Direct Payments for WooCommerce is the easiest way to get paid on your Woocommerce website. Once a customer makes a payment using your preferred payment method, you’ll want to confirm or cancel their transaction. This guide explains how to verify payments, manage orders, and keep your customers updated.
With Direct Payments for Woocommerce Pro you can easily confirm or cancel payments directly through email without logging into the dashboard, saving time.
Confirming a payment
To confirm a payment:
- Log in to your WordPress website.
- Go to WooCommerce > Direct Payments from the WordPress Admin Panel.
- In the list of received payments, click the View icon next to the relevant payment to see details.
- Click View Payment Proof and verify payment by cross-checking with your account to confirm the payment.
- If the payment has been received, click Confirmed. The order status will automatically update to Processing.
Cancelling a payment
If you need to cancel a payment:
- Log in to your WordPress website.
- Go to WooCommerce > Direct Payments from the WordPress Admin Panel.
- In the list of received payments, click the View icon next to the relevant payment to see details.
- Click View Payment Proof and verify payment by cross-checking with your account to confirm the payment.
- If payment has not been received after 2-3 working days, click Cancelled. The order will update to show that it has been cancelled.
Additional Tips for Managing Direct Payments
- Enable Payment Notifications: Use the Instant Payment Alert Notifications feature to receive alerts immediately payment is made.
- Email Payment Confirmation: With Direct Payments for Woocommerce Pro, you can confirm or cancel payments directly through email, without needing to log into the dashboard.
- Maintain Secure Records: Keep transaction records, such as screenshots or payment receipts, to quickly address disputes or questions from customers.
- Set Up Auto-Cancel: Configure an auto-cancel feature to automatically void unpaid transactions after a specified period, helping maintain a clean order list.
- Automatic Order Syncing: Direct Payments is linked with WooCommerce orders, so when an order status is updated:
- Changing an order from On-Hold to Processing or Completed will automatically confirm the payment.
- Changing an order from On-Hold to Cancelled will automatically cancel the payment.