Setting Up Manual Payments (v2)
IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. Manual payments are a way for to you offer other payment methods should Stripe or PayPal is not available for your users. It can be a wire or bank transfer or any other payment method available to your users locally. How to enable Manual Payments Setting up manual payment is very easy. You just need to enable it under payment gateways and put in detailed instructions on how the user should send the payment. First, go to WP Ultimo > Settings > Payments. Below Payment Gateways, toggle Manual on. You will see that a Payment Instructions box will show up for you. Add to this box the information your customer will need to make the payment. It can be your bank account details and your email so the customer can send you the payment confirmation, for example. After setting it up, just click on Save Settings and it is done. When users register to your network, they will see a message telling them that they will receive your instructions to complete the purchase. And they will also receive a message on your Thank You page with your payment instructions. Confirming manual payments To confirm a manual payment, go to the Payments menu on the left bar. There you can see all the payments on your network and their details, including their status. A manual payment will always have a Pending status until you manually change it. Enter the payment page by clicking the reference code. On this page you have all the details of the pending payment, such as reference ID, products, timestamps and more. On the right column, you can alter the status of the payment. Changing it to Completed and toggling the Activate Membership option will enable your customer’s site and their membership will be active.
Setting Up The PayPal Gateway (v2)
IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. You can activate up to four methods of payment on our payment settings page: Stripe, Stripe Checkout, PayPal and Manual. In this article, we will see how to integrate with PayPal. Just like Stripe, PayPal is widely used for online payments, especially on WordPress websites. This article will guide you on how to use PayPal as a payment method available on your network. Note that you need to have a PayPal Business account to obtain the API credential needed for this integration. Enabling PayPal on your network To enable PayPal as an available payment method on your network, go to WP Ultimo > Settings > Payments tab and tick the box next to PayPal. Getting the PayPal API credentials Once PayPal is enabled as a payment gateway, you will need to populate the fields for PayPal API Username, PayPal API Password and PayPal API Signature. You can get this by logging in to your PayPal Live or Sandbox account. (Remember that you can use the sandbox mode to test payments and see if the gateway is correctly setup. Just toggle on the correspondent section.) To request API Signature or Certificate credentials for your PayPal account: 1. Go to your Account Settings. 2. In the API access section, click Update. 3. Under NVP/SOAP API integration (Classic), click Manage API credentials. - If you have already generated an API Signature or Certificate, you will be redirected to a page where you can find your credentials. - Note: If you are prompted to verify your PayPal account, then follow the on-screen instructions. 4. Select one of the following options, then click Agree and Submit. - Request API Signature – Select for API Signature authentication. - Request API Certificate – Select for API Certificate authentication. 5. PayPal generates your API credentials as follows: - API Signature credentials include an API Username, API Password, and Signature, which does not expire. These values are hidden by default for added security. Click Show/Hide to toggle them on and off. When finished, click Done. - API Certificate credentials include an API Username, API Password, and Certificate, which expires automatically after three years. Click Download Certificate to save the API Certificate to your desktop. That’s it, your PayPal payment integration is complete! If you have any questions regarding PayPal settings, you can refer to PayPal's Help Center.
