Skip to content

Testing instructions for critical flows WooCommerce Square

Jump to bottom
Sumit Bagthariya edited this page Mar 16, 2024 · 47 revisions

Can activate the plugin without any error

The plugin should be installed and activated without any error or trouble.

Test Steps

  1. Download the Plugin zip from Woo account or Github
  2. Install the plugin zip in the Plugin Uploader screen of the store

Verify WooCommerce Square Integration for SSL Compliance

Test Steps

  1. Download the Plugin zip from Woo account or GitHub
  2. Install the plugin zip in Plugin Uploader screen
  3. Access the website without using SSL by entering the URL starting with ""http://"" instead of ""https://""."

Expected Result Without SSL should give notice in the admin area. WooCommerce Square: WooCommerce is not being forced over SSL; your customers' payment data may be at risk. Verify your site URLs here

Check Square extension related tabs and settings should appear.

After activating the Square extension, the "Square" tabs should appear in Dashboard.

Test Steps

  1. Goto wp-admin dashboard
  2. Goto Woocommerce > Setting
  3. Click on Square tab
  4. Goto Woocommerce > Setting > Payments
  5. Square Credit Card

Expected Result Square setting tabs and square credit cards should appear as expected.

Screenshot

image image

Connect a Square account

To verify the successful connection between WordPress and Square Live/Sandbox account for payment processing.

Test Steps

  1. Enable the Sandbox Mode via the Square settings under WP Admin > WooCommerce > Settings > Payments > Square. Enable sandbox mode and then head to the section > Sandbox settings below where you’ll create an app in your Square account.

  2. Valid Square Live/Sandbox account credentials ""Sandbox Application ID"" and ""Sandbox Access Token"" Copy from square account and Paste it to wordpress Sandbox settings and save .

Expected Result

  1. Square Settings, update tab should be visible
  2. Successful connection with Square Live/Sandbox account using the provided credentials.
Screenshot

image

Enable/Disable Payment Gateway in WooCommerce Settings

To verify the functionality of enabling or disabling a payment gateway in the WooCommerce settings.

Test Steps

  1. Log in to the WordPress admin dashboard.
  2. Navigate to the WooCommerce settings by clicking on "WooCommerce" in the left-hand menu and selecting "Settings"
  3. Click on the "Payments" tab in the settings menu.
  4. Locate the "Square – Square Credit Card" payment gateway that needs to be enabled or disabled.
  5. Click on the "Save changes" button

Expected Result

  1. The payment gateway can be enabled or disabled from the WooCommerce settings.
  2. The "Manage" button appears if the payment gateway is enabled.
  3. The "Finish Set-up" button appears if the payment gateway is disabled.

Payment Gateway > Transaction Type > Authorization

Verify the functionality of the "Authorization" transaction type.

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Select transaction type > Authorization

Expected Result

  1. If the transaction Type setting is set to “Authorization”, you can manually capture these payments from the WooCommerce > Orders page.
  2. An authorized transaction can be captured for up to 6 days; after 6 days, you must ask the customer to re-authorize the transaction to capture payment.
  3. A captured amount cannot differ from the authorized amount.

Payment Gateway > Transaction Type > Charge Virtual-Only Orders

Verify the functionality of the "Authorization" transaction type with options to charge virtual-only orders.

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Select transaction type > Authorization
  4. Checkmark > Charge Virtual-Only Orders

Expected Result Should automatically capture charges for orders with only Virtual products.

Payment Gateway > Transaction Type > Capture Paid Orders

Verify the functionality of the "Authorization" transaction type with options to charge Capture Paid orders.

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Select transaction type > Authorization
  4. Checkmark > Capture Paid Orders

Expected Result Should automatically capture orders when they are changed to Processing or Completed.

Payment Gateway - Accepted Card Logos

Verify the function "Accepted card logos"

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Accepted Card Logos
  4. Select the card.

Expected Result

  1. This doesn’t determine which cards are accepted, only which card logos are shown during checkout.
  2. The checkout page should display the added card.

