WooCommerce

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.

Note: The Resolve for WooCommerce plugin does not currently support WooCommerce Checkout Blocks. In order to use the plugin, your store must be using Classic Checkout.

1. Install the extension for WooCommerce
2. Retrieve keys
3. Configure Net Terms as a payment method
4. Review your order management functions
5. Test your integration
6. Go live with Resolve

Before beginning integration, you should review the following:

• Resolve for WooCommerce integration
• The transaction flow when buying with Resolve
• Your current checkout process to understand how Resolve will affect operations and customer experience

Note: 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.

Develop and test the Resolve Net Terms integration in your development environment connected to our sandbox.

To get started, reach out to your Resolve account manager to request sandbox API credentials.

Go to https://app-sandbox.resolvepay.com/<your_merchant_id> and submit a test customer application.

1. Download the plugin from WordPress.
2. From the WooCommerce admin, go to Plugins > Add New Plugin.
3. Click Upload Plugin.
4. Select the zip file and install.
5. Verify successful installation in your plugins list.

Your Merchant ID and Secret API Key are available in your merchant dashboard. Just go to the Settings tab then choose "Integrations" from the sub-tabs.

1. Go to Plugins > Installed Plugins.
2. Validate the plugin is enabled.
3. Navigate to Resolve for WooCommerce > Settings.
4. Check Enable Resolve Payment Gateway.
5. Keep Resolve Sandbox Mode checked on (for development and testing).
6. Enter your TEST Merchant ID and TEST Secret API Key.
7. Set Payment mode to Capture or Authorize.
8. Optionally configure minimum/maximum order prices, title, description, and confirmation/receipt messages.

Processing orders (authorize, capture) in WooCommerce updates the order status in the Resolve 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.

Test your configuration to ensure that everything is working before you go live.

1. Add an item to the cart on your test site.
2. Proceed to checkout.
3. During checkout, enter valid U.S. addresses and phone information.
4. Select Resolve as the payment option.
5. Proceed to Resolve's testing environment checkout.
6. Log in as customer.
7. Confirm your payment.
8. Wait to ensure that you have been redirected to your confirmation page.
9. Verify that the transaction appears in your platform's admin panel and on the dashboard.

After you verify that your configuration is working properly in the Resolve Sandbox environment, your Resolve Customer Success Manager will provide your production key.