Checkout add-ons - User Guide

Checkout add-ons - User Guide

For pricing and how to add to your website see at the bottom of the page.

Configure

You can decide where your add-on fields will appear on the checkout page – before or after the billing details section or before the order summary (default) – by adjusting the display setting:

  1. Go to Appearance > Customize.
  2. Select WooCommerce > Checkout.
  3. Select the desired display setting from the Checkout Add-Ons display menu.
  4. Click Publish.

On the same Customize tab, you can choose if you want to apply percentage adjustments based on the total or subtotal of the order.

Creating Checkout Add-ons

To create a checkout add-on, go to WooCommerce > Checkout Add-Ons and click Add add-on.
Creating a checkout add-on

You can now begin creating your checkout field! On the General tab, you can modify the following fields:

  • Enabled: Add-ons are enabled by default, but can be disabled if you want to temporarily remove them without completely deleting them from your site.
  • Checkout Label: Optional. Customer-facing label for this add-on. If left blank, the add-on Title will be used.
  • Description: Optional. Customer-facing field where you can provide additional context about the add-on. Supports limited HTML.
  • Add-on Type: Choose the add-on field type.
  • Default value: Optional. The value that should be prepopulated for the field on the checkout page.
  • Price adjustment: Optional. Determine the fee or discount associated with this add-on, as either a fixed amount or a percentage.
  • Taxable?: Determines if tax rates should apply to the add-on. This setting will only appear if taxes are enabled for your store.
  • Tax Rate: If taxable, determines which tax rate will apply to the add-on.
  • Attributes: Optional. These settings impact whether the add-on field is required and if/how it should be displayed on the Orders page.

Add-on Types

TYPEDESCRIPTIONEXAMPLE USE CASE
TextCustomer can enter a short string of text.Gift recipient’s name
Text AreaCustomer can enter a long string of text.Gift messages
SelectCustomer can select one option from a drop-down menu.Gift wrapping options
MultiselectCustomer can select one, several, or all options from a drop-down menu.Shipping and handling add-ons (e.g. Add Insurance, Add Rush Handling, etc.)
RadioCustomer can select one option from a list of radio buttons.Choosing whether or not the order contains a gift.
CheckboxCustomers can select a single checkbox.Adding a fixed-amount donation
Multi-checkboxCustomer can select one, several, or all options from a list of checkboxes.Gift wrapping add-ons (e.g. Add a bow, Add tissue paper, etc.)
FileCustomer can upload a file to include in their order, which you can access from your Media Library or when viewing the order.Custom card cover

Here’s an example of how each field appears on the checkout page:

Options

You can set default values for all add-on types except “File”.

For the “Text” and “Text Area” add-on types, you can define the default on the General tab:

For all other eligible add-on types, you must navigate to the Options tab to set the default. For the “Multiselect” and “Multi-checkbox” add-on types, which let customers select more than one option, you can also set multiple defaults:

Price Adjustments

You can choose to associate fees or discounts in either fixed amounts or percentages for all add-on types.

To add a fee, enter the price adjustment as a positive value, such as 2.50. To add a discount, enter the price adjustment as a negative value, such as -2.50.

When setting the price adjustment as a percentage, the adjustment will be calculated based on the order’s subtotal.

For the “Text”, “Text Area”, and “File” add-on types, you can set the price adjustment on the General tab:

For all other add-on types, price adjustments can be set on the Options tab:
Adjusting the price per add-on on the Options tab

Display rules

You can customise add-ons so they’ll only appear when certain conditions are met:

  • Cart subtotal: add-on will only appear when the cart subtotal is within the indicated range
  • Product or category in cart: add-on will only appear when any of the listed products or product categories are in the cart.
  • Add-on value: this add-on will appear based on the value of another add-on. This is great for gift options – if someone has indicated that the purchase is a gift, you can then offer options like gift wrapping or a custom card.

    Adjusting the display rules for an add-on

Attributes

There are five attributes you can set for checkout add-ons:

  • Required: If selected, the customer cannot place the order until the field is populated or selected. Adds a red asterisk to the field to denote its requirement.
  • Display in View Orders screen: Adds the add-on field to the Orders list so you can view its values across orders in one screen.
  • Allow Sorting on View Orders screen: Lets you sort the Orders list alphabetically/numerically by the add-on field’s value. Cannot be set for “Multiselect”, “Multi-checkbox”, or “File” add-on types.
  • Allow Filtering on View Orders screen: Lets you filter the Orders list to display only the orders with a particular value in the add-on field. Cannot be set for the “Text Area” add-on type.
  • Renew with Subscriptions: If using WooCommerce Subscriptions, lets you include the add-on in renewal orders.

Administrator View

Administrators can view all selected add-on fields in the Edit Order page:

Depending on the selected attributes, administrators can also view add-on fields from the Orders list.

Viewing File Uploads

The “File” add-on type lets customers upload a file with their order. When uploaded, files are given a unique suffix to prevent duplicate names. Uploaded files are available in your Media Library and the order itself.

If you have enabled the attribute to display the “File” add-on in the Orders list, you can also access files by selecting the link in the associated column.



Customer View

The customer can view any selected/populated add-on fields and any associated price adjustments in the order details.



Overview and pricing of this feature. Click here

Troubleshooting this feature? Click here


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