Introduction

MerchantE is a financial technology company that provides a full suite of financial services that drive digital commerce and supports the money management needs of growing businesses. Our end-to-end payment processing platform helps B2B and B2C companies maximize their e-commerce businesses with integrated solutions that enable acceptance of credit, debit and prepaid payment cards, foreign currency and more.

WooCommerce is an open-source e-commerce plugin for WordPress. It enables WordPress users to create a fully function online storefront. The MerchantE for WooCommerce plugin enables merchants to process payment cards right within the WooCommerce checkout and invoice flows, including payments, and refunds.

The MerchantE extension for WooCommerce provides the ability to integrate secure payments directly into your WooCommerce page. This greatly simplifies your payment compliance by working in conjunction with MerchantE’s Hosted Payments Page. The Hosted Payment Page is fully PCI DSS compliant and greatly reduces the effort required to accept payments.

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When customers checkout on your website they will be redirected to a payment page hosted by MerchantE. They will then enter payment information and MerchantE will process the payment. This page can be customized to reflect your branding and redirected back to your site following payment completion. The customer will then be redirected back to your page. Transactions can be viewed directly in your WooCommerce account with all of the transaction details provided by MerchantE.

Setup and Configuration

Install the Plugin

MerchantE will provide you with a .zip file containing the entire plugin. You will need to upload the provide .zip file to and install plugin. If the plugin is installed correctly, it will appear in the Installed Plugins in the Plugins tab.

Navigate: Wordpress → Plugins → Add Plugins → Upload Plugin

1. Open your Wordpress account.

2. Under Plugins, select Add New Plugin.

3. Click the Upload Plugin button.

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4. Click Choose File button and select the MerchantE Plugin .zip file.

5. Click the Install Now button.

Activate the Plugin

You will need to activate the plugin in your WooCommerce settings. This is also where you will need to set up your WooCommerce store. To process payments, you will need your MerchantE Profile ID.

• For more information about setting up your Hosted Payments Page, see Hosted Payment Page User Guide. 

• For more information about setting up WooCommerce, see Getting Started.

Navigate: Wordpress → WooCommerce → Settings → Payments

1. Open your Wordpress account.

2. Navigate to the WooCommerce tab and select Settings.

3. Select the Payments tab and enable the MerchantE plugin.

4. Click Manage to enter your:

   1. Title - Enter a title for the payment method. This will be displayed to the customer.

   2. Description - A description of the payment method. This will be displayed below the title.

   3. Logo URL - URL for the logo displayed next to the MerchantE payment option.

   4. MerchantE Profile ID - Enter your MerchantE Profile ID. This is used to connect to your MerchantE account. This can be found in the Business Portal. This will be provided in your welcome Email. If you do not know your Profile ID, contact MerchantE Customer Service.

5. Click Save Changes.

Running Transactions

To continue processing transactions, you will need to set up your WooCommerce page and Hosted Payments Page. For more information, see Hosted Payment Page User Guide.

Processing an Order

1. Add items to your cart normally and go to checkout.

2. Select the payment method you previously set up.

3. You will be redirected to the Hosted Payments Page. You will have the option to create an account on your Hosted Payment Page or continue with a one-time transaction.

4. Complete the payment information.

5. Click Confirm Order.

6. A payment summary page will be displayed.

7. You will be redirected to the page set up in your Hosted Payment Page settings.

Viewing Orders

Navigate: Wordpress → WooCommerce → Orders → Select Order

1. Open your Wordpress account and select the WooCommerce tab.

2. Navigate to the Orders tab. You will see a list of recent orders. Orders processed by MerchantE will be moved to the Processing status.

3. Select an order to view the order details. The results of the processing by MerchantE will appear in the Custom Fields section.