Release testing instructions for WC Payments 8.3.0

Multi-currency + WooCommerce Subscriptions testing

Setup

• Make sure you have Multi-currency enabled under Payments > Settings > Advanced Settings.
• Make sure you have a few currencies added, at least one zero decimal currency like JPY or CLP and the multi-currency switcher is enabled under WooCommerce > Settings > Multi-currency.
• Create a simple subscription product with a signup fee.
• Create a variable subscription product with a signup fee, make sure that it has at least 2 variations with different prices, such as 10/month and 20/month.
• Under Marketing > Coupons, create a Recurring Product Discount coupon that is less than the amount of the products you're going to use for testing.
• Create a Recurring Product % Discount coupon.
• Add the Flat Rate shipping method to the shipping zone you plan to use for testing. Note that if you do not specify a region for a shipping zone, it applies to everywhere :)
• Make sure you have Early Renewals enabled under WooCommerce > Settings > Subscriptions.
• Go to WooCommerce > Settings > Subscriptions and enable switching, also setting to prorate recurring payment for upgrades and downgrades.

Shop and product page testing

• Navigate to the shop page.
• Confirm your subscription products have the proper converted prices and signup fees. Pay attention to the price formatting.
• Navigate into each product.
• Confirm the product prices and signup fees are converted correctly.
• When selecting a variation option for the variable subscription, confirm the proper converted price is shown below the variation select box.

Cart and checkout testing

• Add each product to your cart and proceed to the cart page.
• Confirm each product is properly converted in the cart line items.
• Confirm recurring shipping costs are converted correctly.
• Proceed to checkout.
• Confirm each product is properly converted in the checkout line items.
• Confirm recurring shipping costs are converted correctly.
• Check out.

Order review testing

• Confirm the product and shipping costs on the order confirmation page are still converted correctly.
• Change the currency.
• Confirm the currency for the order review is still the currency selected at the time of order.
• Navigate to My Account > Orders, and then to your new order.
• Confirm the currency for the order is still the currency selected at the time of order.

Manual renewal order testing

• Navigate to WooCommerce > Subscriptions, and click into one of your new subscriptions.
• Use Subscription actions at the top right to Create pending renewal order and click the arrow button.
• Navigate to the new order through the link in the Order notes.
• The order will have a Customer payment page link above the Status, click that link.
• Currency switcher widget should be hidden.
• Confirm that the checkout page has the correct costs listed.
• Shipping costs and taxes should still convert correctly.
• All other products in the shop should still convert correctly.
• You should be able to add a simple product to the cart with the proper conversion.

Resubscribing testing

• Navigate to WooCommerce > Subscriptions.
• Hover over one of your new subscriptions and click Cancel, once the page refreshes hover again and choose Cancel Now.
• Navigate to My Account > Subscriptions, and then click View for the cancelled subscription.
• Click the Resubscribe button.
• Confirm the subscription added to the cart has the correct price.
• Confirm the currency switcher widget is hidden.

Recurring Product Discount coupon testing

• Purchase your simple subscription product with the_Recurring Product Discount_ coupon created
• Go to My Account > Subscriptions, and then that new subscription.
• Click Renew now, and confirm the coupon amount and subscription cost are correct.

Secondary test:

• Navigate to WooCommerce > Subscriptions in the admin.
• Select the subscription from above.
• Under Subscriptions actions in the top, right corner, select Create pending renewal order and then click the little arrow or Update.
• A new order will be created, and a link to it will be in the Subscription notes, click the link to go to that order.
• There will be a Customer payment page link above the Status select box, click that.
• Verify that the coupon amount has not been converted a second time.

Recurring Product % Discount coupon testing

• Add your simple subscription product to your cart, then apply your Recurring Product % Discount coupon.
• Confirm that the amount discounted in the cart has only been converted once.
• Complete the transaction.
• Go to My Account > Subscriptions, and then that subscription.
• Click Renew now, and confirm the amount in the cart has not been converted a second time.

Subscription switching testing

• Sign up for the lower price of your variable subscription product.
• Once order is complete, scroll down to use the View option to view the subscription.
• Use the Upgrade or Downgrade button on the subscription to start the process.
• Choose the higher priced variation on the product and add to cart.
• The cart should show the sign up fee as the proper prorated amount to upgrade.

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Embedded KYC Testing

Onboard using the Embedded KYC

1. Create a fresh site with WooCommerce and the WCPay Dev Tools plugin (link to latest zip) - (here is a direct Jurassic Ninja create link). Go to the site's WordPress admin dashboard.
2. Make sure the WCPay Dev Tools plugin is activated and that dev mode is enabled when clicking on the WCPay Dev main menu item:
3. Click on the "WooCommerce" main menu item and you will be redirected to the WooCommerce setup wizard. Click on the "Skip guided setup" link:
4. Choose "United States" as your business location (the region doesn't matter) and click on "Go to my store":
5. Go to Plugins > Add New on your WordPress site. Click on Upload plugin and upload the current WooPayments testing plugin .zip file. Activate the installed WooPayments plugin.
6. Click on the Payments menu item to go to the Payments Connect page. Make sure you see a notice that "Sandbox mode is enabled, only test accounts will be created."
7. Click on the Connect your store button, and you should be asked to connect your site to your WordPress.com account (you may need to login and/or create a WordPress.com account):
8. Once you approved your site WPCOM connection, you will be redirected to the WooPayments setup wizard:
9. You should now see the step asking for business details, such as country, business type and business industry. Some fields might be prefilled. Fill in all the fields and make sure that for the business legal structure field (labeled What type of legal entity is your business?) you choose the Individual select option. Click on Continue.
10. You should now see the final step of the wizard asking for an estimated annual Ecommerce revenue and timeline for taking your store live. Choose the Less than 250k option for the select field labeled with What is your estimated annual Ecommerce revenue (USD)?, and Within 1 month for the select field labeled with What is the estimated timeline for taking your store live?. Click on Continue.
11. You should see a loading and then the following screen:
12. Click Add Information. A pop-up should appear. Enter the test phone number, an email address, and then use the test 2FA code. After clicking continue, the pop-up will close and you should see a screen similar to the following as part of the WooPayments onboarding:
13. Click Cancel in the top right corner to exit the onboarding early.
14. You will be redirected to the Payments Connect page. Click on "Finish business details verifications" and you will be redirected to the onboarding page again:
15. Complete the onboarding by entering the details (legal name, email, and date of birth).
16. Click on Continue, and you will be taken directly to the last step of the Stripe KYC with an Agree and submit button. You should not be required to provide bank account details or other documents, even if on "Payout details" it might say "Information required" for the bank account.
17. Click on the Agree and submit button, and you will see "Thanks for adding information to set up your account..." notice and then in a few seconds get redirected to the Payments > Overview page (with the menu 'Payments' active).
18. You will see a popup window asking you if you want to setup payments and deposits or just enable payments. Click on "Start selling" and the popup window will close:
19. Go to the Account details page section and make sure that Payments are enabled.
20. Click on the "Start receiving deposits" button from the "Verify your bank account to start receiving deposits" task, and you should be redirected to the Stripe KYC again (also embedded):
21. Provide all the details asked during the Stripe KYC, such as full address, phone number, social security number, test bank account, etc. On the last step, wait for all verifications to finish (they have "Verifying" loading badges) and then click the "Confirm" button.
22. You should be redirected to the Payments > Overview page. Check that both Payments and Deposits are enabled. Please note that it may take around 30 seconds to a minute for platform webhooks to arrive at your test store; in that case, you need to wait and refresh the page.