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. 

This scenario demonstrates how a customer can save their card during a regular checkout using the embedded payment form.

Preconditions:

• The “Save payment methods” option is enabled in the plugin settings.  
• “Payment Form Type” is set to Hosted Payment.
• A test card supporting 3DS is used.
• Test mode is enabled.

Steps:

1.  Add a product to the cart and proceed to checkout.
2. Select Paysafe Checkout as the payment method.
3. In the embedded form, enter card details (use a test Visa card).
4. Check the box labeled “Save your payment details for future purchases.”
5. Click Place Order.
6. Complete the 3DS step using the simulator.
7. Wait for the success confirmation.

Expected Outcome:

• The card is tokenized and saved.
• It will appear as a saved payment method for future purchases.
• The customer can review or remove it from My Account → Payment Methods.

This scenario shows how a customer saves a card while using the modal or redirect Paysafe Checkout interface.

Preconditions:

• The “Save payment methods” option is enabled.
• “Payment Form Type” is set to Paysafe Checkout.
• Test mode is enabled.
• A card supporting 3DS is used.

Steps:

1. Add an item to the cart and proceed to checkout.
2. Choose Paysafe Checkout as the payment method.
3. Wait for the modal to open.
4. Enter card details inside the form.
5. Check the box: “Save this card for future transactions.”
6. Proceed with payment and complete the 3DS step.

Expected Outcome:

• Card is saved after successful payment.
• Next time, the modal will show this card with CVV input field.

This scenario covers using a previously saved card to complete a new order.

Preconditions:

• The customer has previously saved at least one card.
• “Save payment methods” is enabled.
• “CVV required for saved cards” is enabled.

Steps:

1. Log in with the customer account that has saved cards.
2. Add a product to the cart and proceed to checkout.
3. The saved card(s) will appear as selectable options.
4. Choose a card and enter CVV.
5. Click Place Order.

Expected Outcomes:

•  The payment completes using the stored token.
• Confirmation message is shown.

This scenario walks through managing saved cards in the customer’s profile.

Preconditions:

• At least one card was previously saved.
• Customer is logged in.

Steps:

1. Navigate to My Account → Payment Methods.
2. View saved cards (masked number and expiry).
3. Click Delete to remove one card or Delete all payment data to remove all.

Expected Outcome:

• Deleting removes tokens instantly.

This scenario explains how customers can add a new card outside the checkout flow.

Preconditions:

• "Save payment methods" is enabled.
• 3DS for Verification is enabled in Smart Router (required).
• Plugin is in Test Mode.

Steps:

1. Log in to your customer account.
2. Go to My Account → Payment Methods.
3. Click Add payment method.
4. Fill in card data in the embedded secure form.
5. Complete the 3DS verification flow.

Expected Outcome:

• Card is verified (via Paysafe’s Verification API).
• It becomes available for checkout use.
• Appears in the saved cards list with masked number and expiry.

This scenario demonstrates how a customer completes a checkout that includes a subscription item, using a new card and the Hosted (JS) payment form.

Preconditions:

• The WooCommerce Subscriptions plugin is installed and active.
• The "Enable support for subscriptions" setting is checked in the Paysafe plugin settings.
• The Payment Form Type is set to Hosted Payment (JS).
• Test mode is active.

Steps:

1. Add a subscription product to the cart.
2. Proceed to checkout.
3. In the payment form, enter card details.
4. Note: The "Save payment method" checkbox is pre-checked and disabled.
5. A message is shown informing the customer that the card will be saved due to the subscription.
6. Click Place Order and complete the 3DS challenge.

Expected Outcome:

• The order is created and marked as "Processing".
• The card is saved automatically and linked to the subscription.
• Future recurring payments will use this card.
• The card appears in My Account → Payment Methods.

This scenario shows how a returning customer can use a previously saved card when purchasing a subscription product.

Preconditions:

• Same as Scenario 14.
• Customer must already have at least one saved card.

Steps:

1. Log in with a test customer account.
2. Add a subscription product to the cart.
3. Proceed to checkout.
4. Select one of the saved cards and enter CVV.
5. Click Place Order.

Expected Outcomes:

• The subscription is created.
• The selected saved card will be used for the initial and future recurring payments.
• The status of the order is "Processing".