Instructions for WooCommerce
To set up payment acceptance using this manual, you need to sign up for Yandex.Checkout and get the shopId and Secret key parameters.
- shopId will appear in your Merchant Profile by itself when you sign up for the service,
- Secret key is issued independently and requires activation in Merchant Profile.
Once you get both parameters, you can proceed with the configuration following this manual.
Installing the plugin
2. Click Plugins — Add new in the website's dashboard.
3. Upload the archive on the opened page. Click Install.
That's it: the plugin is installed. You can set up payment acceptance.
Setting up payment acceptance
1. Click WooCommerce — Yandex.Checkout settings in the website's dashboard.
2. Fill out the shopId and Secret key fields: you can get both parameters in your Yandex.Checkout Merchant Profile.
3. Indicate the preferable scenario of selecting a payment method:
- On Yandex.Checkout's side (you can view an example in Demo Store),
- On the store's side.
The option of selecting the payment method on the store's side looks like this.
4. In the drop-down lists, indicate the pages that your customers will see on:
- successful payment,
- payment error.
If there are no corresponding pages, they need to be created.
5. If you configured the transmission of receipts to the Tax service via Yandex.Checkout partner services (in accordance with Federal Law No. 54-FZ), enable the transmission of receipt data, then indicate the VAT rate to be specified in the receipt.
- The default rate will be indicated in the receipt for the products that you didn't previously indicate the VAT rate for,
- The rates in your store have to be compared against the Yandex.Checkout rates.
6. Click Save changes.
7. By default, all payment methods available in WooCommerce will be enabled for you: bank cards, Yandex.Money, Alfa-Bank, Sberbank Online, QIWI, Webmoney, and cash via payment kiosks. Some unneeded payment methods can be disabled in WooCommerce — Settings — Payments.
8. Scroll to the bottom of the page and uncheck the boxes of the payment methods you don't need. This section also allows changing their display order at the checkout page: all you need to do is drag them up or down in the table.
9. Configure Payment subject and Payment method so the fiscal documents will meet FFD 1.05 requirements.
Payment subject is the category of goods and services that you sell (product, service, gaming bids, etc).
Payment method is the category of the method you use to accept payment (installments, prepayment, full settlement, etc).
Values of these parameters are taken from the product attributes:
- Payment subject attribute is the payment subject,
- Payment method attribute is the payment method.
For products that don't have values of these attributes, the values are provided by thePayment subject and payment method (FFD 1.05) block.
If necessary, the values can be configured separately for each product (in the product profile).
10. Second receipt
Once you set up everything for 54-FZ, you can proceed to the second receipt. If you enable this option, the module will generate a second (closing) receipt. This will happen automatically if the order has items with full prepayment and this order has moved to the selected status. For example, "completed".
The second receipt will be recorded in the order history.
When do I need a second receipt
Owners of online sales registers must generate two receipts if the customer makes a prepayment and only then receives the product or service. The first receipt is for settlements made to your account, the second is for shipment of the goods or performance of the services. In the first receipt, "full prepayment" is specified as the "payment method attribute". In the second one, "full payment" is specified as the "payment method attribute".
Using deferred payment (preauthorization)
If you have enabled deferred payments, bank card payments will be made in two steps:
- When the customer places an order on the website, the bank blocks the required amount on their card.
- The store captures the payment or returns the money to the customer.
In this case, if the order is canceled or the product is out of stock, the store can easily refund the money. No commission is charged for this refund.
1. How to enable deferred payments
Navigate to WooCommerce — Yandex.Checkout Settings. Check the Enable deferred payments box and click Save changes.
After you enable the option, the default status for all orders paid with a bank card will be "on-hold", and the payment will keep that status until you capture or cancel it. Every time a payment is received, the following entry will be added to the order history: "New payment has been received. Capture it before <date and time>, or it will be automatically canceled".
2. How to capture a payment
You can do it via the list of orders. Navigate to WooCommerce — Orders. Orders awaiting processing have a "processing" button in the Actions column (a button with an ellipsis). Click it to capture the payment. The payment status will change immediately after you click the button, and the result will be recorded into the order's history: "You have captured the payment via Yandex.Checkout". When you receive the payment notification from Yandex.Checkout, another entry will be added: "Transaction number in Yandex.Checkout: <id>. Amount: <amount>".
You can via the order card. View the order card, select the "Processing" status in the Order Status drop-down menu, then click "Update".
You can edit the contents of the order before capturing the payment: remove items or change their quantity. If you partially capture the payment, the remaining part is returned to the buyer.
3. How to cancel a payment
View the order card, select "Canceled" in the Order Status drop-down menu, then click "Update". The result will be recorded in the order history. If you are unable to cancel it, try again.
Saving the payment data of the method
Customers can save the details of bank cards and Yandex.Money wallets in the personal dashboard on your website. When making the next payment, they can select a saved payment method without entering the information again.
Activating the feature
- Contact your Yandex.Checkout manager and tell them you want to enable this option.
Wait for the manager's response and enable the option in the module settings. Click WooCommerce — Settings — Payments tab in the website's dashboard.
Select Bank cards or Yandex.Money wallet in the list of payment methods and check the Save the payment method box.
How the customers will use this feature
- To save a card or wallet, the buyer must be registered on the website.
- There are 2 ways to save data: enter it in the personal dashboard, or remember it during payment.
- During the next payment, the website will offer to use a new card, select one of the saved ones, or save the payment method.
- The customer can delete saved cards and wallets in the personal dashboard.
Using B2B payments
B2B payments in Yandex.Checkout allow accepting online payments from legal entities.
1. To use B2B payments via Sberbank Business Online, enable this option in the module settings.
2. After each B2B payment, Yandex.Checkout generates a payment order containing the purpose of the payment. If necessary, you can edit the template.
3. Specify the default tax rate: it will be sent to Sberbank Business Online if a different rate is not specified in the product description.
4. Compare the VAT rates in your store against the rates that will be sent to Sberbank Business Online.
5. Don't forget to save the changes.
When a payment is made via Sberbank Business Online, the payer information is recorded in the order history.