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Customization
Troubleshooting
Introduction
Payer simplifies payments between companies. Their service for e-commerce helps create an amazing buying experience, that creates happy customers and increased revenue.
Payer offers a wide range of different payment solutions that you can easily use in your store.
- Payer B2B for WooCommerce does not support High-Performance Order Storage (HPOS) at the moment.
Account with Payer
To use the Payer plugin you need an account with Payer. This will provide you with the different keys that you need for the plugin to work correctly. You can contact Payer and get more information about this here at https://www.payer.eu/
Currencies
The Payer B2B plugin supports the following currencies: DKK, EUR, GBP, NOK, SEK and USD as these are the currencies supported by Payer.
Please note that there can be limitations in the agreement you have with Payer.
When it comes to questions regarding supported currencies you should always talk to your payment provider as any limitations within the plugin is set by the currencies the provider supports.
You can read more about this at the Payer website.
Required WooCommerce settings
- Make sure that you have enabled pretty permalinks in your WordPress installation. Otherwise callbacks from Payer 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 Payer 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.
Installation
- Login to WordPress Admin. Navigate to Plugins → Add New (in the left column menu).
- Click Upload Plugin and then browse to the plugin zip-file on your computer. Click on OK and finally click on the Install Now button.
- Activate the plugin.
Configuration
The following settings fields are valid for the Payer B2B Invoice configuration. Even if you do not want to use Invoice, but only Prepaid invoice and/or Card, you must have the fields Agent ID and API Key correctly filled out in this set up in order for the plugin to work at all.
Go to: WooCommerce > Settings > Payments > Payer B2B Invoice
- Enable/Disable – Enable Payer B2B invoice payments by checking the Enable Payer B2B Invoice checkbox.
- The Title and Description fields control what the customer sees during checkout.
- Automatic Credit Check – Run an automatic check on the customer’s credit status.
- Enable extra checkout fields – Check this box to enable the extra checkout fields that the plugin adds. To be able to place orders you need to have this enabled if you do not have your own field for PNO or Org numbers.
- Enable get address – Check this box to enable the Get address feature from Payer.
- Enable separate signatory – Adds a checkbox and text field to the checkout process that lets the customer add a separate signatory for B2B purchases.
- Default invoice type – Sets the default invoice type for the customer. Standard is Email.
- Customer selects invoice type – Check this box to let the customer select what type of invoice they want.
- Allowed customer types – Select if you want to sell both to consumers and companies or only to one of them.
- Enter the ClientID, and ClientSecret that is provided by Payer. Without these the plugin won’t work at all.
- Enable order management – Check this box if you want to enable automatic order management for the Payer order.
- Testmode – Check this box if you have a test account and want to make purchases against Payers test server environment.
- Debug – Check this box to log events for debugging. You can find the logs by navigating to WooCommerce → Status → Logs.
B2B SignUp
- Enable B2B SignUp – Enable Payers embedded B2B SignUp iFrame in checkout. Read more about B2B SignUp here.
If you want to use Prepaid invoice and/or Card but not Invoice, you still need to set up your credentials in Payer B2B Invoice as described above.
Order management
When an order is created in WooCommerce, and a reservation or transaction number exists in Payers system, you can manage the order in Payer directly from WooCommerce.
Get started with order management
To get started with order management, activate the setting Enable order management in the modules settings.
Cancel an order
- Order status in WooCommerce must be Processing and a transaction ID must be saved in the order.
- Navigate to the order you wish to cancel by going to WooCommerce → Orders and clicking the order.
- In the order details, select the field labeled Status. Set this to Cancelled.
- Click the button labeled Update in the top right of the page.
If the cancelation is successful, a note is added to the order with the text Order canceled with Payer.
Activate an order
- Order status in WooCommerce must be Processing and a transaction ID must be saved in the order.
- Navigate to the order you wish to activate by going to WooCommerce → Orders and clicking the order.
- In the order details, select the field labeled Status. Set this to Completed.
- Click the button labeled Update in the top right of the page.
If the activation was successful, a Order updated with Payer note is added to the order. Followed by Invoice created with Payer for example, if the order is made with invoice.
Refunding an order
- Invoice payment – order status in WooCommerce must be Completed and a transaction ID must be saved in the order. Partial refund is not supported for this method.
Card payment – order status in WooCommerce must be Completed and a transaction ID must be saved in the order. Partial refund is supported for this method.
Prepaid Invoice payment – this can be refunded without the order being set to Completed. Partial refund is not supported for this method. - Navigate to the order you wish to refund by going to WooCommerce → Orders and clicking the order.
- In the Order items box, press the Refund button.
- Here you can choose to refund the full sum for an item (1), part of the sum (2) or shipping (3).
Please note that partial refunds is only supported for Card payments.
If you enter a sum manually (2) you also need to enter the correct tax to refund manually, as opposed to when you refund the full sum for an item in which case the tax is automatically calculated. With shipping (3) you need to enter the amount manually, as well as the tax. Not to be confused with the Refund manually button.
- Click Refund via Payer B2B
If the refund was successful, a note is added to the order with the text X refunded with Payer.
Subscriptions
We now support recurring payments through WooCommerce Subscriptions.
To activate this feature you need to:
- Set up an agreement with Payer about taking subscription payments.
- Purchase and configure the WooCommerce Subscriptions extension.
Debugging
If the checkout is not showing after you have followed all the instructions, and you don’t see any error messages in the checkout page, we recommend that you temporarily enable WP_DEBUG. You can find more information about that here.
Payer integrates with the normal checkout of WooCommerce and should work with most other plugins with few issues.
Compatibility with themes & plugins
- Payer B2B uses its own template file for displaying the checkout page and should work with most themes. However, the plugin is only tested with the Storefront theme and we do not guarantee that it will work with other themes. Common situations when errors occur are:
– Themes/plugins with customized template files for WooCommerce checkout page.
– Themes/plugins that modifies the checkout into a multi step checkout.
If your theme is not mentioned above we recommend that you try the plugin first on a test store, and not in a live environment. If you need changes to be done then we recommend that you contact the developers behind your store.
Krokedil and Payer do not offer help with adapting your theme or plugin within regular support.