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  2. WooPay Merchant Documentation

WooPay Merchant Documentation

WooPay is a new express checkout solution built by WooCommerce. Using WooPay, customers can save and use payment methods across any WooCommerce store that uses WooPay. When a customer with a WooPay account visits your store, they can check out securely with just a few clicks, making your checkout experience easier.

NOTE: This document is for merchants who want to offer WooPay as a payment option on their site. If you’re a customer of a site that uses WooPay, please see our customer documentation or contact support by logging into your WooPay account. From there, click the question mark icon in the header and then select Contact Support.

Requirements

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WooPay is currently available for U.S. merchants only. To enable it on your store, your site will need to meet the following requirements:

  • PHP 7.3+
  • WordPress 5.9+
  • WooCommerce 7.6.0+
  • WooPayments 6.6.0+

Enabling WooPay

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You can enable WooPay by following these steps:

  1. Go to Payments > Settings in your site’s admin dashboard.
  2. Scroll down to to the Express checkouts section.
  3. Check the box to enable WooPay.
  4. Click the Save changes button at the bottom of the page.

Please note that WooPay and Link by Stripe are currently incompatible. You cannot have both express checkout methods enabled at the same time.

Customizing

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To customize WooPay and change the settings:

  1. Go to Payments > Settings in your site’s admin dashboard.
  2. Scroll down to the Express checkouts section.
  3. Click the Customize link inside the WooPay box.

At the top of that page, you choose whether to enable or disable WooPay, as well as customize where the WooPay express checkout button is shown.

Checkout appearance

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In the Checkout appearance section, you can add a store logo and some custom text, which will be shown during WooPay checkout. If you do not provide a logo, we will use the one you have picked under Appearance > Customize > Site Identity.

In the “Policies and custom text” field, you can use the following shortcodes to automatically insert certain links:

  • [privacy_policy_link] will insert a link to your site’s privacy policy page, if you have one. This is configured under Settings > Privacy.
  • [terms_of_service_link] will insert a link to your site’s terms of service page, if you have one set under WooCommerce > Settings > Advanced.

If one or both of those pages are not set, the shortcode will simply return the words “Privacy Policy” or “Terms of Service”, respectively.

Settings

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In the Settings section, you can configure the display options of the WooPay buttons.

  • The Call to action option determines what text is shown in the WooPay button itself: icon only, “Buy with WooPay”, “Donate with WooPay”, or “Book with WooPay”. You can change this as needed to suit the types of products you sell.
  • The Button Size option determines how large the WooPay button will be. Note that larger sizes are more suitable for mobile use.
  • The Theme option can be used to adjust the foreground and background colors of the WooPay button. If your site’s background is white or light-colored, use the Dark theme. Conversely, if your site’s background is darker, use the Light theme.

Keep in mind that, as noted at the top of this section, changing these settings will also change the same settings for your Apple Pay and Google Pay buttons, if you are also using those. This is done to maintain visual consistency between the various buttons.

Testing

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You can test the WooPay customer experience using WooPayMerchantDemo.com along with the customer-facing documentation.

NOTE: WooPayMerchantDemo.com is in test mode, so you must use a test card, and no real charges will be placed.

If you want to test WooPay on your own site, you can do so by following these steps:

  1. Enable test mode in the WooPayments settings.
  2. Open your site in a private / “incognito” browser window.
  3. Add a product to your cart and go to the checkout page.
  4. Enter a test email address that has not been used for WooPay before.
    • You can create a test email address easily with most email providers. Using Gmail, for example, you can simply add a + sign and any text after that, so your test email address might be myname+woopaytest@gmail.com. Mail to that address will still be delivered to myname@gmail.com, but WooPay will treat it as a new account, which is what you want for a test.
  5. Fill out the checkout form using test card information, being sure to sign up for WooPay using a phone number you can receive text messages with.
  6. After checking out, a WooPay account will be created for you with your test email.
  7. Close your private / “incognito” browser window.
  8. Open a new private / “incognito” window and go back to your site.
  9. Add a product to your cart and go to the checkout page.
  10. Entering the same test email will trigger WooPay to send you a verification code.
  11. You will be taken to the WooPay site to check out as shown in the customer doc. There will be a banner at the top indicating that it’s in test mode.
  1. Completing the checkout will result in the test order being placed on your site.