Payment Gateway - Accepted Card Logos - Customer Profiles

Verify Customers can save their payment methods for future use at checkout. This is required for Subscriptions and Pre-Orders products.

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Customer Profiles
  4. Checked the checkbox"

Expected Result The payment method should be saved for further checkout

Digital Wallet

Take payments on your store with Apple Pay and Google Pay.

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Navigate the Digital wallet setting
  4. Enable digital wallet setting

Expected Result

  1. When digital wallets are enabled, Apple Pay and Google Pay buttons will be displayed on the Product, Cart, and Checkout pages, depending on which is available to the customer.

  2. If Apple Pay is not supported in a particular country, a WordPress dashboard message will be displayed.

Note:

  1. The digital wallet button is disabled on the single product page, cart page if any custom checkout field is added.

  2. Apple Pay is not available with Square - there was a problem with registering your store domain with Square/Apple Pay. View the Square logs to find out what caused the registration to fail.

Verify the Digital Wallet Button type and color settings

Test Steps

  1. Navigate the WooCommerce setting > Payment
  2. Select Square
  3. Navigate the Digital wallet setting
  4. Select button type a. Buy now b. Donate c. No text
  5. Select the button color for apple pay and google pay

Expected Result The Button type and Button color should match the settings.

Import Products

Verify the successful import of products from Square to WooCommerce

Test Steps

  1. Navigate the WooCommerce Setting > Square > Settings
  2. Click on "Import all products from square"
  3. Popup opened and click on Import products
  4. If you want to update current products during import, click on "Update existing products during import."

Expected Result

  1. The imported products from Square are correctly displayed in the WooCommerce product list.
  2. All existing products should be updated if the option to update existing products during import is selected.
Screenshot

image

The following fields should be imported if Update existing products during import is enabled.

update?
Name ✅
Description ✅
Price ✅
Category ✅
Inventory ✅
Image ✅

Sync Setting

Verify the Sync With "Square" and "WooCommerce" SOR

Test Steps

  1. Navigate the WooCommerce Setting > Square > Update
  2. Click on "Sync"

Expected Result

  1. The merchant site should sync products with Square.
  2. Any sync errors should be visible in the Sync records.

SoR: WooCommerce The following data from WooCommerce will overwrite Square data for synced products

update?
Name ✅
Description ❌
Price ✅
Category ✅
Inventory ✅
Image ✅

SoR: Square The following data from Square will overwrite WooCommerce data for synced products

update?
Name ✅
Description ✅
Price ✅
Category ✅
Inventory ✅
Image ✅

SOR - Square Other Settings

Sync inventory - Inventory is fetched from Square periodically and updated in WooCommerce

Override product images - Product images that have been updated in Square will also be updated within WooCommerce during a sync.

Handle missing products - Products not found in Square will be hidden in the WooCommerce product catalog.

Note: We can force polling by going to WooCommerce > Status > Scheduled Actions > pending and run the wc_square_sync action manually to initiate the polling process.

Automatic Sync

Frequency for how regularly WooCommerce will sync products with Square.

Test Steps

  1. Navigate the WooCommerce Setting > Square > Settings > Sync interval
  2. Select interval time for example - 15 minutes, 30 minutes

Expected Result

Synch should be run as per Interval time and reflect changes.

Sync setting Woocommerce SOR

Inventory tracking when SOR is Woocommerce

Test Steps

  1. Navigate the WooCommerce Setting > Square > Settings > Sync settings > WooCommerce
  2. Crete a new product / Existing Product
  3. Enable Sync with Square - Send product data to Square, under Products > General tab
  4. Enable / Disable Inventory tracking on the Square dashboard.

