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How to have a stripe dashboard within WordPress

Last updated on June 7, 2023

With the Stripe payment gateway for the WooCommerce plugin, view the detailed stripe dashboard within WordPress itself.

Stripe Overview

As a first step, you will have to enable the option Stripe overview from the General settings window as shown below:

From Stripe Overview page, you can capture or refund payments manually. You can also view a graphical representation of the overview of the Stripe payment for a given period of time. You can view all the order/transaction details as well. It also allows full or partial payment capture or refund.

On the top left corner of the overview page, you can see the total amount CapturedUncaptured and Refunded for a given period of time done using the Stripe payment gateway. A graphical representation of the same is illustrated in the top right section.

WebToffee Stripe for WooCommerce-Stripe Overview
WebToffee Stripe for WooCommerce-Stripe Overview

The below section contains Order Details and Transaction Details.

Order Details

This tab consists of all the orders purchased using the Stripe Payment Gateway plugin for WooCommerce.

WebToffee Stripe for WooCommerce-Stripe Overview-Order Details
WebToffee Stripe for WooCommerce-Stripe Overview-Order Details

You can refund full or partial amount. You can change the action of the order status (Process, On-Hold & Completed) as well.

Also, the plugin provides an option called Table Row that restricts the order view for the given number. You can also search for an order in the given search option.

Transaction Details

This tab displays all the transactions made using the Stripe Payment Gateway plugin for WooCommerce.

WebToffee Stripe for WooCommerce-Stripe Overview-Transaction Details
WebToffee Stripe for WooCommerce-Stripe Overview-Transaction Details

Capturing Payment in Stripe

If you wish to capture payment at a later date via Stripe follow the below steps.

  1. Disable the Capture payment immediately option from General Settings.

2. Next, from Stripe Overview page, go to the ‘Order details‘ section.

3. Locate the specific order and click the Capture button across it. Upon capturing, the corresponding sum of money will be deducted from the customer’s account.

Processing Refunds in Stripe (Full & Partial)

You can process both full and partial refunds via Stripe through the overview page of the plugin.

Processing Full Refunds

Step 1 – Go to the Stripe Overview > Order Details.

Step 2 – You can enable the ‘Full‘ checkbox across the order you wish to refund and click the Refund button beside it.

Processing Partial Refunds

Step 1 – Go to the Order Details section inside the page.

Step 2 – Locate the order and disable the ‘Full‘ checkbox against it.

A new field appears where you can enter the amount that should be refunded.

Step 3 – Enter the amount and click the Refund button.

Now, the specified amount will be refunded and credited to your customer’s account.

To partially refund a particular order deselect the ‘Full’ checkbox across the order and enter the amount you wish to refund and click the refund button.

Changing Order Status

If you wish to change the status of a particular order to ‘Complete‘. You can click the Complete button against the order and change the order to complete.

To bulk change order status you can select all the orders you wish to change and choose the order status from the bulk actions drop-down.

WooCommerce Order page

Go to Dashboard > WooCommerce > Orders, and select your desired order.

View the order and transaction details (under Order Notes) from the Edit Order page as shown below.

Stripe WooCommerce Edit Order Page

Refer to know more on the setup of the plugin.