Payment Methods Configuration in WooCommerce

The Payment Methods is one of the most important things you will need to consider when building your Online Store. Providing your customers with large variety of payment methods will ensure the customer satisfaction from your Store and also will remove the probability of a customer being lost because the lack of the requested by the same customer payment method.

 

Further reading

How to Configure Accounts Options in WooCommerce

Email configuration in WooCommerce

How to Configure the General Options in WooCommerce

How to Configure Product Options in WooCommerce

Configuring the Display Options in WooCommerce

How to Configure the Inventory Options in WooCommerce

WooCommerce Product Management Tutorial

How to install WooCommerce

Shipping Configuration in WooCommerce

How to Schedule Blog Posts in WordPress

 

How to configure the Payment Methods

 

In the next few lines of this tutorial we will show you how to configure the basic payment methods provided by WooCommerce.

 
To configure the Payment Methods of your Store, use:

    Step 1: Direct Bank Transfer Configuration
    Step 2: Cheque Configuration
    Step 3: Cash on Delivery (CoD) Configuration
    Step 4: PayPal Configuration

 

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How to Improve the Security of your WordPress Website

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Automatic Update in WordPress

Basic Guide to WordPress Security

 

Step 1 Direct Bank Transfer Configuration

 

Now that you have configured all the options related to the Checkout process your customers will be performing it is time to actually configure the payment methods on your website. On the same page where you were configuring the Checkout options you will be able to locate the Payment Gateways section. As mentioned previously in our WooCommerce tutorial series the section contains the supported by default payment methods.

By clicking on the Settings button you will be able to configure the settings for each payment method independently.

Let us start with the Direct Bank Transfer method. This method is used when you would like the payment for your products to be directly processed via a bank/wire transfer.

The options you will need to configure for this payment method are few and they are quite intuitive – Description, Introduction and Account Details, while the last one is actually used to add bank accounts you would like the transfer to be pointed at.

Once you are done with all the changes please click on the Save changes button so all the performed configuration can be saved and you are done.

 

Further reading:

How to Manage 403 Forbidden Error in WordPress

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How to control new user registration in WordPress

How to create a simple portfolio website with WordPress

Changing your WordPress website location

 

Step 2 Cheque Configuration

 

The next payment method is called Cheque and as the name suggests it is used for allowing your customers to pay with an E-Cheque.

The options you have to configure here are also relatively simple – Title, Description and Introduction.

Once you are done with these please click on the Save Changes button so all settings can be saved.

 

Further reading:

How to create and manage a page in WordPress

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How to safely disable the WordPress automatic update feature

How to update your WordPress installation

The Many Uses to Which You Can Put Your WordPress Website

Top 5 Security Issues with WordPress and How to Fix Them

 

Step 3 Cash on Delivery (CoD) Configuration

 

The next default payment method is called Cash on delivery and as the name suggests it is used when you would like to enable your customers to pay whenever they receive the product.

When you are done with these configurations, please use the Save Changes button so all these changes can be saved and you are ready to receive payments upon delivery.

 

Further reading:

What you should know about optimizing your WordPress website for speed

WordPress Search Engine Optimization Tutorial

WordPress Security Plugins

WordPress Website Speed Optimization Tutorial

WordPress image optimization tutorial

Configuring the basic settings in your WordPress website

How to Backup Your WordPress Website Automaticaly Using Backup Plugins

 

Step 4 PayPal Configuration

 

The final default payment method is called PayPal and most probably this is the one you would like to ensure that is checked.

 

The configurations available for this payment method are quite a lot and we will review those separately by the sections they are into. First let’s begin with the PayPal section itself. It contains the basic information as the other options does, however with the addition of the PayPal Email, PayPal Sandbox and Debug Log options. These are used respectively for defying your Paypal email account, if the shop should be in sandbox mode and also if the payment method should create a debug log at the mentioned location.

