Easy Digital Downloads – Order Notes

Description

For anyone wishing to sell customizable goods or services, Easy Digital Downloads provides no out-of-the-box solution to capture notes or special instructions at the checkout without the need to purchase the more expensive (but still awesome!) Checkout Fields Manager add-on. This plugin, however, can be overkill for most website owners who just want a quick–and ideally free–way to collect basic customization information from their prospective customers.

Easy Digital Downloads – Order Notes is a simple free add-on that adds an “Order Notes” textarea field to the checkout form, enabling your customers to submit any order-specific instructions and have the data accessible by both store owner and customer.

Features

Lightweight – Bloat-free and lightweight (only 9kb) with no unnecessary options cluttering up your settings screen. Just install and start collecting custom order requirements!

Seamlessly integrated – Recorded notes are displayed and accessible within the Easy Digital Downloads payment receipt, email notifications (via the {order_notes} tag), exported payment history CSV report, and by Frontend Submissions vendors via their order dashboard. All order notes are available to view and edit by store owners within the View Order Details screen.

Downloads As Services integration – By default the orders notes field displays regardless of the items in the cart. However if the free EDD Download As Services plugin is installed and active, the field will only be shown if an item within the cart is marked as a “service”. The field will be forced requirement in this scenario.

Frontend submissions integration – Run a services marketplace? Order Notes integrates with Frontend Submissions so vendors can view the notes within their Orders Dashboard screen, making it easy for them to fulfill their service obligations.

Make notes a requirement – Using a simple piece of code (provided below) within your child theme functions.php file, you can make notes a requirement on all customer orders.

Export your notes – Order notes are automatically appended to the Payment History CSV export, perfect for archiving and storage purposes. The “notes” are automatically stripped of all unnecessary line breaks and characters within the CSV to keep things legible and condensed.

Easy customization – A range of developer-friendly WordPress actions and filters are provided to allow further customization of the outputted data.

Translation ready – Order Notes is translation-ready and contains a POT file to get you started translating the plugin into your native language.

Screenshots

  • Screenshot from EDD Checkout page
  • Screenshot from EDD Payment Receipt
  • Screenshot from EDD Payment History (admin panel)

Installation

  1. Unpack the entire contents of this plugin zip file into your wp-content/plugins/ folder locally
  2. Upload to your site
  3. Navigate to wp-admin/plugins.php on your site (your WP Admin plugin page)
  4. Activate this plugin

OR you can just install it with WordPress by going to Plugins >> Add New >> and type this plugin’s name

FAQ

Installation Instructions
  1. Unpack the entire contents of this plugin zip file into your wp-content/plugins/ folder locally
  2. Upload to your site
  3. Navigate to wp-admin/plugins.php on your site (your WP Admin plugin page)
  4. Activate this plugin

OR you can just install it with WordPress by going to Plugins >> Add New >> and type this plugin’s name

Is the order notes field displayed for all products, or can it be conditionally enabled on either a per-product (or category) basis?

For the initial release, order notes are non-conditional and the checkout field is displayed, but not required on all orders.

However, If the free Download As Services plugin is installed and active, the field will only be displayed if an item within the cart is marked as a “service”. The field will be a requirement in this instance.

How do I make the Order Notes field a requirement on all purchases?

You can add the following action to your child theme functions.php file to make the field a requirement on all orders:

add_filter( 'edd_purchase_form_required_fields', 'edd_order_notes_purchase_form_required_fields' );
Can I impose a maximum (or minimum) character limit on the order notes?

You can add the following action to your child theme functions.php to impose a 140 maximum character limit on the entered order notes:

add_action( 'edd_checkout_error_checks', 'edd_order_notes_validate_checkout_fields', 10, 2 );

If you wish further control, you can use a function similar to the following within your child theme functions.php file:

function ft_edd_order_notes_validate_checkout_fields( $valid_data, $data ) {
  if ( strlen( $data['edd_order_notes'] ) > 140 ) {
    edd_set_error( 'invalid_order_notes', 'Order notes must be 140 characters or less.' );
  }
}
add_action( 'edd_checkout_error_checks', 'ft_edd_order_notes_validate_checkout_fields', 10, 2 );

Note: Replace the 140 value with whatever character limit you wish to impose. Similarly, you can switch the > operator to < to impose a minimum character limit (be sure to update the error message wording to reflect this change).

Can I move the location of the outputted notes on the customer payment receipt?

By default the order notes are displayed on a separate section within the customer payment receipt to accommodate larger paragraphs while maintaining line breaks. If you do, however, wish to output the notes as part of the payment receipt table, you can use the following code to do so within your child theme functions.php file:

remove_action( 'edd_payment_receipt_after_table', 'edd_order_notes_payment_receipt_after_table' );
remove_action( 'fes_payment_receipt_after_table', 'edd_order_notes_payment_receipt_after_table' );

add_action( 'edd_payment_receipt_after', 'edd_order_notes_payment_receipt_after' );
add_action( 'fes_payment_receipt_after', 'edd_order_notes_payment_receipt_after' );
Is the plugin available in my native language?

Order Notes includes the UK English language files. We have, however, included a POT file to get you started translating into the language of your choice!

We always welcome language translation submissions, so if you translate one of our plugins into your native language, please send us the translation file for inclusion in a future release. We credit all submissions.

Reviews

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Contributors & Developers

“Easy Digital Downloads – Order Notes” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

1.0

  • Initial release