Expected Result

  1. Verify the Inventory tab there is two option available Synced with Square / Sync inventory
  2. Synch Inventory Tranking Enabled Fetch stock from Square under stock Qty field
  3. Square Dashboard > Inventory Tranking Disabled, Sync inventory beside in Manage stock checkbox label.
Screenshot

image image

Sync setting Square SOR

Inventory tracking when SOR is Square

Test Steps

  1. Navigate the WooCommerce Setting > Square > Settings > Sync settings > Square
  2. Crete a new product / Existing Product
  3. Enable Sync with Square - Send product data to Square, under Products > General tab
  4. Enable / Disable Inventory tracking on the Square dashboard.

Expected Result

  1. Verify the Inventory tab there is two option available Sync stock from Square
  2. Square Dashboard > Inventory Tranking Enabled, Sync stock from Square under stock Qty field
  3. Square Dashboard > Inventory Tranking Disabled, Sync inventory besides in Manage stock checkbox label.
Screenshot

image

Refund

verify the successful refund process for orders paid through the Square

Test Steps

  1. Open an order made through Square from WooCommerce > Orders
  2. Click on the Refund button
  3. Enter the refund amount and a reason(optional)
  4. Click on Refund via Square
  5. Observe the order note message
  6. Cross verify the refund amount and message in the Square Dashboard under Transactions.

Expected Result The refund process for orders paid through the Square payment gateway can be initiated successfully.

Square Credit Card fields in the Checkout Form

Test Steps

  1. Go to Woocommerce > Setting > Payments > Enable Square Credit Card
  2. Add to the cart any product
  3. Go to the Checkout page
  4. Select a square credit card as a payment.

Expected Result

  1. Square Credit Card fields must show only the Card Number, Expiry and CVV/CSC fields on page load
  2. Pin/ZIP code field must automatically show depending on the issuing country of the buyer's credit card
  3. Card logo must automatically change depending on the card number.
Screenshot

image

Note: Some cards don't require a postal code for payment. Use the card: 3569 9900 1009 5841 to test payment without postal/ZIP code.

Use test cards provided by Square.

Payment Method

Add new payment method

Test Steps

  1. Go to My Account > Payment Methods > Add payment method
  2. Add credit card details
  3. Click on add payment method

Expected Result

  1. Payment method should be added under payment method.
  2. If tokenization is enabled under WooCommerce > Settings > Payments > Square, a shopper should be able to add new payment methods under My Account > Payment Methods > Add payment method.
  3. New payment method should be visible under WordPress dashboard > Users > Square Payment Tokens
Screenshot

image

image

Delete a payment method

Test Steps

  1. Go to My Account > Payment Methods > Delete
  2. Click on delete

Expected Result

  1. Payment method should be Deleted under payment method.
Screenshot

image

Save card at checkout

Test Steps

  1. WooCommerce > Settings > Payments > Square
  2. Navigate to Customer Profiles
  3. Check the checkbox to enable/disable
  4. Save setting

Expected Result

  1. A shopper should be able to save their cards if tokenization is enabled under the setting.
  2. The selected payment method should be set as the "default" for future payments.
  3. The selected payment method should be successfully deleted from the shopper's account.
Screenshot

image

image

Giftcard > Enable Giftcard Feature

Test steps:

  1. Goto Wp-admin
  2. Goto WooCommerce > Payments > Square
  3. Navigate Gift Card settings
  4. Check the Checkbox for Enable/Disable
  5. Save the setting

Expected Result:

  1. By enabling the Gift Card feature in WooCommerce Square settings, your online store can accept payments made with Square Gift Cards.
  2. Additionally, you can sell Square Gift Cards to customers through your online store when the Gift Card feature is enabled.
  3. The WooCommerce checkout process should now include a section for entering and using Square Gift Cards as a payment method.

Selling/Purchase a Giftcard

Test steps:

  1. Goto Wp-admin dashboard
  2. Goto Woocommerce > Product > Add a new product
  3. Add a product name (Giftcard name)
  4. Navigate to product data and add Gitftcard price
  5. Navigate to product data and Mark the product as a gift card by enabling the Square gift card checkbox
  6. Publish product
  7. Goto shop page > select a gift card
  8. Enter a detail
  9. Process for checkout
Screenshot

image

Expected Result:

  1. This gift card product is now available for customers to purchase on your online store. Customers can select the gift card product, set the desired gift card value by entering the amount they wish to purchase, and proceed to checkout.

