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Gravity Forms Eway / 1.5.12
Gravity Forms Eway v1.5.12
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gravityforms-eway / readme.txt

readme.txt in Gravity Forms Eway 1.5.12, at readme.txt

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1 === Gravity Forms eWAY ===
2 Contributors: webaware
3 Plugin Name: Gravity Forms eWAY
4 Plugin URI: http://snippets.webaware.com.au/wordpress-plugins/gravityforms-eway/
5 Author URI: http://webaware.com.au/
6 Donate link: https://www.paypal.com/cgi-bin/webscr?cmd=_s-xclick&hosted_button_id=8V9YCKATQHKEN
7 Tags: gravityforms, gravity forms, gravity, eway, donation, donations, payment, recurring, ecommerce, credit cards, australia
8 Requires at least: 3.6.1
9 Tested up to: 3.9.1
10 Stable tag: 1.5.12
11 License: GPLv2 or later
12 License URI: http://www.gnu.org/licenses/gpl-2.0.html
13
14 Add a credit card payment gateway for eWAY to the Gravity Forms plugin
15
16 == Description ==
17
18 Gravity Forms eWAY adds a credit card payment gateway for [eWAY in Australia](http://www.eway.com.au/) to the [Gravity Forms](http://www.gravityforms.com/) plugin, using eWAY's [Direct Payments API](http://www.eway.com.au/developers/api/direct-payments.html) or [Stored Payments API](http://www.eway.com.au/developers/api/stored-%28xml%29).
19
20 * build online donation forms
21 * build online booking forms
22 * build simple Buy Now forms
23 * accept recurring payments
24
25 > NB: this plugin extends [Gravity Forms](http://www.gravityforms.com/); you still need to install and activate Gravity Forms!
26
27 = Sponsorships =
28
29 * recurring payments generously sponsored by [Castle Design](http://castledesign.com.au/)
30
31 Thanks for sponsoring new features on Gravity Forms eWAY!
32
33 = Requirements: =
34 * you need to install the [Gravity Forms](http://www.gravityforms.com/) plugin
35 * you need an SSL certificate for your hosting account
36 * you need an account with eWAY Australia
37 * this plugin uses eWAY's [Direct Payments API](http://www.eway.com.au/developers/api/direct-payments.html) or [Stored Payments API](http://www.eway.com.au/developers/api/stored-%28xml%29), and does not support eWAY's hosted payment form
38
39 = Filter hooks =
40
41 Developers can use these filter hooks to modify some eWAY invoice properties. Each filter receives a string for the field value, and the Gravity Forms form array.
42
43 * `gfeway_invoice_desc` for modifying the invoice description
44 * `gfeway_invoice_ref` for modifying the invoice reference
45 * `gfeway_invoice_trans_number` for modifying the invoice transaction reference
46 * `gfeway_invoice_option1` for setting the option1 field (one-off payments)
47 * `gfeway_invoice_option2` for setting the option2 field (one-off payments)
48 * `gfeway_invoice_option3` for setting the option3 field (one-off payments)
49 * `gfeway_invoice_cust_comments` for setting the customer comments field (recurring payments)
50 * `gfeway_recurring_periods` for filtering the available recurring periods (from 'weekly', 'fortnightly', 'monthly', 'quarterly', 'yearly')
51
52 == Installation ==
53
54 1. Install and activate the [Gravity Forms](http://www.gravityforms.com/) plugin
55 2. Upload the Gravity Forms eWAY plugin to your /wp-content/plugins/ directory.
56 3. Activate the Gravity Forms eWAY plugin through the 'Plugins' menu in WordPress.
