ClearCompany Learning: E-Commerce Settings

The E-Commerce module in ClearCompany Learning enables organizations to sell learning objects directly through the platform. Administrators can configure payment methods, taxes, currencies, and credit systems to support a wide range of purchasing experiences for users. This guide explains each setting available in the E-Commerce configuration panel.

In this article:
E-commerce Engine Status
Credit Card Payments
Purchase Order Payments
Enable Taxes
Multiple Currencies
Credit Management
F.A.Q.

Note:

E-Commerce is an add-on module. To enable it, contact ClearCompany.

Settings Overview

The E-Commerce Settings panel allows superadmins the ability to:

• Toggle the E-Commerce engine status (Off, Testing, or Live).
• Enable and configure payment methods (Credit Card, Purchase Orders).
• Apply taxes based on group rules.
• Support multiple currencies.
• Configure platform credits and their usage.

Proper setup ensures a smooth purchasing experience for learners while aligning with your organization's operational, tax, and accounting requirements.

E-commerce Engine Status

The Engine Status controls whether E-Commerce is operational and how it behaves:

• Off: Pricing cannot be added to learning objects. Existing prices will not require users to pay.
• Testing Mode: Enables testing of checkout and pricing workflows without processing real payments.
• Live: Enables real transactions. Use this once pricing is finalized and payment setup is complete.

Please Note:

Users do not need additional approval to access purchased learning objects.

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Credit Card Payments

Credit Card Payments enable users to purchase learning objects using credit cards via PayPal’s PayFlow Pro.

• Automated Credit Card Processing: When enabled, payments are processed automatically. If disabled, admins must manually approve orders in Dashboard E-Commerce Orders.

To set up Credit Card Payments:

PayFlow Pro Account Requirements

• Create a PayFlow Pro account (this is different from a personal PayPal account).
• Ensure the account is Active. Credentials won’t validate otherwise.

• Enter the following credentials into the Learning platform:

  • Partner
  • Merchant
  • Password

ClearCompany Learning supports up to two PayFlow Pro accounts. For detailed setup instructions, refer to the ClearCompany Learning: Payflow Pro Integration Guide.

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Purchase Order Payments

Purchase Order Payments allows users to enter a Purchase Order (PO) number at checkout instead of using a credit card.

• PO numbers are typically generated by an organization’s finance or accounting system.
• If both PO and credit card payment options are enabled, users can choose either at checkout.

Note:

PO numbers are not validated by ClearCompany Learning.

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Enable Taxes

Selecting "Enable Taxes" allows superadmins to configure how taxes are applied during purchases. This is useful when users are associated with multiple tax groups or none at all. Options Include:

• Set Global Default Tax: Applies a fixed tax rate platform-wide.
• Use Highest Assigned Tax: Applies the highest tax from the user’s assigned groups.
• Alert User of Conflict: Prevents purchase and displays an error message if no valid tax rate is configured.

Note:

Even with taxes enabled globally, each object must also have taxes enabled individually under its Pricing tab.

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Multiple Currencies

Multiple Currencies allows admins to add support for multiple currencies (e.g., USD, CAD). This option can be enabled to support regional pricing.

How Multiple Currencies Work:

• Users can set their preferred currency in their profile.
• User preferences override group or default settings.
• If no preference exists, the system defaults to the Default Currency in the Event of Conflict setting.

Note:

Each additional currency requires a separate PayFlow Pro account to handle those transactions.

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Credit Management

Credit Management allows users to purchase, spend, and transfer credits within the platform.

Key Features:

• Adds a Buy With Credits option on learning object pricing tabs.
• Administrators can configure the following fields:
  • Cost Per Credit (USD): Set the conversion rate between credits and currency.
  • Enable Taxes: Apply taxes to credit purchases.
  • Roles Allowed to Purchase Credits: Define which roles can buy credits.
  • Roles Allowed to Transfer Credits: Define which roles can transfer credits.
  • Enable Credit Expiration: Set expiration rules for credits.
  • Group Pricing: Admins can also configure group-specific pricing to offer tailored rates for different user groups.

F.A.Q.

Can I set different payment options per group or object?

Group Pricing can be set by an admin in the Pricing tab on the object edit page. The group pricing option allows admins to select a group and set a price and currency.

Can users use multiple payment methods in one transaction (e.g., part credit card, part credit)?

At this time, users will only be able to select one payment. If a user doesn't have enough credits to purchase an object, they will not be able to proceed with the transaction or will need to select a different payment method.

What happens to a user’s credits or access if an order is refunded?

If a refund occurs, a user will lose access to the content and be required to repurchase the object(s). Credits/Refunds will be returned to the account.