Release testing instructions for WC Payments 4.0.0

Exclude Level3 data when capturing a terminal payment

Expected outcome

We currently collect level 3 data for payments captured via terminal (in-person payments). This is no longer required. This change aims to exclude level 3 data while capturing a terminal payment (capture later payment being unaffected).

Testing instructions

In-person payment

• Create a new order in WooCommerce with "Cash on delivery" as the payment method.

• Create a payment intent in Stripe Dashboard at https://dashboard.stripe.com/test/connect/accounts/<account_id>/payments/new. Make sure to have the "Capture funds later" option selected under "Manually enter card information."

• Make a POST request to /payments/orders/<order_id>/capture_terminal_payment. Refer the docs to set up authorization correctly.

• On the intent details page https://dashboard.stripe.com/test/connect/accounts/<account_id>/payments/<intent_id>, scroll down to the "Events and logs" section. In the latest event data, verify that level3 is null.

Capture later payment

• On the page WP Admin → Payments → Settings, check the option "Issue an authorization on checkout, and capture later." This will force all payments on the site to be captured later instead of right away.

• Create a new order in WooCommerce with "Credit card" as the payment method. After successfully checking out, notice that money from the card is not deducted yet.

• Go to the detail page (in WP Admin) for the just-created order. The status of this order should be "On hold," indicating that the payment hasn't been captured yet.

• You will also see this message in order notes: "A payment of $18.00 USD was authorized using WooCommerce Payments (intent_id)". Take a note of this intent id.

• From the "Order actions" dropdown in the right sidebar, select the "Capture charge" option.

• On the intent details page https://dashboard.stripe.com/test/connect/accounts/<account_id>/payments/<intent_id>, scroll down to the "Events and logs" section. In the latest event data, verify that level3 is populated with some data.

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UPE - Allow other payment methods to be used on "Pay for order" page without triggering WCPay validation errors

• Confirm that UPE Payments are enabled under Payments -> Settings.
• Enable an additional payment gateway, e.g Cash on Delivery, under WooCommerce -> Settings -> Payments.
• Create a new manual order from WP-ADMIN & use the Customer payment page link to make payment.
• On the "Pay for order" page, pay using Cash on Delivery or the additional payment method you've enabled. Confirm that using additional payment methods doesn't trigger WCPay related errors.
• Also try making payment via WCPay (new & saved payment methods) to confirm that everything works as expected.

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UPE - Allow saving payment methods when a non-reusable payment method is enabled

• Enable Giropay and SEPA Debit under Payments -> Settings.
  • This should have enabled Euros in Multi-Currency automatically, but if not, go to WooCommerce -> Settings -> Multi-Currency and enable Euros as an additional currency.
• Add item to your cart and go to the page with the checkout block.
  • If you do not have a page with the checkout block, create a new page and add a checkout block. You may need the WooCommerce Blocks plugin installed.
• Under Use another payment method -> Popular payment methods select SEPA Debit and enter any of the test numbers available here - https://stripe.com/docs/testing#sepa-direct-debit.
• Select the checkbox Save payment information to my account for future purchases.
• Place the order and confirm that the order is successful & SEPA payment method is saved (Check My Account -> Payment Methods).

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UPE - Hide checkbox to save payment method for non-reusable payment methods

• Enable Giropay & SEPA Debit under Payments -> Settings.
  • This should have enabled Euros in Multi-Currency automatically, but if not, go to WooCommerce -> Settings -> Multi-Currency and enable Euros as an additional currency.
• Add item to your cart and go to the page with the checkout block.
  • If you do not have a page with the checkout block, create a new page and add a checkout block. You may need the WooCommerce Blocks plugin installed.
• Under Use another payment method -> Popular payment methods select Giropay.
• Confirm that "Save payment information to my account for future purchases." checkbox is not displayed.
• Change payment method to Card or SEPA Debit and confirm that "Save payment information to my account for future purchases." checkbox is displayed as expected.
• Checkout with Card / SEPA Debit (with save option checked) and confirm that order is placed as expected.
• Checkout with Giropay and confirm that order is placed as expected.