Basic Config

Easy Digital Downloads contains six settings sections that need to be configured. This document will explain each of the sections, and each of the options within each section. The necessary short codes to make the plugin function are also described briefly.

All of these settings are located in Downloads > Settings from your WordPress Dashboard.

General

This tab contains some of the most basic settings for the plugin.

1. Test Mode - by checking this box, you place the plugin into "test" mode; which allows you to perform test purchases without recording live transactions. While in test mode no live transactions are processed. To fully use test mode requires a sandbox (test) account for the payment gateway you are testing.

2. Checkout Page - this page acts as your "checkout" page. Once activated, the plugin automatically creates a "Checkout" page containing the [download_checkout] short code. This short code is required for the checkout process to work. If you create a new page to act as the checkout page, be sure to place

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within the page content.

3. Success Page - is the WordPress page buyers are sent following a successful purchase. The contents of this page are entirely optional, but includes the shortcode [edd_receipt], which display’s the customer’s purchase receipt. Commonly includes a message such as, "Thank you for your purchase, an email with download links will be sent to you within a few minutes".

4. Failed Transaction Page - this is the WordPress page buyers are sent to if their transaction fails or is cancelled

5. Purchase History Page - This page shows a complete purchase history for the current user, including download links.

6. Currency - the currency used for all downloadable product prices. Choose the currency you wish to sell your products in. Note, not all payment gateways accept every currency listed here, please verify each enabled payment gateways accepts your chosen currency.

7. Currency Position - This option allows you to locate the currency symbol before or after the price value.

8. Thousands Separator - this option allows you to define the grammatical marker used to separate thousands from hundreds in item prices. For example, if you use a comma, then prices will be displayed like this: $1,000. If you choose a period, then your prices will be rendered like this: $1.000.

9. Decimal Separator - this option allows you to define the grammatical marker used for separating decimal amounts from whole unit amounts in item prices. For example, if you use a comma, prices will be displayed like this: $25,15, representing 25 dollars and 15 cents. If you use a period, then your prices will be rendered like this: $25.15, also representing 25 dollars and 15 cents.

10. Allow User Keys - Check this box to allow users with the ‘manage_shop_settings’ capability to generate API keys, which are accessible from Downloads → Tools → API Keys.

11. Usage Tracking - Allow Easy Digital Downloads to anonymously track how this plugin is used and help us make the plugin better. Opt-in and receive a 20% discount code for any purchase from the Easy Digital Downloads store. Your discount code will be emailed to you.

12. Remove Data on Uninstall? - Check this box if you would like EDD to completely remove all of its data when the plugin is deleted.

Payment Gateways

Payment gateways are methods for accepting payments for your downloadable products. By default, Easy Digital Downloads includes two gateways: PayPal Standard and Manual Payment.

Each installed gateway (more available in Extensions) can be enabled by clicking the check box next to it's name in the Payment Gateways list.

Default Gateway - Choose the gateway to be loaded automatically with the checkout page.

Accepted Payment Method Icons - Display icons on the checkout page for the selected payment methods. If accepting credit cards, you will also need to configure your gateway settings.

Default Gateway - this specifies which payment gateway will automatically be loaded or selected on checkout.

PayPal Settings

PayPal Email - the email address registered with the PayPal account you wish to use for receiving payments through Easy Digital Downloads.

PayPal Page Style - set the page style you wish to use when users checkout with PayPal. Leave blank for default. To learn more about custom page styles, click here.

Disable PayPal IPN Verification - If payments are not getting marked as complete, then check this box. This forces the site to use a slightly less secure method of verifying purchases.

Manual / Test Payment

There are no settings for the manual payment gateway. This gateway is primarily designed for testing, as it allows you to purchase downloads without ever going through a payment gateway. When purchasing with the manual payment gateway, payments are immediately recorded (though no money is processed) and marked as complete. This, coupled with Test Mode, will easily allow you to see many of the features of the plugin in action.

Add-On Payment Gateway Documentation

The documentation for each individual gateway extension can be found under the Extensions > Gateways section of the documentation.

Emails

The Emails section allows you to configure the settings of the Purchase Receipt email that is sent to buyers when they purchase a download.

Email Template - you can use the default template for your email receipts, or you can go without a template and use plain text only. Alternatively, you can create and select a new template.

Preview Purchase Receipt (Button) - previews the purchase receipt within your browser window.

Send Test Email (Button) - this button sends a test email to your WordPress admin email address.

From Name - this is the name emails are marked as coming from. Usually, this will be set to your site or shop name.

From Email - the email address purchase receipts are sent from. The address entered here, which defaults to the site's admin email if left blank, is also the "Reply To” email, which receives customer replies.

Purchase Email Subject - the subject line used by the purchase receipt email. A common subject line is "Purchase Receipt".

