Product Support

Member Payments

Integrates PayPal payments into Participants Database with a full set of features for managing dues payments, pay-to-join and lots more.

Important Note

This plugin relies on the use of the PayPal “Buy Now” buttons, which is getting phased out by PayPal.

Your payment buttons will continue to work, they are not stopping it working. However, it will eventually be impossible to create new Buy Now buttons, and so I have stopped selling the plugin to new customers.

Product Setup

Important Note

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.

  1. Set up the PayPal payment button
  2. Set up to receive PayPal payment data
  3. Set up your payment forms
  4. Set up payment logging

Configuring PayPal

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.

There will be several button options offered, choose “Buy Now” This is the only button type that is currently supported by Member Payments.

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 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.

If you use “hosted” buttons (which are a bit more secure), you won’t be able to control the return page from the plugin side. The return page when using a hosted button is set up in the button configuration. If you have more than one payment portal, and want to give each one a different return page, you will need to define a separate hosted button for each one.

“Subscribe” buttons are not supported, the plugin can’t provide a way for the user to manage their subscription.

Logging Payments

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

  1. Under your name (top right corner of the page) find “Account Settings” then “Website Payments”
  2. find “Instant payment notifications” and click on “update”
  3. click on “Edit Settings”
  4. enter your IPN Notification URL: it is the home URL of your WordPress site
  5. select “Receive IPN messages”
  6. save, and you’re done.

Setting up Payment Data Transfer

  1. Under your name (top right corner of the page) find “Account Settings” then “Website Payments”
  2. find “Website preferences” click on “update”
  3. Auto Return: select “On”
  4. for the “Return URL,” put the URL for your “thanks” page (the one with the [[pdb_member_payment_thanks]] shortcode)
  5. find Payment Data Transfer, select “On”
  6. just below this, you’ll see the “Identity Token” select and copy this token
  7. go to the bottom of the page and click on “save”
  8. 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.

Payment Forms

There are two different ways to implement the Participants Database payment button. You can use one or both 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. The [pdb_signup_member_payment] shortcode shows a signup form with a PayPal payment button so that a new record is created when the form is submitted. The [pdb_member_payment] shortcode gives members an easy way to make a payment on their account.

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. They will also be returned to this page if they cancel the transaction, and the plugin will show the “Cancel Return Message.”

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: [pdb_signup_member_payment action="offline-payment-thanks"] 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 [pdb_signup_member_payment_thanks] shortcode.)

For PayPal payments, the “return_url” and “cancel_return” attributes can be used to set what happens when making a PayPal payment…for example:

[pdb_signup_member_payment return_url="member-payment-thanks"]

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 [pdb_member_payment_thanks] 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.

To set up a field that shows the last amount paid, you can create a field named “mc_gross” (this is the name of the payment amount field PayPal uses) and it will be filled in with the last amount paid, including manual payments. Once you have created the field, you can change the title of the field to anything you want.

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.

Note that the last value field must appear in the payment log for the value to be transferred to the last value field. This means that the field must be listed in the “options” of the Payment Log field.

If you are planning to offer options for your payments (such as different price options) you can track the user’s selection using a last value field. The instructions for configuring that are in this article: Setting up payment options in Member Payments.

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.

Value Tags

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)

Advanced Setup

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.

Email Communications

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.

Exporting and Importing Payment Logs

As of version 2.7, Member Payments has the ability to export and import payment logs with the record. If the “pdbmps_payment_log” field is configured to be included in the CSV, when records are exported (on the Participants Database admin List Participants page), the value for the Payment Log field will be a human-readable block of text with all the record’s payment logs.

This string has a very specific format so that it will work with most data sets and fit within the CSV file format. In the log value, each log entry is separated from the others with a “pipe” | character. Within each entry, each field of data is separated from the others with a double semicolon ;;. And then each data field is devided between the field’s name and its value with an “equals arrow” character =>.

If you follow this specific format when importing the record, you can add new payment entries with a CSV import. This include adding a payment to new records. To update or change an existing log entry, you must include the entry_id field. Be careful with this, you can end up with garbled data if it is done wrong. If you don’t want to change anything in the payment log it is best to remove the payment_log field from the CSV before you import it.

Product Settings

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 [pdb_member_payment] 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

Jan 1
April 1
July 1
November 1

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.

