# WooCommerce Knowledge Base

> **Purpose:** Step-by-step guidance for managing a WooCommerce store, distilled from official tutorial videos.
> **How to use:** Ask questions about any topic below; each section is self-contained with concrete steps.

## Products
- [Creating a Simple Product in WooCommerce](#creating-a-simple-product-in-woocommerce)
- [WooCommerce Product Types: Simple, Variable, and Grouped](#woocommerce-product-types-simple-variable-and-grouped)
- [Fixing Blurry or Distorted Product Images in WooCommerce](#fixing-blurry-or-distorted-product-images-in-woocommerce)
- [Creating Product Categories and Adding Them to the Navigation Menu](#creating-product-categories-and-adding-them-to-the-navigation-menu)
- [How to Add an Image to a Product Category in WooCommerce](#how-to-add-an-image-to-a-product-category-in-woocommerce)
- [How to Add a Variable Product in WooCommerce](#how-to-add-a-variable-product-in-woocommerce)
- [How to Add a Grouped Product in WooCommerce](#how-to-add-a-grouped-product-in-woocommerce)

## Orders & Shipping
- [Viewing and Managing Orders in WooCommerce](#viewing-and-managing-orders-in-woocommerce)
- [Processing Orders in WooCommerce](#processing-orders-in-woocommerce)
- [How to Issue a Refund in WooCommerce](#how-to-issue-a-refund-in-woocommerce)
- [Setting Up Shipping Rates and Zones in WooCommerce](#setting-up-shipping-rates-and-zones-in-woocommerce)
- [Setting Up Shipping Zones in WooCommerce](#setting-up-shipping-zones-in-woocommerce)
- [Configuring Flat Rate Shipping in WooCommerce](#configuring-flat-rate-shipping-in-woocommerce)
- [Setting Up Local Pickup in WooCommerce](#setting-up-local-pickup-in-woocommerce)
- [Setting Up Free Shipping in WooCommerce](#setting-up-free-shipping-in-woocommerce)

## Coupons & Marketing
- [Creating Coupon Codes in WooCommerce](#creating-coupon-codes-in-woocommerce)

## Payments & Taxes
- [Connecting PayPal to WooCommerce with the Payment Plugins Extension](#connecting-paypal-to-woocommerce-with-the-payment-plugins-extension)
- [Connecting Stripe to WooCommerce with the Payment Plugins Extension](#connecting-stripe-to-woocommerce-with-the-payment-plugins-extension)
- [Setting Up Tax Rates and Automated Taxes in WooCommerce](#setting-up-tax-rates-and-automated-taxes-in-woocommerce)
- [Setting Up Taxes in WooCommerce](#setting-up-taxes-in-woocommerce)
- [Creating an Example Tax Rate in WooCommerce](#creating-an-example-tax-rate-in-woocommerce)

## Website & Content
- [How to Edit Text, Images, and Buttons on Your Website](#how-to-edit-text-images-and-buttons-on-your-website)
- [How to Create a New Page and Add It to Your Menu](#how-to-create-a-new-page-and-add-it-to-your-menu)
- [How to Edit Your Site's Navigation Menu](#how-to-edit-your-site-s-navigation-menu)
- [How to Edit Your Footer in the Astra Theme](#how-to-edit-your-footer-in-the-astra-theme)

## Reports & Customers
- [Tracking Your Store's Sales with WooCommerce Analytics](#tracking-your-store-s-sales-with-woocommerce-analytics)

## Emails
- [Handling Incoming Orders and Customizing Order Confirmation Emails in WooCommerce](#handling-incoming-orders-and-customizing-order-confirmation-emails-in-woocommerce)
- [Configuring WooCommerce Email Settings](#configuring-woocommerce-email-settings)

## Store Settings
- [WooCommerce Product Settings: Measurements, Display, Inventory, and Downloadable Products](#woocommerce-product-settings-measurements-display-inventory-and-downloadable-products)
- [Configuring WooCommerce Checkout Settings](#configuring-woocommerce-checkout-settings)
- [Configuring WooCommerce Account Settings](#configuring-woocommerce-account-settings)


---

# Creating a Simple Product in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=6OJSAn6A5mA

This guide walks through adding a new simple product in WooCommerce: naming it, writing descriptions, setting price and sale price, configuring inventory and shipping, adding a product image and gallery, assigning categories and tags, and publishing it to your store.

## Create the product and add a name

1. In the WordPress dashboard, go to **Products → Add New**.
2. Give your product a name. In the example, the product is a button-down dress called "Ruby".

## Add the product description and short description

There are two descriptions on a product page:

- **Product description** – shows below the product itself.
- **Product short description** – shows below the title and price.

1. Copy and paste your text into the **Product description** field.
2. Scroll down and copy and paste the same or similar text into the **Product short description** field.

## Set the product type and price

1. Scroll to **Product data**. The available product types are: **Simple product**, **Grouped product**, **External/Affiliate product**, and **Variable product**. For now, keep it on **Simple product**.
2. Enter a **Regular price** (e.g. $40).
3. Optionally add a **Sale price** (e.g. $30) to show a discounted price.

## Configure inventory

1. In the **Inventory** tab, add a **SKU** identifier if you want one. This is only for your own tracking.
2. Tick **Track stock quantity for this product** and enter the quantity currently in stock (e.g. 100). The number decreases automatically when someone purchases the product.
3. Set **Allow backorders?**:
   - **Allow** or **Allow, but notify customer** – people can still buy when stock hits zero.
   - **Do not allow** – purchases stop when stock reaches zero.

## Configure shipping

In the **Shipping** tab, you can add:

- Product **weight**
- Product **dimensions**
- A specific **shipping class**

Use these if you want to charge shipping rates based on weight, dimensions, or a shipping class.

## Link products and attributes

- Under **Linked products**, you can add **Upsells** or **Cross-sells**.
- **Attributes** are mainly for variable products, so skip them for a simple product.

## Add a product image and gallery

1. On the right side of the screen, go to **Product image** and click **Set product image**.
2. Upload an image and click **Set product image**. This shows on your store and as the first picture on the product page.
3. Under **Product gallery**, click **Add product gallery images**, upload your gallery image, and click **Add to gallery**. Gallery images let shoppers scrub through different angles of the product.

## Assign categories and tags

1. In the **Product categories** box, click **Add new category**, create a category (e.g. "Dresses"), and click **Add new category**. The product is now added to that category.
2. In the **Product tags** box, add all relevant tags (e.g. "dresses", "summer").

## Publish and view the product

1. Scroll up and click **Publish**.
2. Click the **View product** link, or right-click **View product → Open in new tab**, to see the product page with its image, gallery, price, name, short description, stock count, and main description.
3. Back in the dashboard, go to **Products** to see the new product in the list.

---

# WooCommerce Product Types: Simple, Variable, and Grouped

> **Source video:** https://www.youtube.com/watch?v=HhOf9260a2o

This guide covers installing the WooCommerce plugin, the three main product types (simple, variable, and grouped), and how to add each type to your store. It also covers creating categories, assigning products to them, and adding those categories to the navigation menu.

## Install and activate WooCommerce

1. Open the WordPress dashboard (visit your site and add `/wp-admin`, or use your bookmark).
2. To keep things organized, use **Screen Options** and untick the screen elements you don't need.
3. Go to **Plugins → Add New Plugin**, search for "WooCommerce", and click **Install Now → Activate**.

After activation:

- New pages are created: **Cart**, **Checkout**, **My Account**, **Refund and Returns Policy** (draft), and **Shop**. Delete the unwanted page by clicking **Trash**, then go to **Trash → Empty Trash**.
- New menu items appear on the left: **WooCommerce**, **Products**, **Analytics**, and **Marketing**.

## The three main product types

- **Simple product** – one product with one size and one color; no variants (e.g. a single blue t-shirt).
- **Variable product** – multiple variants of the same product (e.g. the same t-shirt in multiple colors, or one color in multiple sizes).
- **Grouped product** – multiple single products grouped together and sold from one product page.

## Add a simple product

1. Go to **Products → Add New** and enter a product name.
2. Add the **Product description** (shows below the product) and the **Product short description** (shows below the title and price).
3. In **Product data**, keep **Simple product** selected.
4. Set a **Regular price** (e.g. $40) and optionally a **Sale price** (e.g. $30).
5. In the **Inventory** tab, add a **SKU** (optional, for tracking), tick **Track stock quantity for this product** and enter the stock quantity, then choose a **backorder** option (**Allow**, **Allow, but notify customer**, or **Do not allow**).
6. In the **Shipping** tab, add weight, dimensions, and a shipping class if needed.
7. Under **Linked products**, you can add **Upsells** or **Cross-sells**. **Attributes** are for variable products, so skip them here.
8. On the right, click **Set product image** to choose the main image, and **Add product gallery images** to add extra angle shots.
9. Under **Product categories**, click **Add new category** to create one (e.g. "Dresses"). Add relevant **Product tags** too.
10. Click **Publish**, then use the **View product** link to see the finished product page.

## Add a variable product

1. Go to **Products → Add New**, enter a name, and paste in the product description.
2. In **Product data**, switch from **Simple product** to **Variable product**. A notice appears saying you can now add attributes. Note that the single price field disappears, because you set a price per variation.
3. Click **Attributes** and add your first attribute:
   - Enter the attribute name (e.g. "Color") and its values (e.g. "light pink | yellow"). Separate each value with a vertical bar (`|`). If you can't find the character on your keyboard, copy it from the video description.
   - Click **Save attributes**.
4. Add a second attribute for sizes (e.g. "small | medium | large") and click **Save attributes**.
5. Click **Variations → Generate variations** and confirm. All combinations are generated (e.g. six variants: small/medium/large for each color).
6. Add prices:
   - If all variants share the same price, click **Add price** to set it for all at once.
   - Otherwise, click **Edit** on each variant and enter its price individually.
7. Add a variation image for each variant:
   - Click **Edit**, click the image icon, upload the images for each color, and click **Set variation image**. Repeat for every variant.
8. Scroll down and add the **Product short description**.
9. Under **Product image**, set the **default product image**. In **Variations**, set the **Default form values** (which variation shows by default, e.g. "light pink" and "small").
10. Add extra **Gallery images** (hold Shift to select multiple at once).
11. Create a category for the product (e.g. "Tops"), then click **Publish** or **Update**.

