• Resolved carolinesianholder

    (@carolinesianholder)


    Hi there, I need to set up a payment option allowing users to provide information for their funding provider (insurance) as part of the check out process, alongside the credit card and transfer options. I have no idea how to do that! Does anyone have any experience or ideas around that please? I’d appreciate any help you can give, thanks so much!

Viewing 3 replies - 1 through 3 (of 3 total)
  • Hi @carolinesianholder

    Thanks for reaching out!

    If I understand you correctly, you would like to have another payment gateway for the funding provider (insurance) of your customers, is that right?

    I have not heard of this yet. Could you provide more context about what you are trying to achieve here? How will the payment be processed? Do you have an example of such for us to check this further?

    Meanwhile, if you would just like to add a text field where the customers can input the name of the Funding Provider, that could be achieved thru the use of a plugin like Checkout Field Editor provides you with an interface to add, edit, and remove fields shown on your WooCommerce checkout page. Fields can be added and removed from the billing and shipping sections, as well as inserted after these sections next to the standard ‘order notes.

    You can also check our marketplace for the several payment gateway options we offer.

    Alternatively, customers can use the Order Notes field at the Checkout page as well.

    Image Link: https://snipboard.io/rePNs4.jpg

    Thread Starter carolinesianholder

    (@carolinesianholder)

    Hi @xue28

    thanks for coming back to me. That’s actually already really helpful with the checkout field editor, I’ll explore that, I hadn’t realised I could add fields at the billing section.

    I am using stripe to allow card and bank transfer options, it’s just trying to figure out the most streamlined way for the user to provide their insurance details so that the administrator doesn’t have to contact them to provide them afterwards, just trying to remove that step for them.

    The actual payment itself will then be processed internally, so we don’t need that actual functionality.

    Hello,

    it’s just trying to figure out the most streamlined way for the user to provide their insurance details so that the administrator doesn’t have to contact them to provide them afterwards, just trying to remove that step for them.

    I understand you would like some type of field to collect insurance information from the customers.

    You can consider this extension as well, it can help you to add extra fields at checkout:
    https://woocommerce.com/products/conditional-checkout-fields-for-woocommerce/

    It includes a 30-days money back guarantee policy, and the chance to make pre-sales questions.

    I hope this helps.

Viewing 3 replies - 1 through 3 (of 3 total)

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