Post Sale Operations

Overview

All post-sale actions are done normally from your Magento back-office system. Any invoice, credit memo, or void transaction in Magento is sent to ChangeAfter for processing and the status is updated in ChargeAfter’s Merchant Dashboard accordingly.

In a Magento order, you receive an indication that the order was processed through ChargeAfter, the name of the lender that processed this order, and its Charge ID in ChargeAfter.

Settle a charge

A charge can only be settled (captured) once and in full. Follow these steps to settle a charge in Magento 2:

1. In your Magento 2 admin panel, navigate to Sales > Orders.

2. Select the order you want to settle.

3. Click the Invoice button (in the upper right corner).

   

4. Click on the Submit Invoice button to complete the settle.

Void a charge

Canceling an order placed through ChargeAfter effectively voids a charge. Follow these steps to void a charge in Magento 2:

1. In your Magento 2 admin panel, navigate to Sales > Orders.
2. Select the order you want to cancel.
3. Click on the Cancel button.

Refund a charge

A charge can be refunded either partially or fully. Multiple partial refunds can be issued. Follow these steps to refund a charge in Magento 2:

1. In your Magento 2 admin panel, navigate to Sales > Orders.

2. Select the order you want to refund.

3. In the Order View menu on the left, select Invoices.

4. Select the order invoice you need to create a refund for.

5. Click on the Credit Memo button (in the upper right corner).

6. Update items that you want to refund.

   

7. Click on the Refund button.