On the product page, shoppers can switch variations (e.g. from light pink to yellow) and the image changes accordingly.

## Add a grouped product

1. First, create a **simple product** for each item in the group (e.g. an Xbox Series S, an Xbox controller, and an Xbox headset):
   - Give the product a name.
   - Add a **price** (a description is optional since the product only appears on the grouped page).
   - Set a **product image**, because it will show up in the cart.
   - Under **Catalog visibility**, click **Edit** and choose **Hidden**, so the product doesn't appear as a standalone item on the store. Click **OK**, then **Publish**.
   - Repeat for each item.
2. Create the grouped product:
   - Go to **Products → Add New** and name it (e.g. "Microsoft Xbox").
   - Add a product description.
   - In **Product data**, switch to **Grouped product**.
   - Go to **Linked products** and search for and add all the products that belong to the group.
   - Add a **Product short description**, set a **Product image**, and add **Gallery images** of the other products in the group.
   - Add a category and tags if you like, then click **Publish**.
3. On the grouped product page, shoppers can choose a quantity of each item and add them all to the cart from that one page. Because the individual products are hidden, only the grouped product appears on the shop page.

## Tip: duplicate similar products

To save time when adding many similar products, go to an existing product and click **Duplicate**. This copies all options, images, and the name; make your changes and publish it as a new product.

## Create categories and add products to them

1. Go to **Products → Categories**. You'll see categories you already created (e.g. "Dresses" and "Tops") plus **Uncategorized**, which is where products without a category are automatically assigned.
2. Add images to categories: click **Edit** on a category, scroll to the **Thumbnail**, click **Upload image**, choose an image, click **Use image**, then **Update**. Do the same for each category.
3. To create a new category (e.g. "Best Sellers"), enter the **Name**, optionally choose a **Parent category** (if it's a subcategory), set the **Thumbnail**, and click **Add new category**.
4. Reorder categories by dragging them into the desired order.
5. To assign products to a category:
   - Go to **Products**, tick the products you want.
   - Use the **Bulk actions** menu, choose **Edit**, and click **Apply**.
   - Under **Categories**, select the target category and click **Update**. Products keep their original categories and gain the new one.

## Add categories to the navigation menu

1. Go to **Appearance → Menus**.
2. Under **Product categories**, click **Select all**, then **Add to menu**, and **Save menu**. All categories now appear as links in the navigation menu.
3. To keep the menu tidy, make categories a submenu of the Shop page:
   - Under **Pages**, click **View all**, select the **Shop** page, and click **Add to menu**.
   - Drag each category below the Shop link and indent it to the right to nest it as a submenu item.
   - Click **Save menu**.
4. Reload your site to see the results. Drag the Shop link to the top of the menu if you want it leftmost, and save again.

---

# Fixing Blurry or Distorted Product Images in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=9wte-83NSnI

This guide explains how to fix product images that look blurry or stretched after switching themes, and how to prevent the problem in the future. There are two common causes and two fixes: upload appropriately sized images, or correct the image sizes set in WooCommerce.

## Identify the problem image

There are two common causes of blurry or distorted product images:

1. The uploaded image is not large enough. This can't be fixed in WooCommerce settings — you need to re-upload a higher-resolution image appropriate for your theme.
2. The image quality is fine, but the **image sizes set in WooCommerce** don't match what your theme needs. This video focuses on this cause.

## Find the size your theme needs

1. Navigate to a problem image in your store and note what type of image it is. WooCommerce has three product image types: **Catalog images**, **Single product images**, and **Product thumbnails**. (In the example, the broken image is a catalog image.)
2. Right-click the image and choose **Inspect** (or **Inspect Element**) in your browser's developer tools. This works in most major browsers.
3. In the HTML for the image, find the image placeholder **height and width** listed in pixels. Note these dimensions. In the example theme, the placeholder is **185 × 185 pixels**.

## Update the WooCommerce image size setting

1. In the WordPress admin, go to **WooCommerce → Settings → Products**, then select the **Display** submenu.
2. Find the size for the image type you're fixing (e.g. **Catalog images**).
3. Update the size to match what you found on the front end, or set it slightly larger for extra image insurance. In the example, the catalog images were set to **100 × 100 pixels**, smaller than the required **185 × 185**, which caused the stretching and blurriness.

## Regenerate your thumbnail images

Updating the size settings does not automatically fix the images. You need to regenerate them:

1. Install and activate the **Regenerate Thumbnails** plugin by Alex Mills.
2. To regenerate every image on the site, go to **Tools → Regenerate Thumbnails**.
3. To regenerate only specific images, go to the **Media Library**, make sure **List View** is active, select the images, and choose **Regenerate thumbnails** from the **Bulk actions** menu.
4. Depending on how many images you have and your server speed, this can take a minute or two.

Once done, return to your store — the images should now be the proper resolution.

## Check the original image quality

If images still look low quality, make sure the originally uploaded product image is large enough. For most themes, any image **larger than 800 × 800 pixels** should work. Keep this in mind whenever you switch themes with WooCommerce.

---

# Creating Product Categories and Adding Them to the Navigation Menu

> **Source video:** https://www.youtube.com/watch?v=kPJnJomWU4Y

This guide covers creating and organizing product categories in WooCommerce, assigning products to categories in bulk, and adding those categories to your navigation menu — including nesting them as a submenu of the Shop page.

## Add images to existing categories

1. In the WordPress dashboard, go to **Products → Categories**. You'll see categories you already created while adding products (e.g. "Dresses" and "Tops") plus **Uncategorized**. Products without a specific category are automatically assigned to **Uncategorized**.
2. For each category, click **Edit**, scroll down to the **Thumbnail**, and click **Upload image**.
3. Choose an image, click **Use image**, then **Update**.

## Create a new category

1. On the **Products → Categories** page, enter a **Name** for the new category (e.g. "Best Sellers").
2. If it's a subcategory of an existing one, choose the **Parent category**.
3. At the bottom, choose the category **Thumbnail** (image), then click **Add new category**.
4. You can reorder categories by dragging them into the desired order (e.g. Dresses, then Tops, then Best Sellers, then New Arrivals).

## Add products to categories (bulk)

1. Go to **Products** and tick the products you want to assign.
2. Use the **Bulk actions** menu, choose **Edit**, and click **Apply**.
3. Under **Categories**, select the target category (e.g. "Best Sellers"), scroll down, and click **Update**.
4. The products are now in the new category as well as any they were originally assigned to. Repeat for other categories (e.g. "New Arrivals").

## Add categories to the navigation menu

1. Go to **Appearance → Menus** to see the links currently in the navigation menu.
2. Scroll down to **Product categories**, click **Select all**, then **Add to menu**, and click **Save menu**.
3. Reload your website — all product categories now appear in the navigation menu.

## Nest categories under the Shop page

Too many top-level links can be confusing, so it's best to make categories a submenu of the Shop page:

1. Go back to **Appearance → Menus**. Under **Pages**, click **View all**, select the **Shop** page, and click **Add to menu**.
2. Drag each category below the Shop link and indent it to the right to nest it as a submenu item. Do this for all categories.
3. Click **Save menu** and reload the site. The menu now shows just the Shop link with all categories as submenus.
4. To place the Shop link on the far left, drag it to the top of the menu list, save again, and reload.

---

# How to Add an Image to a Product Category in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=oTaBcQG9oNI

This guide shows you how to add a thumbnail image to a product category in WooCommerce on WordPress. Adding category images makes your store look more professional and helps customers quickly identify different product categories at a glance.

## Log In and Open the Categories Screen

1. Open your browser and navigate to **WordPress.com**.
2. Sign in to the account where your WooCommerce store is set up — this is where you manage all your product categories and their images.
3. In the left navigation menu, click **Products** to expand a submenu of store inventory options.
4. From the options that appear, click **Categories**. This section is designed for organizing your products into groups, making it easier for customers to browse your store.

## Create the Category

1. On the categories creation page, fill in the **Name** of your new category (for example, electronics, clothing, or home decor).
2. Add a **Slug** — the URL-friendly version of the category name, which helps with search engine optimization.
3. Set the **Parent category** if this new category falls under a broader group. For example, if you're creating a category called "smartphones," you might set "electronics" as the parent category.
4. Optionally add a **Description** with more details about what products the category includes.

## Upload the Thumbnail Image

1. Scroll down to the **Thumbnail** image upload section.
2. Click the upload area and select an image from your computer or the media library.
3. Choose an image that best represents the category, as it will be displayed on your store's front end.

## Save the Category

1. When you're happy with all the details, click **Add new category**.
2. The category is created with the image attached and will now appear in your WooCommerce store with its custom thumbnail.

This simple addition enhances the visual appeal of your store and improves the shopping experience for your customers.

---

# How to Add a Variable Product in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=lWQkNR38_EM

A variable product is a product with multiple variants — for example, a top available in different colors (light pink and yellow) and different sizes (small, medium, and large). This guide walks through creating a variable product, adding attributes, generating variations, setting prices and images, and publishing it.