The next section with options is called Advanced Options and indeed it contains some pretty advanced settings for that Payment method. Let’s review those:

 

    Receiver Email – Your email account with PayPal to which the funds will be sent
    PayPal Identity Token – The Identity token of your PayPal account. You can get that from the Profile → Website Payment →  Preferences option located in your PayPal account
    Invoice Prefix – The prefix which will be used for the generation of the invoice number in PayPal
    Shipping Details – This option will basically allow you to send Shipping address instead of billing information to PayPal
    Address Override – This option will disallow the change of address information by the customer
    Payment Action – Here you should choose if you would like to capture funds immediately or if you would like to authorize payment only
    Page Style – The name of the page you would like to use for checkout with paypal. Those pages are defined in your PayPal account

 

Once you are done with these settings you should move forward to the last section of settings which is called API Credentials and there you will need to fill your API Username, Password and Signiture in order for you to be able to process refunds. You should be able to find more information on generating these credentials in the official documentation for PayPal developers.

 

Once you are done with all the settings please use the Save Changes button and you will finalize the setting of this Payment Method.

 

How to Configure the Checkout Options

 

The checkout Options of WooCommerce will allow you to configure the use of coupons, to define the pages and URLs used by the concrete Checkout process components and most importantly a way to manage the existing payment methods. In the next few lines of this tutorial we will review all of the options related to the Checkout Process which you are provided with.

 

Before you can start with the configuration of concrete payment method you will need to first configure the Checkout Options supported by your Store. This can be easily achieved if you access the admin area of your Wordpress application and then by navigating to the WooCommerce>Settings>Checkout page.

 

There you will be able to find two section of settings and bellow we will discuss each one of those.

 

The first section is called Checkout Process and there you will be able to find the following options:

 

    Coupons – This will enable the use of coupons on the checkout pages
    Checkout – Here you can enable options for guest checkout or to force the https:// secure connection on that page

 

The second section of settings is called Checkout Pages and as the name suggests here you will be able to configure the pages for the different components involved in the checkout process:

 

    Cart Page – Here you will be able to define a page from your website where the customers will be able to view their shopping Cart
    Checkout Page – Here you will be able to define the page where the user will be able to complete the Checkout process
    Terms and Conditions – Here you will be able to define the page which will be used for the Terms and Conditions texts

 

The third and final section is called Checkout Endpoints and there you will be able to configure the URLs for handling specific actions during the checkout process. Keep in mind that these URLs should be unique and they should not be repeated.

 

The option you have available here for configuration are:

    Pay – The URL that should be used for the payments page
    Order Received – The URL that should be used for the received order page
    Add Payment Method – The URL that should be used for add payment method

The final section is called Payment Gateways and there you will be able to receive more information on the already configured payment methods. And of course to set them as per your needs.

 

About WooCommerce eCommerce

 

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Web hosting is not just our business, it is our passion and we love it and are very serious about it. That is why we have invested so much in building a strong and reliable infrastructure that supports your web hosting needs. With years of experience and a strong support team, we have built a network that satisfies our high quality standards and our expectations remains that you will also love our web hosting quality.

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You are the reason we are here at Todhost and your feedback is the most reliable source of information for our continuous improvement program. We listen to your feedback and act on it in the best way we can. We encourage you to continue to provide this feedback especially as it regards your quality expectations and we assure you that we shall continue to implement new improvements to keep our customers happy.

    We provide a high level of support
Todhost currently gives very high rating to customer support. We currently provide support through telephone calls, ticketing system, knowledgebase articles and email contact. Our ticket response time is under one hour and we attend to telephone complaints immediately. Should you have any need for support, just email our support department or use the contact us form to open a ticket and we will get back to you immediately. Our customer support team work from Monday to Sunday, 24/7. Our knowledgebase is a pool of articles dealing with various topics and provide a step-by-step guide to most of the questions we have received and also have answers to most the problems our clients have faced. We hope the tutorials will answer most of the fundamental questions clients may want to ask. Should our knowledgebase articles not provide the needed answer, you can still submit a ticket to support.

    We focus on the quality of our services
We have always never compromised on quality. And that is why we give a guarantee of 99.99% up-time and provide a reliable customer support. Our quality guidelines cover not just your web hosting but also customer support. We guarantee a robust disk space, bandwidth, web building scripts, and network security. You may want to view the details of our web hosting packages.

    We have lots of tutorials on how to get your website up and running
As part of our support, we have provided you with tons of knowledgebase tutorials developed from the most frequently asked questions from our customers. We are sure you will find them most useful.

    We do not oversell our web hosting services
We do not oversell our space and cause our servers to be unnecessarily slow.. Our offers are moderate and our packages are all moderately priced to get you started with ease. If you face any challenge in the cause of your work, do contact our customer support for help.

Learn more from our Knowledgebase tutorials

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