Purchase Receipt - the main content of the purchase receipt email. The email is HTML enabled, meaning you can place any formatting / styling you wish here, and it will be included in the email.

There are several template tags you can use in this email which will be dynamically replaced with information related to the buyer or the downloads the buyer purchased. The available template tags are:

  • {download_list} - A list of download links for each download purchased
  • {file_urls} - A plain-text list of download URLs for each download purchased
  • {name} - The buyer's first name
  • {fullname} - The buyer's full name, first and last
  • {username} - The buyer's user name on the site, if they registered an account
  • {user_email} - The buyer's email address
  • {billing_address} - The buyer's billing address
  • {date} - The date of the purchase
  • {subtotal} - The price of the purchase before taxes
  • {tax} - The taxed amount of the purchase
  • {price} - The total price of the purchase
  • {payment_id} - The unique ID number for this purchase
  • {receipt_id} - The unique ID number for this purchase receipt
  • {payment_method} - The method of payment used for this purchase
  • {sitename} - Your site name
  • {receipt_link} - Adds a link so users can view their receipt directly on your website if they are unable to view it in the browser correctly.
  • {discount_codes} - Adds a list of any discount codes applied to this purchase

New Sale Notifications

Sale Notification Subject - the subject line used by the sale notification email. A common subject line is: New download purchase - Order #{payment_id}

Sale Notification - the main content of the sale notification email. The email is HTML enabled, meaning you can place any formatting / styling you wish here, and it will be included in the email.

There are several template tags you can use in this email which will be dynamically replaced with information related to the buyer or the downloads the buyer purchased. The available template tags are:

  • {download_list} - A list of download links for each download purchased
  • {file_urls} - A plain-text list of download URLs for each download purchased
  • {name} - The buyer's first name
  • {fullname} - The buyer's full name, first and last
  • {username} - The buyer's user name on the site, if they registered an account
  • {user_email} - The buyer's email address
  • {billing_address} - The buyer's billing address
  • {date} - The date of the purchase
  • {subtotal} - The price of the purchase before taxes
  • {tax} - The taxed amount of the purchase
  • {price} - The total price of the purchase
  • {payment_id} - The unique ID number for this purchase
  • {receipt_id} - The unique ID number for this purchase receipt
  • {payment_method} - The method of payment used for this purchase
  • {sitename} - Your site name
  • {receipt_link} - Adds a link so users can view their receipt directly on your website if they are unable to view it in the browser correctly.
  • {discount_codes} - Adds a list of any discount codes applied to this purchase

Sale Notification Emails - here you can enter the email address(es) that should receive a notification anytime a sale is made, one per line.

Disable Admin Notifications - check this box to NOT receive emails from EDD when new sales are made.

Styles

The Styles tab allows you to adjust some overall appearance of the plugin. It also provides you the option to entirely disable all styles included with the plugin.

Disable Styles - when checked, disables all styling included with the plugin. For example, EDD includes styling that affects the appearance of the checkout page and purchase buttons. This option allows you to remove all of these included styles. This option is primarily for advanced users to manually customize the appearance of the buttons, checkout fields, and all other elements.

Buttons

Default Button Style - Choose between Button or Plain Text for the add to cart and purchase buttons to be displayed. This affects buttons globally across the site.

Default Button Color - This defines the default color used for purchase and add to cart buttons displayed across the site. The color selected here can be overridden via the [purchase_link] short code.code.

Taxes

The Taxes tab will allow you to configure simple tax rules for purchases.

Enable Taxes - by default, Taxes are disabled. Be sure to check "Enable Taxes" and click "Save Changes" for your options to take effect.

Default Tax Rate - This is the default rate applied to customers, enter a percentage, such as 6.5. Customers not in a specific rate below will be charged this rate when taxes are enabled.

Base Country - Where does your store operate from? Choose your country from the drop down menu.

Base State / Province - If your base country is the United States, choose the state / province your store operates from.

Prices entered with tax - This option affects how you enter prices, are the prices entered including OR excluding tax? Toggle Yes or No to answer.

Display Tax Rate on Prices - Some countries require a notice when product prices include tax. Check this box if your prices include taxes AND you want to display the tax rate on prices.

Display During Checkout - Do you want prices on the checkout page shown with or without tax?

Calculate Tax After Discounts - Check this to calculate taxes after discounts are applied. By default, taxes are calculated before discounts are applied.

Additional Tax Rates - Specify additional tax rates for other regions.

  • Country - Choose the Country for the additional tax.
  • State / Province - Choose the State / Province
  • Country Wide - Check this box to apply this additional tax rate to the entire country overriding any state/province selected for this specific tax rate.
  • Rate - enter a percentage, such as 6.5
  • Remove Rate (Button) - Use this button to remove the additional tax rate
  • Add Tax Rate (Button) - Use this button to create an additional row to the table of Additional Tax Rates.
Misc

The Misc tab contains some additional settings you can use to further enhance / customize Easy Digital Downloads. None of the settings in this section are vital to the function of the plugin.

