Wallet Up – Complete Documentation

Table of Contents

1. Introduction
2. Getting Started
   • System Requirements
   • Installation
   • Initial Setup
3. Core Features
   • Multi-Payment Integration
   • QR Code Generator
   • URL Shortener
   • Donation System
   • WooCommerce Integration
   • WPForms Integration
4. Dashboard Overview
   • Navigation Structure
   • Main Dashboard
   • Settings
5. Payment Methods Configuration
   • Cash App Setup
   • Venmo Setup
   • PayPal Setup
   • Zelle Setup
   • Meta Pay Setup
   • WalupPay Setup
6. QR Code Generator
   • Basic QR Code Creation
   • Customizing QR Codes
   • Adding Logos
   • Style Options
   • Display Settings
7. URL Shortener
   • Creating Short URLs
   • Link Management
   • Analytics & Tracking
   • Real-time Click Tracking
8. Donation System
   • Setting Up Donation Pages
   • Customizing Donation Options
   • Donation Analytics
9. WooCommerce Integration
   • Enabling Payment Methods
   • Checkout Configuration
   • Order Management
   • Thank You Page Customization
10. WPForms Integration
    • Adding Payment Options to Forms
    • Form Submission Handling
11. Analytics & Reporting
    • Overview Dashboard
    • QR Code Analytics
    • URL Analytics
    • Donation Analytics
    • Exporting Data
12. Shortcodes
    • Payment Method Shortcodes
    • QR Code Shortcodes
    • URL Shortener Shortcodes
    • Donation Shortcodes
13. Developer Resources
    • Hooks & Filters
    • Custom Templates
    • API Integration
14. Troubleshooting
    • Common Issues
    • Diagnostic Tools
    • Support Resources
15. Privacy & Security
    • Data Handling
    • GDPR Compliance
    • Security Features
16. FAQs
17. Changelog
18. License Information

Introduction

Wallet Up (or Wal’UP) is a comprehensive WordPress plugin designed to integrate multiple payment methods into your website through customizable QR codes, URL shortening, real-time tracking, and donation systems. This all-in-one solution allows site owners to accept payments through popular platforms like Cash App, Venmo, PayPal, Zelle, and Meta Pay while providing robust analytics and tracking capabilities.

Getting Started

System Requirements

To use Wallet Up successfully, ensure your system meets these requirements:

• WordPress 5.8 or higher
• PHP 7.4 or higher
• MySQL 5.7 or higher
• SSL certificate (for secure transactions)
• GD or Imagick PHP extension (recommended for advanced QR code features)
• Fileinfo PHP extension for logo manipulation in the QR Code
• Modern web browser (Chrome, Firefox, Safari, Edge)

Installation

Automatic Installation

1. Log in to your WordPress dashboard
2. Navigate to Plugins → Add New
3. Search for “Wallet Up”
4. Click Install Now and then Activate
5. After activation, you’ll see the Wallet Up menu in your WordPress admin sidebar

Manual Installation

1. Download the Wallet Up plugin ZIP file from wordpress.org
2. Log in to your WordPress dashboard
3. Navigate to Plugins → Add New → Upload Plugin
4. Choose the downloaded ZIP file and click Install Now
5. After installation completes, click Activate Plugin

Initial Setup

After activating Wallet Up, follow these steps for initial configuration:

1. Navigate to Wallet Up → General Settings
2. Configure your global settings and preferences
3. Set up at least one payment method in Wallet Up → Payment Methods
4. Configure display settings in Wallet Up → QR Settings
5. (Optional) Set up analytics tracking in Wallet Up → Analytics

Core Features

Multi-Payment Integration

Wallet Up integrates multiple popular payment platforms:

• Cash App: Direct integration with Cash App for personal and business accounts
• Venmo: Seamless Venmo payment processing for personal and business use
• PayPal: Complete PayPal integration for secure online payments
• Zelle: Integration with Zelle for bank-to-bank transfers
• Meta Pay: Support for Meta’s payment platform (formerly Facebook Pay)
• WalupPay: Wallet Up’s native payment solution

Each payment method can be configured individually with custom settings, QR code options, and tracking parameters.

