Sending Payment Emails

In addition to generating and copying links, the plugin can send payment links directly to your clients via email. This eliminates the extra step of pasting the link into a separate email client and ensures a consistent, professional email every time.

How to Send an Email

1. Fill in the client’s First Name, Last Name, Email, and optionally an Amount on the generator page.
2. Click the “Send Email” button.
3. The plugin generates the payment link (if not already generated), then composes and sends the email.

While the email is being sent, the button text changes to “Sending…” and becomes disabled. This prevents accidental double-sends if you click the button twice. Once the operation completes, the button returns to its normal state and a notice appears at the top of the page indicating success or failure.

What Happens Behind the Scenes

When you click “Send Email,” the plugin performs these steps:

1. Generates the payment link using the same logic as the “Generate Link” button.
2. Retrieves your email settings — From Name, From Email, Subject, and Body from the Settings page.
3. Replaces all merge tags in the subject and body with actual values:
   • {first_name} becomes the client’s first name
   • {last_name} becomes the client’s last name
   • {email} becomes the client’s email address
   • {amount} becomes the payment amount
   • {payment_link} becomes the full payment URL
   • {logo} becomes the logo <img> tag (if uploaded)
4. Sets the email headers including Content-Type: text/html and the From name/address.
5. Calls wp_mail() to send the email to the client’s email address.

Success and Error Handling

After the email is sent, you will see one of two notices:

• Success: A green admin notice confirming the email was sent to the specified address.
• Error: A red admin notice if wp_mail() returned false, indicating the email could not be sent. Common causes include misconfigured mail settings on the server, a missing SMTP plugin, or the From Email being rejected by the server.

Pro Features

Pro users have two additional options when sending emails:

• Template Selection — Instead of using the default email template, Pro users can select from saved email templates via a dropdown on the generator page. Each template can have its own subject line and body content.
• Auto-Save Customer — An optional checkbox allows Pro users to automatically save the client’s details (name, email) to the customer database when sending an email. This makes it faster to send payment links to returning clients in the future.

Troubleshooting: If emails are not being received, verify that your server can send mail by testing with a plugin like WP Mail SMTP. Also check your spam folder — emails sent from a WordPress server without proper SPF/DKIM records often land in spam.