Setting Up The WooCommerce Integration (v2)
IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. ATTENTION: WP Ultimo: WooCommerce Integration requires WooCommerce to be activated at least on your main site. We understand that Stripe and PayPal are not available in some countries which limit or hinders WP Ultimo users from effectively using our plugin. So we created an add-on to integrate WooCommerce. WooCommerce is a very popular eCommerce plugin. Developers around the world created add-ons to integrate different payment gateways to it. We took advantage of this to extend the payments gateways you can use in the WP Ultimo billing system. Setting It Up First, you need to install the WooCommerce Integration add-on which is free for licensed users. To install it, click on WP Ultimo on your super admin dashboard and select Add-ons. Here you can find all WP Ultimo add-ons. Click on the WP Ultimo: WooCommerce Integration add-on. A window will pop up with the add-on details. Just click on Install Now*.* After the installation is done, you will be redirected to the plugins page. Here, just click on Network Activate and the WooCommerce add-on will be activated on your network. After activating it, if you still don't have the WooCommerce plugin installed and activated on your website, you will receive a reminder. Once installed, you will see an additional option under the WP Ultimo payments settings. You can then enable the WooCommerce option from there. You can configure some basic settings like the display name that will show in the front end and instructions to guide your users in their checkout flow. Then you can go to your Main site’s WooCommerce settings to enable and configure the payment gateway you prefer to use. How to manage the payment The WooCommerce Integration works in a very similar way to the way our Manual Gateway works. The downside is that every payment must be paid manually at the end of the billing period. Here is how the flow works: - Once the user’s billing cycle ends, the membership is put on hold. At the same time, an order will be created on the WooCommerce install on your network’s main site. - Users then receive an invoice in their email, with a link to perform the payment (the link also appears on their billing history from their subsite dashboard). That link redirects the user to the WooCommerce checkout, where users will be able to select one of the available WooCommerce gateways in order to process their payment. - Once the payment is received, the membership is renewed, the payment is logged on WP Ultimo and the order is set to complete. Some Important Notes: - The default functionality of WP Ultimo still works with this integration form. For example, issuing refunds from the Subscription Management screen will communicate with WooCommerce to issue the refund using the selected payment form. - WP Ultimo: WooCommerce Integration relies on WP-Cron to work. This works very well most times, but if the site has low traffic then the cron is not prompted to check for scheduled events and the event is missed, which can cause execution delays. Woocommerce Subscriptions Plugin Manually initiating a payment each month is not ideal for end-users to do as a subscription is expected to automatically recur every billing cycle. So we designed the WooCommerce Integration addon to support the WooCommerce Subscriptions plugin. This will automate the payment to make the transaction easier for your end-users. All you need to do is install the Woocommerce Subscriptions plugin and have it activated on your main site. Then go back to WP Ultimo payments settings and enable the integration. And that is it. Your end-users will no longer need to manually make a payment at the end of their billing cycle. Aside from an order being created on your main site under Woocommerce, it will also create a subscription for each account.
Setting Up The Stripe Gateway (v2)
IMPORTANT NOTE: This article refers to WP Ultimo version 2.x. You can activate up to four methods of payment on our payment settings page: Stripe, Stripe Checkout, PayPal and Manual. In this article, we will see how to integrate with Stripe. Enabling Stripe To enable Stripe as an available payment gateway on your network, go to WP Ultimo > Settings > Payments and tick the toggle next to Stripe or Stripe Checkout on the Active Payment Gateways section. Stripe vs Stripe Checkout: Stripe: This method will show a space to insert the credit card number during the checkout. Stripe Checkout: This method will redirect the customer to a Stripe Checkout page during the checkout. Getting your Stripe API keys Once Stripe is enabled as a payment gateway, you will need to populate the fields for Stripe Publishable Key and Stripe Secret Key . You can get this by logging in to your Stripe account. Note: you can activate Sandbox mode to test if the payment method is working. On your Stripe dashboard, click Developers on the top-right corner, and then API Keys in the left menu. You can either use Test Data (to test if the integration is working on your production site) or not. To change this, twitch the Viewing test data toggle. Copy the value from the Publishable key and Secret key, from the Token column and paste it on WP Ultimo Stripe Gateway fields. Then click to Save Changes. Setting up Stripe Webhook Stripe sends webhook events that notify WP Ultimo any time an event happens on your stripe account. Click Developers and then choose the Webhooks item in the left menu. Then on the right hand side click Add endpoint*.* You will need an Endpoint URL*.* WP Ultimo automatically generates the endpoint URL which you can find right below the Webhook Listener URLfield in WP Ultimo Stripe Gateway section_._ Copy the endpoint URL and paste it on Stripe Endpoint URLfield. Next is to select an Event*.* Under this option, you just simply need to check the Select all events box and click to Add events. After that click Add Endpoint to save the changes. That’s it, your Stripe payment integration is complete!