57 4. Edit the eWAY payment gateway settings to set your eWAY Customer ID and options
58
59 Gravity Forms will now display the Credit Card and Recurring fields under Pricing Fields when you edit a form.
60
61 = Building a Form with Credit Card Payments =
62
63 * add one or more product fields or a total field, or a recurring field, so that there is something to be charged by credit card
64 * add an email field and an address field if you want to see them on your eWAY transaction; the first email field and first address field on the form will be sent to eWAY
65 * add a credit card field; if you have a multi-page form, this must be the on the last page so that all other form validations occur first
66 * add a confirmation message to the form indicating that payment was successful; the form will not complete if payment was not successful, and will display an error message in the credit card field
67
68 NB: you should always test your gateway first by using eWAY's test server. To do this, set your eWAY Customer ID to the special test ID 87654321 and select Use Test Environment. When you go to pay, the only card number that will be accepted by the test server is 4444333322221111. This allows you to make as many test payments as you like, without billing a real credit card.
69
70 == Frequently Asked Questions ==
71
72 = What is eWAY? =
73
74 eWAY is a leading provider of online payments solutions for Australia, New Zealand and the UK. This plugin integrates with the Australian Direct Payments and Stored Payments gateways, so that your website can safely accept credit card payments.
75
76 = Will this plugin work without installing Gravity Forms? =
77
78 No. This plugin adds an eWAY payment gateway to Gravity Forms so that you can add online payments to your forms. You must purchase and install a copy of the [Gravity Forms](http://www.gravityforms.com/) plugin too.
79
80 = Can I use other eWAY gateways, outside of Australia? =
81
82 Not yet. There are plans to integrate eWAY's Rapid Payments API sometime in 2013, so check back in a while.
83
84 = Can I use the eWAY hosted payment form with this plugin? =
85
86 No, this plugin only supports the [Direct Payments API](http://www.eway.com.au/developers/api/direct-payments.html).
87
88 = What is Stored Payments? =
89
90 Like Direct Payments, the purchase information is sent to eWAY for processing, but with [Stored Payments](http://www.eway.com.au/how-it-works/payment-products#stored-payments) it isn't processed right away. The merchant needs to login to their eWAY Business Centre to complete each transaction. It's useful for shops that do drop-shipping and want to delay billing. Most websites should have this option set to No.
91
92 = What is Beagle? =
93
94 [Beagle](http://www.eway.com.au/how-it-works/payment-products#beagle-%28free%29) is a service from eWAY that provides a level of fraud protection for your transactions. It uses information about the IP address of the purchaser to suggest whether there is a risk of fraud. You must configure [Beagle rules](http://www.eway.com.au/developers/resources/beagle-%28free%29-rules) in your MYeWAY console before enabling Beagle in this plugin.
95
96 **NB**: You will also need to add an Address field to your form, and make it required. Beagle works by comparing the country of the address with the country where the purchaser is using the Internet; if you don't set it to Required, then Beagle won't be used when submitting the form without a country selected.
97
98 = What Gravity Forms license do I need? =
99
100 Any Gravity Forms license will do. You can use this plugin with the Personal, Business or Developer licenses.
101
102 = Where do I find the eWAY transaction number? =
103
104 Successful transaction details including the eWAY transaction number and bank authcode are shown in the Info box when you view the details of a form entry in the WordPress admin. Recurring payments don't get a transaction number when the payment is established, however, so only the payment status and date are recorded.
105
106 = How do I add a confirmed payment amount and transaction number to my Gravity Forms notification emails? =
107
108 Browse to your Gravity Form, select [Notifications](http://www.gravityhelp.com/documentation/page/Notifications) and use the Insert Merge Tag dropdown (Payment Amount, Transaction Number and Auth Code will appear under Custom at the very bottom of the dropdown list).
109
110 = Why is the amount paid bigger than the form total when sandbox is enabled? =
111
112 When the sandbox is enabled, the payment amount is rounded up by default, because the [eWAY sandbox server returns different error codes when the amount has cents](http://www.eway.com.au/developers/sandbox/direct-payments.html). This can be a useful feature for testing how your website displays errors, but you normally don't want it when testing a payment form.
113
114 = Why do I get an error "This page is unsecured"? =
115
116 When your form has a credit card field, it accepts very sensitive details from your customers and these must be encrypted. You must have an SSL certificate installed on your website, and your page must be accessed via SSL (i.e. the page address must start with "https:"). You can force a page with a credit card form to be accessed via SSL by ticking Force SSL on the Credit Card Field advanced settings page; see [screenshots](http://wordpress.org/plugins/gravityforms-eway/screenshots/).