QR Code Generator

The advanced QR code generator allows you to:

• Create QR codes for any payment method
• Customize colors, size, and style
• Add your logo to the center of QR codes
• Choose from different styles (rounded, classic, circular)
• Set borders and margins
• Generate high-quality output image for print-ready QR codes
• Preview QR codes in real-time while editing

URL Shortener

The built-in URL shortener provides:

• Custom short URLs for any long URL
• Real-time click tracking and analytics
• Geographic and referrer data
• Custom slug options for branded links
• Link expiration settings
• Tag-based organization
• Detailed click history
• Real-time monitoring with notifications

Donation System

The donation system allows you to:

• Create customizable donation pages
• Accept donations through multiple payment methods
• Generate QR codes specifically for donations
• Track donation analytics
• Create custom thank you pages
• Set suggested donation amounts
• Add custom donation descriptions

WooCommerce Integration

Wallet Up seamlessly integrates with WooCommerce:

• Add Wallet Up payment methods to WooCommerce checkout
• Display QR codes at checkout
• Track payments within WooCommerce orders
• Customize the checkout experience
• Support for WooCommerce Blocks checkout

WPForms Integration

Wallet Up enhances WPForms with:

• Payment method fields for forms
• Integration with form submissions
• Payment tracking and analytics
• Custom templates for payment forms

Dashboard Overview

Navigation Structure (susceptible to redesign)

The Wallet Up admin interface is organized into the following sections:

• Dashboard: Overview of activities and quick access to features
• Payment Methods: Configure and manage payment platforms
• QR Settings: Customize QR code appearance and behavior
• URL Shortener: Create and manage shortened URLs
• Analytics: View comprehensive tracking data
• Donations: Configure donation pages and settings
• WooCommerce: WooCommerce integration settings (if active)
• Settings: Global plugin configuration

Main Dashboard

The main dashboard provides:

• Activity summary with recent transactions
• Quick statistics for QR code scans, link clicks, and donations
• Quick access buttons for common tasks
• System status information
• Latest news and updates

Settings

The Settings section includes:

• General Settings: Global plugin configuration
• Display Settings: Default appearance options
• Analytics Settings: Configure tracking parameters
• Advanced Settings: Developer options and performance settings

Payment Methods Configuration

Cash App Setup

To configure Cash App as a payment method:

1. Navigate to Wallet Up → Payment Methods
2. Click on the Cash App tab
3. Enable Cash App by toggling the switch
4. Enter your Cash App username/cashtag (e.g., $username)
5. (Optional) Set a default payment amount
6. (Optional) Configure custom message templates
7. Customize QR code settings if desired
8. Click Save Changes

Venmo Setup

To configure Venmo as a payment method:

1. Navigate to Wallet Up → Payment Methods
2. Click on the Venmo tab
3. Enable Venmo by toggling the switch
4. Enter your Venmo username
5. (Optional) Set a default payment amount
6. (Optional) Configure custom message templates
7. Customize QR code settings if desired
8. Click Save Changes

PayPal Setup

To configure PayPal as a payment method:

1. Navigate to Wallet Up → Payment Methods
2. Click on the PayPal tab
3. Enable PayPal by toggling the switch
4. Enter your PayPal email or PayPal.me link
5. (Optional) Set a default payment amount
6. (Optional) Configure custom message templates
7. Customize QR code settings if desired
8. Click Save Changes

Zelle Setup

To configure Zelle as a payment method:

1. Navigate to Wallet Up → Payment Methods
2. Click on the Zelle tab
3. Enable Zelle by toggling the switch
4. Enter your Zelle email or phone number
5. (Optional) Set a default payment amount
6. (Optional) Configure custom message templates
7. Customize QR code settings if desired
8. Click Save Changes

Meta Pay Setup

To configure Meta Pay as a payment method:

1. Navigate to Wallet Up → Payment Methods
2. Click on the Meta Pay tab
3. Enable Meta Pay by toggling the switch
4. Enter your Meta Pay username or profile ID
5. (Optional) Set a default payment amount
6. (Optional) Configure custom message templates
7. Customize QR code settings if desired
8. Click Save Changes

