Before you begin…

You need a Texas Sales Tax Permit if you are in Texas and sell taxable items, unless your sales qualify as occasional sales. Allow 2-3 weeks to receive your permit.

Texas Comptroller Website



Install WooCommerce

WooCommerce add five (5) new menu items to the dashboard:

  • WooCommerce
  • Products
  • Payments
  • Analytics
  • Marketing

adds two (2) new users roles:

  • Store Manager
  • Customer

and creates five (5) pages:

  • Cart
  • Check Out
  • My Account
  • Refunds & Return Policy
  • Shop

  Pages can be edited using Thrive Theme Builder.

Add Products

You can use the wizard to show you how to add products…

In the menu go to WooCommerce > Home

Click on the Add Product button to start the wizard. Note that this add product wizard is only available for the first time.

You can always add products by going to Products > Add New

WooCommerce Documentation: Adding and Managing Products

Payment Processor

Most popular are PayPal and Stripe. You can choose either, or both. Both are free plugins. You need to have you own Stripe or PayPal account. Please send me the login information when you get it set up.

Other payment processors are available upon request.


Need a PayPal business or personal account.


WooCommerce Settings

Go to WooCommerce > Settings

Move thru the General, Products, Shipping, Payments, Accounts & Privacy, and Emails tabs for the settings.


To add a new coupon, go to Marketing → Coupons and click Add coupon.

Coupon code is the code customers will enter to apply the coupon to their cart.

Description is an optional field that’s not visible to customers, only to merchants.

Discount Types

WooCommerce comes with three coupon discount types...

  • Percentage discounts apply a percentage discount to the entire cart.
  • Fixed cart discounts apply a fixed amount discount to the entire cart.
  • Fixed product discounts apply a fixed amount discount to selected products only. The discount is calculated per item and not for the whole cart.

Usage Restriction

You can apply the following restrictions to your coupon...

  • Set a minimum or maximum order subtotal (that is: the sum of the cart subtotal + tax).
  • Include or exclude selected products or categories.
  • Limit by ‘allowed’ emails (verified against the customer’s billing email).

User Limitation

You can apply the following limitation to your coupon...

  • Usage limit per coupon – How many times a coupon can be used by all customers before being invalid.
  • Limit usage to X items – How many items the coupon can be applied to before being invalid. This field is only displayed if there is one or more products that the coupon can be used with, and is configured under the Usage Restrictions.
  • Usage limit per user – How many times a coupon can be used by each customer before being invalid for that customer.


How do coupons affect tax calculations?

Coupons are applied to the product price before tax is calculated. To make sure taxes are then calculated correctly due to rounding, we need to split the discount across all items in the cart rather than remove an amount from the total.

When a discount is split across the line items in a cart, naturally, half values could occur that in turn can cause rounding issues once everything is summed up.

To help prevent this, we only use cent values. Once split between items, any remainder is applied one line item at a time until exhausted. The final total will then total the applied discount total. This is most important for fixed cart discounts.

How do coupons affect shipping calculations?

Coupons are applied to individual products or the items in the cart. Shipping Rates are not cart items so coupon discount will not be applied to shipping. 

Smart Coupons
The Smart Coupons extension for WooCommerce is a great addition to the built-in functionality. (billed annually at $129)

(1) Display available coupons on Cart and My Account pages and apply them with a single click

(2) Store credit/gift certificate
Store credits work as a fund balance on the customer’s account to use on their purchases. If not completed used, the difference remains for the next purchases.

(3) Bulk generate coupons and send them via email