Form Customization Overview

Form Customization is about matching the Look and Feel of your WordPress site or theme with the forms and email notifications seen by your customer. This section of the AreteX™ WordPress plugin is most useful to web designers and theme developers.

Style Sheets: Most of the Look and Feel matching is accomplished when you modify two stylesheets:
  One for Receipts & Other Customer Notifications (Including Customer Account Access)
  One for the Payment Form

Receipts & Customer Accounts: AreteX™ sends email notifications to your customers on your behalf when certain payment events occur. (For example, a receipt or cancellation notice).

Receipts - Enter your customer service information on this tab. You will also be able to see what the current receipt looks like based on your stylesheet.

Customer Account Manager (CAM): The CAM provides your customers with a way to view their purchase history and manage their rebill agreements.
Enable CAM - If you enable Customer Account Management, AreteX™ will automatically send a "Welcome" email to your customer to explain how to access their CAM. This is very site specific. You should modify the welcome email for your specific business.

Help and Information: - This tab has detailed documentation and diagrams to show you how your CSS stylesheet maps to each notification form. Notification Samples lets you see what each notification will look like to your customer - and includes the ability to email a sample to yourself.

Examples of Forms & Notifications to Customize

Payment Form

The Payment Form tab allows you to customize your PCI Compliant Payment Form on the AreteX™ server. You may select which credit cards you accept as well as setting up your branding information and a stylesheet to match your site.

There is also a Help and Information tab under the Payment Form tab. It has extensive documentation on customizing the Payment Form.