WalupPay Setup

To configure WalupPay as a payment method:

1. Navigate to Wallet Up → Payment Methods
2. Click on the WalupPay tab
3. Enable WalupPay by toggling the switch
4. Complete the WalupPay account connection process
5. (Optional) Set a default payment amount
6. (Optional) Configure custom message templates
7. Customize QR code settings if desired
8. Click Save Changes

QR Code Generator

Basic QR Code Creation

To create a basic QR code:

1. Navigate to Wallet Up → QR Settings
2. Select the payment method to use
3. Enter any required information (amount, message, etc.)
4. Click Generate QR Code
5. Preview the QR code in the preview panel
6. Click Download to save the QR code as an image

Customizing QR Codes

Wallet Up offers extensive QR code customization options:

• Size: Adjust dimensions from small to extra large
• Foreground Color: Customize the QR code color
• Background Color: Set the background color
• Border: Add or remove borders
• Border Size: Adjust border thickness
• Border Color: Customize border color
• Margin: Set margin space around the QR code
• Quality: Adjust resolution for different use cases

Adding Logos

To add a logo to your QR code:

1. In the QR Settings, enable the Add Logo option
2. Upload your logo image or select from previously uploaded logos
3. Adjust the logo size (small, medium, large)
4. Set logo position (center is recommended)
5. Preview the QR code with logo
6. Test scan the QR code to ensure readability

Style Options

Wallet Up offers multiple QR code style options:

• Classic: Traditional square QR code blocks
• Rounded: QR code with rounded corners on the blocks
• Circular: QR code with circular data points
• Dot Style: QR code with dot-shaped data points
• Custom Style: Advanced customization options

Display Settings

Configure how QR codes are displayed on your site:

1. Navigate to Wallet Up → QR Settings → Display
2. Set default display mode (inline, popup, redirect)
3. Configure responsive behavior for different screen sizes
4. Set default message templates for QR code displays
5. Configure animation and transition effects
6. Save your settings

URL Shortener

Creating Short URLs

To create a shortened URL:

1. Navigate to Wallet Up → URL Shortener
2. Enter the long URL you want to shorten
3. (Optional) Customize the URL slug
4. (Optional) Add a title and tags for organization
5. (Optional) Set an expiration date
6. Click Shorten URL
7. Copy the generated short URL for sharing

Link Management

Manage your shortened URLs through the Link Management interface:

1. Navigate to Wallet Up → URL Shortener → History
2. View all your shortened URLs
3. Filter by date, tags, or status
4. Edit existing URLs (change destination, title, tags)
5. Archive or delete old URLs
6. Export URL data as CSV

Analytics & Tracking

View detailed analytics for your shortened URLs:

1. Navigate to Wallet Up → URL Shortener → Analytics
2. Select the URL to analyze
3. View total clicks, unique visitors, and time-based trends
4. See geographic distribution of clicks
5. Analyze referring websites and sources
6. Track browser and device statistics
7. Export analytics data as CSV or PDF

Real-time Click Tracking

Monitor URL clicks in real-time:

1. Navigate to Wallet Up → URL Shortener → Click Tracker
2. Select the URL to monitor
3. Enable real-time tracking
4. View click events as they happen
5. Set up notifications for click events
6. Monitor geographic data and referrers in real-time

Donation System

Setting Up Donation Pages

To create a donation page:

1. Navigate to Wallet Up → Donations
2. Click Add New Donation Page
3. Enter a title and description for your donation page
4. Select payment methods to accept
5. Configure suggested donation amounts
6. (Optional) Set up recurring donation options
7. Customize thank you message and redirect
8. Click Save & Publish

Customizing Donation Options

Enhance your donation pages with additional options:

• Custom Fields: Add fields for donor information
• Donor Wall: Display a list of donors (optional)
• Donation Goal: Set and display fundraising goals
• Progress Bar: Show visual progress toward goals
• Limited Time Campaigns: Set start and end dates
• Custom Styles: Match donation pages to your site’s theme

Donation Analytics

Track donation performance with comprehensive analytics:

1. Navigate to Wallet Up → Donations → Analytics
2. View total donations, average amounts, and trends
3. See donation breakdowns by payment method
4. Analyze donor demographics and patterns
5. Track campaign performance
6. Generate donation reports
7. Export donation data for accounting purposes

WooCommerce Integration

Enabling Payment Methods

To add Wallet Up payment methods to WooCommerce:

1. Navigate to WooCommerce → Settings → Payments
2. Find “Wallet Up Payments” in the list
3. Click Manage
4. Enable the payment method
5. Configure which payment platforms to offer (Cash App, Venmo, etc.)
6. Set display order and default options
7. Save changes

Checkout Configuration

Customize the WooCommerce checkout experience:

1. Navigate to Wallet Up → WooCommerce
2. Configure how payment options appear at checkout
3. Set QR code display options
4. Customize payment instructions
5. Configure thank you page behavior
6. Set up email notifications
7. Save your settings

Order Management

Wallet Up enhances WooCommerce order management:

• View payment method details in order information
• Track payment status for Wallet Up transactions
• Add manual verification options for payments
• Include QR codes in order emails
• Customize order notes for different payment methods

Thank You Page Customization

Enhance the WooCommerce thank you page:

1. Navigate to Wallet Up → WooCommerce → Thank You Page
2. Enable enhanced thank you page
3. Customize QR code display
4. Add payment instructions and details
5. Configure countdown timer (optional)
6. Set up verification process
7. Save your settings

WPForms Integration

Adding Payment Options to Forms

To add Wallet Up payment options to WPForms:

1. Install and activate WPForms plugin
2. Create a new form or edit an existing one
3. Add a “Wallet Up Payment” field from the Payment Fields section
4. Configure available payment methods
5. Set payment amounts (fixed or user-defined)
6. Configure display options
7. Save your form

Form Submission Handling

Configure how payments are processed after form submission:

1. Navigate to Wallet Up → WPForms
2. Set up confirmation messages
3. Configure success/failure redirects
4. Set up email notifications
5. Configure payment verification process
6. Enable analytics tracking
7. Save your settings

Analytics & Reporting

Overview Dashboard

The Analytics Dashboard provides a comprehensive overview:

1. Navigate to Wallet Up → Analytics
2. View summary statistics for all features
3. See recent activity across payment methods
4. Track conversion rates and performance metrics
5. View geographic data visualization
6. Set custom date ranges for analysis
7. Export dashboard data as CSV or PDF

QR Code Analytics

Track QR code performance:

1. Navigate to Wallet Up → Analytics → QR Codes
2. View scan counts and trends
3. Analyze scan sources and devices
4. Track conversion rates for payment QR codes
5. Compare performance across payment methods
6. Set custom date ranges for analysis
7. Export QR code analytics as CSV or PDF

URL Analytics

Analyze shortened URL performance:

1. Navigate to Wallet Up → Analytics → URLs
2. View click counts and trends
3. See geographic distribution
4. Analyze referrer sources
5. Track device and browser statistics
6. Set custom date ranges for analysis
7. Export URL analytics as CSV or PDF

Donation Analytics

Track donation performance:

1. Navigate to Wallet Up → Analytics → Donations
2. View total donations and trends
3. See average donation amounts
4. Analyze payment method preferences
5. Track campaign performance
6. Set custom date ranges for analysis
7. Export donation analytics as CSV or PDF

Exporting Data

Export analytics data for external analysis:

1. Navigate to the desired analytics section
2. Click Export button
3. Select format (CSV, PDF, or Excel)
4. Choose date range and filters
5. Configure export options
6. Click Generate Export
7. Download the exported file

Shortcodes

Payment Method Shortcodes

Basic payment method shortcode:

[cashapp] [venmo] [paypal] [zelle] [fbpay] [waluppay]

Options and parameters can be added to each payment methods using these below

amount="20" scan="no" scan="yes" or for venmo only add a note: note="Thank you"

Parameters:

• method: Payment method (cashapp, venmo, paypal, zelle, fbpay, waluppay)
• amount: Payment amount (optional)
• note: Payment message (optional for venmo and waluppay)
• scan: Display mode (yes, no, or link)
• size: QR code size is controlled from the admin dashboard (small, medium, large)

