WooCommerce – How to Set Up Checkout and Payment Options

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Checkout process and payment modes are important aspects of customer interaction, when you set up an online store. WooCommerce allows you to define these features at the initial stages of setting up your store itself.

Initiating the checkout process

Go to WooCommerce → Settings → Checkout.

Navigating checkout settings
Navigating checkout settings

The Checkout subsection has a general Checkout Options and different payment gateway options.

Let’s go deeper and understand how to configure each.

The first part is Checkout Process where you can set-up the application of coupons and customer checkout.

Coupons to enable sales

Discount coupons are a great marketing strategy to enhance the popularity and customer engagement of your store.

WooCommerce allows store owners to create coupons on the website (you can read about the process of creating coupons here.)

In Checkout Process, you can enable or disable the use of Coupons by simply ticking or unticking  the checkbox.

Enabling coupons
Enabling coupons

In the frontend of your store, this will prompt the customer to apply Coupons on the cart and checkout pages.

Applying coupons on cart
Applying coupons on cart
Applying coupons on checkout
Applying coupons on checkout

You can tell WooCommerce to calculate the coupon discounts sequentially, in a scenario where more than one coupons are applied for a single purchase.

Enabling coupons sequentially
Enabling coupons sequentially

When this checkbox is ticked, the first coupon will be applied on the full price of the product and the subsequent coupons will be applied on the discounted price.

When this is not enabled, it will club and apply all the coupons together on the full price of the product.

Enabling and disabling this option is based on your business strategy as there is a considerable financial implication as well.

Fine tuning the checkout process

The first option is a checkbox to enable guest checkout. Ticking this one means your customers can checkout from your store without creating an account on the store.

Enabling guest checkout
Enabling guest checkout

If left unchecked, it will prompt the customer to create an account during checkout (detailed process of setting up the Accounts option will be discussed later).

Checkout options
Checkout options

The second checkbox is Force secure checkout.

This is related to the security features of your website. You need an SSL certificate (a communication security protocol) on the checkout page if you tick this checkbox.

WooCommerce recommends store owners to use this option as it will ensure the security of customers’ personal information.

When you check the Force secure checkout option, another checkbox ‘Force HTTP when leaving the checkout’ is displayed. Checking this makes sure that all pages other than checkout will load over HTTP.

Setting secure checkout
Setting secure checkout

Assigning checkout pages

This section has three options with drop-down menus for each.

  • Cart Page
  • Checkout Page
  • Terms and Conditions
Setting up checkout pages
Setting up checkout pages

The Cart Page and Checkout Page are mandatory fields. Without setting up these two pages your customers will not be able to checkout. If you have used the Setup Wizard at the start, these pages are already created and assigned.

Do I need a Terms & Conditions page?

Terms and Conditions page is an optional choice. You can create a new page manually and type your terms and conditions in the contents section. Once the page is created you can come back to this section and select the page from the drop-down.

To create a new page, go to Pages → Add New on the admin panel

Navigating for a new page creation
Navigating for a new page creation

Edit the page with a title and your Terms and Conditions text.

Editing Terms and Conditions page
Editing Terms and Conditions page

Now you can go back to Checkout Pages on Settings and set the newly-created page as Terms and Conditions.

Setting up terms and conditions page
Setting up terms and conditions page

Once the Terms and Conditions page is created and set up, you can see a checkbox with terms and conditions link in the checkout page that the customer can read and tick.

Prompting terms and conditions while checkout
Prompting terms and conditions while checkout

Checkout Endpoints

This section has unique endpoints or additions that can be appended to your checkout url. This will enable specific actions during the checkout process. WooCommerce has a set of default endpoints available.

Checkout endpoints
Checkout endpoints

You can also add custom endpoints, but care should be taken to make sure they are unique and is not placed anywhere else in the site.

Payment Gateways

This sub-section displays all your installed payment gateways. You can sort the order of display by dragging and dropping according to your preference. (Installing payment gateways is described in detail below).

Sorting payment gateways
Sorting payment gateways

Do not forget to click Save changes button every time you update the settings.

Configuring Payment Gateways

You will find four default options to install payment gateways in the Checkout section. These are:

  • BACS
  • Check Payments
  • Cash on Delivery
  • PayPal
Payment gateway settings
Payment gateway settings

We can go further into each section in detail and see the possibilities.

BACS

This section allows you to set up Direct Bank Transfer facility on your store.

At the top there is a checkbox to enable Direct Bank TransferYou can enable/disable this option by ticking the checkbox.

Enabling bank transfer
Enabling bank transfer

Once you have decided to enable Bank Transfer, you need to fill in a few details on this page for the customer.

You can see three fields right below the enable checkbox. These are:

  • Title – displayed in the checkout page as a payment gateway option.
  • Description – when your customer selects this payment option on the checkout page, the description is displayed.
  • Instructions – displayed on the order receipt and will be sent to the customer via email.

WooCommerce has already put in default content in these fields. But you can phrase it according to your liking to give a unique and personalized touch to your store.

Editing Title, Description and Instructions
Editing Title, Description and Instructions

This will look like this on the front-end of the site as below

BACS frontend display
BACS frontend display

The most important section here is Account Details.

You have to enter the details of the account you wish to display on the storefront. The options are:

  • Account Name
  • Account Number
  • Bank Name
  • Sort Code
  • IBAN
  • BIC/Swift
Entering account details
Entering account details

Please remember: WooCommerce will not automatically process transactions under this payment gateway. You have to manually check if the transaction is complete and then update the order details to initiate the shipping process.

Once you complete updating all the settings, click Save changes button.

Check Payments

Another payment gateway that you can set up on the early days of building your store is Check Payments.

