Configuring Settings is the Same in Thesis and Genesis
We’re doing these settings right now in carta1.thesiswoocommerce.com and even though we’re doing this in the Thesis theme, if you are a Genesis theme user, that’s not going to be a problem. You can go ahead and continue the setup because it’s exactly the same whether it’s a Thesis or Genesis site. It doesn’t really matter, at this point, what you’re using. Except for image sizes, the setup is going to go exactly the same.
WooCommerce Payment Gateway Settings
So we’ll move on over then to our dashboard and we’ll take a look at the WooCommerce setup. WooCommerce and Settings. We are going to the payment gateway settings. Now this payment gateway settings has a few things for you to consider. The first thing, is this little box which essentially, allows you to set and organize your various payment gateways.
Settings Activated, Available or a Problem
It was difficult for me to see this but you can see there is a black check box and a purple check box here. One means that it’s activated and the other one mean that it’s available but is not activated. If it does have a red X in it, it means that there’s something wrong with it so that’s something to consider here.
Available Payment Gateways
These are the gateways that come out of the box installed with WooCommerce. We’re really only going to use one of them. The ones that are available though are first, direct bank transfer which I think is not particularly useful for the typical eCommerce site.
The second one is Cheque Payment and you can set it up so that you can give people directions to send you the cheque. So the order is placed but it isn’t processed until you get the cheque. It’s hard to really imagine that being particularly useful in today’s climate but nevertheless it’s there. It’s certainly very nice for testing purposes because you don’t actually have to worry about it actually processing the transaction.
The third is Cash on Delivery which behaves in a very similar way. The fourth is a credit card that is using this payment gateway which we’re not going to bother with. And finally, there’s PayPal . This is the PayPal payment standard system for PayPal which, if you are new to eCommerce, is more than likely the only one that you’ll have available to you anyway.
Choosing Multiple Payment Gateway Options
This gives you a chance though, to drag and drop. If you’re going to use multiples, say you’re going to use PayPal and Cheque Payment and then Cash on Delivery. By rearranging this, they see the multiple choices in this order at the checkout. In this case that would mean that when they go to choose the checkout type they’ll have a choice with PayPal at the top.
Set PayPal as Default Payment Gateway
If you check one at default, that one will be the default payment provider that is initially offered for anybody to use. So, we’re just going to do that and save our changes.
Once we’ve done that, we can come over here and look at these others. Notice that here it says, rearrange the arrangement here too. So if we come over to Mijireh Checkout, if it was going to be enabled, you’d check it here. We’re not going to enable it, so we won’t bother with that.
The bank transfer is similar and you can put bank details in here for people to be able to automatically make a transfer but we’re not going to do that. So, we’ll save those changes and that’s no longer going to be enabled on the system.
The same thing is true for cash on delivery, it’s not currently enabled but then you can have a description for things to do like, there can be instructions there if you are going to choose that. Often this whole thing is tied up with available shipping methods because there are some shipping methods that don’t work with COD so we’re not going to bother with that. It seems highly unlikely to me that it’s going to be particularly useful.
The Check Payment, again, it’s the same thing, you can put a message here like, make check payable to, mail it to such and such address, that kind of thing but we’re not going to enable the check payment. Let’s save those changes.
Authorize.net as an Option
If we come back over to Payment Gateways, you can see now the only one that is a slightly purple color is PayPal because that’s the only one that’s activated. Now, if we’re going to use authorize.net as one of our primary choices and we installed that plugin for WooCommerce, that would end up showing up there inside of this list here. Again, you would go through the process of activating it, setting its settings. We’re not doing that, we’re just using PayPal.
Which brings us to the PayPal settings. So, we’ve chosen to enable the PayPal standard, the title can go ahead and stay PayPal. You could pay with PayPal or something like that. You could put a little description here, I think this is a very useful description all by its lonesome because it says you can pay with your credit card if you don’t have a PayPal account.
