the appropriate thanks message.
Configuring the Payment Log
The user’s payment is logged to a special field in Participants Database that is automatically set up by the Member Payments plugin. The new field will appear in an admin field group (if you have one, in the first field group if you don’t). After activating the plugin, go to the “Manage Database Fields” page in the admin, click on the tab for an admin field group (the default is “Administrative Info”), and look for a field named “Payment Log” That is your log field and you can change it’s configuration there, including changing it’s title or moving it to another group if you like.
Configuring the Log Fields
When a user makes a payment, PayPal sends a packet of data back to the site. There are lots of pieces of information in that packet, but only a few of them will need to be logged. The plugin pre-configures the log fields, and for most installs, that will be all you need. If you need, you can change which data fields you are logging in the log field configuration: Advanced Log Field Configuration
Configuring a Dues or Payment Schedule
For many situations, you will want members to make payments on a regular basis, such as for a dues payment. The plugin can tell you what each member’s payment status is, but in order to do that, you have to configure your payment schedule.
There are two kinds of payment schedule: fixed date and period. A fixed date schedule is for dues that are always due on a specific date or dates of the year. For instance a biennial schedule could be: January 1st and July 1st. The user’s payment becomes due on those dates. The period schedule is more like a subscription payment: the payment is for a set period of time, beginning the date the payment was made. The next payment will be due when that period is over.
See the “Settings” tab for details on configuring the payment schedule.
Member Payment Status
Each member has a payment status based on the payment schedule and when the last payment was made. Those statuses are:
- paid (the member is current with payments)
- payable (it is time to make a payment)
- due (the payment due date is past)
- past due (the member is late on their payment)
The “payable” and “past due” dates are configurable relative to the due date. For instance, you can set it up so that the payment becomes past due 7 days after the due date.
When the member’s payment status changes, an event for that change is triggered. When the Email Expansion Kit is installed, it is possible to set up an email that will be automatically sent on the status change. For instance, you can set up an email to go out when the member’s payment is due, and a different one that goes out when the member’s payment is past due.
Setting Up the Last Value Fields
In most cases, it’s the values in the last log entry that carry the most relevant values. You can create what are called “last value fields” that hold the last value of any of the log fields. One useful application of these fields is for showing information to the user: while the log itself is usually only visible to administrators, it may be useful for the regular user to know when the last payment was, for instance.
Last Value Fields are set up by creating a new field with the same name as the log field you want it to mirror. For instance, there is a log field named “payment_date” which holds the date of the payment. By creating a date field named “payment_date” you will set up a field that will always contain the date of the last payment in the log.
Last Value Fields can use other field types, as well. For instance, with the “payment status” field there is a limited set of possible values (as defined in the IPN/PDT variables), which means it would work well as a dropdown field.
Manual Log Entries
If the “Payment Log Edit Lock” setting is unchecked, it becomes possible to add a new entry to the edit log. When the new entry is added, it is placed in the log according to the payment date.
The manual log entry uses text fields to enter values unless a last value field has been defined for that log field. In that case, the last value field definition is used to define the input control used for the new log entry.
For instance, if you set up a dropdown field (as suggested above) for the “payment_status” log field, when adding a new log entry, the payment status field will be set using a dropdown control.
User feedback and emails use a templating system like the one in Participants Database that allows you to use “value tags” in your messaging. These value tags will include all the fields defined in Participants Database, all the data fields in the PayPal transaction, and several payment status fields if you are using the Payment Status module of the add-on. A value tag is simple the name of the field whose value you want to show in brackets like this [txn_id].
A list of useful tags is as follows.
- [txn_id] – the transaction ID from the PayPal purchase
- [txn_amount] – the transaction amount
- [payment_status] – the current payment status of the account… like “paid,” “past due,” etc.
- [last_payment_date] – the date of the last payment
- [next_due_date] – the date the next payment will be due
- [option_selection1] – if your payment button has options, the selected option will be in a field like this (the name may vary, look at your payment button code for the name you need to use)
Here are some instructions for getting deeper into the configuration of this plugin. Instructions in this section are optional, you don’t need to do anything here, they are additional capabilities you can access if you need.
This add-on works with the built-in email functionality of Participants Database: when the signup payment form is used, the person signing up gets the usual receipt email, and the administrator gets their notification (if configured to do so). The same is true of the “Profile Payment” form: as in Participants Database, there is no user email for updating their profile, but there is an administrator notification for that.
The built-in emails can all use the “value tags” from this add-on as described above.
Advanced Email Configuration
With the addition of the Email Expansion Kit, many more possibilities become available for email communications. Custom emails can be triggered on a number of events generated by this add-on:
- Signup Payment Return
- Member Payment Return
- Profile Payment Return
- Cancel Payment Return
- PayPal IPN Recieved
Status Change Emails
When using the Payment Status module, events are generated when the member’s payment status changes. For instance, when a member’s uses payment becomes due. These status change events are triggered automatically in the background according to the date, and also when the payment log is updated with a new payment. There are four status change events that you can use:
- Status Change to Paid
- Status Change to Payable
- Status Change to Payment Due
- Status Change to Past Due
Advanced Payment Log Field Configuration
The payment log is pre-configured to include the most important fields of information. There is more information available, however, and this is how you can change which fields are logged.
Looking at the “Payment Log” field, in the “values” area, you’ll see the log columns defined as a comma-separated list of name::title definitions. For instance, the first one is payment_date::Date that means that the name of the data field is “payment_date” and the title of the field (or column) is “Date” You can change the title to anything you want at any time. Be careful about changing the name of the data field because that corresponds to a data filed in the packet the site receives from PayPal.