## Start the Product and Switch to Variable Product

1. From the WordPress dashboard, go to **Products** and click **Add new**.
2. Enter the **Product name** and paste in the product **Description**.
3. Scroll down to **Product data** and switch **Product type** from **Simple product** to **Variable product**.
4. A notice appears telling you that you can now add attributes (the different variants like size or color) to the product.
5. Note that the price field from the simple product has disappeared — this is because you can set the price for each variation individually.

## Add Attributes

1. Click the **Attributes** tab and add your first attribute.
2. For **Color**, enter the values for the different colors, e.g. `light pink` and `yellow`.
3. Separate each value with a vertical line (`|`). On the keyboard used in the video this is **Option 7**; on your keyboard the key may differ, and the vertical line character is also available in the video description to copy and paste.
4. Click **Save attributes**.
5. Click **Add new** to add a second attribute for **Size**, then enter `small`, `medium`, and `large` and click **Save attributes**.

## Generate the Variations

1. Click the **Variations** tab.
2. Click **Generate variations** and confirm. All six variants are generated: small, medium, and large for the light pink color, and small, medium, and large for the yellow color.

## Set Prices and Variation Images

- You can add prices to each variation separately by clicking **Edit** on an individual variant and entering a price there.
- If all variants share the same price, click **Set regular prices** (the "add price" option) at the top to apply a price to all variants at once.
- Product images must be added separately for each variant:
  1. Click **Edit** on the first variant.
  2. Click the image icon and upload the images for both colors.
  3. Choose the light pink image and click **Set variation image**.
  4. Repeat for the next light pink variant, and then for each yellow variant using the yellow top image.

## Finish the Product Setup

1. Scroll to the bottom and add the **Short description**.
2. Scroll back up to **Product image** and set the **Default product image** by choosing an image and clicking **Set product image**.
3. Scroll back down to **Product data** → **Variations** and set the **Default form values** — this determines which variation is displayed by default when customers open the product (in the video: light pink and small).
4. Add more images to the product **Gallery**:
   - Click **Add product gallery images**, choose an image, then **Shift-click** a second image to select both at once, and click **Add to gallery**.
5. Create a category for the product by clicking **Add new category**, entering the category (e.g. tops), and clicking **Add new category**. Tags are optional and can be skipped.
6. Scroll up and click **Publish** or **Update**.

## View the Product Page

1. Right-click **View product** and open it in a new tab.
2. The product page shows the default variation (light pink and small). Change the color to yellow and the image updates accordingly; you can also switch between sizes.
3. At the bottom of the page you'll see the gallery images that were added.

---

# How to Add a Grouped Product in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=MahrLowOGng

A grouped product is basically multiple individual products grouped together on one product page. For example, an Xbox with a headset and a controller — three individual products all shown on one page, where a customer can buy, say, one Xbox and two controllers and add them all to the cart together. This guide explains how to set one up.

## Create the Individual Simple Products First

Before you can create a grouped product, you need a simple product for each item that will appear on the grouped product page. In the video these are an Xbox Series S, an Xbox controller, and an Xbox headset.

For the Xbox Series S:

1. From the WordPress dashboard, go to **Products** and click **Add new**.
2. Give the product a name — e.g. Xbox Series S.
3. Because this product will only be offered on the grouped product page, there's no need to add a separate description.
4. Scroll down and add a **Price** (e.g. $300).
5. Add a **Product image** — it will show up in the cart. Click **Set product image**, drag and drop the product images in, choose the Xbox, and click **Set product image**.
6. Hide the product so it doesn't appear as a single product in the store: under **Catalog visibility**, click **Edit**, choose **Hidden**, and click **OK**.
7. Click **Publish**.

Repeat the same steps for the other two products (Xbox controller and Xbox headset): click **Add new**, enter the name, add a price, set the product image, change **Catalog visibility** to **Hidden**, and click **Publish**.

Back on the **Products** screen you can now see the three products you've added.

## Create the Grouped Product

1. Click **Add new** and name the grouped product (e.g. Microsoft Xbox).
2. Enter the product **Description**.
3. Under **Product data**, change the product type from **Simple product** to **Grouped product**.
4. Go to **Linked products** and choose all the products to include in the group. Type "Xbox" and add all the simple products — the Series S, the controller, and the headset.
5. Scroll down and add a **Short description**.
6. On the right side, set the **Product image** and add a few **Gallery images** — in the video, the other products in the group are added to the gallery.
7. You can also add a category and tags.
8. Click **Publish**.

## View the Grouped Product Page

- Right-click **View product** to open the product page. It shows the three products that can be bought on that page, each with its own image, and lets customers choose how many of each product they want before adding them to the cart.
- Because each individual product was set to **Hidden**, only the grouped product appears on the shop page — clicking it takes customers to the grouped product page.

---

# Viewing and Managing Orders in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=rjS3mbiLN_c

This guide covers how to find, review, and manage orders in your WooCommerce store, including the order list screen, order statuses, the order detail page, and the sidebar tools for actions and notes.

## Navigating to the Orders Screen

1. Go to **WooCommerce → Orders**.
2. You can also click **WooCommerce** to jump straight to **Orders**.

The orders screen shows more information than a normal post screen, giving you a quick overview of all recent orders.

## Filtering Orders

- Use the bulk actions dropdown to edit order statuses in bulk or move orders to the trash.
- Select a month from the **All dates** dropdown to pull up orders from a specific month.
- Search for a customer's username or email address to pull up their orders.
- Click **Filter** to filter orders by your selected criteria.

## Order Statuses

Each order status is represented by an icon in the status column. Hover over an icon to see its meaning:

- **Pending payment** — The order was received but is unpaid. Note that with certain gateways like PayPal, this status may not show immediately and instead shows pending until payment is verified.
- **Failed** — The payment failed or was declined. The order is unpaid.
- **Processing** — Payment was received and stock has been reduced. The order is awaiting fulfillment.
- **Completed** — The order has been fulfilled and requires no further action.
- **On hold** — Still awaiting payment. Product stock is reduced, but you need to confirm payment.
- **Cancelled** — The order was cancelled by an admin or the customer. No further action required.
- **Refunded** — The order was refunded by an admin. No further action required.

## Order List Columns

From left to right, the orders list shows:

- **Order status** — shown as icons (see above).
- **Order details** — order number and the customer's display name and email address.
- **Number of items** purchased.
- **Shipping address** and the **shipping method** chosen.
- A **customer message** icon if one was left on the order.
- **Order notes** added by you or your staff managing orders.
- **Order date**, **total spent**, and **payment method** used.
- An **action button** to set an order as processing, mark it completed, or view the order.

## Opening an Order

- Click the **order number** or the **edit** link that appears when hovering over the order column.
- You can also use the **view** button in the actions column.

## The Order Detail Page

### General details

At the top of an order you'll see the order date and time, the order status (which you can change via the dropdown), and the customer's display name, customer ID number, and email address. There is also a link to view other orders from that customer.

### Billing and shipping details

Beneath the general details are the customer's **billing details** and **shipping details**. Use the shipping details to package the order and ship it to the correct address.

### Products section

This section lists the products in the order, their cost, quantity, total, and taxes. You'll also see the product image, its name, and any variations ordered. The **shipping method** chosen and its cost are included here too.

### Order totals

Beneath the shipping costs are order details such as any discounts received via coupons, the total shipping cost, the order total, and the refunded amount, if any. This is also where you handle refunds (covered in detail in a separate video and in the documentation).

> When you select a product or shipping line, new options appear. For example, selecting a product line lets you delete that line or reduce/increase the product stock.

> When the order status is **pending payment**, **on hold**, or **failed**, you can add items and tax, edit prices, and add fees and shipping to individual order lines.

### Downloadable product permissions

A **downloadable product permissions** section lets you add or remove download permissions as needed for the order.

## Sidebar: Order Actions and Save

- The **Order actions** section lets you resend certain order emails and regenerate download permissions if needed. After picking an action, be sure to click the button to the right of the action dropdown.
- Use **Save order** to save any changes you make to the order.

## Order Notes

Any order status changes and notes received from payment gateways appear in the **Order notes** section. You can add two types of notes:

- **Private note** (default) — only visible to you and other store managers.
- **Customer note** — sent to the customer and appears on the order if they view it from their account page.

Select the **Add note** field, type your message, choose the note type, and click **Add**.

---

# Processing Orders in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=3nfmJcPR3I4

This guide walks through the steps to process an order in WooCommerce — from logging in to your WordPress dashboard to marking the order as completed and notifying the customer.

## Log In to Your Dashboard

1. Open your browser and navigate to wordpress.com.
2. Log in with the credentials associated with your WooCommerce store.
3. You'll land on your WordPress dashboard.

## Open the Orders Screen

1. In the left navigation menu, click **WooCommerce** to expand its options.
2. Click **Orders**. This section is where all customer orders are organized and managed, making it the central hub for fulfilling purchases.

The orders list shows all orders categorized by status, such as **pending**, **processing**, and **completed**, so you can quickly identify which orders need attention.

## Open an Order to Process

Click on an order that's currently under the **processing** status. This opens the detailed order overview page where you can review and manage all aspects of that order.

## Fill In and Verify Order Details

1. Fill in the required fields, such as the customer's **billing** and **shipping addresses**, ensuring they're complete and accurate to avoid delivery issues.
2. Review the items listed in the order — check the price, quantity, and total for each product to make sure everything matches the order summary.

> Any discrepancies should be addressed before finalizing the order.

## Mark the Order as Completed

1. In the right-side panel of the order page, find the **Send order email** dropdown.
2. Change the status to **Completed order**. This prepares the system to notify the customer that their order has been processed and is on its way.
3. Click **Save order and save email** to record the order status and send the customer notification.

## Finalize

Click **Update** at the top right of your screen. The order status changes to **completed**, indicating the order has been successfully processed and the customer has been notified.

