Installation Guide

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. Make sure you are using the correct API keys and have selected the appropriate mode (Sandbox or Live).

• 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 3.1 : Paynote offers two separate API mode to support your business operations:

• Sandbox Mode
  • Starts with the prefix sk_test_.
  • Used for testing the API in a sandbox environment.
  • Allows performing test transactions, creating test data, and simulating various scenarios.
  • Must be stored securely as it provides access to the API, but only in a test environment.
• Live Mode
  • Starts with the prefix sk_.
  • Used for performing real operations in a production environment.
  • Provides full access to the API for working with real data and transactions.
  • Must be handled with extreme caution, as its compromise can lead to data leaks or financial losses.

Step 3.2 : Key Differences:

1. Prefixes:

• Sandbox: sk_test_ (secret).
• Live: sk_ (secret).

2. Purpose:

• Sandbox keys are used for testing and development.
• Live keys are used for real operations.

3. Security:

• Sandbox keys are less critical as they only work with test data.
• Live keys require maximum protection as they provide access to real data and operations.

4. Access:

• Secret keys must only be used on the server side and should never be exposed to the client.

These differences help developers and companies safely test their integrations before moving to a production environment.

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

• Paynote Domains: https://api-paynote.seamlesschex.com/ and https://paynote-wapi.seamlesschex.com/
• Paynote IPs: 54.91.177.147, 35.168.136.199, 52.86.225.5, 52.54.42.180

Step 5: Enable Paynote as a Payment Method

• Go to WooCommerce > Settings > Payments.
• Enable Paynote as a payment method.

Step 6: Test the Installation

• Create a test transaction via Sandbox (test) 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 7: 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 [email protected] for assistance.