Glossary

New to Paymattic? This glossary brings together all the key terms, features, and concepts you will encounter while building forms, managing payments, and exploring integrations with Paymattic.

A

• Access Token / API Key / Signature Key: Secret credentials a payment gateway issues so Paymattic can securely connect to your account. Copy these from your gateway's dashboard into Paymattic → Payment Gateway.

• ActiveCampaign Integration: Connects Paymattic to ActiveCampaign, automatically adding contact information from your form submissions to your ActiveCampaign lists.

C

• Cancel Subscription: Lets an admin or customer manually stop an active recurring payment. Read the Cancel Subscription documentation.

• Cloudflare Turnstile: A CAPTCHA-free bot and spam protection layer you can enable on forms. Read the Cloudflare Turnstile documentation.

• Conditional Logic: A rules engine that shows, hides, or triggers actions based on what a user has entered. Read the Conditional Logic documentation.

• Confirmation: The message, redirect, or action shown to a user right after they submit or pay on a form. Configure it under Settings → Confirmation.

• Coupon: A field for creating discount codes visitors can apply at checkout to reduce their total. Read the Coupon Field documentation.

• Currency Switcher: Lets donors/customers pick which currency to pay or donate in. Read the Currency Switcher documentation.

• Custom CSS/JS: A per-form panel for adding your own CSS or JavaScript without affecting other forms.

• Custom Payment Gateway: Lets you build and add a payment method not supported out of the box. Read the Custom Payment Gateway documentation.

• Customer/Donor Profile: A record Paymattic builds for every payer, showing subscriptions and payment history. Read the Customer Profile documentation.

D

• Donation Leaderboard: A public display that ranks your top donors to encourage more contributions. Read the Donation Leaderboard documentation.

• Donation Progress: A progress bar field showing how much of a fundraising goal has been collected. Read the Donation Progress documentation.

• Dynamic Payment Item: A calculator for Number/Product fields that updates the payable amount live. Read the Dynamic Payment Item documentation.

E

• Entry: A single form submission record you can view, filter, export, or refund. Read the View Form Entries documentation.

F

• Fee Recovery: Lets you pass the gateway's transaction fee to the payer instead of absorbing it. Read the Fee Recovery Field documentation.

• Feed (Integration Feed): A configured connection added to a form's Integrations tab, like a Mailchimp feed mapping fields to a list.

• Field: The building blocks dragged onto a form, including General Input, Product, and Payment Method fields.

• FluentCommunity Integration: Connects Paymattic to FluentCommunity to sell paid access to Spaces and Courses.

• FluentCRM Integration: Connects Paymattic to FluentCRM so new submitters are added as contacts automatically.

• Fluent Support Integration: Connects Paymattic to Fluent Support to charge for support tickets.

• Form: Paymattic's core object, a drag-and-drop payment/donation form. Create one from scratch or a template.

• Form Restrictions & Scheduling: Settings to cap submissions, set an active date/time window, or require login.

• Form Template: A pre-built form layout you can pick and customize. Read the Form Templates documentation.

G

• Gift Aid: A UK-specific donation field for charities to reclaim tax on donations. Read the Gift Aid documentation.

• GiveWP Migration: A built-in tool that moves your GiveWP setup into Paymattic. Read the GiveWP Migration documentation.

• Google Sheets Integration: Connects Paymattic to Google Sheets, writing every submission to a spreadsheet.

• Gutenberg Block: A block-editor block for embedding a Paymattic form in a Gutenberg page or post.

H

• Hold Payment: An authorize-now, capture-later mode for Stripe. Read the Stripe Payment Hold documentation.

• Honeypot: A hidden field used as a lightweight anti-spam trap on your forms.

I

• Import / Export: Import/export whole forms between sites, or export entries in bulk. Read the Import Export Forms documentation.

• Integration: A connection between Paymattic and a third-party service that routes form data automatically.

• IP Logging: Records a submitter's IP address on each entry; can be disabled for privacy. Read the Disable IP Logging documentation.

• Item Quantity: Lets a buyer select multiple units of one product. Read the Item Quantity documentation.

L

• LearnDash Integration: Connects Paymattic to LearnDash to automate course enrollment and registration.

• LifterLMS Integration: Connects Paymattic to LifterLMS to automate course enrollment and registration.