---

# How to Issue a Refund in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=mFNAY2dsXwY

This guide covers how to process a refund in WooCommerce — whether you need to handle a return, a customer complaint, or fix a payment error. Knowing how to manage refunds keeps your transactions smooth and your customers satisfied.

## Log In and Open the Orders Screen

1. Open a browser and navigate to **WordPress.com**.
2. Log in with your credentials to access your WordPress dashboard, where all your site management tools live, including WooCommerce settings and order history.
3. In the left navigation menu, click **WooCommerce**. An expanded menu appears with choices related to your store's operations.
4. Click **Orders**. This section contains all purchase records and transaction details for your store.

## Locate the Order

1. The **Orders** page shows a list of all orders processed under your account, from pending orders to completed transactions.
2. Scroll through the list and click on the specific completed order you wish to refund. This opens the detailed order overview page with all the transaction information.

## Process the Refund

1. On the order overview page, scroll down to the **Items** section, which shows the items purchased, their quantities, and the prices paid.
2. In the left corner of this section, click the **Refund** button. A refund field appears below.
3. Enter the **Refund amount** — either the full order total or a partial amount, depending on your situation.
4. Optionally fill in the **Reason for refund**. This helps with your own records or explaining the situation to the customer.
5. Click **Refund with amount manually**. This processes the refund directly through your payment system.
6. A confirmation prompt appears asking you to verify that you want to proceed. Click **OK** to finalize.

## After the Refund

Once confirmed, the refund is processed and the customer receives their money back according to the payment method they originally used. Your records stay accurate and the transaction is complete.

---

# Setting Up Shipping Rates and Zones in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=3d7yNpIi2_8

This guide explains how to configure shipping in WooCommerce, including creating shipping zones, adding flat rate and free shipping methods, handling international (rest of the world) shipping, and testing your rates at checkout.

## Open Shipping Settings

1. From the WordPress dashboard, go to **WooCommerce → Settings**.
2. Open the **Shipping** settings tab.

Shipping zones are the geographical locations you ship your products to. You can create multiple zones — for example, one zone for California with a specific rate, one for the entire United States, one for Europe, and so on — and add as many shipping rates per zone as you want.

## Create a Shipping Zone

1. Click **Add zone**.
2. Name the zone — for example, **United States**.
3. Choose the region. You can type in the country, choose individual states, or even enter ZIP codes to create specific rates for those areas.
4. Click **Add shipping method**.

## Add a Flat Rate (Standard Shipping)

When adding a shipping method you have three options:

- **Free shipping** — for when you don't want to charge extra for shipping.
- **Flat rate** — for when you want to charge for shipping.
- **Local pickup** — a free option where customers pick up their products at your physical location.

To add a flat rate:

1. Choose **Flat rate** and click **Continue**.
2. Name the rate — for example, **Standard shipping**.
3. For **Taxable status**, choose **None**.
4. Enter the shipping cost — for example, **$7**.
5. Click **Create and save**.

## Add Free Shipping for a Minimum Order Amount

1. Click **Add shipping method** again and choose **Free shipping**, then **Continue**.
2. Leave the name as **Free shipping**.
3. Add a requirement: set **Minimum order amount** to **$40**.
4. Click **Create and save**.

> Drag the **free shipping** method above the **standard shipping** method so that free shipping is selected by default when the order amount is above the minimum. Then click **Save changes**.

## Add Zones for Other Regions

Click **Add zone** to add as many zones as you want, for example one for Canada or one for Europe.

## Add a Rate for the Rest of the World

The **Rest of the world** zone covers all regions you haven't defined. If you sell internationally, add a shipping rate here too:

1. Click **Edit** on the rest of the world zone.
2. Click **Edit shipping method**, choose **Flat rate**, and **Continue**.
3. Name it **Standard shipping**, set **Taxable status** to **None**, and charge a higher rate for international shipping — for example, **$15**.
4. Click **Save**.

## Testing Your Shipping Rates

1. Go to your shop and add a product to the cart.
2. Go to checkout. With the region set to **United States** and an order amount below $40, the shipping rate shows **$7**.
3. Change the region to another country to see the **$15** international rate.
4. Add another product to the cart and go to checkout again. When the region is set back to **United States** and the order is above $40, the **free shipping** method appears as an option.

---

# Setting Up Shipping Zones in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=1HhBEbIMqAQ

This guide explains how shipping zones work and walks you through building your first zone. You'll learn how to name a zone, define its regions, and add shipping methods.

## How Shipping Zones Work

Think of shipping zones as a container for your rules and rates. The process works like this:

1. First, create a shipping zone.
2. Then add methods to that zone (like USPS, flat rate, or FedEx).
3. Finally, create rates within those methods.

## Before You Begin

First make sure shipping is set up appropriately for your store. In the **General** tab of **WooCommerce → Settings**, shipping will be enabled as long as you haven't selected the *Disabled shipping and shipping calculation* setting. The other shipping choices are self-explanatory — check the documentation on general settings to learn more.

## Creating a Shipping Zone

Head into the **Shipping** tab and open the **Shipping zones** submenu. It's common to have at least two zones for selling to different countries, zip codes, or states. By default there is already one for the *Rest of the world*. Once you get the hang of it, you can create as many zones as you need.

To set up free shipping for your store's base country:

1. Give the zone a name, like *USA*.
2. Select the regions for this zone. Start typing the name of the country to find it more easily.
   - You can limit the zone to specific states by typing the name of that state.
   - To limit by specific zip or post codes, select the *Limit to specific zip/post codes* link below the region text field.
3. Add one post code per line if you have a long list, or use wildcards and ranges:
   - A wildcard such as `cb23*` catches any post code that begins with `cb23`.
   - A range such as `90210-99000` catches all post codes in that range.

## Adding Shipping Methods

With the zone selected, choose the **Add shipping method** button. A pop-up window appears where you can pick the method to add. WooCommerce comes with three built-in shipping methods, and any shipping extensions you have will also appear in the drop-down.

The methods included in WooCommerce are:

- **Flat rate** — A fixed rate you charge to that zone. It has placeholders that allow for some mathematical rates, for example calculating charges based on the quantity of items in the cart, or charging 10% of the total order cost.
- **Free shipping** — Free shipping that doesn't charge for shipping. It can be triggered with a coupon, a minimum order amount, or both. You may consider using this as a sales tactic where shipping is built into the cost of the product.
- **Local pickup** — Gives customers the option to pick up their orders from your store. This also has an optional cost if needed.

For more detail on any of these methods, check the related documentation and videos.

---

# Configuring Flat Rate Shipping in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=a5N99INu6Fs

This guide covers everything flat rate shipping can do for your store, including how to add it to a zone and how to use its cost placeholders for quantity-based, percentage, and minimum-fee calculations.

## Adding Flat Rate to a Zone

Shipping zones are essential to use a shipping method like flat rate, so make sure you have created some first.

1. Hover over **WooCommerce**, then select **Settings** and the **Shipping** tab.
2. Find the zone you want to add flat rate to and select its name, or hover over it and select **Edit**.
3. Within the zone, select the **Add shipping method** button.
4. In the popup, choose **Flat rate** from the drop-down.

The method is added with a title, its status (whether it is enabled), and a description. You can change these details by selecting the title, or hovering over it and selecting **Edit**.

## Setting Up the Flat Rate

In the edit popup you can:

- Change the method title
- Choose whether or not it is taxable
- Set the cost

## Using Cost Placeholders

You can set a simple flat rate like `$5`, but there is more to the cost field than meets the eye. There are three placeholders you can use to calculate a flat rate:

- `[qty]` — for the quantity of the items
- `[cost]` — for the total cost of the order
- `[fee]` — for a percentage-based fee

Here are examples using each placeholder:

**Charge per item:** To charge $3 for each item in the cart, type the quantity placeholder `[qty]`, then a space, an asterisk, another space, and your desired rate of `3`:

```
[qty] * 3
```

**Charge a percentage of order cost:** To charge 10% of the total cost for shipping, start with the cost placeholder `[cost]`, then a space, an asterisk, and the desired percentage rate:

```
[cost] * 10
```

**Percentage with a minimum fee:** To charge 15% of the order's total cost but also require a minimum shipping fee of $10, use an opening bracket, the fee placeholder with the percentage in quotes, then a space and `min_fee` with the minimum cost in quotes, then a closing bracket:

```
[fee percent="15" min_fee="10"]
```

Once you've set the flat rate for the zone, select **Save Changes**.

---

# Setting Up Local Pickup in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=HHYOQbcD2KE

This guide covers how to add the local pickup shipping method to a zone so your customers can collect their orders directly from your store.

## Adding Local Pickup to a Zone

1. Hover over **WooCommerce**, then select **Settings** and **Shipping**.
2. Choose a zone you want to add local pickup to. For example, you might have set up a zone for your store's local zip or postal code and want to add local pickup as an option for those customers.
3. In the shipping zone, select the **Add shipping method** button.
4. Select **Local pickup** from the drop-down.

## Configuring Local Pickup

Once the method is added, select its title or the edit link that appears when hovering over it. Like other shipping methods, you can:

- Add your own title
- Choose a tax status, either *Taxable* or *None*
- Add a flat cost if needed

When you're set, make sure to **Save Changes**. Your local customers will then have the option to come pick up their order from you directly.

---

# Setting Up Free Shipping in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=7s-SHvVR2Os

Free shipping lets you enable a shipping method with no cost to the customer. This guide covers adding a free shipping method to a shipping zone, setting the criteria that must be met before free shipping applies, and creating a coupon that grants free shipping.