The next thing to do is to setup your PayPal email address. Now, this is your email address that is the email address of your actual account. The receiver email could be your accountant or could be the fulfillment center in your company or could be something else. This email is sent to the person who manages the store but, which is often, entirely different than your PayPal address.
My PayPal email address is my personal email address which I’d really only use for financial transactions. In fact, I probably actually want to notify the person who made the purchase and so I would put that email address there, the receiver email address.
Now, in terms of our PayPal email address, I’m not going to put my PayPal email address here because I actually want to do some testing. So, what I’m going to do is use the seller PayPal email address from my PayPal sandbox.
Email Address for Testing Purposes
Now, if none of that makes any sense to you and what I just said didn’t immediately say, “Oh yeah, I know what to do there” then what you want to do is to come over to Seminars and down to the WordPress eCommerce Seminar. Look at how to Setup and Configure the New PayPal Sandbox for Testing Your Online Store. This is a critical aspect of testing it, making it so much easier to have this set up. It’s so much easier to set up than it use to be.
The PayPal email address that I’m going to be using here is the store account, the sandbox store account or the seller account. Now, just so that we’re clear on this, if you go to developer.paypal.com, login and we log in to this, yes continue. Once we login to developer here, you can verify this, under Applications, go to Sandbox Accounts.
There you’ll see all of your sandbox accounts that have been set up and the one that we care about here is the business account here. I actually have two business accounts set up but we’re just going to use this one here.
I’m going to use LC- for Laura Crisci. If I was setting this up for myself, I might use BYOB-. Under submission method, we’re not going to bother with that, we’re just going to let it be it’s normal thing.
Custom Checkout/Payment or Authorization Pages
Under Page Style, it’s possible for you, in PayPal, to set up custom checkout pages, payment pages or authorization pages. Those are pages that somebody sees when they go to PayPal once they click on the complete transaction on or buy. So, you can use the PayPal system to create your own custom pages.
They’re not terribly customized but you can add colors and you can add images and things like that. Then there would be a bit of additional text. There are things you can change on that page if you choose. When you do that, you create a page name and to the extent that you want to use that, you would include that page name here under Page Style.
Under Shipping Options, if you are using PayPal to calculate shipping and create shipping labels then you would want to send the shipping details to PayPal instead of a billing details. In this case, we aren’t so we’re just going to let the billing details still be the primary details.
Then finally, we come down to our Gateway Testing. Here we have a check box inside of enable PayPal sandbox and we’re also going to put a check box under enable Debug Log. If stuff doesn’t work right, we want to see why and we want to see what the result of the transaction is. We’re going to hit save changes and we have that setting all set up.
Options Other Than PayPal
Anne asks, “What if you want to offer credit card as an option in addition to PayPal?”. Well, notice that PayPal offers you the option already of credit cards. You don’t necessarily need credit cards in addition to PayPal. I only have PayPal as a gateway on my site and lots of people make their purchases on my site from their credit card rather than from their PayPal account.
So, it’s not necessary to add a credit card option but if you want to use something else then what you need is some other kind of payment gateway, at that point, it really depends on where you are and what you’re trying to do.
If you are in the United States, and say, you’re with one of the banks that authorize.net has automatic interface with, you can set up an authorize.net account. And then have that money automatically transferred in to your bank account and then authorize.net is just sort of a go-between between your website and your bank account, then that might be a useful thing for you to do. That is what some of my clients do and they do that instead of PayPal.
Authorize.net is a pretty robust system and I think it works pretty well if it interfaces with your bank but if it doesn’t interface with your bank then that’s a whole other conversation.
If you’re not in the United States, then there are different types of payment providers that you should probably consider. You should look for a payment provider that is unique to your country. So if you’re in the Australia, New Zealand or in the UK, you should look for payment providers that work in your currency and that integrate in your financial system and make your necessary reporting and whatever else is required.
So, the question of who to use if you don’t use PayPal is a pretty broad question. The best thing to do is first, try to identify whether or not there is somebody you would like to use. If you’re in the US, generally speaking, I think the most competitive besides PayPal is Authorize.net but there are a number of others.
