Bitcoin Invoice Form

Installation

Initial Setup

1. Access Settings

   • Go to WordPress Admin → Bitcoin Invoice Forms → Settings

2. General Settings

   • Default Payment Gateway: Choose between CoinSnap or BTCPay Server
   • Default Amount: Set default invoice amount
   • [Removed] Default Currency: Currency is now configured per form in each Invoice Form’s Payment settings.

Payment Gateway Setup

CoinSnap Configuration

1. Get API Key

   • Sign up at CoinSnap.io
   • Generate an API key from your dashboard

2. Configure in WordPress

   • Go to Bitcoin Invoice Forms → Settings
   • Enter your CoinSnap API key
   • Set webhook URL (automatically configured)

BTCPay Server Configuration

1. Set Up BTCPay Server

   • Install BTCPay Server or use a hosted service
   • Create a store and generate API credentials

2. Configure in WordPress

   • Go to Bitcoin Invoice Forms → Settings
   • Enter BTCPay Server URL
   • Add API key and store ID
   • Configure webhook URL

Creating Invoice Forms

Basic Form Creation

1. Create New Form

   • Go to Bitcoin Invoice Forms → Invoice Forms
   • Click « Add New »

2. Configure Form Fields

   • Name Field: Customer name (required by default)
   • Email Field: Customer email (required by default)
   • Company Field: Company name (optional)
   • Invoice Number Field: Invoice reference (required by default)
   • Amount Field: Payment amount (required by default)
   • Description Field: Additional notes (optional)
   • Button Text: Set submit button text (default: « Pay with Bitcoin »)

3. Field Configuration Options

   • Enabled: Toggle field visibility
   • Required: Make field mandatory
   • Label: Customize field label
   • Order: Set field display order

Discounts

1. Enable Discounts

   • Go to Bitcoin Invoice Forms → Invoice Forms → Add New (or edit an existing form)
   • In the Fields metabox, open the “Discount” section
   • Check “Enable Discount”

2. Choose Discount Type

   • Fixed amount: subtracts an absolute value (e.g., 5.00) from the total
   • Percentage: subtracts a percentage of the amount (e.g., 10%)

3. Set Discount Amount

   • Enter a positive value for the selected type
   • The plugin guarantees the total never goes below zero

4. Customer-facing Notice (Optional)

   • Add your own message to be shown on the form when a discount is active
   • If left empty, a friendly default message is auto-generated based on your type and amount
   • The notice is sanitized and shown above the submit button

5. How It’s Applied

   • The discount is applied server-side before creating the invoice with your payment provider (CoinSnap/BTCPay)
   • Currency handling follows the form/default settings; fixed discounts are in the selected currency

Payment Settings

1. Payment Configuration
   • Payment Gateway: Override default gateway for this form
   • Default Amount: Set default invoice amount
   • Currency: Choose display currency
   • Description: Default payment description

Email Settings

1. Email Configuration

   • Admin Email: Email address for notifications
   • Email Subject: Subject line for payment notifications
   • Email Template: Customize notification content with placeholders

2. Available Placeholders

   • {invoice_number}: Invoice number
   • {customer_name}: Customer name
   • {customer_email}: Customer email
   • {amount}: Payment amount
   • {currency}: Currency
   • {payment_status}: Payment status
   • {transaction_id}: Transaction ID
   • {payment_provider}: Payment provider
   • {description}: Invoice description

Redirect Settings

1. Redirect Configuration
   • Success Page: Redirect after successful payment
   • Error Page: Redirect on payment failure
   • Thank You Message: Custom success message

Managing Transactions

Transaction Dashboard

1. Access Transactions

   • Go to Bitcoin Invoice Forms → Transactions
   • View all invoice transactions

2. Transaction Information

   • Transaction ID
   • Form name
   • Invoice number
   • Customer details
   • Payment status
   • Amount and currency
   • Payment date

3. Filtering Options

   • Filter by form
   • Filter by payment status (Paid/Unpaid/Failed/Refunded)
   • Filter by date range

4. Transaction Actions

   • View payment details
   • Access payment provider transaction page