## Enabling Free Shipping for a Shipping Zone

1. In your WordPress admin, hover over **WooCommerce** and select **Settings**, then **Shipping**.
2. Pick the shipping **Zone** you want to add free shipping to.
3. Within the zone, select the **Add shipping method** button and choose **Free shipping** from the dropdown.
4. To edit the shipping method, select the method's **title** or the **edit** link that appears when hovering over it.

## Setting Free Shipping Requirements

In the shipping method's popup you can:

- Set a **Method title** for the shipping method.
- Use the **Free shipping requires** field to set criteria that must be met before free shipping is allowed. The available options are:
  - Non-applicable
  - A valid free shipping coupon
  - A minimum order amount (defined in the field below)
  - A minimum order amount or a coupon
  - A minimum order amount and a coupon

> If you choose any option that involves a minimum order amount, be sure to set that amount in the corresponding field.

5. Select **Save changes** and your free shipping method is set up for that zone.

## Creating a Free Shipping Coupon

If you haven't used coupons in WooCommerce before, review the documentation on creating coupons first. To set up a free shipping coupon:

1. Hover over **WooCommerce** and select **Coupons**, then **Add Coupon**.
2. Create the coupon as you would any other. You don't have to set a coupon amount — although you can, for example if you want to offer a 10% discount and free shipping with one coupon.
3. For free shipping, make sure the **Allow free shipping** checkbox is checked in the **General** section.
4. With the shipping method set to require a valid free shipping coupon, **Publish** the coupon and distribute it however you like — for example in a newsletter or on social media — to reward customers with free shipping.

---

# Creating Coupon Codes in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=gi-MhzDSdb4

This guide shows how to create coupon codes in WooCommerce — setting the code, discount type, restrictions, and usage limits — then testing the coupon on your store.

## Create a New Coupon

1. Go to **Marketing → Coupons**.
2. Click **Add coupon**.

## Set the Coupon Code and Description

1. Enter the code you want to use — for example, **welcome**.
2. Optionally add a description.

## Choose the Discount Type

The available discount types are:

- **Fixed cart discount** — a certain dollar amount discounted from the cart.
- **Percentage discount** — a percentage off.
- **Fixed product discount** — a fixed amount off specific products.

For example, choose **Percentage discount** and enter **10** for a 10% discount.

## Additional Options

- Tick **Allow free shipping** to let this coupon include free shipping.
- Set an **expiry date** for the coupon. Leaving it empty keeps the coupon available indefinitely.

## Usage Restrictions

- **Minimum amount** — the minimum amount that needs to be spent to use the coupon.
- **Maximum amount** — a maximum amount spent limit.
- **Individual use only** — prevents the coupon from being used in conjunction with other coupons.
- **Exclude sale items** — the coupon will not work on items already on sale.
- **Products** — select specific products the coupon should work on, or exclude products it should not work on.
- **Categories** — the same applies to product categories.

## Usage Limits

- **Usage limit per coupon** — how many times the coupon code can be used in total.
- **Limit items the coupon applies to** — the number of items the coupon applies to.
- **Usage limit per user** — how many times each user can use the coupon. For a welcome discount, enter **1** so each user can only use it once.

## Publish the Coupon

Click **Publish** to make the coupon live.

## Testing the Coupon

1. Go to your website and open the cart.
2. Scroll down to the coupon field, type in the coupon code (e.g. **welcome**), and click **Apply coupon**.
3. The coupon appears as applied and the discount (e.g. **10%**) is shown in the cart.

---

# Connecting PayPal to WooCommerce with the Payment Plugins Extension

> **Source video:** https://www.youtube.com/watch?v=5tCIpGAxUh4

This guide walks through installing the Payment Plugins for PayPal for WooCommerce extension, connecting your PayPal account, and enabling PayPal as a payment method on your store.

## Install the PayPal Payment Plugin

1. In the WordPress dashboard, go to **Plugins** on the left side.
2. Click **Add New**.
3. Search for **PayPal**.
4. Choose the plugin from **Payment Plugins**.
5. Click **Install Now** and then **Activate**.

## Connect Your PayPal Account

1. In the WordPress dashboard, go to **WooCommerce → PayPal by Payment Plugins**.
2. Open its **Settings**.
3. Next to **Connect to PayPal**, click **Click to connect**.
4. Log in to your PayPal account. If you don't have an account yet, create one first and then come back to this step.

> Make sure you're using a **business** PayPal account, otherwise this will not work.

5. Once logged in, click **Agree and connect**.
6. Scroll down and click **Save changes**.

## Enable PayPal as a Payment Method

1. Open the **Payments** tab at the top of the plugin settings.
2. Scroll down to find the available payment options.
3. Activate **PayPal** at the bottom of the list.
4. Save your changes.

---

# Connecting Stripe to WooCommerce with the Payment Plugins Extension

> **Source video:** https://www.youtube.com/watch?v=h0vvueoj16k

This guide covers installing the Payment Plugins for Stripe WooCommerce extension, connecting a Stripe account, switching from test to live mode, and running a connection test.

## Install the Stripe Payment Plugin

1. In the WordPress dashboard, go to **Plugins** on the left side.
2. Click **Add New**.
3. Search for **Stripe**.
4. Choose the plugin listed as **Payment Plugins for Stripe WooCommerce** by Payment Plugins.
5. Click **Install Now** and then **Activate**.

## Connect Your Stripe Account

1. Go to **WooCommerce → Stripe by Payment Plugins**.
2. Click **Settings**.
3. Click the **Click to connect** button.
4. Enter the email address of your Stripe account and click **Continue**.

> If you don't have a Stripe account yet, create one first and then come back to this step.

5. Enter your Stripe password and click **Login**.
6. You should receive a verification code on your phone. Enter that code and click **Connect**.

## Switch to Live Mode and Test the Connection

1. Change the mode from **Test** to **Live**.
2. Click **Connection test**.
3. You should see the message "Connection test to Stripe was successful." Click **OK**.
4. Scroll down and click **Save changes**.

---

# Setting Up Tax Rates and Automated Taxes in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=s-fgmY6nwJA

This guide explains how to enable the tax feature in WooCommerce, add tax rates manually, configure tax classes and calculation options, and automate tax calculation with the WooCommerce Shipping and Tax plugin.

## Enable Taxes in WooCommerce

1. In the WordPress dashboard, go to **WooCommerce → Settings**.
2. Under **General**, scroll down.
3. Next to **Enable taxes**, enable the option **Enable tax rates and calculations**.
4. Scroll down and click **Save changes**.

A new **Tax** tab now appears at the top of the settings page.

## Add a Tax Rate Manually

1. Open the **Tax** tab.
2. Click on **Standard rates** at the top.
3. Click **Insert row**.
4. Enter the details for your tax rate. Example from the video (Switzerland):
   - **Country code:** `CH` (you can type the country name and the code is filled in).
   - **State code:** leave empty (it's a statewide tax).
   - **Postcode / ZIP code:** leave empty.
   - **City:** leave empty.
   - **Tax rate:** `8.1` (%).
   - **Name:** `Value added tax`.
5. The **Shipping** option is ticked by default, which means tax is also charged on the shipping price. If that's not the case in your area, untick this option.
6. Click **Save changes**.

To verify it works, open the store, go to the cart and check out. If the customer's country is the United States, no tax appears; change the country to Switzerland and the value added tax is added (e.g. $8.98 on a $110 order, which is 8.1%).

## Add Additional Tax Classes

1. Add as many tax rates as you want for as many areas as you want.
2. Under **Tax**, there are different types of rates, such as **Reduced rates** — many countries charge less tax on items like medical products or books.
3. To change the names of additional tax classes, go to **Tax options**.
4. Under **Additional tax classes**, edit the name or add a new one by entering a new line and typing the name.

### Apply a Tax Class to a Product

1. Go to **Products** in the WordPress dashboard.
2. Click **Edit** on a product where the special tax class applies.
3. Scroll down to **Product data**.
4. Under **Tax class**, change it from **Standard** to **Reduced rate** or **Zero rate**.

## Configure Tax Calculation Options

Review these settings and make sure they're correct for your business:

- **Prices entered with tax:** Set to **I will enter prices exclusive of tax** by default, meaning if you enter a product at $40, tax is added on top at checkout. Choose **Yes, I will enter prices inclusive of tax** if the tax should already be included in the price.
- **Calculate tax based on:** This is important. For example, some US states charge tax based on your shop location rather than the shipping destination. If you're in California, set this to **Shop base address** so taxes are based on your business location, not the customer's destination.

Save your changes after configuring these options.

## Automate Tax Calculation with the WooCommerce Shipping and Tax Plugin

First, check the plugin's list of supported countries to see if the country where you do business is included.

- If your country is on the list, this method is recommended.
- If it is not on the list, enter your tax rates manually as shown above.

### Install the Plugin

1. Go to **Plugins → Add New**.
2. Search for **WooCommerce Tax**.
3. Install and activate the plugin.

### Connect Your Site to WordPress.com

Before enabling automated taxes, the site must be connected to WordPress.com:

1. Go to **WooCommerce → Settings**.
2. Click **Connect** and then **Continue**.
3. Open your email inbox and look for an email from WordPress.com titled **Connect to WooCommerce Shipping and Tax**.
4. Open the email and click **Connect**.

Your site is now connected.

### Enable Automated Taxes

1. Back in the tax settings, find **Automated taxes**.
2. Switch it to **Enable automated taxes**.
3. Scroll down and click **Save changes**.

### Enter Your Store Address

For automated taxes to work correctly, make sure your shop or business location is correct:

1. In **WooCommerce → Settings**, under **General**.
2. Under **Store address**, enter your store address.

---

# Setting Up Taxes in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=0aPtye5ba4A

This video explains how to set up and collect taxes in WooCommerce. You'll learn how to enable the tax feature, choose whether prices include tax, decide what the tax calculation is based on, configure tax classes, and control how prices and tax totals are displayed.

