WPSmartPay

WPSmartPay

Getting Started

Installation, setup, and first steps
Admin Dashboard Overview The WP SmartPay dashboard is the first screen you see after clicking SmartPay in your WordPress admin sidebar. It gives you an instant read on revenue, recen…
Getting Started with WP SmartPay This guide walks you through everything you need to get WP SmartPay installed, configured, and ready to accept your first payment — from installing the plugi…

Use Cases

Real-world usage examples and recipes
How to Accept Recurring Donations Many nonprofits and creators want to accept recurring donations from supporters — a fixed monthly contribution, a custom amount the donor chooses, or a combi…
How to Gate Content Behind a Membership Payment Selling access to premium content — a members-only area, a private course community, or exclusive resources — requires two things: a way to collect recurring…
Selling Digital Products with Instant Delivery Selling a PDF guide, a template pack, an ebook, or a software license doesn't require WooCommerce. WP SmartPay's payment forms collect payment and trigger em…
Offering Installment Payment Plans for Courses High-ticket courses and coaching programs lose potential students when the full price must be paid upfront. Offering a payment plan — such as 3 monthly insta…
Selling Event Tickets with Tiered Pricing Event organizers often need to sell multiple ticket types — Early Bird, Standard, and VIP — each at a different price, with a single checkout experience. WP …

Forms

Creating and configuring payment forms
Creating a Payment Form Payment forms are the core of WP SmartPay — they appear on your site and let visitors pay you directly. This guide walks you through creating your first form…
Form Pricing & Amount Options Every WP SmartPay form has a Pricing panel in the editor sidebar where you control how much customers pay and how they choose their amount. You can charge a …
Checkout Layout: Stacked vs Split WP SmartPay offers two checkout layouts that control how the payment form looks on the frontend: Stacked (single column) and Split (two columns). You choose …
Require Login to Checkout WP SmartPay lets you restrict payment forms to logged-in WordPress users only. When this toggle is on, a visitor who is not logged in sees a login prompt ins…
Embedding Forms on Pages Once you have created a payment form in WP SmartPay, you embed it on any WordPress page or post using a shortcode or a dedicated Gutenberg block. This guide …
Donation Forms WP SmartPay is well-suited for nonprofit fundraising and crowdfunding. This guide explains how to set up a donation form with suggested amounts, an open amou…
Form Templates (Pro) WP SmartPay Pro includes a library of ready-made payment form templates. Instead of building a form from scratch you pick a template, and it opens in the edi…
Subscription Pricing & Billing Cycles (Pro) WP SmartPay Pro lets you turn any payment form into a recurring subscription form. Once enabled, customers are charged automatically on a defined schedule — …
Additional Charges on a Form (Pro) WP SmartPay Pro lets you add a surcharge to any payment form — either a flat fee or a percentage of the subtotal. This is useful for covering processing fees…
Tax on a Form (Pro) WP SmartPay Pro lets you add a tax rate to individual payment forms. The tax is calculated on the form's base amount, shown at checkout as a separate line it…
Anti-Spam Checkout (Pro) Spam bots that submit payment forms with fake emails waste your integrations, trigger unwanted email notifications, and pollute your payment records. WP Smar…
Form Analytics & Conversion Data (Pro) WP SmartPay Pro tracks how each payment form performs — how many times it is viewed, how many payments it generates, and what percentage of visitors convert …

Payments

Managing payments, statuses, and receipts
Payments List & Filtering The WP SmartPay payments list is your central ledger for every payment record on the site. You can search, filter, and export records from one screen without…
Payment Detail Page Clicking any payment in the SmartPay list opens its detail page — a full view of everything associated with that transaction: the amount, customer, form meta…
Payment Statuses Explained Every payment in WP SmartPay has a status that describes where it is in the payment lifecycle. Understanding each status helps you identify which payments ne…
Manually Creating a Payment (Pro) WP SmartPay Pro lets you record payments that were collected outside the normal checkout flow — cash payments, bank transfers, cheques, or any arrangement wh…
Refunding a Payment WP SmartPay lets you issue refunds directly from the payment detail page. For gateways that support automatic refunds (Stripe and Paddle), the refund is proc…
Payment Receipts After every successful payment, WP SmartPay redirects the customer to a receipt page that confirms the transaction details. This article covers how to set up…
Test Mode & Live Mode WP SmartPay has a built-in Test Mode that lets you run complete payment flows — form submission, gateway processing, receipt, and notifications — without mov…

Subscriptions

Recurring billing and subscription management
Subscriptions Overview WP SmartPay Pro adds recurring billing to any payment form. Instead of a single one-time charge, subscription customers are billed automatically on a set sch…
Subscription List & Statuses The WP SmartPay subscriptions list is your central view of every recurring billing agreement on your site. You can see the status of each subscription, when …
Subscription Detail & Management Clicking any subscription in the SmartPay list opens its detail page — a complete view of the billing plan, renewal history, and customer information, with t…
Cancelling a Subscription You can cancel a WP SmartPay subscription from the admin dashboard, and customers using Stripe can cancel their own subscriptions through the Stripe Billing …
Renewals, Billing & Failed Payment Recovery WP SmartPay Pro handles subscription renewals automatically through gateway webhooks. Each renewal creates a new payment record, and failed renewals trigger …

