Taxes, Currencies, Payment and Other Configuration in Easy Digital Downloads

Posted OnNov 14, 2014     CategoryE-commerce     CommentsNo comment

In this section of the guide to the Easy Digital Downloads plugin we will take a look at setting up Payment Gateways, Taxes and other areas associated with selling products online.

Step 1) Login to the WordPress Dashboard.

Step 2) On the left-hand sidebar of the Dashboard navigate to Downloads -> Settings.

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General Tab

The General Tab deals with setting up return pages for various stages of the checkout process, currency settings and API Keys.

A. Test Mode Place a check mark in this check box if you want to test your settings. While in test mode no live transactions are processed. To fully use test mode, you must have a sandbox (test) account for the payment gateway you are testing.
B. Checkout Page This is the checkout page where buyers will complete their purchases. The [download_checkout] short code must be on this page.

Select a page from the dropdown list or create a new page and assign that page here.

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

Select a page from the dropdown list or create a new page and assign that page here.

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

Select a page from the dropdown list or create a new page and assign that page here.

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

Select a page from the dropdown list or create a new page and assign that page here.

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F. Currency Select the currency to be used from the dropdown list.
Note that some payment gateways have currency restrictions.
G. Currency Position Select the location of the currency sign from the dropdown list.
H. Thousands Separator Enter the thousands separator in the text box. The symbol (, or .) is usually used to separate thousands.
I. Decimal Separator Enter the decimal separator in the text box. The symbol (, or .) is usually used to separate decimal points.
J. Allow User Keys Place a check mark in this check box to allow all users to generate API keys. Users with the manage_shop_settings capability are always allowed to generate keys.
K. Allow Usage Tracking? Place a check mark in this check box to allow Easy Digital Downloads to anonymously track how this plugin is used.
L. Remove Data on Uninstall? Place a check mark in this check box if you would like Easy Digital Downloads to completely remove all of its data when the plugin is deleted.

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Click the Save Settings button to save your changes.

Payment Gateways Tab

Easy Digital Downloads comes with PayPal installed. If you want to add another Payment Gateway, refer to Downloads-> Add Ons for additional information.

To configure PayPal, complete the fields as shown below.

A. Payment Gateways Place a check mark in the check box for the selected Payment Gateway.
B. Default Gateway Select a Default Gateway from the dropdown list.
C. Accepted Payment Method Icons Placing check marks in the selected Payment Methods check boxes will display icons for the selected payment methods.

Note: You will also need to configure your gateway settings if you are accepting credit cards.

D. PayPal Email Enter the email that PayPal has for your account.
E. PayPal Page Style Enter the name of the page style to use, or leave blank for default.
F. Disable PayPal IPN Verification Place a check mark in this check box if payments are not getting marked as complete. This forces the site to use a slightly less secure method of verifying purchases.

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Click the Save Settings button to save your changes.

Emails Tab

When a customer successfully purchases an Easy Digital Download product, they will be forwarded a Purchase Receipt and/or a Sale Notification receipt via email. You can also decide whether or not to be emailed once a purchase has been completed.

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A. Email Template Select an Email Template from the dropdown list. Click the Save Changes button to save your template selection.

Click the Preview Purchase Receipt button to view the selected email template.

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Click the Send Test Email button to send a test email to yourself.

B. From Name Enter the name purchase receipts are said to come from. This should be your site or shop name.
C. From Email Enter the email to send purchase receipts from. This will act as the from and reply-to email address.
D. Purchase Email Subject Enter the subject line for the purchase receipt email.
E. Purchase Receipt This editor allows you to customize a Purchase Receipt email that the customer will receive. Easy Digital Downloads has a variety of Template Tags that can be inserted in to the email template.

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F. Sale Notification Subject Enter the subject line for the sale notification email. You can use Template Tags in the subject line.
G. Sale Notification This editor allows you to customize a Sales Receipt email that the customer will receive. Easy Digital Downloads has a variety of Template Tags that can be inserted in to the email template.

