Setting Up Your store site > Setting Up Your Payment Methods > Capture, Voids, Refunds


Capture, Voids and Refunds


Related Topics: Cross Section Matrixing | Department | Distributor | Manufacturer | Product  

 

Overview:

There is also a void, refund button on all orders (in your admin site), where it is relevant (i.e. if it is a credit card payment, and the payment gateway supports void, capture, or refund). Not all gateways support this. Authorize.net and VeriSign support all three.
NOTE: Works ONLY for Payment Gateway.  Does NOT work in C.O.D and Manual transactions. Generally, when doing manual processing, the order is deleted, not voided. Voiding is used to send a request to the payment gateway to stop payment.
At this time, there is no way to do a Partial refund of an order. We will be adding this capability in a future version. The capability for an ad-hoc charge/refund on any order will be provided.
Orders cannot be edited at this time. Why? It is tremendously complicated to unwind, or partially unwind any/all of the following, in combinations, on the same order: shipping costs, recalculate quantity discounts, re-factor coupons, etc.
 
For a list of credit card "Payment Gateways" supported, click here.
 

AppConfig Parameters Setting:

 
 

When Can I Capture, Void, Refund an Order?

If the Transaction State is "AUTHORIZED" (not "AUTH"), you'll get a Void and a Capture button next to the Transaction State line-item.

If the Transaction State is "CAPTURED", you'll get a Void and a Refund button next to the Transaction State line-item.

If the Transaction State is anything else, you won't see these buttons.
 
CAPTURE
The order is already AUTHORIZED (meaning, the Credit card info or e-Check for example is valid). Capture is used to capture the funds of the customer. Works for ALL payment methods (manual, with payment gateway, e-Check,  C.O.D, etc.)
 
VOID
Here are the rules to comply with in order to VOID an order properly:
1. VOID works if your store site is in LIVE mode. Going in LIVE mode requires your AppConfig settings to be set in the ff:
When you are in test mode (UseLiveTransaction=false) all transactions are fake even if they communicate with the gateway.
2. An order can ONLY be VOIDED before it settles with the gateway. Each gateway has different rules/times for settling transactions, which the store site can NOT determine. Generally, VOID works on transactions received that SAME day, where after, the store site wipes out the transaction as if it NEVER occurred. After that day, you can use Refund to reverse the change.
3. You should also see the transaction ID shown in the admin site order frame (Go to Orders>View/Manage Orders) to confirm that there is a valid transaction to do the Void on;
4. An order that has been CAPTURED already can NOT be VOIDED. (But the VOID button is still there. You must REFUND a CAPTURED transaction instead);
5. After doing a VOID action, you should also DELETE the order using the Delete button on the order page, so no one process it accidentally.
6. Not ALL gateways support VOID/CAPTURE/REFUND. But Authorize.Net does! Consider these functions in choosing your gateway.
 
REFUND
Just like VOID, the REFUND function works in the following conditions:
1. REFUND works if your store site is in LIVE mode. So it could communicate with the gateway. Going in LIVE mode requires your AppConfig settings to be set in the ff:
2. Orders that can be REFUNDED are CAPTURED only; The Refund button only shows up for CAPTURED orders.
3. Then you should also see the transaction Id shown in the admin site order frame (Go to Orders>View/Manage Orders) to confirm that there is a valid transaction to do the REFUND;
4. After doing a REFUND action, you should also DELETE the order using the Delete button on the order page, so no one process it accidentally.
 
 
5. Not ALL gateways support VOID/CAPTURE/REFUND. But Authorize.Net does! Consider these functions in choosing your gateway.
 

Important Reminder: Always perform RESET CACHE for every changes you make in the admin site!


   


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