Invoices

Invoice creation, statuses, and customisation
Invoices Overview WP SmartPay Pro includes a built-in invoice system. Invoices are professional billing documents that you can send to customers manually or that are generated…
Creating & Sending an Invoice WP SmartPay Pro lets you create invoices proactively — before the customer has paid — and send them a link to pay directly from the invoice. This is ideal fo…
Invoice Statuses & Lifecycle Every WP SmartPay invoice moves through a defined lifecycle from creation to payment. Understanding the statuses helps you track outstanding invoices, follow…
Customising & Printing Invoices WP SmartPay Pro lets you customise the appearance of all invoices with your business name, logo, footer text, and invoice numbering format. You can also prin…

Coupons

Discount codes and coupon management
Creating & Managing Coupons WP SmartPay Pro includes a coupon system that lets you create discount codes for your payment forms. Customers enter the code at checkout and the discount is…
Bulk Coupon Generation (Pro) Instead of creating discount codes one at a time, WP SmartPay Pro can generate dozens or hundreds of unique coupon codes in seconds. Use this for email campa…
How Customers Use Coupon Codes Once a coupon is active in WP SmartPay, customers can apply it at checkout without any additional setup on your end. This article explains the customer exper…

Payment Gateways

Connect and configure payment gateways
PayPal Standard PayPal Standard is the built-in payment gateway in the free WP SmartPay plugin. Customers are redirected to PayPal's hosted checkout to complete payment, the…
Stripe Stripe is the most popular payment gateway in WP SmartPay Pro. It processes credit/debit cards directly on your site (no redirect to a third-party page), sup…
Paddle Classic Paddle Classic (also known as Paddle Vendor) is a merchant-of-record payment platform where Paddle handles tax collection, invoicing, and compliance on your …
Paddle Billing Paddle Billing is Paddle's modern payment infrastructure, replacing Paddle Classic for new accounts. It includes built-in subscription management, tax handli…
Razorpay Razorpay is a popular payment gateway for businesses in India. It supports credit/debit cards, UPI, net banking, wallets, and EMI — covering all major paymen…
Mollie Mollie is a European payment gateway that supports a wide range of local and international payment methods through a single integration. It is especially pop…
bKash bKash is Bangladesh's most widely used mobile financial service (MFS), with over 60 million registered users. WP SmartPay Pro integrates bKash's Payment Gate…
Toyyibpay Toyyibpay is a Malaysian payment gateway that supports FPX online banking, credit/debit cards, and e-wallets. It is popular with Malaysian businesses looking…
Paytm Paytm is one of India's largest digital payment platforms, with over 350 million users. WP SmartPay Pro integrates Paytm's Payment Gateway, allowing Indian b…
Authorize.Net Authorize.Net is a long-established US-based payment gateway that processes credit and debit card payments. It is widely used by North American businesses th…
Manual / Offline Payments The Manual / Offline gateway in WP SmartPay lets customers submit a payment form without any real-time card processing. Instead, the form collects their deta…

Integrations

Third-party integrations and extensions
Integrations Overview WP SmartPay Pro connects your payment system to the tools you already use — email marketing platforms, CRMs, automation workflows, LMS platforms, and members…
Email Marketing Integrations WP SmartPay Pro integrates with the leading email marketing platforms, automatically subscribing buyers to your lists and tagging them based on what they pur…
Messaging Integrations (Slack, Telegram, Twilio) WP SmartPay Pro can send real-time payment notifications to Slack channels, Telegram chats, and phone numbers via SMS (Twilio) — so you and your team know th…
Automation Integrations (Zapier, Uncanny Automator) WP SmartPay Pro connects to Zapier, Integrately, Pabbly Connect, and Uncanny Automator, letting you trigger automated workflows whenever a payment event fire…
LMS Integrations (LearnDash, LifterLMS, Tutor LMS) WP SmartPay Pro integrates with LearnDash, LifterLMS, and Tutor LMS so course enrollments follow payment status automatically — students gain access immediat…
Membership Plugin Integrations WP SmartPay Pro works with dedicated WordPress membership plugins — Restrict Content Pro and WishList Member — to gate any content on your site behind a Smar…

Customers

Customer management and account pages
Customer List The WP SmartPay customer list gives you a directory of every person who has made a payment through your site. From here you can search for customers, see the…
Customer Detail Page Clicking a customer in the SmartPay list opens their profile page — a complete view of their contact information, purchase history, subscriptions, and lifeti…
Customer Account Pages (Shortcodes) WP SmartPay provides a set of frontend shortcodes that let your customers log in, register, manage their profile, and view their payment history — all withou…

