You can perform the following actions over order in the Order monitor window: payment confirmation (Charge), payment cancellation (Refund), print the bill (Print receipt).
Right click on the desired order opens the order's context menu. You can select necessary actions in this menu.
You also can select several orders and perform action over the group of orders. Hold CTRL button and select orders via click on the order, or hold Shift button and select range of orders using up/down cursor keys. After selection of orders you can open context menu and select action.
There are check boxes on each row in action window and only selected orders will be performed by action (any of actions which is described below). If you don't want to perform an action on some orders in the list – just remove check mark on them before action performing.
3.5.1. Order payment confirmation
If merchant uses a double-phase payment mode then after completing authorization the enterprise has 4 days to confirm the payment (to confirm money withdrawal from the customer's account). Any enterprise's user (who has appropriate rights) can confirm the payment by right-click on the order(-s) and selecting 'Charge' option in the order's context menu.
You can easily find all unconfirmed orders by selecting 'Delayed' in the 'Order state' filter. Orders which await payment confirmation and which are within the selected time period (and probably other criteria applied if they are filled) will be shown.
When you select 'Charge' option in the order's context menu the 'Charge' window will appear as it shown on the picture below.
Order payment confirmation dialog
The list of the order properties, which are displayed in the confirmation window are described in the table below.
List of the displayed order properties in the confirmation window
Column name | Description |
Merchant | Merchant name |
Billnumber | Internal order number |
Order number | Order number |
Data | Order creation date/time |
Card-holder | Card-holder |
Means number | Number of payment means |
Amount | Successfully authorized amount (It is maximum amount that can be charged) |
Charge amount | Confirmation amount (by default it is full order amount) |
Currency | Currency of authorized amount |
Comment | Order comment |
Result | Operation result. If the enterprise uses one-phase payment mode then this field shows the message: 'Confirmation of payment is not required.' |
If confirmation is not required for order then it is not marked and 'Result' field shows related message.
'Charge amount' by default filled by full authorized amount. Some processings allow to confirm partial amount. For this – enter the desired amount in the 'Charge amount' field.
If merchant works with the cheque and sends the cheque items when ordering, then the confirmation can be performed only for orders with cheque items.
If your merchant works with the cheque, but does not send the cheque items when ordering, you can add the necessary cheque items manually on confirmation.
Order items on confirmation
If there is fiscalization for the confirmed order, the corresponding parameters are also displayed in the confirmation window. Depending on the fiscalization settings agreed with the merchant, the following options of the displaying parameters are possible:
- Fiscalization is performed at the order authorization. The all fiscalization parameters must be sent by the merchant with the authorization request. If the fiscalization parameters were not sent, then they are set by default according to the merchant settings. The fiscalization settings are not available for editing in the confirmation window.
- Fiscalization is performed at the order confirmation. If the fiscalization parameters were sent, they are displayed in the confirmation window and are available for editing. If the fiscalization parameters were not sent, then they are set by default according to the merchant settings and available for editing in the confirmation window.
To add an item, call the context menu with the right click on the empty field of the order item table.
Order items context menu
If you select the "Add" option in the order items context menu then a window opens where you can enter the order item parameters.
Item adding window
After filling the "Price" and "Quantity" fields, the "Calculate" button becomes active. Pressing this button automatically fills the "Amount" field with the calculated value (Price*Quantity).
List of parameters, which have to be filled is specified in the table below:
List of parameters in the item adding window
Parameter | Mandatory field | Adopted values | Comment |
Position number | Yes | Number | # of the cheque's item (unique number for cheque) |
Price | Yes | Number, 15 digits (delimiter: '.') | The cost of a product unit |
Quantity | Yes | Number, digits (delimiter: '.') | The product's quantity in the units of the product measurements |
Amount | Yes | Number, 15 digits (delimiter: '.') | The cost of a specified quantity of product |
Tax | No | Select from the list of available values | Tax rate identifier |
Payment mode | No | Select from the list of available values | Payment method (see Annex 6) |
Product code | No | String (50) | Product's code |
Position name | No | String (250) | Product's name |
After adding the next order item, all items will be displayed as a table in the "Charge" window.
Charge window with the list of items.
Using the context menu, you can also edit or delete the added items.
Confirmation can be carried out in full or in part on the marked items.