  2. The Gift Card section, with the Square payment method, should be available during the checkout process.

  3. Customers will be able to successfully purchase the Square Gift Card, and the recipient will receive the gift card via email.

Screenshot

image

Add existing value to gift card

Test steps:

  1. Goto newly created Gift card product
  2. Add required details like (gift card number)
  3. Add to cart and process for checkout

Expected Result:

  1. Customers who already have a Square Gift Card with a valid Gift Card number can add additional funds to their existing gift card.
  2. The system should recognize this number and allow the customer to add funds to the associated Gift Card.
Screenshot

image

Split the payments between a Square Gift Card and a Credit Card

Test steps:

  1. Add to the cart any product, ( A product price should be higher than a gift card value )
  2. Process for checkout
  3. Enter the Gift card number
  4. Enter credit card or use saved credit card for the remaining amount
  5. Process for checkout

Expected result:

  1. By following these steps, customers should be able to split the payment for their purchase between a Square Gift Card and a Credit Card.

  2. During checkout, there should be an option to enter the Square Gift Card number. After entering the Gift Card number, the system should calculate the remaining amount to be paid by the customer.

  3. Customers should be able to complete the remaining payment using their credit card

  4. The checkout process should be successful, and the order should be confirmed, with the payment split between the Square Gift Card and the credit card.

  5. The refund should be processed back to the original payment methods, with the portion paid by the Square Gift Card being refunded to the gift card balance and the portion paid by the Credit Card being refunded to the credit card used.

Screenshot

image

Note: Square Gift card no for sandbox testing doc here 7783 3200 0000 0000

Email notification for the gift card recipient

Test steps:

  1. Goto wp-admin dashboard
  2. Goto woocommerce > settings > Email
  3. Navigate to Square Gift Card sent
  4. Check for enable/disble
  5. Enter required details (subject,heading,additional content, email type)
  6. Save the changes

Expected Result:

  1. The WooCommerce settings should provide an option to enable or disable the "Square Gift Card Sent" email notification.

  2. If enabled, users should be able to customize the content of this email, including the subject, heading, additional content, and email type.

  3. After saving the changes, when a gift card is sent to a recipient, an email notification with the configured content should be sent to the gift card recipient. This email should provide all information about the gift card.

WooCommerce Blocks

Verify checkout using WooCommerce Blocks

Test Steps

  1. Download and Install WooCommerce checkout block extension
  2. Goto WP Dashboard
  3. Edit a cart page and add Cart block > and Update
  4. Edit a checkout page and add Checkout block > and Update
  5. Add Product to Cart and proceed to checkout

Expected Result

  1. The WooCommerce checkout block extension works seamlessly with Square
  2. Verify that the Square payment option is displayed as a payment method on the checkout page.
  3. Check the order confirmation page to ensure that the payment method is listed as Square
  4. Also allow users to pay using digital wallets like (Gpay, or Apple Pay)
  5. Also compatible with Cash app pay
Screenshot

image

image

Cash App Pay Setting > Enable/Disable

Test steps:

  1. Goto WP Dashboard
  2. Goto WooCommerce > Payments > Cash App Pay (Square)
  3. Check for enable/disable

Expected Result:

  1. The payment gateway can be enabled or disabled from the WooCommerce settings.
  2. The "Manage" button appears if the payment gateway is enabled.
  3. The "Finish Set-up" button appears if the payment gateway is disabled.
  4. If enabled, the checkbox in the Cash app should work accordingly.
  5. If disabled, the checkbox Cash app should not appear in the checkout
Screenshot image

Cash App Pay Setting > Title/Description

Test Steps:

  1. Goto WP Dashboard
  2. Goto WooCommerce > Payments > Cash App Pay (Square)
  3. Enter the "Title" and "Description"
  4. Save Changes

Expected Result:

  1. Title and Description should appear on the checkout page
  2. Title Should appear in WooCommerce > Payments > Cash App Pay (Square)
Screenshot image image

Cash App Pay Setting > Cash App Pay Button Theme

Test Steps:

  1. Goto WP Dashboard
  2. Goto WooCommerce > Payments > Cash App Pay (Square)
  3. Select Dark or Light
  4. Save Changes

Expected Result:

The selected theme (Dark or Light) should be applied to the Cash App Pay button on the checkout page.