1. Enable Ajax - this option is checked by default. It enables ajax throughout the plugin (on the front end of the site). Ajax allows actions such as adding a product to the shopping cart to be performed without reloading the page. If Ajax is disabled these actions require the page to reload. Disabling ajax may be a good idea when you are experiencing jQuery conflicts.

2. Redirect to Checkout - Immediately redirect to checkout after an item is added to the cart? This universally causes all Add To Cart buttons to immediately take the customer to the checkout page.

3. Enforce SSL on Checkout - Check this to redirect users to the secure checkout page. https://yourstore.com/checkout instead of http://yourstore.com/checkout. You must have an SSL certificate installed on your domain to use this option.

4. Disable Guest Checkout - by default, guests (non-logged-in users) are permitted to purchase downloads from your site. Check this option to force users to have a WordPress account with your site and be logged-in to make a purchase. Note, downloads are only stored in a user's history if they are logged in.

5. Show Register / Login Forms - check this option to display login and registration form fields on the checkout page. These fields allow users to login, or create an account then login, at the time of purchase, without requiring they leave the checkout page to register or login.

6. Item Quantities - Allow users to change item quantities on the checkout page.

7. Multiple Discounts - Allow users to use multiple discount codes on a single purchase.

8. Enable Cart Saving - Check this box to allow users to save their carts. Outputs a Save Cart button on the checkout page.

File Downloads

9. Download Method - This controls how file downloads are processed. “Forced” means the file downloads are processed by your server and delivered from the server’s memories. This will sometimes fail on large files or low-cost hosts but is more reliable for small files. “Redirect” sends the customer directly to the file via a URL. This is less secure but does not fail with large file downloads.

10. File Download Limit - Set the maximum number of times files can be downloaded. Leave blank for unlimited. It may be overridden on the individual download.

11. Download Link Expiration - the number of hours file download links within email receipts are valid. The default time is 24 hours. If you wish to extend or shorten the expiration time, simply enter the number, in hours here. Does not apply to download links within the user’s purchase history.

12. Disable Redownload - use this option very carefully. If enabled, its impossible for users to redownload their purchases from the purchase history page. This option causes the download links for each purchase to not display.

Accounting Settings

13. Enable SKU Entry - Check this box to allow entry of product SKUs. SKUs are shown on the purchase receipt and exported purchase histories.

14. Sequential Order Numbers - Check this box for order numbers to be sequential.

15. Sequential Starting Number - Enter the number you want sequential ordering to start with.

16. Sequential Number Prefix - Enter a prefix you want prepended to all sequential order numbers. Placed in front of the sequential number.

17. Sequential Number Postfix- Enter a postfix you want appended to all sequential order numbers. Placed after the sequential number.

Terms of Agreement

18. Agree to Terms - this option adds an "Agree to Our Terms" checkbox to the checkout page. Customers will only be able to complete the purchase by checking the box that they agree to terms.

19. Agree to Terms Label - the text label shown with the agree to terms checkbox. Example: Agree to our license terms and refund policy

20. Agreement Text - text shown for the terms of agreement. All text and media you enter in this box are hidden by default and displayed when the Show Terms link is clicked.

21. Complete Purchase Text - This is the button text displayed at the last stage of the checkout process for "complete purchase".

22. Add To Cart text - default text shown on add to cart buttons. Text entered here is overridden by defining the text in the [purchase_link] short code.

Short Codes

Easy Digital Downloads includes several short codes that are used for displaying purchase links, the checkout form and user's purchase history. Each is described briefly below.

[downloads] – shows a list or grid of downloadable products. Detailed instructions here.

[download_checkout] - this will display the checkout form for finalizing a download purchase. This should be placed on the page that you want to act as the checkout page.

[download_history] - this shows a list of all products the current user has purchased, including download links.

[purchase_history] - this shows a complete purchase history for the current user, including download links, dates, prices, etc.

[download_cart] - this will display the contents of the user's shopping cart. There is also a widget for this checkout.

[purchase_link id="#" text="Purchase" style="button" color="gray"] - this will display the purchase (add to cart) button for a specified download. The ID attribute must be set to the download you wish to display a purchase button for. Note, the specific short code for any download can be obtained from the main Downloads page in your dashboard.

Comments

  1. I have 5 pending orders and 1 complete order. That leads me to believe my system is working – however the pendings do seem to have a paypal key attached to them. How can I tell if they abandoned the sale, or if they tried to buy it and have not received the download. It seems to me if there is a paypal key attached then there should be some way I could manually process these sales? Or push them through? That could be a lot of potential money.

    thanks. and help?