Installation and IntegrationThis sections covers the installation and activation of the Bolt Checkout plugin as well as merchant configuration for the Bolt Merchant dashboard.
- Search for “bolt checkout” and find the plugin named Bolt Checkout for WooCommerce.
- Click the Install Now button. Once installation is complete, click Activate.
- A Bolt merchant account is required for activation. Please follow instructions here set up your account.
- Ensure Enable Bolt Gateway is checked.
- Ensure Bolt Sandbox Mode is checked for testing, or unchecked for production.
- Copy the API Key, Signing Secret, and Publishable Key from the Bolt Merchant Dashboard into the Bolt Plugin Settings in WordPress.
- Copy the Webhook and Shipping and Tax URLs from the Bolt Plugin Settings in WordPress into the Bolt Merchant Dashboard.
ExtensionsThe Bolt Checkout for WooCommerce plugin contains the necessary logic to support using Bolt on WooCommerce. Most customizations should be made in the plugin settings page, but there are circumstances in which additional code is needed to support a specific use case. For these cases, the Bolt Integrations team will provide a custom zip file to the merchant. This section details how to install the merchant-specific Bolt Checkout for WooCommerce Extensions plugin.
- Select Add New and then Upload Plugin.
- Click on the Choose File button and select the zip file provided by the Bolt Team.
- Click the Install Now button.
- In the WordPress Admin Dashboard, navigate to Plugins.
- Verify that the additional plugin appears and is activated.
OperationsThis section covers common operations used with Bolt Checkout.
Bolt Rejected — When Bolt suspects the transaction is likely a fraud, Bolt rejects the transaction. In this case, the status will be updated “Bolt Rejected.” You may either “force approve” or “confirm rejection” in the Bolt Merchant Dashboard.
Failed — When Bolt is confident an order is fraud, Bolt irreversibly rejects the transaction. In this case, the status will be updated to “Failed.”
Processing — When Bolt approves the order, the status will be updated to “Processing.” If “auto capture” is enabled, payment is captured at this point. Otherwise, the payment will be captured when the invoice is issued.
On Hold — If Auth&Capture is set for the merchant (funds are captured separately from the authorization), then an order will be placed “On Hold” once it has been authorized. This indicates the merchant can fulfill the order, and once updated to “Processing” in WooCommerce Bolt will capture the funds.
WooCommerce Admin Dashboard
Bolt Merchant Dashboard
- Enter the address, items, and shipping information.
- Select Bolt as the payment method.
- Keep the status as Pending payment.
- Click Create to save the order.
Use the following steps to issue a refund:
- Log into your Bolt Merchant Dashboard at https://merchant.bolt.com/.
- Click Transactions at the top of the page.
- Use the search bar to locate the transaction that you are looking to refund. You can search on: customer name, order number, Bolt transaction ID, or customer email.
- Once you have found the transaction in the list, click on the transaction to open the transaction details. Note that only transactions with a status of Completed can be refunded.
- Click the Issue Refund button at the top of the page.
- Choose whether to issue a full refund or a partial refund. If you issue a partial refund, enter the amount (see screenshot below).
- Click Refund.
- Once Refund, is clicked:
- The refund will be processed. Depending on the issuing bank, it might take up to 7 days for the refund to show up on the customer’s bank or card statements.
- Your customer will be notified via email of the refund.
- The refund will be sync’ed to your shopping cart platform (i.e. BigCommerce, Magento, WooCommerce, Shopify).
- The refund will be added as a note at the bottom of the transaction details panel. This note will contain a link to the refund transaction.
For details on WooCommerce refunds go here.