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How to manually process a payment in Auctiva Commerce

You can use Auctiva Commerce to take online orders and process the payments using manual methods. This is technique is used for stores with Mail and Purchase Order Payment Methods. These payment methods don't use a payment gateway and must be manually processed.

How to do a "Mark as Received" transaction

When a merchant receives a payment that does not need to be authorized (i.e., a check by mail or a purchase order), a "Mark as Received" transaction will complete the payment process. It's up to you as to whether or not this transaction will occur before the customer's funds have cleared. When this transaction is done, it returns a "Paid" Payment Status and a "Shipment Pending" Order Status.

Step 1. View the Payments page.

If the Payments page is loaded, skip ahead to Step 2.

  • Go to Order Manager page by clicking on the Orders icon located in the upper-right corner of the Auctiva Commerce administration.
  • Find the order to be "Marked as Received." Use the search tool if necessary. Click on the "details" link to the right of the order to load the Summary page of the order.
  • Click on the Payments tab. This will load the Payments page that displays the order payment processing details.
Step 2. Mark as Received.
  • Tasks: Select the Mark as Received option and click on the Enter icon to the right of the task. The status will display "COMPLETE" when this transaction is done.

This completes the "Mark as Received" transaction. Your next step to complete the order is to process the shipment.

How to void a payment

Voiding a Check by Mail or Purchase Order payment method doesn't have as many restrictions as when a merchant voids a payment via an integrated billing processor. Any payment process done in the Order Manager can be undone when processing Checks or Purchase Orders. Use the Edit Payment task to make those changes as necessary. See the Edit Payment section below for more details.

Step 1. View the Payments page.

If the Payments page is loaded, skip ahead to Step 2.

  • Go to Order Manager page by clicking on the Orders icon located in the upper-right corner of the Auctiva Commerce administration.
  • Find the order to be captured. Use the search tool if necessary. Click on the "Details" link to the right of the order to load the Summary page of the order.
  • Click on the Payments tab. This will load the Payments page that displays the order payment processing details.
Step 2. Void Payment.
  • Tasks: Select the Void Payment option and click on the Enter icon to the right of the task. The Void Payment page will load.
  • Review the Void Payment details. Enter in a note to the customer if necessary.
  • Click the Void button.

This completes the task of voiding a payment. Remember, any transaction for the Check and Purchase Order payment methods can be undone if necessary.

How to edit a payment

A merchant can edit a payment. This changes the Payment Status of an order, allowing the payment to be reset to earlier statuses if necessary. For orders using an integrated billing processor, editing a payment does not send a transaction request to the billing processor. It only overrides the Payment Status. This is useful for notation purposes only. For most merchants using a billing processor, you will rarely need to edit a payment. Merchants who process Checks or Purchase Orders will edit payments if a mistake was made and needs to be corrected.

Step 1. View the Payments page.

If the Payments page is loaded, skip ahead to Step 2.

  • Go to Order Manager page by clicking on the Orders icon located in the upper-right corner of the Auctiva Commerce administration.
  • Find the order to be captured. Use the search tool if necessary. Click on the "Details" link to the right of the order to load the Summary page of the order.
  • Click on the Payments tab. This will load the Payments page that displays the order payment processing details.
Step 2. Edit Payment.
  • Tasks: Select the Edit Payment option and click on the Enter icon to the right of the task. The Edit Payment page will load.
  • Status: Choose the Payment Status that reflects the state of the order or the change you intend to make.
  • Click the Save button.

This completes the task for editing a payment. Once a payment is edited the tasks associated with the Payment Status will become available.

How to delete a payment

A merchant can delete a payment for an order to remove all payment information, including transactions from an order. All data for the payment will be deleted, so make sure this is really want you want to do before you delete an order.

Step 1. View the Payments page.

If the Payments page is loaded, skip ahead to Step 2.

  • Go to Order Manager page by clicking on the Orders icon located in the upper-right corner of the Auctiva Commerce administration.
  • Find the order to be captured. Use the search tool if necessary. Click on the "Details" link to the right of the order to load the Summary page of the order.
  • Click on the Payments tab. This will load the Payments page that displays the order payment processing details.
Step 2. Edit Payment.
  • Tasks: Select the Delete Payment option and click on the Enter icon to the right of the task. A window will appear, alerting you that this option will delete all payment information.
  • Click the Ok button.
  • The Payment information for the order will be removed from the Payments page. This completes the task.

This completes the task of deleting a payment. Remember that deleting a payment cannot be undone. If a payment is accidentally deleted, it's up to you to contact the customer to complete the payment. A new payment will need to be created from the Payment's page of the order.

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