Setting up alternative Payment Methods (COD, PayPal, PayPal Express)

 Goals:

    Please click the [ Mark Complete ] button at the bottom of this page when you’ve achieved the following goals:

  • Learn how to set up payment methods other than the standard processes (e.g. Cash on Delivery).
  • Understand how to set up Cash On Delivery (COD) as a payment option.
  • Understand how to set up PayPal as a payment option.
  • For countries where PayPal does not function, consider using PayPal Currency Converter Pro as a website PayPal option.
Setting up alternative payment methods:

 

Watch:     52 – WooCommerce – option to accept payment by Cash On Delivery (COD) 
Overview: With COD, the customer places an Order, which you see as “Pending” status in WooCommerce. When the customer pays cash, you manually change the status to “Complete” to trigger automated delivery, if  your theme Option “Send email to customer” checkbox is checked.
Setup: Go to Dashboard > WooCommerce > Settings > Checkout tab, and click the Cash On Delivery hyperlink to display Cash On Delivery configuration | Against the first field (Enable/Disable), tick to select the checkbox “Enable cash on delivery” | Optionally change any of the default text in the other fields (e.g. “Instructions” field)  | Scroll down and click the Save Changes button |
Still in the Checkout tab, click the Checkout Options hyperlink and scroll down to the payment gateways section… here you will see Cash on Delivery as an option at customer checkout, and you can click to Enable it | Customers can then choose this as a payment option – you will receive the order but they will still have to pay you for it – once they’ve paid, you then go to WooCommerce > Orders, locate the Order and change its Status from Pending to Completed |
Option to preset an Order for a customer so that they pay you COD: Go to WooCommerce > Orders > Add Orderselect Payment Method as Cash on delivery (this has to have been configured as a Gateway option), set up the Order and Create it, after which you will see the Order status as “Pending payment” |
Option to have the Email ready and waiting to go when cash payment is made: You could do this as a temporary measure by briefly changing the checkout to be COD | Change Appearance > Theme Options > Email and tick this checkbox “Tick this to send auto-generated emails to the customer. If you don’t, emails will only be sent to admins (handy for testing)”  [i.e. ticked = auto-email barcodes to customer | unticked = don’t auto-email barcodes to customer, but email only to you as Admin… thecustomer will get a WooCommerce email to say that the Order is processed and awaiting cash-on-delivery payment when the customer fetches or is given the barcodes, at which point you as Admin simply forward the pre-created Email] |

Watch:     19 – How to link a PayPal account to your website  
( Requires a PayPal account. Not that you cannot use both PayPal and PayPal Express )
This enables you to take payments from your website directly into your PayPal account | Go to Dashboard > Settings > Store > Payments tab | Under PayPal Express Checkout, click “Settings” | You now need to complete three APIs and click Update… |
Go to PayPal.com and log in to your PayPal account,  then >Profile > My Selling Preferences | Under My Profile, go to API Access > click Update | Under API Access > Option 2, click View API Signature | Copy the APIs text across to the website (API Username, API Password… etc) | Click “Update” on the website | Click “Done” on PayPal |
See also the PayPal Express option below…

Watch:     42 – WooCommerce  – PayPal vs PayPal Express Checkout Options  
( See also  video 41bWooCommerce Payment Gateway setup options )
NOTES:

1)
 We prefer PayPal Express over PayPal because it is better integrated with the website
2) Setup either PayPal or PayPal Express, but not both
3) Setup includes Live API requirements which you can only copy from a PayPal Business Account |
Go to Dashboard > Plugins, and click “Activate” under the WooCommerce PayPal Express plugin |
Go to Dashboard > WooCommerce > Settings > Checkout tab, and under the Checkout options you will then see PayPal Express Checkout as a hyperlink option – click it to see the configuration settings | These are straightforward except for API Credentials – click the hyperlink “click here to toggle manual API credential input”, to display the Live API fields … you will see “Live API” fields that need to be populated – Live API Username, Live API Password, Live API Signature, Live API Certificate, Live API Subject… of these, Live API Subject is optional and Live API Signature is optional if you have a Live API Certificate | For these, you need to have a PayPal Business Account |
Go to your PayPal Business Account settings, from where you’ll copy-paste data back into the Live API fields (be sure not to copy any spaces)…
Log in and click the Profile link (in the top bar at right), and then click Business Setup  | Under the heading “How would you like to set up PayPal on your website?” choose Option A – Work with an eCommerce solution that’s already integrated with PayPal, and then click the hyperlink “Get your API Credentials” | Scroll down and under the heading “NVP/SOAP API integration”, click the hyperlink “View API Signature” > Click “Show API Username” > Copy the API Username, toggle back to PayPal Express Setup and paste it into the Live API Username field (Don’t copy any blank spaces! To be safe, first paste into a text editor or equivalent to check!) |
Do the same copy-paste (with no spaces) for “API Password”  to “Live API Password”, and for “Signature” to “Live API Signature” | Save the PayPal Express Setup |
Important: You cannot use both PayPal and PayPal Express simultaneously, so deactivate your PayPal if you use PayPal Express | 

   55 – PayPal Currency Converter Pro
Overview: PayPal doesn’t support some country currencies, which means that business people in these countries normally do not have a PayPal option.  Currency Converter Pro enables IBN Members in these countries to fully conduct business in a PayPal-enabled currency such as US dollars. Example of a website that has PayPal enabled via Currency Converter Pro to use a conversion to USD.
How to set it up: Activate the PayPal Currency Converter Pro plugin | Go to Dashboard > WooCommerce > Exchange Rate > PayPal Currency Converter Pro Settings | Set the Target Currency (to convert to) and a Shop Conversion Rate | Configure the Currency Exchange Rate Data Provider Selection (this is the source of the rate) | The Order Status Handling section is important and must be carefully considered… if configured correctly it will override unnecessary finance conversion anomalies that would put the Order on Hold… Under WooCommerce > Exchange Rate, tick the Auto-complete checkbox – this allows our virtual products to be changed to an Order status of Completed, allowing Email delivery (IMPORTANT: each product also needs to be edited to have a “Virtual” checkbox ticked) | Tick the Auto-processing checkbox – this allows our standard (non-virtual) products to be changed to an Order status of Processing |