If you are a developer or agency setting up a site for a client, and the client plans on using WooCommerce Payments, there a few things to keep in mind as you get started building and configuring the site for them.
To test how WooCommerce Payments functions with the client’s other plugins and themes, you can use Dev Mode on a staging site. This allows you to set up a test account without entering any personal information, yours or your client’s.
If you’re setting up WooCommerce Payments for someone else (i.e. a client), it’s best that they complete the account creation process. This is because it’s not always possible to change all the account information once it’s been saved.
As such, if you input your own information just to get WooCommerce Payments up and running, you’ll eventually be forced to contact our support staff to have that account deleted, which means the client has to start all over.
Our support policies prevent us from discussing specific details of a WooCommerce Payments account unless we are contacted directly from one of the following:
- The email address on the connected WordPress.com account.
- The account email on the Stripe Express account.
Ideally, both of these email addresses would still be the client’s, even if the site was developed by a third party. Thus, as the builder or agency, it’s unlikely that you will be able to submit support requests on behalf of your client.
If you do need to submit a support request on behalf of your client, please provide us with one of the two email addresses listed above. That way, we can first verify with the client that we are permitted to discuss their account with you.
That said, note that we are happy to answer general questions about WooCommerce Payments functionality, regardless of which email address you contact us from. As such, it’s possible that your support request may not require verification at all.