> Most businesses have legal obligations to pay taxes. Research what is required in your country, state, and jurisdiction before configuring tax settings.

## Enabling and Finding the Tax Settings

1. Go to **WooCommerce → Settings → Tax**.
2. If you don't have a **Tax** tab, jump to the **General** tab and enable taxes there.

## Tax Options

### Prices Entered With Tax

This determines how you enter product prices later when creating products.

- **Yes, I will enter prices inclusive of tax**: all your product prices already include taxes.
- **No, I will enter prices exclusive of tax**: product prices are set excluding taxes, and taxes are calculated in addition to the price.

### Calculate Tax Based On

Choose between:

- **Customer shipping address**
- **Customer billing address**
- **Shop base address**

> The address field needs to be filled in for taxes to calculate, especially if you have different tax rates between locations.

### Shipping Tax Class

- **Shipping tax class based on cart items**: for most stores this can be left as is. Tax classes and their costs are based on the items in the cart — for example, if a product is set as a reduced-rate product, the reduced rate tax applies.
- If your tax jurisdiction requires otherwise, choose a different tax class appropriately.

### Rounding

- If your tax laws require rounding to be done last, when the sub-total is calculated, enable the **Rounding** option. Otherwise taxes are rounded per line.

### Additional Tax Classes

- These are additional classes you can use outside of the default **Standard rates**. In most cases you'll use the standard rates class.
- If you sell goods that require a different tax class, add those classes here. **Reduced rate** and **Zero rate** classes are added for you to start.
- Each class you have is listed at the top under the **Tax** tab. Selecting a class takes you into its tax rates, shows the current rates, and lets you set up new ones for that class.

### Display Prices in the Shop

- Determines how prices are displayed in your store, excluding the cart and checkout pages. Choose **Including tax** or **Excluding tax**.

### Display Prices During Cart and Checkout

- A separate control, like **Display prices in the shop**, to show tax-inclusive or tax-exclusive prices on the cart and checkout pages.

### Price Display Suffix

- Add a suffix that shows after your product prices, for example "including sales tax," to help explain your pricing.

### Display Tax Totals

- Choose to display tax totals as a **Single total** (one tax charge) or **Itemized** (showing each applicable tax rate).

For examples of how to add tax rates and common setups, see the WooCommerce tax documentation.

---

# Creating an Example Tax Rate in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=HC2IUnJSJro

This guide walks you through creating your first standard tax rate in WooCommerce. You'll learn what each field in the tax rate row does, and work through a complete Indiana sales tax example.

## Setting Up a Standard Tax Rate

With your tax settings done, go to **WooCommerce → Settings → Tax**, then open **Standard rates**.

If you enabled taxes in the quick setup wizard, you should already have at least one tax row here. To create your own, select **Insert row**.

## Understanding Each Field

- **Country code** — A two-digit code, for example `US`. You can leave this blank to apply the rate to all countries.
- **State code** — Again a two-digit code. In the US, use the two-digit abbreviation, for example `IN` for Indiana. Leave blank to apply to all states within the country.
- **Zip / Post codes** — Enter zip or post codes for this rate. Separate multiple codes with a semicolon. You can also use wildcards to match several post codes automatically (for example `PE*` matches all post codes starting with `PE`), or numeric ranges such as `2000-3000`. Leave blank to apply to all zip or post codes.
- **City** — Use a semicolon to separate a list of cities. Leave blank to apply to all cities.
- **Rate %** — The most important field. Enter your required or desired tax rate. For example, in Indiana enter `7.000` for the state's 7% sales tax.
- **Tax name** — Give your tax rate a name, for example *Sales tax*.
- **Priority** — Choose a priority for this tax rate. Only one matching rate per priority will be used. To define multiple tax rates for a single area, you need to specify a different priority for each rate.
- **Compound** — Check to apply this tax on top of all prior taxes. Check or uncheck accordingly.
- **Shipping** — Check the shipping box if this rate also applies to shipping.

## The Example: Indiana Sales Tax

Here is what the example setup looks like:

- Country code set to `US` for the United States
- `IN` for the Indiana state code
- Zip code and city fields left blank to cover every location in Indiana
- Sales tax rate is 7%, so enter `7.000`
- Name it *Sales tax*
- Priority set to `1`
- Not compounded on top of other prior taxes
- Applied to shipping (shipping box checked)

> **Note:** You can set additional standard rates by selecting **Insert row** again and adding more rates as needed. If you add multiple rates, WooCommerce orders them by specificity — it applies your most specific rate first, then moves to broader rates (for example from specific, to state, to country rates). You can also select other tax classes to add rates to those.

When finished, save your tax rate by selecting **Save Changes**.

---

# How to Edit Text, Images, and Buttons on Your Website

> **Source video:** https://www.youtube.com/watch?v=Z4fUt4WpRhE

Every page on your site is built from containers (the big sections that stack down the page) and elements inside them (text, images, buttons). Once you understand that structure, you can edit almost anything. This guide covers using the structure panel, changing text, images, and buttons, adding new elements, previewing tablet/mobile views, and publishing.

## Understanding Containers and Elements

Every page is made of **containers** — the big sections stacked down the page. Inside the containers are the **elements**, which are the actual things you see: text, images, and buttons.

1. On the right side of the editor, open the **structure panel**. This acts like a map of your website.
2. Click the container at the top of the list — it highlights the corresponding section in pink on the page.
3. Click the **arrow** next to a container to expand it and see its elements (e.g., a text heading and a button).
4. Click the **eyeball** icon to hide an element, then click it again to reveal it.
5. **Drag and reorder** elements up and down, and do the same with containers to rearrange the whole page.

This works on every page of your website.

> **Tip:** If the structure panel gets in the way, drag it to move it, or press **Ctrl/Command + I** to hide it. Press the same shortcut again to bring it back.

## Changing Text

1. Hover over the text you want to change and click into it.
2. Highlight the text and type whatever you want.
3. You can also edit the text from the **left-hand side panel** — highlight and retype it there.

### Styling Your Text

Use the **Style** tab on the left-hand side to change how your text looks:

- Change the **fonts**
- Adjust the **text stroke** and **shadow**
- Change the **color** of the text (for example, from white to red)

> **Tip:** To undo a change you don't like, press **Ctrl/Command + Z**.

## Replacing Images

1. Click on the image you want to replace.
2. Hover over **choose image** and click into it.
3. **Drag and drop** the new image into the upload area.
4. Once the image finishes uploading, go to the bottom right and click **Select**.
5. With the image selected, you can change its **resolution**, **caption**, and **link**.
6. Go to the top and click **Style** for additional options to resize your image if it doesn't look right on your site.

## Customizing Buttons

1. Click on the button you want to customize.
2. In the left-hand settings, change the **button type** and the button **text** (for example, from "Get Started" to "Contact Me").
3. Change what page the button links to — delete the existing link, type a new slug (e.g., `contact`), and link it to that page.
4. At the top, click **Style** to change how the button looks on the page.

## Adding New Elements

You aren't stuck with what the template gives you — you can add new elements:

1. Click the **plus (+)** button at the top left.
2. Scroll down to find **containers**, **grids**, and elements such as **text**, **images**, **videos**, and **buttons**.
3. Hover over an element, drag it into your container, and drop it.

### Deleting Elements and Containers

- **Delete an element:** right-click on it, go down, and click **Delete**.
- **Delete a container:** hover over it, go to the top, and click the **X**.

## Previewing Tablet and Mobile Views

At the top of the editor you'll find icons for checking how your site looks on:

- **Desktop** (current view)
- **Tablet**
- **Mobile phone**

Your template already adjusts itself well for tablet and mobile, but it's worth a quick check. Any tweaks you make in the phone view only change the mobile version — they won't touch your desktop layout.

## Publishing Your Changes

Once you're happy with everything, go to the top right and click **Publish**. This saves your work and pushes it live for the world to see.

---

# How to Create a New Page and Add It to Your Menu

> **Source video:** https://www.youtube.com/watch?v=ZsbVIO-1u8g

Your template comes with a few pages to start, but as your site grows you'll probably want more. This guide shows you how to create a new page, import pre-made blocks, set up its page settings, publish it, and add it to your main menu so visitors can find it.

## Viewing Your Pages

1. At the top of the editor, click the name of the page you're currently on (the home page).
2. You'll see a list of all your other pages.

## Creating a New Page

1. From the pages list, click **Add New Page**.
2. You now have a fresh, empty page. You can drag in a **container** and then add elements, or click the **import icon** to:
   - **Import pages** from any template
   - **Import pre-made blocks**

### Importing a Pre-Made Block (e.g., an FAQ Section)

1. Click the import icon and choose what you're looking for — for example, an **FAQ** section.
2. Click on the block you like.
3. Go to the top and click **Import Block**.
4. The block is imported into your page and can be customized just like the home page.

## Setting Up Your Page Settings

1. Go to the top left and click the **settings icon**.
2. The page has a default title — highlight it and change it (for example, to **FAQ**).
3. Change the status from **Draft** to **Published**.
4. Scroll down and toggle on **Hide Title**.

## Publishing the Page

Once you're done, go to the top right and click **Publish** to save your work. You've just created a new page.

## Adding the Page to Your Menu

1. Go to the top left and click the menu icon.
2. Click **Exit to WordPress**.
3. Click the **WordPress icon**.
4. Click your **domain name**.
5. Click **Customize**.
6. On the left side, scroll down and find **Menus**.
7. Find your **main menu** and click into it.
8. Here you can **drag pages to reorder** them.
9. To add a new page, scroll down and click **Add Items**.
10. On the right, you'll see the new FAQ page you created — click it to add it to the menu.
11. Your FAQ page now appears within the menu on the right.
12. Go to the top and click **Publish** to save the menu change.