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

The “Payable” status label is used to show the payment status when the member’s payment can be made before the due date. In other words, when an account becomes “payable” the person is expected to make a payment during that period. This essentially sets up a payment reminder that is sent before the due date.

This setting has the number of days before the due date that the “payable” status begins, this is how many days before the due date that a reminder would be sent.

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

This label used to show the payment status when the member’s payment is overdue or past due. This sets up a second reminder that the person urgently needs to make a payment.

This setting also has the number of days after the due date that a payment becomes overdue. This is when an urgent reminder to pay can go out.

Initial Payment Status

When a record is newly created, and there is no payment history, this is the status that is assigned to the record.

A typical setting here would be “Payable” (the setting uses the “Payable” label), meaning the person is expected to pay after their record is added. This also works well if you are using a “Signup Payment” form, so even though the person is paying when registering, internally their status will go from “payable” to “paid” and trigger the appropriate note for making a payment.

If the setting is set to the “Paid” label, then the person is considered to have paid when the record is added, meaning that no reminders would be sent until the next payment status change happens.

If this setting is left blank, the payment status of the account is not tracked at all until a payment is made. This means that there will be no status change trigger when the account becomes payable or past due.

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:

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.

Testing Date

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 (or Participants Database debugging) has been enabled. Keep it blank if you have debugging enabled 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.

Also important: don’t enable WP_DEBUG_DISPLAY or the php setting “display_errors” These settings are for the purpose of displaying errors on the screen as they occur, but this can cause other problems because it can mean that WordPress is printing to the screen before it is completely initialized, which can cause more errors. It is best to use the php error log set up on the server to track your errors while debugging and don’t try to dump errors to the screen.


Is it possible to set the "return URL" in the shortcode?

Yes, both the Return URL and the Cancel Return Url can be set in the shortcode if you need a different payment flow for one of your forms.

What are the value tags or placeholders I can use in email templates?

The Member Payments plugin offers several value tags or placeholders that you can use in your email templates (when using the Email Expansion Kit) which include data returned from the payment processor and values that are generated as a result of the transaction. Here are some of the more useful ones:

  • [payment_status] shows the current payment status for the member (such as “paid” or “past due”)
  • [next_due_date] the date that the next payment will be due

PayPal return values

  • [mc_gross] when using PayPal, this is the amount of the payment that was just made. You can also use the [txn_amount] tag for the same thing.
  • [option_selection1] if you have a selector in your PayPal payment button, this is the value that was selected for that
Do you support other payment portals?

Not at this time, but it is in development. The Member Payments plugin currently supports only PayPal and offline payments.

What if a member wants to pay in person or with a check?

This is what “offline payments” are for. It gives you the ability to log a payment manually, and it will become part of the member’s record.

To add a payment log entry, open the member’s record for editing in the admin side. Find the “payment log” field, and you will see that it is possible to enter values for a new entry. Save the record to store the entry.

If you don’t see the fields you can type the new entry into, make sure the “Payment Log Edit Lock” setting is unchecked. Also, the backend user must have the necessary access level (usually editor or administrator).

Can I use a different PayPal button on another form?

Yes, there is the “button_html” shortcode attribute where you can place the HTML that will determine the PayPal button used. For instance:

[pdb_signup_member_payment button_html='<form action="" method="post" target="_top">
<input type="hidden" name="cmd" value="_s-xclick">
<input type="hidden" name="hosted_button_id" value="JAFG98A">
<tr><td><input type="hidden" name="on0" value="membership type">membership type</td></tr><tr><td><select name="os0">
<option value="newbie">newbie $10.00 USD</option>
<option value="regular">regular $25.00 USD</option>
<option value="gold star">gold star $350.00 USD</option>
</select> </td></tr>
<input type="hidden" name="currency_code" value="USD">
<input type="image" src="" border="0" name="submit" alt="PayPal - The safer, easier way to pay online!">
<img alt="" border="0" src="" width="1" height="1">
</form>' ]

It’s important to use single quotes to enclose the HTML, and that the HTML uses double quotes only. If, for some reason, you need to include an apostrophe, you have to use the HTML entity equivalent: &#34;

Note: this code is not a valid button, you must create your own button code in PayPal.

Can a record be automatically un-approved when the payment period ends and they have not made a payment for the next one?

Yes, it requires that you set up an action that is triggered when the account becomes due. This is a gist that demonstrates how to do that.

This action is set to fire when the account becomes due. If the user pays before the due date, the record will not be unapproved because the event won’t fire.