QR Code Shortcodes

Basic QR code shortcode is handled directly in the User Interface. Some settings benefit from independent QR Code settings. But all customs codes are:

Parameters:

• content: The content to encode in the QR code
• size: QR code size (small, medium, large, xlarge)
• style: QR code style (classic, rounded, circular, dot)
• color: Foreground color (hex code)
• background: Background color (hex code)
• logo: URL to logo image (optional)
• border: Whether to show border (true/false)

URL Shortener Shortcodes

URL shortener shortcode:

[wallet_up_url_shortener initial_url="https://example.com"]

Parameters:

• initial_url: Starting URL (optional)
• integrated: Whether to integrate with QR code generator (true/false)

Click tracker shortcode:

[wallet_up_click_tracker url_code="abc123"]

Parameters:

• url_code: The code of the shortened URL to track

Donation Shortcodes

Basic donation shortcode:

[wallet_up_donation id="donate_1234567890"]

Parameters:

• Directly handled from the User Interface

Developer Resources

Hooks & Filters

Wallet Up provides numerous action hooks and filters for developers:

Action Hooks:

// Called after payment method initialization
do_action('wallet_up_after_payment_method_init', $method_id, $method_instance);

// Called after QR code generation
do_action('wallet_up_after_qr_generation', $qr_code_data, $options);

// Called after URL shortening
do_action('wallet_up_after_url_shortened', $short_code, $long_url, $options);

// Called after a donation is processed
do_action('wallet_up_after_donation', $donation_data, $payment_method);

Filters:

// Filter QR code options before generation
$qr_options = apply_filters('wallet_up_qr_options', $options, $method_id);

// Filter payment method data
$method_data = apply_filters('wallet_up_payment_method_data', $data, $method_id);

// Filter shortened URL
$short_url = apply_filters('wallet_up_short_url', $url, $code, $options);

// Filter donation form fields
$fields = apply_filters('wallet_up_donation_fields', $fields, $form_id);

Custom Templates

Customize Wallet Up’s appearance with template overrides:

1. Create a wallet-up directory in your theme
2. Create subdirectories for specific components:
   • wallet-up/qr-codes/
   • wallet-up/payments/
   • wallet-up/donations/
   • wallet-up/shortener/
3. Copy template files from the plugin’s templates directory to your theme’s directory
4. Modify the templates as needed

Example template override structure:

theme/
└── wallet-up/
    ├── qr-codes/
    │   ├── default.php
    │   └── rounded.php
    ├── payments/
    │   ├── cash-app.php
    │   └── venmo.php
    └── donations/
        └── form.php

API Integration

Wallet Up provides REST API endpoints for integration with external systems:

QR Code Generation API:

/wp-json/wallet-up/v1/qr-code

URL Shortener API:

/wp-json/wallet-up/v1/shorten

Analytics API:

/wp-json/wallet-up/v1/analytics

Donation API:

/wp-json/wallet-up/v1/donations

Authentication requires a WordPress application password or JWT authentication.

Troubleshooting

Common Issues

QR Codes Not Generating:

• Ensure GD or Imagick PHP extension is enabled
• For Logo support ensure Fileinfo PHP extension is enabled
• Check file permissions on uploads directory
• Verify SSL certificate is valid and working

Payment Methods Not Displaying:

• Check that the payment method is enabled
• Verify configuration details are correct
• Test with different display options
• Clear cache and refresh

URL Shortener Issues:

• Ensure proper permalink structure is set
• Check server rewrite rules
• Verify database tables exist and are accessible

WooCommerce Integration Problems:

• Ensure WooCommerce is updated to latest version
• Check payment method is enabled in WooCommerce settings
• Test in different browsers
• Verify hooks are not being removed by theme or other plugins

Diagnostic Tools

Wallet Up includes built-in diagnostic tools:

1. Navigate to Wallet Up → Settings → Advanced → Diagnostics
2. Run system check to verify requirements
3. View error logs for troubleshooting
4. Test individual components
5. Reset plugin settings if needed
6. Generate diagnostic report for support

Support Resources

For additional support:

• Documentation: https://docs.walletup.app
• Knowledge Base: https://walletup.app/knowledge-base
• Support Forum: WordPress.org Support
• Premium Support: https://walletup.app/support
• Email Support: [email protected]

Privacy & Security

Data Handling

Wallet Up handles the following types of data:

• Payment Information: Account IDs, usernames, email addresses
• QR Code Data: Generated QR codes and their content
• Analytics Data: Scan counts, click data, geographic information
• Donation Data: Donation amounts, timestamps, campaign information

All data is stored locally on your WordPress database and is not shared with external services unless explicitly configured.

