Checkout settings in WooCommerce – .com

In this tutorial we are going to see what are the checkout settings in WooCommerce and how to configure them correctly.

As we can see, we can find this tab in the “WooCommerce/Settings” menu, and by default it has 5 menu pages:

1. checkout options
2. BACS / Bank Transfer
3. Check
4. payment on delivery
5. PayPal

The first are global settings and the rest are settings for each payment gateway. As I said, only those come by default, but you can add more, such as , or , between . We are now going to see the 5 options that come by default, one by one.

1. Order Options

Under the bad translation “Request options”, we have the first page of options, in which we have 4 groups of options, all of them poorly translated:

• order process
• order pages
• Endpoint order
• payment gateways

1.1 – Order process

The first group makes the process of finalizing purchases, and has 4 options:

• Enable coupons: This functionality is simply enabled. More information in the tutorial, and in the .
• Calculate coupon discounts sequentially: If someone applies more than one coupon, they will be applied to the already discounted price. For example, let’s imagine a €100 product, and someone applies two 10% coupons:
  • sequential:
    • First coupon: 10% of €100 (That is, €10)
    • Second coupon: 10% of €90 (That is, €9)
  • Non-sequential:
    • First coupon: 10% of €100 (That is, €10)
    • Second coupon: 10% of €100 (That is, €10)
• Enable guest checking: Bad translation that refers to whether we want to allow the purchase without registration. This point is key. I talk more about this in the episode , I recommend that you listen to that program, as this can make a difference.
• Secure payment strength: If you want to enable SSL (that is, the URLs with https) during the purchase process, you can activate it here. Note that for this you must hire this service from your hosting company. This only modifies the URL, but does not encrypt anything. I personally recommend not using this option, but .

1.2 – Order pages

The second group of options is related to the pages that WooCommerce creates during its . There are three of them: The one with the basket (or cart)the paid one (or checkout)and the terms and conditions, which is where there is the typical rambling that nobody reads:

In principle, we never have to touch any of this, because if we do, WooCommerce will not work correctly. We should only do it in the event that for some reason we did not have these pages created. More information about this in the

1.3 Order Endpoints

In this section we can decide the name of the 3 end-points that WooCommerce has regarding the order.

Without going into technicalities, we will say that an “end-point” is a method that allows the same page to have several “sub-pages” without actually creating them. It is more like a parameter than a page itself. The fact is that this is used to show certain information to the user regarding the payment, the order received and the method of payment.

You can put what you want, it will not be a problem, it will only influence the URL, but it will not even affect SEO, because they are URLs that are not indexed, since they are generated each time with different data.

1.4 – Payment gateways

And we come to the last section, which is neither more nor less than the list of payment gateways:

In the list we can see both the name of the gateway and its ID (useful for programming topics)and your state (if it is activated or not).

In addition, apart from informing us, this list allows us to reorder them, so that if we have several active ones, they will be displayed on the payment page in the same order. We just have to drag the icon of the three lines on the left, and that’s it.

Finally, if we click on any of the four, we will go to their corresponding configuration pages. The same ones that we have seen in the upper menu:

So, let’s see them one by one, to know how to configure them correctly:

2. BACS / Bank transfer

Without a doubt, one of the easiest gateways to configure, among other things because it’s not even a gateway. Just a form that we fill out to show certain data to the customer.

It asks us for the following fields:

• Enable: To offer the possibility of paying by transfer or not.
• Title: The name you want to give it for the client to see.
• Description: It is the description that appears when a customer selects that option as a payment method.
• Instructions: It is the description that after that the customer has paid with that payment method.
• Account details: Simply the account number to which the deposit must be made. We can add several so that customers choose their bank, and thus not have to pay commissions.

Once “paid” with this method, we see a page similar to this:

3. Pay by check in WooCommerce

Third page of options, one of the least used gateways, and normally always deactivated: Payment by bank check. Is there really someone who uses it? Any eCommerce that offers it? Someone who pays in checks? Do the checkbooks still exist?

In any case, these are the data that they ask us:

As you can see, they are very simple, and they coincide with the previous gateway:

• Enable: To offer the possibility of paying by check or not.
• Title: The name you want to give it for the client to see.
• Description: It is the description that appears when a customer selects that option as a payment method.
• Instructions: It is the description that after that the customer has paid with that payment method.

It is interesting to comment that normally this option is used for OTHER forms of payment that are not precisely checks. For example, let’s imagine that a wholesaler charges its distributors through a money order or direct debit at the end of the month. Either 30 days or 60 days. In such a case, they do not need to pay at the moment for each order.

Thus, it is only necessary to rename the method from “Checks” to “Debit to account”, for example, and change the description and instructions. And ready, we already have that option. And if we want, we can offer this form of payment only to the customers we want with the plugin, so that only distributors have it 🙂

4. Cash on delivery

The third payment gateway is the cash on delivery of a lifetime. And the settings are the same as in the other cases:

• Enable: To offer the possibility of paying by cash on delivery or not.
• Title: The name you want to give it for the client to see.
• Description: It is the description that appears when a customer selects that option as a payment method.
• Instructions: It is the description that after that the customer has paid with that payment method
• Enable for shipping methods: If we want to limit the cash on delivery only for certain shipping methods, here we can tell you which ones (for example, only for mail).
• Accept COD if the order is virtual: CODE means “C.Ash EITHERno D.elivery”, that is, the cash on delivery of a lifetime. And this tells us if we want to activate it also in the case that they buy us a virtual product (since a virtual product is neither shipped nor delivered).

5.PayPal

And finally we come to the last option, and the only automatic one of all the ones we have seen so far.

Let’s note that both the transfer, the check and the cash on delivery are methods manuals. This means that we must manually check if the client has paid us, looking at our current account, entering a check, or looking if the transport agency has entered the amount in our account.

Instead PayPal allows us charge instantly, and even notify WooCommerce that the payment has been made successfully. And that is all an automatic procedure, in which we do not have to intervene at all.

So let’s see the configuration options. Contrary to what it may seem, it is not at all complicated to configure it. Although there are many options, the only ones necessary are the following:

• Enable: To offer the possibility of paying with PayPal.
• Title: The name you want to give it for the client to see.
• Description: It is the description that appears when a customer selects that option as a payment method.
• PayPal email: The email of the PayPal account in which the deposit will be made.

The rest of the options do not need to be filled out. But if you want to know more, take a look at the , in them you will learn this and many other things.

Summary and conclusion

WooCommerce comes with 4 default payment gateways: Bank transfer, checks, cash on delivery and PayPal. Though .

If you want to learn more about payment gateways, and above all know how they affect sales and conversions, I recommend you listen to the episodes , , and .

And as always, you already know that you will find more than 6047 videos in which you will learn all this and much more in real-time video tutorials, guided step by step 🙂