Typical Scenarios

The following scenarios demonstrate different ways merchants can use the Paysafe Checkout plugin. 

This is a typical scenario merchants may use to provide immediate delivery of the order without delayed payment capture.

1. Set Payment Action:
   • On the Settings page, ensure that the selected payment action is Settle payment after authorization (CAPTURE).
2. Visit the Store:
   • In the WordPress admin, use the top drop-down menu below your WordPress site/store name to select Visit Store.
3. Add Item to Cart:
   • In the store, add an item to the cart, proceed to the cart, and click Go to checkout.
4. Check for Paysafe Payment Method:
   • On the WooCommerce Checkout page, the Paysafe Checkout method appears.
   • If the method doesn't appear, verify that the extension is enabled, test mode is active, and other settings are configured correctly.
5. Make a Payment:
   • Select the Paysafe payment method, copy a test card number, and click Place Order.
   • In the Paysafe Checkout form, paste the test card number, enter a cardholder Name, an expiration date that is still valid, and a CVV. 
   • Click Proceed to Pay to complete the payment.

This is a typical scenario where the merchant obtains authorization for an initial purchase amount and captures payment at a later stage, for example, after the order is fulfilled. 

1. Set Payment Action:
   • On the Settings page, ensure that the selected Payment Action is Authorization only.
2. Visit the Store:
   • In the WordPress admin, use the top drop-down menu below your WordPress site/store name to select Visit Store.
3. Add an Item to Cart:
   • In the store, add an item to the cart, proceed to the cart, and click Go to checkout.
4. Check for Paysafe payment method:
   • On the WooCommerce Checkout page, the Paysafe Checkout method should appear.
   • If it doesn’t, verify that the extension is enabled, Test Mode is active, and other settings are correctly configured.
5. Make a Payment:
   • Select the Paysafe payment method, copy a test card number, and click Place Order.
   • On the Paysafe Checkout form, paste the test card number, enter a cardholder Name, a valid expiration date, and a CVV.
   • Click Proceed to Pay to complete the payment.
6. Review Order Status:
   • After a successful transaction, visit the WooCommerce Orders page and open the order you just created.
   • The order should have a status of On Hold, indicating that the order is not fulfilled and only the payment authorization has been completed. 

This scenario demonstrates how a customer can save their card details for future purchases. The information is securely stored on the Paysafe infrastructure. 

1. Initiate Payment:
   • Start a payment as explained in the previous scenarios. After clicking Place Order on the WooCommerce Checkout page, the Paysafe Checkout form will open. Fill in the payment details.
2. Save Card Details:
   • This time, select the Save this card details for future transactions option and click Proceed to Pay to complete the payment.
3. Card Details Saved:
   • If the transaction is successful, a customer profile is created on the Paysafe infrastructure, and the card details are securely saved.
4. New Purchase:
   • Start a new purchase. This time, in the Paysafe Checkout form, you should see your previously saved card. Enter the CVV to complete the payment without re-entering your card details. 

This scenario demonstrates how to cancel an order with an authorized payment, resulting in a Void transaction.

1. Create a New Order:
   • Follow the steps in Scenario 2 to create a new order with an authorized payment.
2. Access the Created Order:
   • Open the created order, which should be in the On Hold status.
3. Cancel the Order:
   • Change the order status to Canceled.
   • Since the payment is only authorized, the extension will automatically create a void transaction and update the order status to Canceled.
4. Verify void Transaction:
   • Check the Order Notes section of the order. There should be a message confirming the successful cancellation of the authorization. 

This scenario demonstrates how to cancel an order where the payment includes authorization and settlement, but the settlement has not yet been processed.

1. Create a New Order:
   • Follow the steps in Scenario 1 to create a new order with authorization and settlement.
2. Access the Created Order:
   • Open the created order, which should be in the Processing status.
3. Cancel the Order:
   • Change the order status to Canceled.
   • Since the payment includes a settlement but it hasn’t been processed yet, the extension will automatically create a Cancel Settlement transaction and update the order status to Canceled.
4. Verify Cancellation:
   • Check the Order Notes section of the order. There should be a message confirming the successful cancellation of the settlement.

This scenario demonstrates how to refund an order after the settlement has been processed.

1. Create a New Order:
   • Follow the steps in Scenario 1 to create a new order with authorization and settlement.
   • Wait for some time until the settlement is processed. This usually happens overnight, so it’s best to continue the test the following day.
2. Access the Created Order:
   • Open the created order, which should now be in the Processing status.
   • Click the Refund button.
3. Perform the Refund:
   • Enter a partial or full payment amount.
   • Then, click Refund via Paysafe.
4. Verify Refund:
   • Since the payment is settled, the extension will automatically create a Refund transaction and update the order status to Refunded.
   • Check the Order Notes section of the order for a message confirming the successful refund.
5. Partial Refunds:
   • If you issued a partial refund, it is possible to refund the order in multiple steps, as long as the refund amount is equal or less than the remaining amount.

This scenario demonstrates how to capture payment for an order where the payment was authorized but not yet settled.

1. Create a New Order:
   • Follow the steps in Scenario 2 to create a new order with an authorized payment.
2. Access the Created Order:
   • Open the order you just created, which should be in the On Hold status.
3. Capture the Payment:
   • Change the order status from On Hold to Processing.
4. Verify Settlement:
   • In this case, since the payment was only authorized, the extension will automatically create a Settlement transaction and update the order status to Processing.
   • Check the Order Notes section of the order for a message confirming the successful settlement.

This scenario demonstrates how a customer can complete payment for an order if the initial payment attempt was unsuccessful.

1. Access Unpaid Orders:
   • The customer should navigate to My Account > Orders and select the order that was not successfully paid.
   • Unpaid orders will have a Pay button under the Actions section of the order.
2. Initiate Payment:
   • The customer clicks the Pay button and is taken to the order page. 
   • On the order page, the customer clicks Pay for order. The Paysafe extension should automatically be selected as the payment method.