Reports

Revenue reports, analytics, and goals
Reports Overview WP SmartPay Pro includes a reporting suite that gives you a data-driven view of your revenue, forms performance, subscriptions, goals, and payment recovery. …
Revenue Report The Revenue report is the main financial overview in WP SmartPay Pro. It shows your total earnings, order volumes, and average transaction value for any time…
Forms Report The WP SmartPay Pro Forms report gives you a per-form performance breakdown showing how many visitors see each form, how many convert into paying customers, …
Subscriptions Report The WP SmartPay Pro Subscriptions report gives you a high-level view of your recurring revenue business: how many active subscriptions you have, your Monthly…
Revenue Goals & Progress Bar WP SmartPay Pro lets you set revenue goals tied to specific payment forms and display a fundraising progress bar on your site. Use goals for donation campaig…
Payment Recovery Report The WP SmartPay Pro Recovery report tracks failed and abandoned payments — and shows how much revenue was recovered through gateway retries or follow-up acti…

Settings

Plugin settings, gateways, and notifications
General Settings The General Settings page in WP SmartPay controls site-wide defaults — your business identity, currency, page assignments, and date formatting. These values …
Gateway Settings (Currency & Test Mode) The Gateway Settings page in WP SmartPay is where you enable payment gateways, enter API credentials, and control test vs live mode for your entire store. Ev…
Email Notifications WP SmartPay sends automated emails to customers and admins when payments are processed, subscriptions change, and invoices are issued. All email templates ar…
License Settings (Pro) WP SmartPay Pro requires a valid license key to receive plugin updates and access Pro features. You enter and manage your license from SmartPay → Settings → …
Outgoing Webhooks WP SmartPay Pro can send real-time HTTP notifications to any external URL when payment events occur on your site. These outgoing webhooks are how you connect…
AI / MCP Settings WP SmartPay Pro integrates with the Model Context Protocol (MCP) — an open standard that lets AI assistants like Claude read and act on your payment data. On…

FAQs

Frequently asked questions
FAQ: General Questions Answers to the most common questions about WP SmartPay — what it does, what it requires, and how it compares to other payment plugins.
FAQ: Payments & Refunds Answers to common questions about payments, failed charges, and refunds in WP SmartPay.
FAQ: Subscriptions & Billing Answers to the most common questions about subscription billing, renewal cycles, cancellations, and plan changes in WP SmartPay Pro.

Testing

Test mode, sandbox credentials, test flows
Test Cards & Gateway Sandbox Credentials Before going live, always test your payment forms using each gateway's sandbox credentials and test card numbers. This article lists the test cards and crede…
Testing the Full Subscription Lifecycle Subscription billing involves more than a single payment — renewals, cancellations, failed charges, and webhook timing all need to be verified before you lau…

Troubleshooting

Common errors and how to fix them
Debug Log WP SmartPay can write detailed diagnostic messages to a log file as payments are processed, webhooks are received, and integrations run. The debug log is the…
System Info The System Info page in WP SmartPay gives you a snapshot of your WordPress environment, server configuration, and SmartPay settings in one place. When you ne…
Common Errors & Fixes This article lists the most frequently reported issues in WP SmartPay and how to resolve them quickly.
Payment Not Completing Payments stuck in Pending status after the customer has entered their details and clicked Pay are almost always caused by missing or misconfigured webhooks. …
Webhook Delivery Log (Pro) WP SmartPay Pro's outgoing webhook system keeps a delivery log of every webhook it has attempted to send to your configured endpoints. Use this log to verify…
Contacting Support The WP SmartPay support team is available to help with plugin configuration, payment gateway issues, and Pro feature questions. This article explains how to …
Troubleshooting Subscription Renewal Failures Subscription renewal failures are one of the most common reasons subscribers lose access. This article explains why renewals fail, how SmartPay handles them …
Gateway-Specific Troubleshooting Payment gateway problems usually fall into a few predictable categories: configuration errors, webhook issues, or authentication failures. This article cover…

Developer Docs

Shortcodes, hooks, MCP API reference
All Shortcodes Reference WP SmartPay provides a set of shortcodes for embedding payment forms, customer account pages, receipts, and dashboard widgets anywhere on your WordPress site…
Action Hooks & Filters Reference WP SmartPay fires action hooks and filter hooks at every major point in the payment and subscription lifecycle. Third-party plugins, themes, and custom code …
REST API Reference WP SmartPay exposes a REST API under the /wp-json/smartpay/v1/ namespace. You can use it to read payments, customers, forms, and subscriptions from external …

Version 2

Legacy WP SmartPay documentation (v2 and earlier)
Form Configuration
Product Configuration
Available Shortcodes
Initialization Plugin A proper documentation for developers who want to extend the WPSmartPay Plugin.
Admin Settings The WPSmartPay Admin Settings system provides a comprehensive framework for managing plugin configuration through WordPress admin interface. This system offers...
Customers The WPSmartPay Customer Management system provides comprehensive functionality for handling customer data, user creation, profile management, and customer dashboard customization....
Products
Forms
Payment The WPSmartPay Payment System provides comprehensive functionality for processing payments, managing payment gateways, and handling payment-related events. This system includes...
Integration
Downloads
Email