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v9.3.0 ‐ Release testing instructions

Alfredo Sumaran edited this page Mar 11, 2025 · 5 revisions

ACH

To test ACH, you will need a Stripe account that is based in the US, a Stripe account with ACH enabled, a store using USD currency, and a shopper billing address in the US. On Stripe this can be found at: Settings > Payments > Payment Methods > (Choose config) > Bank Debits.

Screenshot 2025-03-06 at 2 46 01 PM

All of these tests only apply to the following flows:

Stripe's experience WC's block checkout WC's shortcode checkout
Legacy
Updated (UPE)

ACH Settings

  • Confirm that all pre-requisites are met above for Stripe account and store currency settings.
  • Visit the Stripe settings page at WooCommerce > Settings > Payments > Stripe.
  • Confirm that ACH Direct Debit appears in the list of available payment methods
  • Change the store currency to EUR under WooCommerce > Settings > Currency
  • Go back to the Stripe Payment Method settings
  • Confirm that ACH Direct Debit is listed, but has a notification for Requires Currency
  • Change the store currency back to USD.
  • Go back to the Stripe Payment Method settings
  • Enable ACH Direct Debit
  • Save settings

Screenshot 2025-03-06 at 3 05 29 PM

Simple Product Checkout

  1. Add a product to the cart and proceed to checkout.
  2. Ensure ACH Direct Debit is offered as a payment method.
  3. Select ACH Direct Debit payment method.
  4. Select Test Institution.
  5. Click Agree and Continue if prompted.
  6. Select the Success account and click Continue.
  7. If prompted to Save account with Link, click Not Now.
  8. On success dialog, click Back to store name.
  9. You should see the payment method selected and Bank account data selected.
  10. Click Place Order.
  11. Confirm the order is submitted successfully.

Save ACH Payment Method

Perform this test as a shopper logged into the store.

  1. Add a product to the cart and proceed to checkout.
  2. Ensure ACH Direct Debit is offered as a payment method.
  3. Select ACH Direct Debit payment method.
  4. Select Test Institution.
  5. Click Agree and Continue if prompted.
  6. Select the Success account and click Continue.
  7. If prompted to Save account with Link, click Not Now.
  8. On success dialog, click Back to store name.
  9. You should see the payment method selected and Bank account data selected.
  10. Check the "Save payment method information..." checkbox.
  11. Click Place Order.
  12. Confirm the order is submitted successfully.
  13. Continuing as the logged in shopper, visit the My Account page.
  14. Click Payment Methods
  15. Confirm an entry for "Checking Account Ending In"

Checkout with Saved ACH Payment Method

Perform this test with the same shopper used in the "Save ACH Payment Method" test.

  1. Add a product to the cart and proceed to checkout.
  2. Select ACH Direct Debit payment method if it's not already selected.
  3. Confirm there is a saved payment method starting with "Checking Account Ending In" and it is selected.
  4. Click Place Order.
  5. Confirm the order is submitted successfully.

Add New Payment Method

  1. As a shopper, navigate to My account > Payment methods
  2. Click on the "Add payment method" button.
  3. Confirm ACH Direct Debit is an option and select it.
  4. Enter email address and first and last name.
  5. Click on Test OAuth Institution.
  6. Click Agree and Continue on the modal and Continue again.
  7. Select the Success account and click Connect account.
  8. If prompted to Save account with Link, click Not Now.
  9. On success dialog, click Back to store name.
  10. Click on the "Add payment method" button.
  11. Confirm a "Payment method successfully added" success message is displayed.
  12. Confirm the payment method you just added is listed under My account > Payment methods.

Delete Saved Payment Method

  1. Start as a user that has completed the "Add New Payment Method" test above.
  2. Navigate to My account > Payment methods
  3. Confirm you see your saved payment method with label like "Checking Account Ending In".
  4. Click Delete on the Payment Method.
  5. Confirm "Payment method deleted." message is displayed.
  6. Confirm the payment method is no longer listed.

BACS

To test Bacs, you will need a Stripe account that is based in UK, a Stripe account with Bacs Direct Debit enabled, a store using GBP currency, and a shopper billing address in the UK. On Stripe this can be found at: Settings > Payments > Payment Methods > (Choose config) > Bank Debits. Make sure the business currency in Stripe (Settings > Business > Bank accounts and currencies) is set to GBP. Otherwise Bacs won't be visible on the merchant store as payment option.

Screenshot 2025-03-07 at 11 23 42 AM

A sample valid UK address that can be used (feel free to use another address if desired): 96 Euston Rd
London
NW1 2DB
United Kingdom (UK)

All of these tests only apply to the following flows:

Stripe's experience WC's block checkout WC's shortcode checkout
Legacy
Updated (UPE)

Bacs Settings

  • Confirm that all pre-requisites are met above for Stripe account and store currency settings.
  • Visit the Stripe settings page at WooCommerce > Settings > Payments > Stripe.
  • Confirm that Bacs Direct Debit appears in the list of available payment methods.
  • Change the store currency to EUR under WooCommerce > Settings > Currency
  • Go back to the Stripe Payment Method settings
  • Confirm that Bacs Direct Debit is listed, but has a notification for Requires Currency
  • Change the store currency back to GBP.
  • Go back to the Stripe Payment Method settings
  • Enable Bacs Direct Debit
  • Save settings

Screenshot 2025-03-07 at 11 27 18 AM

Simple Product Checkout

  1. Add a product to the cart and proceed to checkout.
  2. Enter a valid UK address for the Billing details.
  3. Ensure Bacs Direct Debit is offered as a payment method.
  4. Select Bacs Direct Debit payment method.
  5. Enter 10-88-00 for Sort Code.
  6. Enter 00012345 for Account number.
  7. Check the "I understand that Stripe will be collecting..." checkbox.
  8. Click Place Order.
  9. Confirm Sort code and Account number are correct in the modal.
  10. Click Confirm in the modal.
  11. Confirm the order is submitted successfully.

Save Bacs Payment Method

Perform this test as a shopper logged into the store.

  1. Add a product to the cart and proceed to checkout.
  2. Enter a valid UK address for the Billing details.
  3. Ensure Bacs Direct Debit is offered as a payment method.
  4. Select Bacs Direct Debit payment method.
  5. Enter 10-88-00 for Sort Code.
  6. Enter 00012345 for Account number.
  7. Check the "I understand that Stripe will be collecting..." checkbox.
  8. Check the "Save payment information.." checkbox.
  9. Click Place Order.
  10. Confirm Sort code and Account number are correct in the modal.
  11. Click Confirm in the modal.
  12. Confirm the order is submitted successfully.
  13. Continuing as the logged in shopper, visit the My Account page.
  14. Click Payment Methods.
  15. Confirm an entry for "Bacs Direct Debit ending In".

Checkout with Saved Bacs Payment Method

Perform this test with the same shopper used in the "Save Bacs Payment Method" test.

  1. Add a product to the cart and proceed to checkout.
  2. Select Bacs Direct Debit payment method if it's not already selected.
  3. Confirm there is a saved payment method starting with "Bacs Direct Debit ending in" and it is selected.
  4. Click Place Order.
  5. Confirm the order is submitted successfully.

Delete Saved Payment Method

  1. Start as a user that has completed the "Save Bacs Payment Method" test above.
  2. Navigate to My account > Payment methods
  3. Confirm you see your saved payment method with label like "Bacs Direct Debit ending in".
  4. Click Delete on the Payment Method.
  5. Confirm "Payment method deleted." message is displayed.
  6. Confirm the payment method is no longer listed.
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