Collector Checkout for WooCommerce

Introduction

Collector Checkout for WooCommerce is a plugin that extends WooCommerce, allowing you to take payments via Collector.

The extension is just released

The extension is just launched. Any bugs, questions or suggestions for changes can be reported to support@krokedil.se.

The Collector Checkout payment window is integrated/displayed directly in your checkout via an iframe solution. This means that the display of the iframe may vary between different themes. In some themes the display may look strange or incorrect. The reason is that the markup of the theme is different from WooCommerce’s normal markup. Contact us for more info if the checkout iframe is displayed incorrectly in your theme.

Sign up with Collector

To get started with Collector Checkout, you need to create an account with Collector. If you’re not a customer yet you can register here.

Testing

If you want to try the checkout before installing it in your store you can checkout our demo store here.

To make test purchases you also need customer test data. This information can be found here.

Installation

  • Login to your WordPress Admin. Click on Plugins | Add New from the left hand menu
  • Click on the Upload option, then click Browse to select the zip file from your computer. Once selected, press OK and press the Install Now button.
  • Activate the plugin.

Required WordPress & WooCommerce settings

  • Installing HTTPS (a SSL/TLS certificate) in your web store is strongly recommended.
  • To get the order total to match between WooCommerce and Collector you need to configure WooCommerce to display prices with 2 decimals. More information about displaying of prices and how it can cause rounding issues can be found in this article.
  • You need to enable Guest Checkout (or let WooCommerce generate user name and password automatically when creating an account) in your store, otherwise the order will not be finalized in WooCommerce when paying with Collector.
  • It’s recommended to add/use SKU on products (even on product variants). This is needed to keep track of purchased products in orders between the two systems and to make refunds working properly.

Configuration

  1. Navigate to → WooCommerceSettingsCheckout.
  2. Now Collector Checkout appears as an available payment method in the horizontal menu at the top. Click on this link to get to the settings page for the payment method.
  3. Enable / Disable – Tick the checkbox if you want the payment method should be available at checkout.
  4. Title – Enter the title for the payment method displayed in the checkout and order confirmation emails.
  5. Username – Your Username received fromCollector.
  6. Password – Your Password received from Collector.
  7. Shared key – Your Shared Key received from Collector.
  8. Merchant ID Sweden  B2C – Your Merchant ID for B2C purchases in Sweden received from Collector.
  9. Merchant ID Sweden  B2B – Your Merchant ID for B2B purchases in Sweden received from Collector.
  10. Merchant ID Norway  B2C – Your Merchant ID for B2C purchases in Norway received from Collector.
  11. Invoice fee – If you want to add an invoice fee to purchases where the customer selects invoice as the selected payment method you can create a (hidden) product that acts as the invoice fee and add the ID of the product in this field.
  12. Instant Buy – Enable Collectors Instant Buy feature on single product pages.
  13. Button color – Instant Buy button color. Leave blank to use the theme Add to cart button color.
  14. Button text color – Instant Buy button text color.
  15. Manage orders – Check this box if you want to cancel an order in Collectors system automatically when the order is marked as Cancelled in WooCommerce and activate an order/invoice in Collectors system automatically when the order is marked as Completed in WooCommerce.
  16. Invoice number on order page -Tick the checkbox if you want to display Collector Invoice Number after WooCommerce Order Number on WooCommerce order page (-> WooCommerce -> Orders).
  17. Test mode – Tick the checkbox if you make purchases using test credentials.
  18. Debug – Enable logging. The log messages can be displayed by navigating to:
    –> WooCommerce –> Status –> Logs.

 

Invoice fee handling

The invoice Fee for Collector Checkout Invoice payments are added as a simple (hidden) product. To create a Invoice fee product:

  1. Add a simple (hidden) product. Mark it as a taxable product. For more information on how to add a simple (hidden) product please check WooCommerce documentation page on Adding and Managing products.
  2. Go to the Collector Checkout settings page and add the product ID (not the price or the SKU) of the Invoice Fee settings field. The ID can be found by hovering the Invoice Fee product on the Products page in WooCommerce.

Order management

When an order is created in WooCommerce and a reservation number exists in Collectors system, you have the possibility to handle the order management in Collector directly from WooCommerce. This way you can save time and don’t have to work in both systems simultaneously.

Requirements

To get started with order management in Collector via your WooCommerce store, you need to activate Manage orders settings in the payment getaway settings.

Cancel an order

  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Cancelled.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note saying Collector order cancellation completed is created.

Activate an order

  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Completed.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note is created with information about the invoice number.

Refund an order

  1. The WooCommerce order status need to be set as Completed.
  2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
  3. In the Order items box, press the Refund button.
  4. To make a full refund for the entire order, enter the Order total amount in the Refund amount text field. At the moment only full refunds are supported by the payment gateway.
  5. Press the Refund via Collector Checkout button.
  6. If everything was successful a new order note is created with information about the refund in Collectors system.