GDPR Compliance

Wallet Up is designed with GDPR compliance in mind:

• Personal data is minimized and encrypted where possible
• Data retention settings are configurable
• Export and erasure functionality is provided
• Privacy policy information is available for inclusion in your site’s privacy policy
• Consent mechanisms are included for analytics tracking

Security Features

Wallet Up implements several security measures:

• Input validation and sanitization
• Output escaping to prevent XSS
• Nonce verification for form submissions
• Capability checks for administrative functions
• Database query preparation to prevent SQL injection
• Rate limiting for API requests
• Enhanced password security for sensitive settings

FAQs

Q: Can I use multiple payment methods simultaneously? A: Yes, you can enable and configure multiple payment methods, and users can choose their preferred method at checkout or on donation forms.

Q: Do customers need the payment apps installed to use QR codes? A: Yes, customers will need the corresponding payment app (Cash App, Venmo, etc.) installed on their device to scan and process QR code payments.

Q: Can I customize the appearance of QR codes? A: Yes, Wallet Up offers extensive customization options for QR codes, including colors, styles, borders, and logo integration.

Q: Does Wallet Up process payments directly? A: No, Wallet Up facilitates payments by generating QR codes and links that connect to the respective payment platforms. The actual payment processing is handled by those platforms.

Q: Is Wallet Up compatible with page builders? A: Yes, Wallet Up shortcodes and blocks are compatible with popular page builders like Elementor, Beaver Builder, and Divi.

Q: Can I track who has paid me through the QR codes? A: Wallet Up can track QR code scans and link clicks, but payment confirmation relies on the notification systems of the respective payment platforms.

Q: Does the URL shortener use external services? A: No, the URL shortener is self-hosted on your WordPress site, giving you complete control over your data.

Q: Can I limit which payment methods appear on specific pages? A: Yes, you can use shortcode parameters or the block editor to specify which payment methods should appear on each page.

Changelog

4.1.0 – March 08, 2025

• New: URL shortener with real-time click tracking and analytics
• New: Advanced QR code styles with logo integration and customization options
• New: Improved donation system with QR code options and analytics
• New: Robust notification system for tracking events and user interactions
• Enhanced: Complete redesign of admin interface with modern components
• Enhanced: Better WooCommerce checkout integration with blocks support
• Enhanced: Improved WPForms integration for payment processing
• Fixed: Various QR code generation issues and image handling improvements
• Fixed: PHP compatibility issues for better hosting support
• Security: Enhanced input validation and output sanitization
• Security: Fixed potential command injection vulnerability
• Performance: Optimized database queries and caching for faster load times

4.0.9 – February 06, 2025

• New: Fully responsive admin interface with nested tabs for better organization
• Enhanced: Analytics with dynamic charts and export options
• Improved: QR code preview within settings for instant feedback
• Updated: Dependency management for React 18 compatibility
• Fixed: Minor bugs related to UI responsiveness on mobile devices
• Security: Additional checks for input validation and sanitization

See README.txt for full changelog history

License Information

Wallet Up is licensed under the GNU General Public License v3.0 (GPLv3).

This means you are free to:

• Use the plugin on any number of sites
• Modify the plugin code for your own use
• Distribute the plugin to others

With the following conditions:

• You must maintain the GPL license for any redistributed or modified versions
• You must include copyright notices and license information
• You must make the source code available to recipients

For complete license details, see the LICENSE file included with the plugin or visit GNU General Public License v3.0.

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© 2025 Wallet Up LLC. All rights reserved.
Cash App, Venmo, PayPal, Zelle, and Meta Pay are trademarks of their respective owners.