Finix for WooCommerce

Finix for WooCommerce Overview

You can take payments on your WooCommerce store with Finix.

The Finix for WooCommerce plugin allows you to:

• Accept Card and ACH payments
• Supports Legacy and new blocks checkout
• Process refunds on WooCommerce
• Webhook support
• Support for Disputes and ACH Returns

You can view all your data in the WooCommerce plugin or on the Finix Dashboard.

Downloading

Finix for WooCommerce is available for download below.

Technical Requirements

1. WordPress website (compatibility tested since 6.4.3)
2. WooCommerce plugin installed (compatibility tested since 8.6.1)

Finix Requirements

1. Finix Sandbox Account to process Sandbox transactions. You will not be able to move real money in this environment.
2. Finix Live Account to run card or ACH transactions.

Installation Guide

1. Sign up for a Finix Sandbox Account

To create a Sandbox Account, read our guide or sign up directly for a sandbox.

We recommend you choose Individual Business as your customer type.

2. Download Finix for WooCommerce Plugin

Contact our support team for access to our plugin. You can email support@finix.com or reach out to your point of contact.

3. Install Finix for WooCommerce Plugin

1. Click on Add New Plugin .
2. Click on Upload Plugin .
3. Once the upload box opens, click Choose File , select the plugin file, and click Install Now .
4. Click Activate Plugin

Step 5. Enter Sandbox Information

Part 1 - Webhook Details

1. Click on WooCommerce on the admin menu and click on settings under WooCommerce. Navigate to the Payments tab.
2. In the list of Gateways, enable the Finix Gateway payment method and click on Manage .
3. If you scroll down, you'll see the webhook information to enter in Part 2.

Part 2 - Create Webhook on Finix Dashboard

1. Login into your Finix dashboard using the following link
2. Choose your environment. You may have a Sandbox or Production environment to choose from. Finix's system automatically selects your environment if you have only access to one.
3. Click Developer on the menu at the left bar (near the bottom).
4. Click on the Webhooks tab.
5. Click Create Webhook
6. Fill the webhook information with the details you got from step 1 ( URL, Username, and Password ). Choose Authentication type Basic and use any nickname you want to identify your webhook later.
7. Go to Events and choose Only the following entities and types .
8. Then mark Transfer and Disputes on both created and updated and save the webhook

Part 3 - Enter Sandbox Application ID, API Keys, and Merchant ID

Now that you've created a Webhook, navigate to the Developer Screen. In this screen, you will see:

• Application ID with a prefix of APxxx
• Merchant ID with a prefix of MUxx

Enter these details into the Finix for WooCommerce Plugin.

After you've entered these details, you will need to generate API keys. To do so, navigate to the Developers page. On the Developers page, click Create API Key. You'll receive a Username and Password. Enter these details into the Finix for WooCommerce Plugin.

Step 6. Configure Plugin and Enable

If you enable the plugin, your buyers will now have an option to checkout with Finix.

You can configure additional settings in the plugin to best suit your use case.

Step 7. Enter Production information

Once approved for a live account, you can enter your live credentials and information.

You can repeat the steps above. You'll need to:

• Create a production webhook with the information supplied by the plugin
• Enter an Application ID, Merchant ID, API key Username, and API key Password.

Searching for Transactions on the Finix Dashboard

You can find Payments using WooCommerce Order Ids on the Finix Dashboard.

1. Navigate to the Payments page.
2. Click on the filter icon.
3. Filter by value and type in your WooCommerce Order Id.