This assumes that you have set up the “Payment Status Settings” in the Member Payments addon.

Is it possible to use "Field Group Tabs" with the payment forms?

Yes, but I had to release an update to make it possible. Because both add-ons affect how the submit buttons works, I needed to create a special template to make it work.

These templates are named “bootstrap-tabs” and you can use them by setting up your shortcodes like this:

[pdb_signup_member_payment tabs=true template=”bootstrap-tabs”]

[pdb_record_member_payment tabs=true template=”bootstrap-tabs”]

Of course, these can be customized, you can use these templates (located in the add-on as /templates/pdb-single-member-payment-bootstrap-tabs.php and pdb-record-member-payment-bootstrap-tabs.php) as a starting point. Be sure to pay extra attention to the submit button setup, it’s a bit complex.

How do I set up automatic notifications for a payment that is due?

You must install the Email Expansion Kit add-on to provide the additional email capabilities needed to automatically notify your users when a payment becomes due.

The process for setting this up is the same for all the payment status events Member Payments generates.

First, of course, configure your Payment Status settings according to your needs. This sets up the conditions under which a user knows whether they are paid, past due, etc. When the user’s status changes, an event is generated. This event can be linked to one or more email templates so that an email will be sent at that time. The Member Payments plugin uses a “cron” to automatically check for these status changes and trigger the event: the user does not have to be logged in for this to happen.

Once you have the Payment Status configured, create a new Email Template and assign the event to the “Send Action” for the template. To let a user know their payment is past due (for example) select “Member Payments: Status change to: Payment Past Due”. Be sure to fill in the recipient name and email (use value tags for that) and then fill in the body and subject of the email that you want sent when that event occurs. You may want to include a link to the page where the payment can be made.

How do I test payment status notification emails?

Once you have your payment status notifications set up (these are email templates that are configured to send when a user’s payment status changes), you may want to see what happens when a payment status change event is triggered. The best way to do this is to use a test account and start with a test payment so you know what the starting condition is. This is helpful because the trigger is a status change, so you will want to know what the initial status is.

Important: to test this you must have WP_DEBUG set. Take a look at this page if you’re unsure how to set that up. This is something you will only want to do temporarily, don’t run your site with WP_DEBUG on unless you’re actively testing. You should also turn debugging on in Participants Database so you can see in the debug log what happened.

So, let’s say that your payment is set up to be good for a month, and then the user needs to pay again. The way to test this is to go to the Member Payments settings under the Advanced tab and set the “test date” to more than a month from the date the test account made their payment. Now go to the test account’s admin edit page and save the record. The plugin will check the status and if it is changed, trigger the event and thus the email. Check the debugging log to see the outgoing email.

Testing the Cron

If you want to test the effect of the cron, you should first install a cron management plugin such as Crontrol. The Member Payment plugin uses a cron named pdbmps_cron_updates to check for payment status changes. Set the test date as explained above, then trigger that cron event. You will see the effect of the status change in the debugging log.

Be sure that you know the initial status of the record you are testing. If the record’s status is already at the tested status, then a change won’t happen and the event won’t be triggered. You may need to look at the record’s data directly (using phpMyAdmin) to know for sure what the initial status was.

Support Discussions for Member Payments

  • I am checking for and preventing duplicate signup entries by checking against email address. When I publish the signup form with [pdb_signup], the form works (ie. it rejects the duplicate). However, when I publish the same form with [pdb_signup_member_payment], it allows the duplicate entry.

  • Hi Roland
    I want to give my members an extra 6 months free because of the Covid 19 shutdown. I have the renewal period set up as 12 months so as things stand their payment will become due at the end of this period. I am thinking I could adapt the status labels but wondered if you could suggest a better way of doing it? It would be ideal if I could change the payment due date but only for those who are affected.

    • The plugin is not set up to use payement periods that are different for some records. It may work to change the last payment date to a later date for thise records, so the payment due date is also delayed.

      • OK Thanks.
        When I do a CSV download I get these errors

        Warning: html_entity_decode() expects parameter 1 to be string, array given in /home/scentwo6/staging/1/wp-content/plugins/participants-database/classes/PDb_Field_Item.php on line 319

        Warning: Cannot modify header information – headers already sent by (output started at /home/scentwo6/staging/1/wp-content/plugins/participants-database/classes/PDb_Field_Item.php:319) in /home/scentwo6/staging/1/wp-content/plugins/participants-database/participants-database.php on line 2830

        • This indicates you have some unexpected data in the database. What it is seeing is a multi-dimensional array, but there isn’t supposed to be any multi-dimensional arrays in the database. Do you have any idea how that could have happened?