Screenshot - Dark Theme

image

Screenshot - Light Theme

image

Cash App Pay Setting > Cash App Pay Button Shape

Test Steps:

  1. Goto WP Dashboard
  2. Goto WooCommerce > Payments > Cash App Pay (Square)
  3. Select Dark or Light
  4. Save Changes

Expected Result:

The selected button shape (Semiround, Round) should be applied to the Cash App Pay button on the checkout page.

Screenshot - Round button shape

image

Screenshot - SemiRound button shape

image

Payment with Cash App - Desktop

Test Steps:

  1. Add to the cart any product (except Pre-order and subscription products)
  2. Goto Cart and Process for Checkout
  3. Select Cash app for payment
  4. Click on the Cash App payment button to proceed.
  5. A popup should appear with a barcode.
  6. Open the Cash App mobile application on your device.
  7. Use the Cash App scanner to scan the barcode.
  8. Confirm and approve the transaction within the Cash App.

Expected Result:

  1. The transaction should be successfully processed.
  2. The WooCommerce order status should be updated to reflect the successful payment.
  3. If the user closes or ignores the popup without completing the Cash App transaction, the WooCommerce payment process should not proceed.
  4. Device type "Desktop" should be mentioned in the order attribution section
Screenshot

image

Payment with Cash App - Mobile

Test Steps:

  1. Open Mobile Browser like ( Safari, Chrome)
  2. Enter Store Url
  3. Add to the cart any product (except Pre-order and subscription products)
  4. Goto Cart and Process for Checkout
  5. Select Cash app for payment
  6. Click on the Cash App payment button to proceed.
  7. Redirect to the cash app mobile application
  8. Confirm and approve the transaction within the Cash App.
  9. Redirect back to the checkout page
  10. Click on the place order button

Expected Result:

  1. The transaction should be successfully processed.
  2. The WooCommerce order status should be updated to reflect the successful payment.
  3. If the user closes or ignores the popup without completing the Cash App transaction, the WooCommerce payment process should not proceed.
  4. Device type "Mobile" should be mentioned in the order attribution section
Screenshot

image

Cash App Payment Method Availability Based on Address

Test Steps:

  1. Add to the cart any product (except Pre-order and subscription products)
  2. Goto Cart and Process for Checkout
  3. Enter shipping and billing addresses located in the USA
  4. Enter shipping and billing addresses located outside the USA.
  5. Review the available payment methods.

Expected Result:

If the Cash App is configured to be available only for customers in the USA, it should not appear as a payment method when the shipping or billing address is set to a location outside the USA.

Cash app - Refund

Test Steps

  1. Open an order made through Square from WooCommerce > Orders
  2. Click on the Refund button
  3. Enter the refund amount and a reason(optional)
  4. Click on Refund via Cash app pay (square)
  5. Observe the order note message
  6. Cross verify the refund amount and message in the Square Dashboard under Transactions.

Expected Result

The refund process for orders paid through the Cash app pay (square) payment gateway can be initiated successfully.

Screenshot

image

image

Cash app > Transaction Type > Authorization

Verify the functionality of the "Authorization" transaction type.

Test Steps

  1. Navigate the WooCommerce setting > Payment > Cash App Pay (Square)
  2. Select transaction type > Authorization
  3. Save the changes
  4. Place an order with Cash App Pay.
  5. Go to Edit order and verify that the order status is "On Hold," and the order notes contain the note Cash App Pay (Square) Test Authorization Approved for an amount of xx.xx.
  6. Click the "Capture Charge" button.