Obviously, WooCommerce would love for you to use Mejireh which is something that they have some kind of a relationship with so they get a little bit of revenue from whatever transaction you do and that’s why they’ve included Mejireh there. At least, that’s my understanding of it and so you can look at Mejireh to see if that was a useful option to you. I don’t think anybody beats PayPal in price though.
Setup a Testing Account
So, we’ve got this thing set up but we’re not actually finished setting up the gateway because the other thing we have to do is set up a testing account. This is our seller account that will interact with WooCommerce. So that’s what we’re going to do next here.
I’m going to login. This is again, the sandbox.paypal.com and I’m using the business email address and login for that. If you’ve seen PayPal sandbox in the last several months, this is all going to look different because things have changed considerably.
We are now in the test site or in the PayPal site that I’ve set up for the business. What we need to do is set up website payment preferences and our instant payment notification and we need both of those things set up in order for us to be able to say, provide automatic download links and things like that. PayPal and WooCommerce need to be able to communicate with each other and so, we have to set these things up.
If you’ve watched the videos on using WP eStore, you may recall that we also set up the PayPal PDT Identity token and the Payment Data Transfer identity token. Currently, WooCommerce does not support the PDT identity token so there is no way for us to configure that. I’ve seen conversations about that changing and I’ve seen people writing code to change it but it hasn’t made its way into the core yet.
So, currently there is no payment data transfer identity token but there is instant payment notification and there is return back to the site and that kind of stuff. That is actually going to be enough for what we want to do at this point of the process.
Website Preferences Settings
So we’ll come back over here to our PayPal account and then come over to PayPal and go to My selling tools. We’re going to start off with this selling online section and down here at Website Preferences, we’re going to hit update. Now, what we want is, autoreturn set on. Now this return URL is for another site that I was testing so this return URL is not going to work for us.
In fact, in order for us to get our return URL, what we need to do is come back over to pages, because the return URL that we want here is Order Received. This is where we want people to be returned, so it’s essentially a Thank You page but it’s the Order Received page in WooCommerce.
This is where people are going to be returned. It’s also the page where the URL provides the link between WooCommerce’s system and PayPal so that they talk to each other properly. So that PayPal tells WooCommerce that the transaction was completed, for example, that you got the money.
That’s the link in that chain so we need this Order Received thing; we’re just going to come over here to view it. That’s the easiest way for us to grab our URL. “Thank you. Your order has been received.” then we can put in any kind of text on there that we want. We’re going to come back over here to this and put that in as our return URL. Because this doesn’t have PDT, we’re going to turn it off. We are not using encrypted payment, so we’re going to leave that off.
We’re going to say that the PayPal account is optional. You don’t need to have a PayPal account. We are going to turn the contact telephone off, there’s no reason why they need to include a telephone number unless of course, you’re shipping something and you want to make sure you get a hold of them but you will always have their email address. That’s their PayPal email address so that’s probably good enough communication. Nevertheless, you can turn that on if you feel like you need their phone number. We are not going to use this German funding Euro pay for bank transfer so we can just leave that just turned off and we’ll hit save.
Those are our website payment preferences. Now what we have to do is come back to our “My selling tools” and we’re going to come down to instant payment notification and select update. Right now, instant payment notification is set up with this as the notification URL. That is the class I was teaching weeks ago so we’re going to edit the settings and we’re going to paste the correct return URL.
It’s the same URL we had before in here, under the notification URL and hit save. We do actually have this thing resolved now. Our sandbox is setup to communicate with WooCommerce. WooCommerce is setup to communicate with our sandbox so when we go process the transaction, all the information is going to be properly passed back and forth.
PayPal Standard Configuration Document
Now there’s one document that I want to draw your attention to and that is the PayPal standard configuration document. You will find this document under lesson resources. This is very useful, useful enough that it makes sense to stick it in our lesson resources and for you to consider while you’re actually setting the system up. This is the document under the Plugins/WooCommerce/User Guide/Core Payment Gateways and then under Core Payment Gateways, are PayPal standard.