• Live Mode / Test Mode: A gateway toggle for processing real payments (Live) or trialing with sandbox credentials (Test).

• LMS Integration: The category of LearnDash, LifterLMS, and Tutor LMS integrations that sell course access.

M

• Mailchimp Integration: Connects Paymattic to Mailchimp, sending contact info to your audience list.

• Manage Subscriptions: An admin screen for tracking recurring Offline Payment subscriptions manually. Read the Manage Subscriptions documentation.

• Merge Tag / Shortcode: A dynamic placeholder that pulls real submission data into emails and feeds.

• Module / Addon: A self-contained feature or connector you can enable per form, like User Registration.

• Multiple Column Layout: A container that places fields side-by-side to compact longer forms. Read the Multiple Column Layout documentation.

N

• Notification: Automated alerts on form events, including Email, plus SMS/Slack/Telegram. Read the Email Notifications documentation.

O

• Offline Payment: A payment method (bank transfer, cash) marked paid manually by the admin. Read the Offline Payment documentation.

• One-time Payment: A single, non-recurring charge, and the default payment type before Subscriptions.

P

• Paymattic: A payment and donation WordPress plugin for building forms and accepting payments. Read the Paymattic Introduction.

• Paymattic Pro: The paid tier adding subscriptions, more gateways, Coupons, Reports, and Pro integrations.

• Payment Gateway: A processor Paymattic connects to for charging cards, like Stripe or PayPal. Read the All Payment Methods documentation.

• Payment Item Field: The core field for listing what a visitor can buy or donate to. Read the Payment Item Fields documentation.

• Payment Method Field: The field where a configured gateway is placed so visitors can pay. Read the Payment Method Fields documentation.

• Payment Summary: Shows a running total of selected items, tax, and discounts. Read the Payment Summary documentation.

• PDF Feed / PDF Invoice: Generates a PDF receipt and emails it after a successful payment. Read the PDF Feed documentation.

• Product Field: Fields used to sell products or collect donations. Read the Product Fields documentation.

R

• reCAPTCHA: Google's widget for blocking automated form submissions. Read the reCAPTCHA documentation.

• Refund: An admin action to return funds via Payment Status or the Process Refund button. Read the Refund Payments documentation.

• Reports & Analytics: A dashboard summarizing entries, revenue, and trends. Read the Reports & Analytics documentation.

S

• SCA (Strong Customer Authentication): A European PSD2 security standard Paymattic supports for compliant card payments.

• Slack Integration: Connects Paymattic to Slack, posting a notification on form submission.

• Step Form: A form split into multiple sequential pages. Read the Step Forms documentation.

• Subscription Payment: A recurring charge on a repeating schedule, also called Recurring Payment. Read the Subscription Payment documentation.

• Sync Subscription Billing: A User Dashboard permission to refresh billing status from the gateway. Read the User Dashboard Module documentation.

T

• Tabular Product Item: Displays products in a Table, Grid, or Single Line layout. Read the Tabular Product Item documentation.

• Tax Calculator: Applies a percentage-based tax to a payment item. Read the Tax Calculator documentation.

• Telegram Integration: Connects Paymattic to Telegram for instant channel/group notifications.

• Tutor LMS Integration: Connects Paymattic to Tutor LMS to automate course enrollment.

• Twilio Integration: Connects Paymattic to Twilio for automated SMS notifications.

U

• Update Subscription Card: A User Dashboard permission letting customers update their card themselves. Read the User Dashboard Module documentation.

• User Dashboard: A frontend portal for customers to view history and manage their own subscriptions. Read the Add User Dashboard Module documentation.

• User Defined Amount: Lets a payer type in their own custom payment amount. Read the User Defined Amount documentation.

• User Registration Integration: Auto-creates a WordPress account when someone submits/pays a form. Read the Create a User Registration Form documentation.

• User Roles & Permissions: Assigns access levels controlling what admins/users can see or do. Read the Manage User Roles documentation.

W

• Webhook: Sends real-time form/payment data to an external URL on a form event. Read the Webhook documentation.

Z

• Zapier Integration: Connects Paymattic to Zapier, pushing submitted data to other connected apps.

If you have any questions, concerns, or suggestions, please contact our support team.