3.5. Order Actions

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

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

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.

After pressing 'Charge' button the 'Result' column will show the results of confirmation for each order which was selected. In case of failure the corresponding error message is displayed in the 'Result' field.

If confirmation fails due to technical reason, the confirmation can be repeated. Repeated confirmation can't make a double withdrawal from the customer's account, only one successful charge operation is possible.

Payments, which are not confirmed in time (5-14 days depending on the bank) are automatically canceled.

3.5.2. Payment cancellation

Personal account allows to perform following types of refunds and cancellations: authorization return, partial cancellation, cash refund and financial transaction cancellation.

Authorization return (on-line cancellation) is a procedure for the cancellation of authorization by credit card payment before financial transaction* is created.

* Financial transaction – is process of providing to the processing center of payment information to clear the payment transaction (to confirm the customer account withdrawal)

Normally the authorization can be canceled within the same day when this authorization is made.

Authorization return can be performed only on the full authorization amount.

Partial cancellation is admissible for processings that allows this, before the financial transaction is effected. When a partial cancellation is performed after the successful authorization the financial transaction will be performed for the remaining amount of the payment.

Partial cancellation for enterprise which operating based on the double-stage payment mode is possible only after payment confirmation (before the financial transaction is performed).

Financial transaction cancellation is the cancellation of the credit card payment operation. It is performed after the financial transaction had been performed.

The financial transaction cancellation operation implies a full refund, taking into account the possible performs of the currency differences on the date of payment and on the date of financial transaction cancellation.

A financial transaction can be canceled only for processings that have ability to perform this operation.

Cash refund is a procedure of full or partial funds return to customer over payment that was performed in the enterprise's Internet-shop using credit card. Refund operation can be performed after the financial transaction has been performed.

Refund operation applies for any types of return on DCL, JCB and AMEX cards.

Refund is applicable for any partial amount returns.

Refund operation can also be applied to returns of a full amount, when only such type of cash return operations is admissible for the processing.

When you select 'Refund' option from the order's context menu the window with the orders' parameters will be opened.

Payment cancellation window

List of the displayed parameters is presented in the table below.

List of order parameters in payment cancellation window

When cancellation can't be performed, the order is not selected and the 'Result' field shows the corresponding message.

Column 'Cancel amount' contains (by default) the full authorization amount. It can be changed (decreased) in case when a partial cancellation is required (for example the customer decided to return a part of the ordered items). The 'Reason' field should be set according to reason of cancellation. By default it is set to 'Merchant deny' value.

After pressing 'Cancel' results of cancellations are displayed in the 'Result' column while fields 'Cancel count' and 'Cancel amount' are updated according to results of operations. In case of cancellation's failure the corresponding error message is displayed. Usually in this case you can try to effect cancellation again.

If the cheque data was transfered with the order creation, then a double click on the order row in the refund window opens a new window in which the order items are displayed. The cancellation of such orders can be done only by the full or partial cancellation of their items.