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In the Settings tab, there are several customizations to consider.  This section describes those settings and their purpose.

Main settings


  • Payments page – this is the WordPress slug or post_name for the web page to which customers will be sent for viewing their invoices and selecting their payment options*. When The Crypto Cashier plugin is first installed and activated, the routine will check to see if an existing payments page already exists with the slug toz-payments. If not, a new payments page will automatically be created. If a payments page already exists or you would like to change or customize the payments page, then simply edit the desired page and insert the short-code, toz_show_invoice_form into that page. Then, enter the WordPress slug for that page in the Payments page settings entry.
  • Environment – this is a selectable drop-down list that specifies whether the web site is in Sandbox or Production mode. *****Make sure you have this set properly for your site*****
    • Sandbox mode – If Sandbox is selected, then the connection to The Crypto Cashier’s back-end reconciliation server is in test mode. Also, if the PayPal™ payment option is enabled, that connection will also be to the PayPal™ sandbox (test) environment. Also note that while the site is set to sandbox mode, when visitors navigate to your payments page, they will see the yellow sandbox background, which lets them know not to send real payments.
    • Production mode – If Production is selected, then all connections are considered live and all back-end connections will be processed as if real payments are being processed by genuine customers.
  • Company name – This is simply the name of your company as you would like it presented to your customers.
  • Email from address – This is the email address from which emails will be sent to customers.
  • Remittance address – This is text which is placed at the top of all invoices and specifies the postal address, contact email address and phone number for customers to reach back to you if necessary or make their payments (i.e. by check) if they desire.
  • Email signature message – This is text that is placed at the bottom of emails sent to customers.
  • Accepted payments heading – The title or brief message shown to customers at the top of the accepted payments list on the payments page.
  • Admin email – The email address of the accounting person or group that should receive notifications regarding system issues.
  • Invoice signature message – This is text that is placed at the bottom of invoices (PDF files).
  • Default item – This is a brief textual description of the default item, which is used as a last resort if no other information can be obtained from the invoice being processed.  This affects Paypal™ and Stripe processing only.
  • Default transaction description – This is a brief textual description of the default transaction and is used as a last resort in cases where the information cannot be obtained from the invoice being processed. This affects Paypal™ and Stripe processing only.
  • Several checkboxes offer more customization:
    • BCC when sending invoices – If checked, the email address specified by Admin email will be bcc’d (blind-copied) when sending invoices via email to customers.
    • BCC when sending payment receipts – If checked (and the Send payment receipts checkbox is also checked), the email address specified by Admin email will be bcc’d (blind-copied) when sending payment receipt emails to customers.
    • Send payment receipts emails to customers – If checked, when a payment has been acknowledged as received, either manually or via the auto-reconciliation service, the customer will be sent a payment receipt via email.
    • For Auto-rec payments, send email receipts only if EDA is enabled – If checked and payments are reconciled by the auto-reconciliation service, the customer will only be sent a payment receipt via email if EDA is enabled. (See the Payment Options->Crypto currencies/tokens section for more information regarding Auto-rec & EDA.)
    • Notify admin if Auto-reconciliation expires – If Auto-reconciliation has been enabled for a particular payment option, then the block-chain is scanned for customer payments. If the payments are not found before the expiration allotment, then the payment status is updated to expired. Depending on how customers tend to interact with certain sites, this may simply be due to the fact that customers don’t actually follow through with the purchase and never send the payment. Other sites may differ and it may be more important to be notified when the expiration of a payment occurs. Check this box to force the system to send an email update to the address specified by Admin email whenever a payment expires.
    • Allow un-quoted crypto/token payment options – There are some cryptos/tokens that do not have quotes available. These options show a greyed out quoted icon, as explained in the cryptos/tokens options section. At some point in the future, quotes will most likely become available for these options. In the mean-time, you can still allow your customers to make their payments using these un-quoted options by checking this box. However, please note that when customers select these payment options, they will need to calculate for themselves the proper amount to send, which may or may not be correct. Additionally, any un-quoted option will not be able to be auto-reconciled – only manual reconciliation will be available for these options.
    • Disable options when quotes are unavailable – Even though a crypto/token is supported with quotes, sometimes the system may not be able to obtain live quotes due to Internet or other problems. If quotes are not available, then automatic calculations for exchange rates are impossible to make. It would therefore be necessary for the customer to make his/her own calculation to determine the amount to send.  Under these circumstances, Auto-reconciliation would be impossible to execute, since there is no way of knowing what the amount being sent through the block-chain will be.  Check this box to temporarily disable the payment options that cannot be quoted and customers will be shown a “temporarily unavailable” message for that payment option if they attempt to select it. When quotes are available again, the option will automatically become available.
    • Automatic updates for cryptos, tokens and currencies – Periodically, The Crypto Cashier will add new, or make adjustments to existing cryptos, tokens and currencies. Updates are sent to your web server.  If this checkbox is checked, then the WordPress database is automatically updated. If the checkbox is not checked, then you will need to periodically refresh the data manually using the Refresh currencies button within the Options tab.
    • Show link to payments page on invoice – If checked, then at the very bottom margin of invoice attachments will be a hyperlink, allowing customers to be able to click it and be sent to your payments page for online payment processing.
    • Use SSL for payments link – If checked then the link to the payments page will be forced to use SSL (https). Note that this requires that your web server is answering on port 443 (the standard SSL port). Also note that when SSL is used, if your web server does not have a valid SSL certificate installed, then the end users will get an annoying warning message from their browser. (Note: This also affects whether or not SSL is used for embedding your company logo in the emails that are sent out to customers.)
    • Updating order status for virtual products – If you’re using a shopping cart such as WooCommerce on your site and you’re selling virtual products, which do not have to be shipped or otherwise processed, you can check this box to mark the order complete when the fully paid payment has been acknowledged.  Otherwise, the order status will be updated to processing.
  • In the Options tab, the Base currency selection is actually part of these settings as well.  This is only noted here so that you are aware that when you hit the Save settings button, the base currency is also saved.
When you are finished with your settings adjustments, please remember to hit the Save settings button!
PayPal is a trademark of PayPal Inc., registered in the U.S. and other countries.
*A slug is an old WordPress term which refers to a sanitized string derived from the page’s title and capable of representing the page in a URL.

Setting a Custom Company Logo

In the next section within the Settings tab, you’ll find you can upload a custom company logo.

Set company logo


The company logo will appear in emails sent to customers as well as at the top of all PDF invoices.

Clearing Bookkeeping Data

There may be instances where it would be nice to be able to remove the existing bookkeeping data from the database and start fresh. For example, many people wish to test certain features on their site before making it available to the public, thus they keep their site in sandbox mode while they are testing. When the time comes to move the site into production mode, it might be advantageous to remove all the testing data (payments, invoices and logs) from the system.  This is not mandatory or even necessary, but it might help alleviate potential confusion when viewing the list of bookkeeping entries, because the list will contain both the old sandbox data along with the new production data.

Clear bookkeeping data


As noted in the illustration above, THIS ACTION CANNOT BE UNDONE !!!  So please be careful and make sure this is the action you really wish to make. If you want to clear out all the data, you must check ALL the boxes. Note that if you delete only the payments, but leave the invoices, those remaining invoices in the system will not have any payments matched against them and will therefore be in the outstanding state. Similarly, if you only delete the invoices, then each remaining payment will be isolated (will not have any invoice to credit against). So, if you’re going to do this, it is best to check all 3 boxes and ensure everything is starting from scratch again. (Note that your settings, payment options and account information are not affected by clearing the bookkeeping data.)

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