117
118 = Can I do recurring payments? =
119
120 Yes, thanks to the generous sponsorship of [Castle Design](http://castledesign.com.au/). If you use [conditional logic](http://www.gravityhelp.com/documentation/page/Enable_Conditional_Logic) to hide/show a product field and a recurring payment field, you can even let customers choose between a one-off payment and a recurring payment. Payments can be scheduled for weekly, fortnightly, monthly, quarterly, or yearly billing. Examples will be presented on [the plugin's homepage](http://snippets.webaware.com.au/wordpress-plugins/gravityforms-eway/) as time permits.
121
122 NB: when testing recurring payments in the Sandbox, you must use the special test customer ID 87654321. You can temporarily force this by enabling the setting "Force Test Customer ID in Sandbox".
123
124 = I get an SSL error when my form attempts to connect with eWAY =
125
126 This is a common problem in local testing environments. Please [read this post](http://snippets.webaware.com.au/howto/stop-turning-off-curlopt_ssl_verifypeer-and-fix-your-php-config/) for more information.
127
128 = Can I use this plugin on any shared-hosting environment? =
129
130 The plugin will run in shared hosting environments, but requires PHP 5 with the following modules enabled (talk to your host). Both are typically available because they are enabled by default in PHP 5, but may be disabled on some shared hosts.
131
132 * XMLWriter
133 * SimpleXML
134
135 == Screenshots ==
136
137 1. Options screen
138 2. A sample donation form
139 3. The sample donation form as it appears on a page
140 4. How a credit card validation error appears
141 5. A successful entry in Gravity Forms admin
142 6. Example with recurring payments
143 7. Forcing SSL on a page with a credit card form
144
145 == Changelog ==
146
147 = 1.5.12 [2014-05-14] =
148 * fixed: products with separate quantity fields fail
149
150 = 1.5.11 [2014-04-01] =
151 * fixed: load datepicker styling for Gravity Forms 1.8.6 when no other datepicker fields are present
152
153 = 1.5.10 [2014-01-18] =
154 * fixed: recurring payments failed on Windows hosting, no function strptime()
155 * fixed: should not be able to duplicate recurring payments field in form editor
156 * added: custom merge field for payment status
157
158 = 1.5.9 [2014-01-03] =
159 * fixed: a datepicker was being added to the bottom of the page since WordPress 3.8 (jQuery-UI bug on set datepicker options late)
160 * fixed: clean up JSHint warnings
161
162 = 1.5.8 [2013-11-10] =
163 * fixed: settings wouldn't save in WordPress multisite installations
164 * fixed: doco / settings page didn't explain that Beagle requires an Address field
165 * fixed: Beagle IP address 127.0.0.1 for form submitted on server (substitutes with an Australian IP address)
166 * changed: eWAY settings page is now a Gravity Forms settings subpage, like other addons
167
168 = 1.5.7 [2013-08-23] =
169 * fixed: a datepicker was being added to the bottom of the page when initial and start/end dates were hidden on recurring payments
170
171 = 1.5.6 [2013-08-19] =
172 * fixed: Gravity Forms 1.7.7 **changed their datepicker script handle** and broke recurring fields (not all change is good!)
173 * fixed: can now set Show Start/End Dates without Show Initial Amount
174
175 = 1.5.5 [2013-07-21] =
176 * fixed: can select currency for Gravity Forms for forms not using credit card field, but still enforces AUD for forms with credit card field
177 * fixed: nonce (number once) handling in settings admin
178 * added: load unminified script if SCRIPT_DEBUG is defined / true
179
180 = 1.5.4 [2013-04-21] =
181 * fixed: recurring payments fields marked "required" were generating error "This field is required"
182 * added: quarterly recurring time period
183
184 = 1.5.3 [2013-04-07] =
185 * fixed: don't squabble with other plugins (e.g. DPS PxPay) for custom merge tags of same name
186 * added: recurring payments can set customer reference and invoice reference independently, through the filters `gfeway_invoice_ref` and `gfeway_invoice_trans_number` respectively
187
188 = 1.5.2 [2013-03-19] =
189 * added: filter `gfeway_invoice_trans_number` for setting the invoice transaction reference (NB: 16 character limit)
190
191 = 1.5.1 [2013-02-14] =
192 * fixed: merge tags work on new notification emails, not just on resends!