          Anyway, it will be helpful to know what kind of field it is, but the error doesn’t tell us which field it was. You should be able to see it if you view the database content in phpMyAdmin, look in the wp_participants_database table. You’re looking for a serialized array in the data, but several field types use serialized arrays, so the one you’re looking for will probably be a large-ish chunk of serialized data (which looks like bits of text with lots of brackets and double quotes). Once you know what kind of field it is, you can probably fix it by reformatting the data so it is correct for the field type.

  • Hi, Sir I would like to purchase this add on, I just have a few questions about it? By default what will happen when a user failed to pay the monthly payment? Will the user account will be deleted? if not then how can the user account be automatically deleted if they failed the pay on due date(not automatically after 30 days but there is a grace period of say 10 days before the account can be deleted).

    Thank you so much

  • On some special occasions I would have to modify the value of ‘pdbmps_next_due_date’ for a specific user. It seems that this field is locked both in the frontend and the backend.

    Is there a way I can change a date in this field?

    Thanks for your support.

    • That field is calculated based on the payment log for the last time the person made a payment, so the best way to change that value for a specific person is to edit or add to the person’s payment log.

      • Hi Roland,
        I am probably missing something… I know that the ‘pdbmps_next_due_date’ field is based on the payment log and it works OK for me. I am using the Payment plugin with a fixed date (June 30).
        In a special occasion I had to add an offline transaction for a member and this transaction triggerred the process like it was an advanced payment for the next year… with the result that the ‘pdbmps_next_due_date’ was increased by one year in this person’s record.

        Also, despite the fact that the Payment Log Edit Lock is unchecked, it seems that I cannot edit any of the fields of the person’s payment log. It seems that only the Delete action is possible.

        This is why I was asking if there were any other ways to change the value in the date field for this person. I was thinking perhaps directly in the database… with a little bit of guidance of course…
        Thank you so much for your assistance.

        • Jacques,

          I’m sorry, I was mistaken, individual log entry editing is not implemented in the plugin. The way around this is to add a new entry that is a duplicate of the edited entry, but with whatever change you wish to make. Add the modified entry, then delete the old one.

        • Thank you Roland, I will do that…

  • any chance of plugin or addon to schedule a csv export for this to integrate with other systems, that would make my attempted solution complete ?


  • Member Payments emails

    Hi Roland

    I still have not been able to this working.

    I have copied my live date to a staging area and changed the renewal period from 1 year to 3 months. The first batch became ‘payable’ last Sunday and should have triggered a PDb email for Member Payments: Status Change to: Payable. And yesterday the first batch became due and should have triggered email for Status change to Payment Due. I have debugging switched on ‘verbose’.

    Member status changed as expected but no emails were sent and nothing was recorded in the debugging log. The only thing I get in the debugging log is info about searches and queries.

    Payment status settings

    Records with no payment history = Pending

    “Paid” Status Label = Current

    “Payment Due” Status Label = Payment Due

    “Payable” Status, 5 days or less before due date is labeled: = Payable

    “Past Due” Status 6 days or more after due date is labeled: = Expired

    The email template setup looks OK to me and other email templates are working so I know it’s not a mail delivery problem.

    I have checked everything that I know but I’m obviously missing something. I have enabled wp-debugging, debug bar and wp-crontrol and I am a bit out of my depth. Any help will be appreciated.

    • It looks like I will need to issue an update, you may be running into a bug I found when following up on your issue. I plan to have it out in the next day or so. I also plan to publish a simple testing procedure for checking on events triggering.

      • OK Pleased to hear that. For what it’s worth email triggers that are working are Member Payments: IPN Received and Member Payments: Signup Payment Return.

        • Thanks, let me know if the update to the Member Payments plugin is helpful.

        • Still no emails but here’s something that I have noticed.
          Not all records with the same ‘payable date’ change to payable when they should. For example, out of 7 records with payable date = 4th Feb, four have changed to payable and three of them have not. Surely this cannot be right?