---

# How to Edit Your Site's Navigation Menu

> **Source video:** https://www.youtube.com/watch?v=Zyl-lRH-5Os

Once a new page is ready, you'll want to add it to your menu so people can find it. This guide walks through opening the WordPress customizer and editing your main navigation menu to reorder pages and add new ones.

## Getting to the Menu Editor

1. Go to the top left of the page editor and click the menu icon.
2. Click **Exit to WordPress**.
3. Click the **WordPress icon**.
4. Click your **domain name**.
5. Click **Customize**.
6. On the left side, scroll down and find **Menus**.
7. Find your **main menu** and click into it.

## Adjusting Your Menu

This is where you can adjust your menu:

- **Reorder pages:** drag any of the pages up or down to change their order.
- **Add a new page:** scroll down and click **Add Items**. On the right, you'll see your newly created page — click it to add it to the menu.
- After adding, the new page appears within the menu on the right.

## Saving Your Changes

Go to the top and click **Publish** to save the menu change.

---

# How to Edit Your Footer in the Astra Theme

> **Source video:** https://www.youtube.com/watch?v=FOU5UzlRyhk

This guide shows how to edit the footer of an Astra-based site: replacing the default footer logo with your own, adjusting footer elements, changing footer menu and copyright text, and publishing the changes.

## Opening the Footer Editor

1. Scroll up and click the **back button**.
2. Scroll down to **Footer** — the editor brings you to the footer area.

## Replacing the Footer Logo

1. You'll see the default logo in the footer. Click the **pencil icon** to edit it.
2. On the left, click **Add Media**.
3. Upload a darker version of your logo (footer backgrounds are typically dark) by dragging and dropping the file.
4. Once uploaded, go to the bottom right and click **Insert Into Post**.
5. On the left-hand side, scroll down and **remove the previous logo**.

## Adjusting Footer Elements

You can adjust elements the same way you did with the header, including the **footer menu** and the **copyright notice**:

- Click on the element you want to change (for example, the copyright text).
- Change out the default text with your own.

## Publishing Your Changes

1. Once you're happy with your changes, go to the top and click **Publish**.
2. After publishing, go to the top left and click the **X** to close the editor.
3. All of the changes you've made to your website are now published and live.

---

# Tracking Your Store's Sales with WooCommerce Analytics

> **Source video:** https://www.youtube.com/watch?v=B6XS3Z1reVw

This guide explains how to use WooCommerce's built-in analytics and sales reports to understand how your store is performing — no paid tools required. It assumes you're using a recent version of WooCommerce.

## Open the Analytics Dashboard

1. In your WordPress dashboard, go to **WooCommerce → Analytics**.
2. This opens your main analytics dashboard with key metrics shown right away:
   - **Total sales**
   - **Net sales**
   - **Orders**
   - **Average order value**

## Analyze Specific Time Periods

- Use the **date picker** in the top right corner to analyze specific periods, such as this month versus last month.

## View the Revenue Report

- Click on **Revenue** to see a detailed graph of your sales over time.
- You can break it down by **day**, **week**, or **month**.

## Product-Level Insights

- Go to the **Products** report.
- It shows your **top-selling** and **worst-selling** items, so you know what to promote or discontinue.

## Customer Insights

- Check the **Customers** report to see whether you're gaining new customers or relying on repeat purchases.

## Performance Snapshot

- The **Overview** report gives you performance compared to the previous period.

All of this data helps you make informed decisions about marketing, inventory, and sales strategies.

---

# Handling Incoming Orders and Customizing Order Confirmation Emails in WooCommerce

> **Source video:** https://www.youtube.com/watch?v=g_wR3VWvATg

This tutorial shows how to handle incoming orders on a WooCommerce store and how to customize the automatic order confirmation emails your buyers receive. You'll learn how to change the sender name and address, add a header image, recolor the email template, edit email text, and override templates in your theme.

## The Order Flow From a Customer's Perspective

When a customer places an order (choosing a delivery method, agreeing to the terms and conditions, and clicking **Place order**), they see a confirmation screen with the order number, date, total amount, email, payment method, and the items purchased.

The store owner receives a "New Order" email notifying them a new order has been placed. The buyer receives a confirmation email with the order details: the message written for the product, shop total, shipping, payment method, and total amount to pay. By default, the email ends with "Thank you for using [site]" and "Built with WooCommerce."

> The default email templates rarely match a store's style. Everything below shows how to restyle them.

## Setting the Sender Name and Address

1. Go to **WooCommerce → Settings → Emails**.
2. This page lists all emails WooCommerce sends on different occasions (new order to the admin, order cancelled, order completed, and the emails customers receive depending on how they order).
3. Scroll down to the **Email sender options** and change the **From name** (e.g., from a generic name to your store name).
4. Change the **From address** to your store's email address (e.g., `info@yourstore.com`).

## Adding a Header Image and Changing Colors

1. Copy a brand color from your site's customizer (**Customizer → Colors**).
2. In **WooCommerce → Settings → Emails**, set the **Base color** to your brand color and set the **Body text** color (e.g., `222222`). Click **Save changes**.
3. Upload your logo in **Media → Add New**, then edit the image to make it smaller (e.g., 300 px) and save.
4. Copy the image's file URL.
5. Back in **WooCommerce → Settings → Emails**, paste the URL into the **Header image** field.
6. Clear the default **Footer text** ("Built with WooCommerce") and replace it with your site title or a short line (e.g., "Good luck with your game").

The result: the confirmation email now shows your logo, uses your brand color, and displays your chosen sender details.

## Editing the Subject and Additional Content of Individual Emails

1. Go to **WooCommerce → Settings → Emails** and open the email you want to edit (e.g., **Processing order**).
2. The default subject shows "Your [site title] order has been received." Replace it with something cleaner, such as "Your order has been received."
3. Edit the **Additional content** field — e.g., "Good luck with your product. If you have any questions, feel free to reach out to us."
4. Click **Save changes** and place a test order to confirm the changes.

The same approach works for the **Completed order** email, which tells customers their order was processed and is on its way.

## Copying Email Templates Into Your Theme

For deeper customization of the email HTML:

1. In **WooCommerce → Settings → Emails**, open an email (e.g., **Processing order**) and click **Manage → Copy file to theme**.
2. Go to **Appearance → Theme File Editor** and navigate to `woocommerce/emails/customer-processing-order.php`.
3. Search for the text you want to change (e.g., "just to let you know your order has been received") and edit it directly, for example to "Thank you for your order. Your order number is [order number]. We will let you know when your order is processed and on its way to you."

> Be careful when editing theme files — do not break the template code.

## Processing and Completing Orders

1. When a new order arrives, it shows under **WooCommerce → Orders** with the status **Processing**.
2. Pack the product and ship it to the customer's address.
3. Back in the order, change the status to **Complete** and click **Update**.
4. The customer automatically receives a "Completed order" email. You can customize this email's template the same way (copy to theme, then edit `customer-completed-order.php` in the theme file editor), for example to say "Good news, we packed your order and it is on its way to you."

Using these steps you can change the email colors, add your logo, set the sender name and address, and rewrite all the order email information to match your brand.

---

# Configuring WooCommerce Email Settings

> **Source video:** https://www.youtube.com/watch?v=2vtzGc92tFU

This video walks through the general email settings in WooCommerce and then explains the options available for each individual email transaction. You'll learn how to set the sender name and address, customize the email template look, and enable/disable and customize each type of email.

## Getting to the Email Settings

1. Go to **WooCommerce → Settings → Emails**.
2. You'll see a table listing all the emails WooCommerce can send.
3. Start with the general email settings further down the page, then return to the individual emails.

## General Email Settings

### Email Sender Options

- Set the **From name** and **From address**. These matter because your customers see them in their inbox.
- Example: with "WooCommerce Videos" and `videos@woocommerce` set, the email appears to come from that name and address.

### Email Template

- **Header image**: enter a URL for a header image. Recommended: upload one under **Media → Add New**, copy its URL, and paste it into the **Header image** field.
- **Footer text**: customize the text that appears at the bottom of every email.
- Set the **Base color**, **Email body background color**, and **Email body text color**.
- Use the **Click here to preview your email template** link to see how your choices look at any time.

> For more complex email template customizations, copy the email templates into your theme: copy the `emails` folder from `woocommerce/templates` to `your-theme/woocommerce/emails`. Note that this overrides any customizations made through the email settings.

Click **Save changes** to continue.

## Customizing Individual Emails

These are the individual emails WooCommerce can send. For the most part, each email has the same fields.

- Open an email's settings by selecting the email title or the gear icon.
- **Enable/Disable**: turn the email on or off. For example, most store owners want the **New Order** email enabled so they receive it when a new order comes in.
- **Recipients**: enter the email address(es) to send this email to. Separate multiple addresses with commas.
- **Subject**: what recipients see in their inbox. The default shows the site title, then "new customer order" with the order number and order date. Set it to any text you want.
- **Email heading**: works much like the subject but is normally not seen by customers.
- **Email type**: choose **Plain text**, **HTML**, or **Multipart**. The default is **HTML** so the logo, styles, and colors are used.

### Copying an Individual Template to Your Theme

- Under the email type options you can copy just that email's template into your theme for more complex customizations.
- If you've already copied the entire `woocommerce/templates/emails` folder into your theme, you'll see a **Delete template file** button instead of **Copy template file**.
- You can also **View template** to see the code for that email, and edit it if it was already copied into your theme.

> It's not recommended to edit template code directly from here. If you do edit templates from within WordPress, make sure you have backups.

Click **Save changes** after making your customizations.