Getting Started with the GoCardless Payment Gateway
GoCardless is a payment gateway available in Europe and in the UK that allows for Direct Debit payments. The WP Ultimo: GoCardless Gateway adds GoCardless support to WP Ultimo, allowing you to charge your customers in that region using Direct Debit. This tutorial will cover how to setup GoCardless to start accepting payments through it on your WP Ultimo network. Note: GoCardless only works with the following currencies: EUR, GBP, AUD, SEK, and DKK. Installing the Add-on First of all, you'll need to install the GoCardless add-on for WP Ultimo. You can do that by going to WP Ultimo > Settings > Add-ons (on the sidebar). And picking the GoCardless add-on on that list. After the add-on is installed and activated, go to WP Ultimo > Settings > Payments, toggle the GoCardless option, and save. Getting an Access Token Create an account on GoCardless (or on the GoCardless sandbox, if you want to test it first, which is recommended). Then, after logging in, navigate to the Developers menu item. Developers menu position On the Developers page, click on the Create button at the top-right corner of the screen, then click on the option Access Token. This will open a new modal window, allowing you to create a new token. Give it a recognizable name and make sure you select the Read-write access option in the Scope menu. The access token will appear on the screen. Copy that over and paste it onto your WP Ultimo > Settings > Payments > GoCardless menu. Be sure to place it on the right field. If it's a live toke n, toggle the sandbox mode off before pasting the token. That's it for the first step. Next, you need to setup a webhook listener. Setting up the Webhook Listener When dealing with subscriptions, WP Ultimo needs to hear about changes in the subscription status, new payments being made, and other such things. The way payment gateways notify WP Ultimo of those changes is using webhook calls. For that reason, in order for the integration to work 100%, we need to tell GoCardless which URL to call with all that info. Go back to your GoCardless > Developers panel and click the Create button again, but this time, select the Webhook endpoint option. A new window will open with the webhook endpoint options. It asks for the webhook URL, so head back to your WP Ultimo settings > Payments > GoCardless and copy the webhook URL listed in there: Additionally, you can enter a webhook secret that will be used to sign your webhook calls. Whatever you enter on that field, you'll need to enter on the WP Ultimo Webhook Secret field as well. Finish up by saving the endpoint by clicking the Create webhook endpoint button and then save your WP Ultimo settings as well. You should be ready to accept GoCardless now!
Getting Started with the PayFast Payment Gateway
PayFast is a leading online payment processor for businesses in South Africa. It’s dedicated to helping online merchants grow by making transactions seamless and secure. As per WP Ultimo user's request, we decided to create an addon that will make integration with PayFast possible. This article with show how to set up PayFast as your payment gateway to receive payment in your WP Ultimo network. The first step is to install the add on. How to install the Payfast add-on: Go to the add-ons page and select the WP Ultimo: Payfast Gateway add-on. The add-on window will pop up. Click on Install Now. After the installation is done, you will be redirected to the plugins page. Here, just click on Network Activate and the Payfast add-on will be activated on your network. Setting Up PayFast After installing the add-on, you can now go to WP Ultimo settings and start to configure PayFast. Under WP Ultimo settings page, you can find the "Payments" tab. Under this tab, you should "Payfast" along with a toggle button to enable or disable this payment gateway. Go ahead and click the toggle button to enable it. It will then expand the box to show different fields that you need to populate such as Mechant ID, Merchant Key and PassPhrase. You can get this information from your Payfast account The next step is to login to your PayFast account to get the information you need. Upon logging in, you can immediately see the credentials you need from your Payfast account dashboard. You can simply copy and paste the credential and populate the details on your WP Ultimo settings. Then click the "Save settings" button to save the changes. That’s it, your PayFast payment integration is complete!