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Post-Purchase Cross-Selling & Upselling

Payment handling

How the add-on amount is collected depends on how the original order was paid. The extension always resolves this from the order's own payment, not from anything the customer changes afterwards.

Invoice, prepayment, cash on delivery, direct debit

While the order is still unpaid, the add-on amount is simply added to the order total. The customer pays the new total the same way they were always going to. Nothing else is needed.

Order in the administration after an accepted offer
An existing order after the add-on was accepted: the extra item and its discount are added to the original order, and the total is recalculated.
Orders already marked paid

If such an order has already been marked paid, there is no open balance to add to, so no offer is made for it.

PayPal (with SwagPayPal)

PayPal here means the PayPal wallet method and PayPal's own ACDC card method. There are two ways the add-on is collected, and the extension picks automatically:

  • Silent recharge (best): if the customer has a saved (vaulted) PayPal payment or ACDC card, the add-on amount is charged in the background before the item is added, with no second PayPal step.
  • Quick confirmation (PayPal wallet only): if a PayPal-wallet order has no saved payment and you have enabled PayPal wallet: collect upsell via a second approval when not vaulted, the customer is sent to PayPal once more to approve just the add-on amount. After they approve, the item is added. If they cancel, nothing is added and nothing is charged.

The card method (ACDC) is saved-card only. A card order with no saved card is not offered the upsell at all: its only possible fallback would be a quick confirmation through the PayPal wallet, which would push someone who paid by card onto a PayPal account, so the extension shows no offer rather than a step that mismatches how they paid. In practice guest card checkouts (which cannot save a card) are not offered the upsell; saved-card customers still get the silent recharge with one click.

The add-on charge is recorded as its own PayPal transaction, so the order shows the original payment plus the add-on, and you can refund either one from the order's PayPal tab. Full setup is in PayPal setup.

Note on the quick confirmation

The quick confirmation fallback is only for customers without a saved payment. If a vaulted customer's silent recharge is declined, the add-on is not added – there is no quick confirmation fallback in that case.

Cards and other providers

Credit/debit cards through other providers (for example Stripe, Mollie, Klarna, Adyen) are not recharged automatically in this version. Either restrict such campaigns to the supported payment methods, or do not offer on those orders. (The campaign's Allowed payment methods picker already lists only the methods the upsell can apply on.)