This guide provides step-by-step instructions for installing and configuring our payment gateway within WooCommerce. After you have successfully set up Affirm, your WooCommerce site will:
Present Affirm as a payment option during the checkout process.
Seamlessly handle Affirm charges within your order management system.
Showcase Affirm's promotional messaging.
Once the Affirm extension is installed, this guide will further assist you in customizing Affirm's diverse features to elevate the overall customer experience.
## Install the Affirm WooCommerce extension
Download the extension [here](🔗).
In your WordPress dashboard, navigate to **Plugins > Add New**.
Click the **Upload Plugin** button and click **Choose File** to select the file you just download.
Click **Install Now** then **Activate**.
Follow the steps below to configure your general Affirm settings.
Navigate to **WooCommerce > Settings > Payments** and select **Affirm**. This takes you to the Settings screen.
_Payments_ was formerly called _Checkout_ prior to WooCommerce 3.4.
**Enable/Disable** – Enable to use. Disable to turn off.
_If displayed_, leave the **default title** as “**Affirm Pay over time**” and **description** as “**You will be redirected to Affirm to securely complete your purchase. It's quick and easy—get a real-time decision!**” unless instructed by Affirm.
Select **Expand** to show **Affirm Account Settings**.
Enable **Affirm Sandbox** if developing or testing before going live. Remember to disable when done.
Disable when done.
Set your **Region** to **US** for a US store.
Enter the **Public Key** from your [Affirm dashboard](🔗). (_If testing, use your [Affirm sandbox public key](🔗)_).
Enter the **Private API Key** from your [Affirm dashboard](🔗). (_If testing, use your [Affirm sandbox private key](🔗)_).
Choose whether **Language Selector** should be based on **Site Language** or **Browser Language**. (_For US store, leave this as Site Language_.)
Select a **Transaction Mode**:
Authorize obtains payment authorization only.
Authorize and Capture obtains authorization and captures funds.
Enable **Partial Capture** _only_ if instructed by Affirm support.
Select a **Checkout Mode**:
Modal triggers a pop-up during checkout.
Redirect takes the customer offsite to check out.
Select **Inline Checkout Messaging** to enable Inline checkout value props on the checkout page.
Select a **Cancel Affirm Page**:
Cart Page – takes customer to cart.
Payment Page – takes customer back to payment.
Checkout Page - takes customer back to checkout.
Custom URL - takes customer to custom URL.
Enter **Permalink/Custom Cancel URL** _only_ if you selected **Custom URL** for Cancel Affirm page.
Select **Expand** next to **Promotional Messaging Settings**.
Check to **Enable category promotional messaging** to include promotional messaging on category level pages.
Check to **Enable product promotional messaging** to include promotional messaging on product level pages and select placement of product page messaging. (_if unsure, select After Product Price_.)
Check to **Enable cart promotional messaging** to include promotional messaging on category level pages.
Select an **Affirm Color** – **Blue, Black or White for the logo**.
Check **Show Learn More** to display a link in Affirm monthly payment messaging.
Enter your **Affirm Promo ID** (_optional_) to display Affirm with different styling, messaging, or loan terms. Only enter a Promo ID if instructed by Affirm.
Select **Expand** next to **Advanced Settings**.
Set **Order Minimum** – set minimum cart total to display Affirm as a payment option. If unsure, leave the default value of $50.
Set **Order Maximum** – set maximum cart total to display Affirm as a payment option. If unsure, leave the default value of $30000.
Select **Enable Debugging messages** if troubleshooting. Otherwise, leave disabled.
Leave **Enable Enhanced Analytics unchecked**.
Check to **Display Merchant Fee**. If unsure, leave the default.
Click **Save changes**.
## How inline checkout works
Inline is available for our **Installment**, **<<glossary:Pay in 4>>** and **Hybrid** financing options.
**Affirm Lite** and **Adaptive Checkout** are not supported at this time.
When a customer selects Affirm as a payment option, the view expands and renders the following information in your site:
**Value props**: Highlights some of the benefits of paying with Affirm.
**Learn more about Affirm**: A learn more link that opens our educational modal.
**Payment timelines**: The timeline and amount for each payment.