Compatibility

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After testing with various WooCommerce settings, as well as the most popular extensions we offer on WooCommerce.com, we’ve created the following compatibility lists. As new extensions are tested and more extensions become compatible, they’ll be added here.

Any extensions that are not listed here remain untested at the current time. We encourage merchants to test their favorite extensions for compatibility and let us know using the question mark icon at the top of this page.

Incompatible settings

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The WooPay button will not be shown when:

Compatible extensions

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  • Advanced Notifications
  • Affiliate For WooCommerce
  • All Products for WooCommerce Subscriptions
  • Australia Post Shipping Method
  • AutomateWoo
  • AutomateWoo – Refer A Friend add-on
  • B2B for WooCommerce
  • Composite Products
  • Conditional Shipping and Payments
  • Cost of Goods
  • Dynamic Pricing
  • Facebook for WooCommerce
  • FedEx Shipping Method
  • Gift Cards
  • Gravity Forms Product Add-ons
  • Jetpack
  • Mailchimp for WooCommerce
  • Mailpoet
  • Measurement Price Calculator
  • Min/Max Quantities
  • Mix and Match Products1
  • Name Your Price
  • PDF Invoices
  • Per Product Shipping
  • Product Add-Ons
  • Product Bundles1
  • Product Vendors
  • Role Based Pricing for WooCommerce
  • Royal Mail
  • Sensei Pro (WC Paid Courses)
  • Sequential Order Numbers Pro
  • Shipment Tracking
  • Shippo
  • UPS Shipping Method
  • USPS Shipping Method
  • Wholesale For WooCommerce
  • WooCommerce Box Office
  • WooCommerce Customer / Order / Coupon Export
  • WooCommerce Deposits
  • WooCommerce Distance Rate Shipping
  • WooCommerce Memberships
  • WooCommerce Multi-Currency
  • WooCommerce One Page Checkout
  • WooCommerce Order Barcodes
  • WooCommerce Order Status Control
  • WooCommerce Order Status Manager
  • WooCommerce Points and Rewards
  • WooCommerce Pre-orders
  • WooCommerce Print Invoices and Packing Lists
  • WooCommerce Shipping
  • WooCommerce Social Login
  • Woo Subscriptions
  • WooCommerce Tax
  • WooCommerce Zapier

1 With WooPayments version 6.6.0 or later.

Incompatible extensions

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Our list of incompatible extensions includes:

  • Checkout Field Editor
  • Donation For WooCommerce
  • EU VAT Number
  • Gifting for WooCommerce Subscriptions
  • Local Pickup Plus
  • Order Delivery for WooCommerce
  • PDF Product Vouchers
  • Shipping Multiple Addresses
  • Smart Coupons
  • Table Rate Shipping
  • Teams for WooCommerce Memberships
  • WooCommerce Bookings
  • WooCommerce Checkout Add-Ons

If WooPayments detects that you have an incompatible extension active, we will flag this for you under Payments > Settings.

Frequently asked questions

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I don’t see the option to enable WooPay

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WooPay is currently only available for U.S. merchants.

Is WooPayments required to use WooPay?

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Yes, WooPay is only available as an express payment method in WooPayments. You will need to have WooPayments active in order to offer WooPay to your customers.

Is Jetpack required to use WooPay?

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No, you do not need to have the Jetpack plugin installed to use WooPay.

What’s the difference between this and WooPayments?

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WooPayments is a WooCommerce payment gateway, which allows you to accept credit and debit cards as well as access a dashboard for managing transactions.

WooPay is a feature of WooPayments. Specifically, it is an express checkout method available to merchants who wish to offer it to their customers. You can set up WooPay in the WooPayments settings, under Payments > Settings.

Will my customers be required to use WooPay?

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No, customers will have the choice to check out using WooPay or using your store’s standard checkout process.

What information is available to me about customers?

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Details about the customer and the customer’s order are available as usual through the order details page under WooCommerce > Orders. Information such as the customer’s name, address(es), contact information, and order details are included.

How do I get paid when a customer uses WooPay?

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WooPay is part of WooPayments, so you will be paid according to the WooPayments deposit schedule, just like for any other order that uses WooPayments.

How do I opt-out or disable WooPay?

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To disable WooPay, simply go back to the Payments > Settings page, uncheck the WooPay box, and click Save Changes at the bottom of the page.

If a customer has trouble, where can they get help?

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If a customer of yours is experiencing a problem paying with WooPay on your site, please refer them to our customer documentation.