WooCommerce
This guide describes how to integrate Resolve into your WooCommerce e-commerce platform so that you can provide Net Terms as a payment option to your customers.
Overview
After integrating Resolve, your WooCommerce site will:
Offer Net Terms as a payment option on the checkout page
This payment option also surfaces a link to your buyer application
Process Resolve payments in your order management system
The integration steps are:
Install the extension for WooCommerce
Retrieve keys
Configure Net Terms as a payment method
Review your order management functions
Test your integration
Go live with Resolve
Instructions
Before you begin
Before beginning integration, you should review the following:
Resolve for WooCommerce integration
Your current checkout process to understand how Resolve will affect operations and customer experience
Install the extension in your a test shop / sandbox or staging environment before pushing it live
Keep a copy of your WooCommerce store and database to ensure you can revert to the version before the installation
You may need to re-index all the product and category tables after installation
Sandbox development
Request a merchant sandbox account
Develop and test the Resolve for WooCommerce integration in your development environment connected to our sandbox. To get started, reach out to your Resolve account manager to request sandbox API credentials.
Create a sandbox customer account
Go to https://app-sandbox.resolvepay.com/<your_merchant_id> and submit a test customer application. Your account manager will approve your sandbox buyer account for testing purposes.
1. Install the extension for WooCommerce
Navigate to the WooCommerce plugins explorer and download the Resolve for WooCommerce plugin (a zip file).
Within your WooCommerce admin dashboard, navigate to Plugins > Add New Plugin and then click the 'Upload Plugin' button. Select the zip file that you downloaded and install the plugin.
Validate that 'Resolve for WooCommerce' is installed within the list of plugins on the Plugins tab.
2. Retrieve keys
Your Merchant ID and Secret API Key are available in your merchant dashboard. Just go to the Settings tab then choose "Integrations" from the sidebar on the left side of your screen. Your merchant ID and key are under the Direct API section. Be sure you're logged into your sandbox merchant dashboard if you are configuring your sandbox integration. You'll need to log into your production dashboard to retrieve these credentials when you're ready to go to Production.
3. Configure Resolve as a payment method
After installing the extension, within your WooCommerce admin dashboard:
Go to Plugins > Installed Plugins
Validate that Resolve for WooCommerce is enabled within the table of Plugins (Plugins tab)
Go to Resolve for WooCommerce > Settings
Check Enable Resolve Payment Gateway
Under Advanced settings, keep Resolve Sandbox Mode checked on (for development and testing)
Enter the TEST Merchant ID and TEST Secret API Key that you retrieved from the Resolve (note 'TEST' only appears in these fields when Resolve Sandbox Mode is checked on)
If your checkout process automatically captures the charge, set Payment mode to Capture, otherwise set it to Authorize
If you want to change the order of displaying Resolve as a payment option during checkout, enter a Sort Order value greater than 0.
Optional Customizations
Enter the dollar amount values for Set minimum order price and Set maximum order price that displays Resolve as a payment option to your customers when checking out.
Set Title, how Resolve appears as a payment method. eg. 'Resolve' or 'Net Terms'
Set Description, a description that appears under the sign up call to action: Hassle-free terms with no hidden fees. Sign up and get approved today. Learn more [link to your buyer application].
Set Confirmation message, a message added to the payment confirmation page.
Set Receipt message, added to the receipt page (this page is shown only if automatic redirect is not enabled).
4. Review your order management functions
Processing orders (authorize, capture) in WooCommerce updates the order status in the Resolve dashboard. While you can process orders in the dashboard, we strongly recommend using WooCommerce to keep order status synced with Resolve.
Updating orders (cancel, refund, and partial refund) in WooCommerce will not affect Resolve. We recommend performing the analogous action within your Resolve dashboard when taking these actions.
5. Test your integration
Test your configuration to ensure that everything is working before you go live. Email accounts@resolvepay.com with a link to your test site so that we can verify your configuration and provide you with a production credentials.
Add an item to the cart on your test site.
Proceed to checkout.
During checkout, enter valid U.S. addresses and phone information. Resolve cannot test your configuration if the address or phone information is fake.
Select Resolve as the payment option.
Proceed to Resolve's testing environment checkout.
Note: The URL https://app-sandbox.resolvepay.com indicates that you are in the testing environment.
Log in as customer.
Your account representative can help you retain customer credentials if you have difficulty.
Confirm your payment.
Wait to ensure that you have been redirected to your confirmation page.
Verify that the transaction appears in your platform's admin panel and on https://app-sandbox.resolvepay.com/dashboard.
6. Go live with Resolve
After you verify that your configuration is working properly in the Resolve Sandbox environment, your Resolve Customer Success Manager will provide your production key.
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