Collector Checkout – Introduction
Limitations in functionality
- Selection of Delivery Date.
- Extra checkout fields (besides the standard billing and shipping fields).
- Newsletter subscription signup.
- Create an account during checkout process where the customer gets the opportunity to select user name and password (however, this can be generated automatically in WooCommerce).
The plugin itself has no limitations regarding currency. However, please note that there can be limitations in the agreement you have with your payment provider.
When it comes to questions regarding supported currencies you should always talk to your payment provider. The exception is when the plugin in fact do have limitations. You can read more about this at the Collector website.
Sign up with Collector
- Login to WordPress Admin. Navigate to Plugins → Add New (in the left column menu).
- Click on the Upload Plugin 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.
- Make sure that you have enabled pretty permalinks in your WordPress installation. Otherwise callbacks from Collector back to your store won’t work and orders will not be updated with the correct order status/information.
- 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.
- Navigate to → WooCommerce → Settings → Payments → Collector Checkout.
- Enable / Disable – Tick the checkbox if you want the payment method should be available at checkout.
- Title – Enter the title for the payment method displayed in the checkout and order confirmation emails.
- Username – Your Username received fromCollector.
- Password – Your Password received from Collector.
- Shared key – Your Shared Key received from Collector.
- Merchant ID "country" B2C – Your Merchant ID for B2C purchases received from Collector.
Make sure you input the correct information in the field for the country/countries you have an B2C agreement with Collector for - Sweden, Norway, Finland or Denmark.
- Merchant ID "country" B2B – Your Merchant ID for B2B purchases received from Collector.
Make sure you input the correct information in the field for the country/countries you have an B2B agreement with Collector for - Sweden, Norway, Finland or Denmark.
- Delivery Module "country" – Tick the box to enable Collector Shipping Module. This feature displays shipping options inside the Collector Checkout iframe. Requires a separate agreement with Collector and Unifaun (Delivery Checkout) to activate. Read more about how to configure Collector Delivery Module.
Make sure you check the box for the country/countries you have agreements for - Sweden, Norway, Finland or Denmark.
- Invoice fee ID – 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.
- Default customer – Sets the default customer/checkout type for Collector Checkout (if offering both B2B & B2C).
- Checkout button color – Select your custom background color of call to action buttons in Collector Checkout iframe. Leave blank to use Collector standard color.
- Validation Callback - Tick the checkbox to activate Collector Validation Callback.
Order management settings
- 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.
- 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).
Test Mode settings
- Test mode – Tick the checkbox if you make purchases using test credentials.
- Debug – Enable logging. The log messages can be displayed by navigating to: –> WooCommerce –> Status –> Logs.
Invoice fee handling
- 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.
- 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.
Checkout process flow in the plugin
- The checkout page is requested.
- If Collector Checkout is the default (or selected) payment method a request containing merchant and cart data is sent to Collector.
- Collector respond with information about a new transaction session.
- The checkout page is rendered and the Collector checkout iframe is displayed.
- The customer identifies herself in Collectors Checkout.
– The checkout is paused.
– Customer address data (country and postal number) is fetched from Collector.
– If needed the cart is recalculated and an cart update is sent to Collector.
– The checkout is resumed.
- When the customer clicks the Pay button in Collector Checkout iframe, the checkout page is being reloaded, the WooCommerce checkout form is being populated with customer address data and the form is then posted.
- An order is created in WooCommerce.
- Order status is changed to Processing (by triggering the WooCommerce function payment_complete()) and an email about the new order is sent to the customer.