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  2. WooPay Merchant Documentation

WooPay Merchant Documentation

WooPay is a new express checkout solution by WooCommerce. With WooPay, customers can save payment methods for use across any WooCommerce store that uses WooPay. When a customer with a WooPay account visits your store, they can use WooPay to check out securely with just a few clicks. This ease-of-use can increase your sales!

NOTE: This document is intended for merchants who would like to offer WooPay as a payment option on their site. If you are a customer of a site that’s using WooPay, please see our customer-facing documentation if needed.

Requirements

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WooPay is currently in beta and only available to a limited number of U.S. merchants, with eligibility expanding over the coming weeks. If you receive an email about enabling WooPay for your store, know that your site will also need to meet the following requirements:

  • PHP 7.0+
  • WordPress 5.9+
  • WooCommerce 7.1+
  • WooCommerce Payments 5.5.1+

Getting started

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To enable WooPay once you are eligible:

  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.
Enabling WooPay

NOTE: 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 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 a custom message, which will be shown during WooPay checkout.

Although both the logo and custom message are optional, if you do choose to provide them, they will display like so during WooPay checkout:

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 that the demo site is in test mode of course, 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 WooCommerce Payments 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 make a test email address easily with most mail providers. For example, if you use Gmail, 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.
  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 to test purchasing with an existing account.
  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.
WooPay checkout in test mode
  1. Completing the checkout will result in the test order being placed on your site.

Extension compatibility

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As a new feature of WooCommerce Payments, WooPay may or may not be compatible with all other WooCommerce extensions. After testing the most popular extensions we offer here on WooCommerce.com, we have created the compatibility lists below.

NOTE: 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.

Compatible

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  • Advanced Notifications
  • All Products for WooCommerce Subscriptions
  • Australia Post Shipping Method
  • AutomateWoo
  • B2B for WooCommerce
  • Composite Products
  • Cost of Goods
  • FedEx Shipping Method
  • Follow-Ups
  • Gravity Forms Product Add-ons
  • Mailchimp for WooCommerce
  • Mailpoet
  • Measurement Price Calculator
  • Min/Max Quantities
  • Name Your Price
  • Per Product Shipping
  • Product Add-Ons
  • Product Bundles
  • Product Vendors
  • Role Based Pricing for WooCommerce
  • Royal Mail
  • Sensei Pro (WC Paid Courses)
  • Shipment Tracking
  • Table Rate Shipping
  • Teams for WooCommerce Memberships
  • 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 Print Invoices and Packing Lists
  • WooCommerce Social Login
  • WooCommerce Subscriptions
  • WooCommerce Zapier

Incompatible

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  • Affiliate For WooCommerce
  • AutomateWoo – Refer A Friend add-on
  • Checkout Field Editor
  • Conditional Shipping and Payments
  • Donation For WooCommerce
  • Dynamic Pricing
  • EU VAT Number
  • Gift Cards
  • Gifting for WooCommerce Subscriptions
  • Local Pickup Plus
  • Mix and Match Products
  • Order Delivery for WooCommerce
  • PDF Invoices
  • PDF Product Vouchers
  • Sequential Order Numbers Pro
  • Shipping Multiple Addresses
  • Smart Coupons
  • WooCommerce Bookings
  • WooCommerce Checkout Add-Ons
  • WooCommerce Points and Rewards
  • WooCommerce Pre-Orders

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 in limited beta. Once you are eligible for WooPay, it may take a few hours for the WooPay express checkout method to appear in your settings.

If after a few hours, you still don’t see the option to enable WooPay, contact support.

How does Jetpack work with WooPay? Is it required?

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You do not need to have the Jetpack plugin installed to use WooPay.

Is a WooCommerce Payments account required?

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WooPay is currently only available as an express payment method as part of WooCommerce Payments. Thus, you will need to have WooCommerce Payments installed and running on your site in order to offer WooPay to your customers.

How do I become eligible for WooPay?

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WooPay is currently in beta and available only to a limited number of U.S.-based merchants. When WooPay enters public beta, you will be able to request an invitation.

What’s the difference between this and WooCommerce Payments?

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WooCommerce Payments 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 new feature of the WooCommerce Payments gateway. Specifically, it is an express checkout method available to merchants who opt in to enabling it. You can set up WooPay in your WooCommerce Payments settings.

Are customers 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 the customer?

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Details about the customer and the customer’s order are still available through the order details page under WooCommerce > Orders. Information such as the customer’s name, billing and shipping address, contact information, and order details are all still available.

How do I get paid when a customer pays with WooPay?

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WooPay is part of the WooCommerce Payments gateway, so you will be paid according to the WooCommerce Payments deposit schedule.

How does WooPay handle subscription products?

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If you use WooPay to purchase a subscription product, WooPay is only involved in the initial order. After that, all renewal orders are handled by the merchant’s website, not by WooPay.

If you wish to cancel your subscription, change your payment method, or perform an early renewal, you will need to do so on the merchant’s site. Deleting the subscription payment method from WooPay will not cancel the subscription.

If a customer has trouble with WooPay, 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.

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