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Installation Guide

Make sure you have administrative access to your website where you plan to install the Paynote plugin.

Verify that your WordPress version is up to date and WooCommerce is installed.

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Installation Guide (https://wordpress.org/plugins/paynote/)

Step 1: Install the Plugin

  • Access the administrative panel within Wordpress admin.
  • Navigate to the plugin or extensions section.
  • Search the option to "Add New Plugin" plugin or extension.
  • Search plugins - Paynote, then click Install.

Step 2: Activate the Plugin

  • Once the plugin is installed, you'll see an option to "Activate" the plugin. Click on it.
  • The Paynote plugin should now be active on your website.

Step 3: Configuration

  • After activation, navigate to the Paynote plugin settings within your administrative panel.

  • Enter your Paynote account details, including API keys, which you can find in your Paynote account under settings in the ‘API’ tab.

  • Configure the plugin settings according to your preferences, such as webhook URL, payment method name, payment frequency, capture auth and payment method description.

  • For Webhook option (easy integration), in Update Order Statuses, select Weebhook and then go to your 'Account Settings' in Paynote dashboard -> 'API' tab -> Paste in the 'Webhook URL' field and click 'save'.

  • You can also turn auto-updates off and do it manually by clicking 'Update Paynote Status' within the WooCommerce 'Orders' page.

  • Default Order Pending Status:

  • ACH In-Process:
    This is a custom Paynote status. When a payment is completed by the customer, it will be set to "ACH In-Process." After processing, it will change to either "Failed" or "Paid."

  • On-Hold:
    By default, WooCommerce sets all payments to "On-Hold" after initiation. From this status, payments will move to either "Failed" or "Paid."

Step 4: Whitelist Payote IPs and Domains with your security solutions

Step 5: Test the Installation

  • Create a test transaction to ensure the plugin is working correctly.
  • Check if the transaction appears in your Paynote dashboard and that all notifications are working as expected.

Step 6: Go Live

  • Once you've confirmed everything is working correctly with the test transaction, you can start using Paynote for live transactions.

Support

If you encounter any issues during installation or usage of the Paynote plugin, please refer to the Paynote support documentation or contact the Paynote support team paynote@seamlesschex.com for assistance.

Updated 8 days ago