## Testing and Troubleshooting

Once you've gone through each email's settings, place orders on your store, issue refunds, and so on to test them out. If you run into email problems, check the WooCommerce FAQ section on email troubleshooting.

---

# WooCommerce Product Settings: Measurements, Display, Inventory, and Downloadable Products

> **Source video:** https://www.youtube.com/watch?v=FEmwJsE8xDY

This video covers the **Products** tab in **WooCommerce → Settings**, which has four sub-menus: **General**, **Display**, **Inventory**, and **Downloadable products**. You'll learn how to set measurement units, configure reviews and ratings, control how products are displayed and sorted on the shop page, manage inventory and stock notifications, and configure file downloads.

Navigate to **WooCommerce → Settings → Products** to begin.

## General Settings

### Measurement Section

- **Weight unit**: choose the unit for product weight, e.g., kilograms, grams, pounds, and more.
- **Dimensions unit**: choose the unit for product dimensions, e.g., centimeters, meters, or yards.

### Reviews Section

- Enable **Ratings on reviews** to allow a star rating to be left with a review. Enabling this reveals three more check boxes:
  - **Require ratings** for a review to be left.
  - Show **Verified owner** labels for reviews.
  - Only allow reviews from **Verified owners** of the product — meaning only someone who has actually bought that specific product can review it.

Click **Save changes** before moving on.

## Display Settings

These settings control how products are shown in your store.

- **Shop page**: choose the page your products appear on. This is vital — without it there's nowhere to display products. If you used the onboarding wizard when installing WooCommerce, it most likely created and set this for you.
- **Shop page display**: choose to **Show products**, **Show categories**, or **Show categories and products**.
- **Default category display**: when a customer views a category page, choose to **Show products**, **Show subcategories**, or **Show subcategories and products**.
- **Default product sorting**: choose how products are sorted. Options include:
  - Default sorting (uses any custom ordering first, then product name)
  - Popularity
  - By sales
  - Average rating
  - Sort by most recent
  - Sort by price ascending or descending

### Add to Cart Behavior

- **Redirect to the cart page after adding a product**: good for stores with a small catalog — it quickly sends customers to the cart to encourage checkout.
- **Enable AJAX on add to cart buttons**: good for stores that want customers to add many products — it adds products to the cart without leaving the shop page, so customers can shop without interruption.

### Product Images

This section is very important. You'll want the settings here to match the image sizes your theme uses. Blurry or mis-sized images can be fixed by setting these correctly.

- **New image gallery**: if your theme supports it, customers can navigate product images with arrow keys, hover for a zoom effect, open the image in a light box with the magnifying glass, rotate through uploaded images, and make it full screen. It works well on mobile too.
- With the new gallery, upload the highest resolution images you can get. For example, a light box on a 15-inch display shows the image at 911 × 9001 pixels using the original upload. Check your analytics for the most common screen resolutions to know what original resolution you need.

The three image sizes:
- **Catalog image**: the size used on the shop page or any product archive (grid) page.
- **Single product image**: shown when viewing a single product. The image you set as the product image when creating/editing a product is used here and as the catalog image.
- **Product thumbnails**: the size of the thumbnails beneath the single product image, showing the product gallery uploads.

Remember to click **Save changes** before moving on.

## Inventory Settings

If you don't track inventory, you can leave these disabled.

- **Enable stock management**: allows you to manage stock per product and set quantity levels when creating or editing products.
- **Hold stock (minutes)**: how long WooCommerce should hold stock for unpaid orders, set in minutes (the example shows 7 days, or 10,080 minutes). Once the limit is reached, unpaid orders are automatically cancelled. Leave blank to disable.
- **Low stock notifications** and **Out of stock notifications**: send email notifications to the recipient address in the field below when products go low or out of stock.
- **Low stock threshold** and **Out of stock threshold**: these thresholds trigger the notifications above.
- **Hide out of stock products**: choose whether out-of-stock products are shown or hidden in the store.
- **Stock display format**: choose one of three options:
  - Always show the number of items in stock
  - Only show stock when it's low
  - Never show stock amount

Click **Save changes** before moving on.

## Downloadable Products Settings

These settings cover the file download method and access restrictions.

### File Download Method

- **Force download**: serves files via PHP and protects against direct linking. However, large files or an underpowered server may cause timeouts.
- **X-Accel-Redirect / X-Sendfile**: the most reliable choice. Offers great download performance and protects against customers sharing the download.
- **Redirect only**: uses a separate download link that redirects to the actual file. Least secure in terms of users sharing the download link.

### Access Restriction

- **Require login**: require users to be logged in to download their purchases. Note this doesn't apply with guest checkout — a guest customer receives a download link in their order email.
- **Grant access to downloadable products after payment**: as an order is processing, the customer already has access to their purchased download.

Click **Save changes** when done.

---

# Configuring WooCommerce Checkout Settings

> **Source video:** https://www.youtube.com/watch?v=zoejwJfXops

The checkout settings tab controls things like enabling guest checkout, coupon handling, checkout pages, and the payment gateways you offer. This guide walks through each section, including how coupon discounts are calculated and how to order your payment gateways.

## Opening the Checkout Settings

Head to **WooCommerce → Settings → Checkout**. You start on the **Checkout options** submenu.

## Checkout Process — Coupon Settings

Under the **Checkout process** section you can:

- **Enable or disable coupons** on your store.
- **Enable the "Calculate coupon discounts sequentially" option.**

> With sequential calculation, WooCommerce applies coupons one at a time. For example, on a $100 order with a 10% off coupon and a 20% off coupon: 10% off $100 gives $90, then 20% off the remaining $90 gives a cart total of $72. If the option is left unchecked, WooCommerce combines the coupons into effectively one 30% discount, giving a $70 cart total. Discounts are less generous when applied sequentially, so choose what fits your store.

Coupons can be a powerful part of your sales and marketing strategy — see the WooCommerce documentation for everything about creating coupons.

## Checkout Process — Guest Checkout and Security

- **Enable guest checkout** — With this enabled, a customer can check out without being forced to create an account. If you want all customers to create an account and/or log in to check out, uncheck **Enable guest checkout**.
- **Enable "Force secure checkout"** — This is highly recommended, and required along with an SSL certificate if the payment gateways you use accept cards directly on your store.

> Even if payments are made off-site, use an SSL certificate and force secure checkout, since your store collects personal information that customers expect you to protect. Be sure an SSL certificate is installed — either by yourself or by your host or developer.

With **Force secure checkout** enabled, another checkbox appears: **Force HTTP when leaving checkout**. This forces all pages to load over HTTP other than checkout.

## Checkout Pages

If you used the quick setup wizard, the cart and checkout pages are already set. You can still change the pages WooCommerce uses for the **Cart**, **Checkout**, and **Terms and conditions** pages.

- You must have a cart and checkout page set, or customers will not be able to check out.
- The terms and conditions page is optional, but if you set one, customers must select a checkbox agreeing to your terms before they can finish checking out.

## Checkout Endpoints

The **Checkout endpoints** section contains the **Pay**, **Order received**, **Add payment method**, **Delete payment method**, and **Set default payment method** endpoints. These are appended to your checkout page URLs to handle specific actions during checkout.

> If you create your own endpoints, make sure they are unique and don't appear anywhere else on your site, or you can break the checkout process.

## Payment Gateways

WooCommerce includes several payment gateways. There are three offline methods, where payment doesn't happen online:

- **BACS** (direct bank transfer)
- **Check payments**
- **Cash on delivery**

And three online methods:

- **PayPal Standard** — included in WooCommerce
- **PayPal powered by Braintree** — a free plugin on wordpress.org
- **Stripe** — a free plugin on wordpress.org

PayPal powered by Braintree and Stripe may already be added to your store if you used the quick setup wizard; otherwise download them from wordpress.org and activate them under **Plugins → Installed plugins**.

> If you activate PayPal powered by Braintree, it adds two separate payment gateways: one for credit cards and one for PayPal accounts. This gives you control to accept cards only, PayPal only, or both.

Within the **Payment gateways** section you can:

- Reorder your gateways, see their IDs, and see which are enabled at a glance.
- Drag a gateway via its hamburger menu to set your preferred order. The first enabled gateway is the one selected by default at checkout.
- Open a gateway's settings by selecting its name in the **Gateway** column, or by selecting its respective submenu at the top of the page.

Each individual gateway has its own documentation and video for its specific settings. Once checkout settings are configured, you're ready to set up the payment gateways you want for your store.

---

# Configuring WooCommerce Account Settings

> **Source video:** https://www.youtube.com/watch?v=AGZSeX5I-wo

The account settings tab controls the My Account page, registration options, automatic account creation, and the My Account endpoints. This guide walks through each of these options.

## Opening the Account Settings

Head to **WooCommerce → Settings → Accounts**. There aren't many settings here.

## My Account Page

Start by making sure you have a **My Account** page set. If you selected to install WooCommerce pages in the quick setup wizard, this page will already be set for you. Customers use it to view their orders and change their account details.

## Registration Options

- **Enable registration on the "Checkout" page** — Useful, especially if you don't allow guest checkout. It gives new customers an easy place to register, right within checkout.
- **Enable registration on the "My account" page** — Gives new customers a streamlined place to register when they visit the My Account page.
- **Display returning customer login reminder on the "Checkout" page** — Lets customers easily log in to their existing account at checkout.

## Account Creation

Under account creation you can tell WooCommerce to:

- Automatically generate a customer's **username** using their email address.
- Automatically generate a **password** for the account. This password is then sent to the customer's email address.

## My Account Endpoints

As with previous settings, the **My Account endpoints** are added to your My Account page URL to handle specific actions.

> If you make your own endpoints, make sure they are unique and aren't used anywhere else in your store, or you can break customers' account pages.

Select **Save changes** when you're done — the account settings are then complete.