Your transaction mode decides how a WooCommerce order becomes a Clover payment. It is a single choice, and it shapes three things you can feel day to day: how you refund, how much tax detail Clover records, and whether the order prints on your Clover devices.

 

Whichever mode you pick, your customer pays exactly the total your store shows them, and tax reporting never changes or blocks a payment.

 

 

Where the setting lives

In your WordPress admin, go to WooCommerce → Settings → Payments → WeeConnectPay and open the Payments tab. The Transaction mode section holds the choice. Charge at checkout and Order and charge are the two cards; Hold and charge later appears as a switch under Charge at checkout, since it is the same flow with the charge deferred.

 

 

The three modes

Mode How it works, in the plugin's words
Charge at checkout "The card is charged as soon as the customer checks out."
Hold and charge later "Holds the money without taking it. You charge the card yourself later, from the WooCommerce order page."
Order and charge "Clover receives the order item by item, then the card is charged."

 

 

Refunds

Mode Support What that means
Charge at checkout Supported "Full or partial refunds of the amount charged."
Hold and charge later Supported "Release the hold before you charge. Full or partial refunds once charged."
Order and charge Partially supported "Refunds cover whole items at their full price. You cannot refund part of an item in this mode."

 

Partial refunds on Direct Charges and Refunds on Order and charge cover the refund flows in detail.

 

 

Tax reporting

Mode Support What that means
Charge at checkout Supported "Every tax reporting choice works here, including naming each rate in Clover."
Hold and charge later Partially supported "Clover gets the tax amount. Naming each rate in a multi-rate cart needs the card charged at checkout, and capturing less than you held changes the tax total Clover records."
Order and charge Supported "Each linked rate appears on its own line in Clover. A line we cannot match keeps its tax inside the item price, and the customer pays the same either way."

 

Two standing notes the plugin shows alongside the tax explainer:

 

  • On Hold and charge later: "if you capture less than you held, Clover recalculates the tax total, but each named rate still shows the amount from when the hold was placed."
  • On Order and charge: "Order and charge sends Clover the order line by line. Each line with a linked rate gets its own named tax line. A line we cannot match keeps its tax inside the item price, and the customer pays the same either way."

 

One reporting choice behaves differently here than it does elsewhere. On Order and charge, the plugin states that "Order and charge has no combined tax line, so Total only behaves like Off here. Nothing is sent to the Clover order, and each line keeps its tax inside its price." Each rate by name is the choice that carries tax detail on this mode.

 

How the reporting choices themselves work is covered in How tax reporting to Clover works.

 

 

Order printing

Mode Support What that means
Charge at checkout Not supported "Orders are not printed on your Clover devices. The payment shows a short description instead."
Hold and charge later Not supported "Orders are not printed on your Clover devices. The payment shows a short description instead."
Order and charge Supported "Sends the order, item by item, to your Clover devices for printing."

 

The Clover Order Printing toggle sits in the same Payments tab, just under Transaction mode, and its own hint reads Requires Order and charge.

 

 

Stock sync

Inventory sync counts your online sales against your Clover stock, and it works on the Order and charge flow. The plugin puts it this way: "Stock sync needs Order and charge. On your current mode, online sales do not update Clover stock and are not counted in Clover sales reports." How inventory sync works covers the sync modes themselves.

 

 

Picking a mode

The choice is yours, and each mode is a real trade between the three dimensions above. Read the rows for the things your business actually does. If you print orders on a Clover device or you count online sales against Clover stock, Order and charge is the flow that carries those. If you refund parts of items, or you want every tax rate named on a multi-rate cart from a single card charge, Charge at checkout is the flow that carries those.

 

You can change the mode later from the same section, and the setup wizard asks for it too when you first connect your store.

 

If you would like a second pair of eyes on which mode fits your store, email support@weeconnectpay.com and describe how you take and fulfil orders.