Identify the commerce layer behind the site

WordPress manages the site, while a commerce plugin or external payment flow may own checkout and orders. Check the active plugins and customer-facing checkout. If WooCommerce owns the order, review the WooCommerce integration and gateway plugin together.

Review plugin ownership and staging

Identify who maintains the payment extension and what the maintainer supports. Record the theme, ecommerce extension, checkout template, and relevant versions. Test payment changes on a staging copy where test orders, email, and fulfillment are separated from the production store.

Example: an order form and store checkout share a domain

List each page where a buyer can begin payment. A form plugin and a store extension may record transactions separately or use different gateways. Establish which routes are in scope for the merchant account, and verify both payment records before assuming an update on one route applies to the other.

Use the actual checkout journey for testing

  • Find which plugin or hosted service collects the payment.
  • Confirm compatibility with the storefront theme and active checkout extensions.
  • Exercise payment success, a decline, and a refund using approved test methods.
  • Match the order record, customer receipt, and gateway transaction reference.

Sources and further reading

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