Expected Result

  1. If the transaction Type setting is set to “Authorization”, you can manually capture these payments from the WooCommerce > Orders page.
  2. An authorized transaction can be captured for up to 6 days; after 6 days, you must ask the customer to re-authorize the transaction to capture payment.
  3. A captured amount cannot differ from the authorized amount.
  4. verify that it captures the payment, after capture payment updating the order status "Processing" accordingly.
Screenshot
Screenshare.-.2024-02-16.8_23_44.PM.mp4

Cash app > Transaction Type > Charge Virtual-Only Orders

Verify the functionality of the "Authorization" transaction type with options to charge virtual-only orders.

Test Steps

  1. Navigate the WooCommerce setting > Payment > Cash App Pay (Square)
  2. Select transaction type > Authorization
  3. Select Charge Virtual-Only Orders
  4. Save the changes
  5. Add a virtual product to the cart and place an order with Cash App Pay.

Expected Result

Verify that the order payment is already charged, and the order status is updated accordingly.

Screenshot
Screen.Recording.2024-02-16.at.8.52.37.PM.mov

Cash app > Transaction Type > Capture Paid Orders

Verify the functionality of the "Authorization" transaction type with options to charge Capture Paid orders.

Test Steps

  1. Navigate the WooCommerce setting > Payment > Cash App Pay (Square)
  2. Select transaction type > Authorization
  3. Select Charge Capture Paid Orders
  4. Save the changes
  5. Place an order with Cash App Pay.
  6. Goto Edit order, and verify update the order status to "processing" or "Completed"

Expected Result

Verify that the charge for the order is captured automatically when they are changed status changed to Processing or Completed.

Screenshot
Screen.Recording.2024-02-16.at.9.00.47.PM.mov

Cash app > Transaction Type > Charge

Test steps:

  1. Navigate the WooCommerce setting > Payment > Cash App Pay (Square)
  2. Select transaction type > Charge
  3. Save the changes
  4. Place an order with Cash App Pay.

Expected Result:

  1. Goto Edit order, and verify update the order status should be "processing"
  2. Automatically capture orders.

Disable the gateway if the currency is not supported

Test steps:

  1. Goto WordPress backend > Woocmmerce > Settings > General
  2. Change Currency and Set your store up using EUR
  3. Use a business location using another currency such as USD
  4. See the error appear in the WP admin

Expected Result:

  1. The Square payment method should not be available for selection or should be disabled in the payment method settings due to the currency mismatch between the store currency and the business location currency.
  2. A clear error message should inform the user that Square payment is not supported
Screenshot
Currency.not.supported.mp4

Buying a gift card product type using Cash App Pay

Test steps:

  1. Create a gift card product.
  2. Go to the product page on the front-end of the web store, choose "Buy a new gift card," enter details, and add the product to the cart.
  3. Go to the checkout and verify that Cash App Pay is available in the listed payment methods.
  4. Place an order using the Cash App Pay gateway and verify that the order is placed successfully.
  5. Verify that the gift card is created and activated.
  6. Verify that an email is sent to the recipient.
  7. Go to the gift card product page again, choose "Add value to an existing gift card," and add the product to the cart.
  8. Place an order using the Cash App Pay gateway and verify that the order is placed successfully.

Expected result:

  1. Cash App Pay should be available as a payment option during checkout for purchasing both new gift cards and adding value to existing gift cards.
  2. The order should be successfully placed using Cash App Pay.
  3. The gift card should be created and activated for new purchases or topped up with additional value for existing cards.
  4. An email notification should be sent to the recipient for both new gift card purchases and top-up transactions.
  5. Upon completion of the orders, the gift card should reflect the purchased or added value in the user's account.
  6. The transactions should be recorded accurately in the system, reflecting the correct amounts and payment status.

Note:

Screenshot
Buy.giftcard.using.cashapp.mp4

Note: Square Gift card no for sandbox testing doc here 7783 3200 0000 0000

Clone this wiki locally