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H. Sale Notification Emails Enter a list of email addresses that should receive a notification anytime a sale is made, one per line.
I. Disable Admin Notifications Place a check mark in this check box if you do not want to receive emails when new sales are made.

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Click the Save Settings button to save your changes.

Styles Tab

The Styles Tab allows you to customize how your buttons look! You can display them as plain text or change the button color to match your theme.

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Taxes Tab

In most cases, Taxes will need to be set for your Easy Digital Downloads products.

To set up Taxes complete the fields as shown below.

A. Enable Taxes Place a check mark in this check box if you want to enable taxes on purchases.
B. Default Tax Rate Enter a percentage, such as 6.5. Customers not in a specific rate below will be charged this rate.
C. Base Country From the dropdown list select the country where your store operates from.
D. Base State/Province From the dropdown list select the state/province where your store operates from.
E. Prices Entered with Tax Depending on the radio button selected, this option affects how you enter prices. No is selected by default.
F. Display Tax Rate on Prices Some countries require a notice when product prices include tax. It is recommended to place a check mark in this check box if you will be selling your products internationally.
G. Display During Checkout Select from the dropdown list if prices on the checkout page be shown with or without tax.
H. Calculate Tax After Discounts? Place a check mark in this check box if you would like taxes calculated after discounts. By default taxes are calculated before discounts are applied.
I. Additional Tax Rates From the Tax Grid List, enter the Sales Tax Rate for the State/Province.
Click the Add Tax Rate button to add additional Sales Tax Rates for the State/Province.

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Click the Save Settings button to save your changes.

Misc Tab

The Misc area deals with Checkouts, File Downloads, Account Settings and Terms of Agreement.

A. Enable Ajax Place a check mark in this check box to enable AJAX for the shopping cart. Checked by default.
B. Redirect to Checkout Place a check mark in this check box to immediately redirect the user to checkout after adding an item to the cart.
C. Enforce SSL on Checkout Place a check mark in this check box to force users to be redirected to the secure checkout page. You must have an SSL certificate installed to use this option.
D. Disable Guest Checkout Place a check mark in this check box to require users be logged-in to purchase files.
E. Show Register / Login Form Select an option from the dropdown list whether or not to display the registration and login forms on the checkout page for non-logged-in users.
F. Item Quantites Place a check mark in this check box if you want to allow item quantities to be changed at checkout.
G. Multiple Dicounts Place a check mark in this check box if you want to allow customers to use multiple discounts on the same purchase.
H. Enable Cart Saving Place a check mark in this check box this to enable cart saving on the checkout.
I. Download Method Select the file download method from the dropdown list.
Note: Not all methods work on all servers.
J. File Download Limit Enter the maximum number of times files can be downloaded for purchases. Can be overwritten for each download.
K. Download Link Expiration Enter the time in hours how long download links should be valid for. The default is 24 hours from the time they are generated.
L. Disable Redownload Place a check mark in this check box if you do not want to allow users to re-download items from their purchase history.

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M. Enable SKU Entry Place a check mark in this check box to allow entry of product SKUs. SKUs will be shown on purchase receipt and exported purchase histories.
N. Sequential Order Numbers Place a check mark in this check box to allow for sequential order numbers.
O. Sequential Starting Numbers Enter the number that sequential order numbers should start at.
P. Sequential Number Prefix Enter a prefix to prepend to all sequential order numbers.
Q. Sequential Number Postfix Enter a postfix to append to all sequential order numbers.
R. Agree to Terms Place a check mark in this check box to show an Agreement to Terms on the checkout that users must agree to before purchasing.
S. Agree to Terms Label Enter a label that will be shown next to the Agreement to Terms check box.
T. Agreement Text Customize your Agreement to Terms text here.
U. Complete Purchase Text Enter the button label for completing a purchase.
V. Add to Cart Text Enter the button text shown on the Add to Cart buttons.

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The next step in the guide will focus on Using Easy Digital Downloads’ Tools.

 


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