  1. You can Enable/Disable Check Payments by ticking the checkbox
  2. Then edit the Title, Description and Instructions field (similar to what you’ve done in BACS setup).
  3. Finally click Save changes button.
Setting up check payments
Setting up check payments

The front-end of your store will look as displayed below

Check payments front-end
Check payments front-end

As in the case of Bank Transfer, WooCommerce won’t automatically process Check Payments as well. You have to wait till the check is cleared and then manually process the order to initiate shipping.

Cash on Delivery

The setup for Cash on Delivery is rather similar to BACS and Check Payment except for two additional fields.

  1. Enable/Disable checkbox will decide whether you are activating this payment gateway for your customers.
  2. Title, Description and Instructions can be edited in the respective fields.
Setting up cash on delivery
Setting up cash on delivery

Additional options

You can see two additional options in Cash on Delivery that you have not seen in BACS and Check Payment.

One is ‘Enable for shipping methods’. Using this option you can set Cash on Delivery only on certain specific shipping methods.

When you click on the text box, you can see three options in a drop-down by default. They are:

  • Flat Rate
  • Local Pickup
  • Free Shipping
Enabling shipping for cash on delivery
Enabling shipping for cash on delivery

Add one by one from the drop-down. You can remove options by clicking the ‘x’ sign next to each option.

Choosing shipping options for cash on delivery
Choosing shipping options for cash on delivery

If you have installed other shipping options via plugins, they will also be visible in this drop-down and you can choose accordingly.

Also, remember if you leave this field blank, Cash on Delivery will be applied to all shipping methods.

You can also enable Cash on Delivery for virtual orders, where a service is rendered in person.

Enabling cash on delivery for virtual orders
Enabling cash on delivery for virtual orders

Like BACS and Check Payments, you need to manually process the order details for Cash on Delivery as well.

Do not forget to click Save changes button after updating the settings.

PayPal

PayPal Standard is a preferred payment gateway in WooCommerce, and it is accepted globally.

The set-up for PayPal includes a few simple, straightforward settings along with a set of tricky, advanced settings.

Before updating the settings, you can take a look at the long message on the top of the page with a link. This is nothing but a reminder to make sure that your hosting system meets all the requirements.

PayPal Warning
Meeting system requirements

You can click the link to go to the System Status page and update the system settings if there are any warnings.

Warning in system settings
Warning in system settings

As seen in other cases,

  1. You can activate PayPal as a payment gateway using the Enable/Disable option.
  2. Title and Description (content that will be visible in the front-end of your store) can be edited using their respective fields.
Enabling PayPal
Enabling PayPal

PayPal Email field is an important field, where you enter the email account that you have set up to receive payments through PayPal.

If this email id is not correct, you may not be able to receive payments.

Setting up email for PayPal
Setting up email for PayPal

PayPal Sandbox

WooCommerce provides options for testing and debugging while setting up PayPal.

PayPal Sandbox will help you ensure your payment gateway is functioning properly before you start actively selling through your store.

You need to sign up using a developer account to use this feature of WooCommerce.

Remember to disable PayPal Sandbox once you start selling products through your WooCommerce store. Otherwise your payment will not get credited properly.

Debug log aids in debugging by making sure that all events are logged into a specific file in a server. This is vital to debug any problems with your store setup.

Testing and debugging options for PayPal
Testing and debugging options for PayPal

Advanced Options

While setting up your store, some of the features in the Advanced Options of PayPal setup can prove to be quite handy.

You can enter the Email ID that is assigned to receive payments in the Receiver Email field.

It can be either your primary PayPal Email or an alternate one.

One important aspect here is that the email you enter in the Receiver email field is used to validate IPN requests.

IPN, or Instant Payment Notification is a messaging service of PayPal that communicates to your store whether the payment has been successful or not.

Setting up receiver email
Setting up receiver email

If you are facing issues with IPN, you can enter the PayPal Identity Token in the next field.

You can get the identity token by enabling “Payment Data Transfer” in PayPal (Profile → Profile and Settings → My Selling tools → Website Preferences)

Finding identity token
Finding identity token

In case you are receiving payments from multiple sources (websites or stores), it is advisable to add a unique prefix in the Invoice Prefix field. This will appear in front of your invoice number and helps PayPal to identify your different websites.

Setting up invoice prefix
Setting up invoice prefix

Shipping Details section enables WooCommerce to send your customer’s shipping address details to PayPal. This is important if you are using PayPal to print shipping labels. PayPal allows WooCommerce to send only one address and sending billing address in this scenario won’t make much sense.

Enable/Disable this option by ticking the checkbox if you are using PayPal to print shipping labels.

Sending shipping information to PayPal
Sending shipping information to PayPal

Address verification of PayPal

Next is Address Override, which WooCommerce recommends to not enable.

This feature deals with PayPal’s address verification. It is best to keep it unticked if you are just beginning to set up your store with WooCommerce.

Enabling address override
Enabling address override

Payment Action allows you to choose whether you want to capture payments immediately or authorize.

There is a drop-down from which you can choose ‘Capture’ or ‘Authorize’ according to your preference.

Deciding payment action
Deciding payment action

Using Page Style, you can set a preferred page style that is already created in PayPal. This will help you with branding aspects of your site.

Remember, it’s an optional field.

Setting page style
Setting page style

If you wish to process refunds through PayPal, you need to enter your PayPal API Credentials. Information on how to create and manage your PayPal credentials is available here.

API Credentials include three fields:

  • Username
  • Password
  • Signature
Adding API credentials
Adding API credentials

Once you are done updating the settings, do not forget to click Save changes button.

Read our article on optimizing checkout to get a glimpse of some quality plugins and added functionalities.

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