Introduction #
WooCommerce and WooCommerce Subscription are WordPress Plugin that transform WordPress into an eCommerce platform with automated transactions management. They are hosted and run entirely by merchants in their environment of choice.
To enrich the eCommerce experience, Payex-WooCommerce plugin allows secure online payment on your WooCommerce store. This enables you to accept various payments via Payex with just a few click of configuration to set this up.
Before you start #
Before you start integrating Payex with WooCommerce, please make sure that you have completed the following requirements:
- Register to Payex to get your Secret in Sandbox and Production environment
Installation of Payex for WooCommerce #
Ready to start accepting payments on your Woocommerce store with Payex? Follow these simple steps to get started!
How to install #
1. Go to your WordPress dashboard and go to “Plugins” tab and click on “Add New”.
2. Type “Payex” on the search bar.
3. Install the plugin. Once done, click on “Activate“.
4. Click on “WooCommerce” > “Settings” > “Payments”
5. Click on “Manage” once you have enabled Payex. Enter your merchant email (your registered Payex) and secret (from Payex Portal).
6. Click “Save changes“. Done!
What to take note of: #
- If you want to use Test Mode first, you can tick the “Enable Sandbox Environment” checkbox. Password for sandbox
- If you want to use Live Mode, please do not tick the “Enable Sandbox Environment” checkbox.
- Don’t forget to click “Save Changes” at the bottom of the page.
If you’re using an updated WordPress version, follow steps below: #
- You may experience error message below when connecting to WooCommerce if you’re using an updated WordPress version.
- You will need to replace the existing plugin version 1.2.9 with the newer plugin version 1.2.10 to ensure compatibility. Please download the plugin here.
- At WooCommerce, go to Plugins > Click Add New Plugin > Click Upload Plugin > Click Choose File and upload the zip file downloaded above.
- Click “Replace current with uploaded”
- You will receive status below “Plugin updated successfully”
- Can try checkout page again, payment should work now
Installation of Payex for WooCommerce Subscription #
Subscription is a convenient option that allows you to charge your customers automatically based on their preferred time intervals. It’s perfect for merchants who want their customers to easily subscribe to their products or services and make payments on a daily, weekly, monthly, or yearly basis.
To use WooCommerce Subscription you will need to:
1. Install WooCommerce official subscription plugin
2. Install Payex-WooCommerce plugin
3. Ensure your Payex account is activated for subscription payment services, refer to Subscription Payment Activation
How to configure Subscription Products/Services on WooCommerce #
1. At your WooCommerce account, go to “Products” > “Add New“.
In the Product data section, you can find the “Product Type” dropdown. When you click on it, you will see two new options to choose from: “Simple subscription” and “Variable subscription“.
3. You may offer customers a choice of billing period on a subscription using,
- Simple Subscriptions – refer below
- Variable Subscriptions – refer WooCommerce Subscription guide here
Using Simple Subscriptions #
For simple subscriptions, you have option to:
- Set a monthly subscription payment e.g. day, week, month, and year
Note: Please be aware that the frequency of your billing schedule is controlled on the WooCommerce page, not by Payex. Our role is to handle the billing process based on the instructions received from WooCommerce. - Charge a sign-up fee upfront
- Set as 0 if there is no upfront sign-up fees
- Set a free trial duration
- Subscription product + sign up fee example
- Subscription product + free trial (for 5 days) example
WooCommerce Subscription Payment Flow #
- Your customer add to cart and clicks “Place Order”
- Your customer enters the card details and click “Pay”
- Your customer receives instant notification on Payment Successful