A full list of the data fields can be found here: IPN and PDT variables Much of that is pretty technical, and it may take a little research to understand what info you need to log. The default columns that are pre-set by the plugin will give you most of the important stuff, so you can just leave the default setting for the log fields in most cases.
PayPal Settings Tab
Payment Button Label
Optional text label for the payment button in the form.
PayPal Identity Token
This is an identifying code used by PayPal to authenticate a Payment Data Transfer communication with the web server. Not needed if you don’t use PDT.
PayPal Button HTML
Usually, this is obtained from PayPal from the defined payment buttons for your PayPal account. This HTML can be modified (if you know what you’re doing) to add selections and other variations, or to change the appearance.
Member Payment Settings Tab
These settings only pertain to the
shortcode, you don’t need them if you are not using this payment method.
Payment Form Match Fields
These are the fields that are used to identify the user. This could be something like a “username/password” combination, or something as simple as a member ID or even an email address.
This form does not give access to sensitive information, but the field or fields must identify a single record only, so that the payment can be credited to a single record in the database.
Record Not Found Message
Message shown if the entered data does not match any record in the database.
Payment Thanks Message
Message shown on the screen after a payment is made. This is only seen if the user returns to the site after completing the payment at PayPal. Value tags are available in this template.
Cancel Return Message
If the user uses the “cancel return” button on the PayPal payment page and returns to the site without completing a payment, this message is shown on the screen.
Signup Payment Settings Tab
Approve on Payment
When checked, a new signup will have the “approved” field marked “yes” when payment is received.
Signup Payment Thanks Message
This message is displayed on the screen when the user returns after making a payment.
Cancel Return Message
This message is displayed on the screen if the user submits the form without making a payment, or if they cancel out of the off-site payment.
Enable Offline Payments
If checked, the user will have the choice to pay using an offline method, such as a mailed check or an in-person payment.
Payment Type Selector Label
This labels the radio button selector used to choose the payment method.
Offline Payment Label
This is used to label the offline method in the payment method selector.
Offline Submit Button Text
This the text on the submit button when using an offline payment method.
Offline Payment Method Help Message
This is shown next to the offline payment selection in the payment method selector.
Offline Payment Thanks Message
Shown after the user submits the signup form while using the offline payment method.
Payment Status Settings Tab
Enable Member Payment Status
Check this to keep track of your members current payment status.
Payment Due Mode
Theses correspond to two ways of structuring your member payments: either as a set schedule (Fixed Dates) with payments due on certain dates of the year, or as a period determined by the date of the last user payment (Fixed Period) like a membership subscription that is purchased for a set period of time.
This selection determines how the due dates are calculated, and so the next setting shown depends on this setting.
Fixed Dates: Renewal Dates
If the Payment Due Mode is “Fixed Dates” this setting is used to determine when those due dates are. This setting is a list of yearless dates, one date per line.
The default setting is
Which corresponds to a quarterly payment schedule beginning on January 1.
Fixed Period: Renewal Period
If the “Fixed Period” mode is used, this setting determines the period of time the membership payment is good for. Typical payment periods are available in a dropdown, more can be added using a code filter.
Multiple user-selectable payment periods, and payment for multiple periods (for instance if someone wanted to pay for more than one period) are not currently supported, but this is in the works.
Fixed Period: Late Payment Setting
When a payment is received before the due date, it is always credited to the due date, but if a payment is late, you can choose how the payment is applied in that case.
If “Payment goes to last due date” is selected, the late payment will always go to the last due date. For instance, if dues are collected every month, but a member is over a month late with their payment, they will be paying for the unpaid month, not the current month.
If “Payment goes to last payment date” is selected, the late payment counts from the date of the payment. For instance, as in the example above, if the member is over a month late, their payment will go to the current month, and the payment period will begin on the date of the payment.
Last Payment Date Field
This is the field used to store the date of the last payment. It must be a “Last Value Field” holding a date. This defaults to the “payment_date” field in the PayPal transaction data.
Paid Status Label
The text label used to show the payment status when the user is current with their payments.
Payment Due Status Label
The text label used to show the payment status when the member’s due date is passed, but is not overdue.
Payable Status Label
The text label used to show the payment status when the member’s payment can be made before the due date. This setting also has the number of days before the due date that a payment can be made.
This setting is important to determining which due date a payment can be credited to: if a payment falls within the payable period for a due date, it is assumed the payment is for that due date.
Past Due Status Label
The text label used to show the payment status when the member’s payment is overdue or past due. This setting also has the number of days after the due date that a payment becomes overdue.
Advanced Settings Tab
The settings under this tab are available to administrators only.
Payment Log Edit Lock
If this is checked, the payment logs cannot be edited. This also prevents manual log entries from being made.
Use PayPal Sandbox
PayPal Sandbox provides a way to test your payments setup. It does require some technical knowledge and requires a developer account with PayPal. Setting up the account is free, and PayPal does a good job of explaining how to do sandboxing.
You must use a sandbox account payment button and token to make sandboxed test payments.
More info on PayPal sandboxing here: https://www.sandbox.paypal.com/
PayPal Sandbox Identity Token
This is the token to use while sandboxing, this is obtained from your sandbox account at PayPal.
PayPal Sandbox Button HTML
This is the button code to use while doing sandbox testing.
This is used for testing different scenarios for the member payment status. You can use this to simulate any date and what the member’s status will be on that date. This will also trigger any status change actions (such as an email if you have that configured in the Email Expansion add-on) so those can be tested as well.
This setting is only active if WP_DEBUG has been enabled. Keep it blank if you need to have WP_DEBUG on and want the member payment statuses to be calculated using the current date.
It is not recommended you run a live site with WP_DEBUG on, but if you must, you should leave this setting blank.