        • I have followed the test method as per the instructions. The test record changes status as expected but no email is sent and all I get in the debug log is this –

          02/06/20 5:43pm GMT]Participants_Db::process_form storing record: UPDATE fyta_participants_database SET


          = NOW(),


          = ‘1691’,


          = ‘Patrick’,


          = ‘Donnelly’,


          = ‘Toffee’,


          = ‘’,


          = ‘1580034867’,


          = ‘yes’,


          = ”,


          = ‘paypal’,


          = ‘982’ WHERE id = 982

          And this
          [02/06/20 5:44pm UTC]PDb_List_Admin::initialize
          list query: SELECT * FROM fyta_participants_database p ORDER BY p.date_updated desc[02/06/20 5:44pm GMT]pdbmps\payment_status\payment_status_field::get_status_value Next Due Date: 26th Feb 2020
          Payable Date: 21st Feb 2020
          Past Due Date: 3rd Mar 2020
          Current Date: 21st Feb 2020

        • Assume you have updated Member Payments to the latest version? Should be 2.5.2

          I don’t see the status change message. Without that, no email would be sent. I suggest you test more actively by using the test date to simulate the date and check for the status changes.

  • After a participant registers through the Sign-up form, he is redirected to the member payment add-on page but his newly created record cannot be found.

    I suspect that the name of my participant might be causing this issue.
    The partipant is French and his name goes : Denis L’Anglais

    You will notice the apostrophe (‘) that is part of his name and I suspect that this may cause problem when the Payment Add-on is parsing the name. Am I right? If so, what would be the way to resolve this issue?

    Of course I cannot ask my participant to change the way he spells his name…

    Thanks for your advice,

    • The records are not identified by name, so there’s no functional reason an apostrophe would cause problems.

      Let me understand the flow you have set up…. after the signup form is submitted, you have them going to a “thanks” page, right? What is on that page?

      • Actually, I want all my new subscribers to use the Member payment option.

        For this pupose, both my “Signup Response Email” and my “Signup Thanks Message” contain a link to the page that was defined in the Member Payment Settings where the Payment Form Match Fields are fistname and lastname.

        So, in my case, the records are indeed identified by name…

        • You’re right it was the apostrophe, I had it sanitized out of the value. I’ve issued an update to the Member Payments add-on that fixes this problem, thanks for bringing it to my attention.

  • The membership for our site comes with a number of add-ons. We would like it if the person could use an add to cart button to be able to select multiple items. It seems like wrapping the shortcode around this type of button using the “button_html” throws an error on the PayPal side – it takes the user to a main log-in screen, not a cart. Is this possible to accomplish with this plugin out-of-the-box, can it be done with custom coding, or just not possible?

    • You have to build the selections into the PP button. This is done when defining the button on the PayPal site.

      • The problem with that is it isn’t a fixed number of choices. For example, there might be 6 choices. So one person could pick basic membership plus options 2 and 5. The next person could pick basic membership plus options 2, 5, and 6. There are too many different possibilities for a single dropdown. Hence my desire to be able to add a cart prior to checkout.

        • There is no add to cart, this is just a simple purchase functionality. The best you can do with this is something more complex like a javascript that alters the choices available in the PP button. If you really need add-to-cart, you will need to look at another solution for your site. I’ll give you a refund if you decide not to use it.

  • That’s right. No error when blank.

  • I am using the ‘accept zero amount’ setting and a PDb email template to send an email when ‘Member Payments: Offline Payment Entry Receipt’. It’s all been working with no problems but now I am getting these errors whenever I do it,

    Warning: strip_tags() expects parameter 1 to be string, array given in /home/scentwo6/public_html/wp-content/plugins/pdb-email-expansion/cpt_email_templates/sender.php on line 173

    Warning: Cannot modify header information – headers already sent by (output started at /home/scentwo6/public_html/wp-content/plugins/pdb-email-expansion/cpt_email_templates/sender.php:173) in /home/scentwo6/public_html/wp-includes/pluggable.php on line 1265

    It all still works but I’d rather not get the error.

    • What kind of fields are you using in your CC, BCC and Reply-To headers?

      You should make sure your php is not configured to print messages to the screen. The php configuration for that is ‘display_errors’ you should set that to 0 so messages like this don’t cause problems.

      • In BCC I have
        Now I think about it, the errors started appearing after I put this in.

        • be careful of pasting values in from other sources, it can include hidden characters, I suggest you type it in, see if that helps.

        • Alas, no. I even tried a different email address, and putting it in the CC box. Still get the errors.

        • OK, so if you leave the CC and BCC blank, you don’t get the error?

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