193 * added: filter `gfeway_recurring_periods` for removing recurring payment periods, from `array('weekly', 'fortnightly', 'monthly', 'yearly')`
194
195 = 1.5.0 [2013-01-26] =
196 * added: support for [Beagle (free)](http://www.eway.com.au/developers/resources/beagle-%28free%29-rules) anti-fraud using geo-IP (Direct Payments only)
197 * added: record authcode for transactions, and show on entry details screen
198 * added: merge tags for authcode and beagle_score, for notification emails
199 * changed: use WordPress function wp_remote_post() instead of directly calling curl functions
200
201 = 1.4.1 [2013-01-17] =
202 * added: when entry is stored as 'Pending' for Stored Payment, can edit and change to 'Approved'
203 * added: record payment gateway in lead properties
204 * changed: Stored Payments use the Direct Payments sandbox when sandbox is selected
205
206 = 1.4.0 [2013-01-17] =
207 * added: can now use eWAY Stored Payments, e.g. for merchants who do drop-shipping
208 * added: merge tags for transaction_id and payment_amount, for notification emails
209
210 = 1.3.0 [2012-10-22] =
211 * fixed: can't submit form multiple times and get multiple payments
212 * added: can now customise the eWAY credit card error messages
213
214 = 1.2.2 [2012-10-03] =
215 * fixed: error when recurring field is present on form, but hidden (thanks, [Simon Watson](http://moonbuggymedia.com/)!)
216 * fixed: some undefined index PHP errors
217
218 = 1.2.1 [2012-10-02] =
219 * fixed: address on one-off eWAY invoice was getting "0, " prepended when PHP < 5.3
220 * fixed: address line 2 combined with line 1 when provided
221
222 = 1.2.0 [2012-09-21] =
223 * added: option to disable whether remote SSL certificate must be verified (only disable if your website can't be correctly configured!)
224 * added: prevent XML injection attacks when loading eWAY response (security hardening)
225 * added: recurring payments (sponsored by [Castle Design](http://castledesign.com.au/) -- thanks!)
226 * added: if a name field is added to the form, it will be used for the eWAY customer name (NB: not cardholder name)
227 * added: filter hooks for invoice description and reference
228
229 = 1.1.0 [2012-06-17] =
230 * added: options for extending use of eWAY sandbox (testing) environment capabilities
231 * added: more documentation (thanks, [gymbaroo.net.au](http://gymbaroo.net.au/) and samwoods!)
232
233 = 1.0.3 [2012-05-24] =
234 * fixed: don't show settings link if Gravity Forms is not installed and activated
235 * added: readme file makes it clear that this plugin requires Gravity Forms to be installed and activated
236
237 = 1.0.2 [2012-05-13] =
238 * fixed: correctly handle quantity for singleproduct fields
239 * fixed: don't validate or process credit card if credit card field is hidden (e.g. other payment option selected)
240 * fixed: form ID recorded in eWAY invoice reference field
241 * added: cardholder's name recorded in eWAY last name field (for reference on eWAY email notification)
242 * added: remove spaces/dashes from credit card numbers so that "valid" numbers can be passed to eWAY with spaces removed
243
244 = 1.0.1 [2012-05-05] =
245 * fixed: optional fields for address, email are no longer required for eWAY payment
246
247 = 1.0.0 [2012-04-16] =
248 * final cleanup and refactor for public release
249
250 == Upgrade Notice ==
251
252 = 1.2.0 =
253 * After upgrading, if you get connection errors posting to eWAY, please change your settings for "Verify remote SSL certificate"; only disable if your website can't be correctly configured!
254