Charges
Viewing Charges
A 'Charge' is created every time a consumer uses financing to make a purchase. Charges are displayed in both a list and detailed view.
Charges List
- UPDATED: Timestamp of the last update to the order in the system.
- ORDER ID: A unique identifier for each order. It can be either a merchant-provided order ID or ChargeAfter human-readable order ID.
- LENDER REFERENCE ID: The identification code of the financing provider.
- FIRST NAME: The consumer's first name.
- LAST NAME: The consumer's last name.
- LENDER: The name of the financing provider.
- STORE: The name of the store.
- CHANNEL: The channel from which the order was initiated. Possible values: Call Center, E-Commerce, In Store, In Home
- PROMO CODE: An identifier if a promotion was used.
- AMOUNT: The value of the charge and the currency.
- STATUS: The current post-sale state of the charge. Possible values:
- Authorized: The order’s total amount is authorized but not yet settled.
- Partially Settled: The order’s amount is partially settled.
- Settled: The authorized amount is fully settled.
- Voided: The full authorized amount is voided. (The order is canceled.)
- Partially Refunded: The settled amount is partially refunded.
- Refunded: The settled amount is fully refunded.
- Chargeback: A chargeback was initiated for the order following a dispute.
- FUNDING STATUS: Indicates whether the charge is unfunded, funded, or partially funded.
- APPROVAL CODE: The approval code provided by the lender.
- CHARGE ID: The unique identifier for the charge.
- CREATED: Timestamp of when the order was created.
- EMAIL: The consumer's email address.
- PHONE: The consumer's phone number.
- CONSUMER ID: The unique identifier of the consumer.
- TAGS: Optional tags added to the charge.
Customizing the View
You can customize the information visible in the Charges List.
Selecting Columns to View
You can select which columns to display in the Charges List.
To select which columns to view:
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Click the Columns button.
The Edit Columns window opens. -
Select the checkboxes next to the columns you want to view.
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Click Confirm.
Reordering the Columns
You can customize the order in which the columns are displayed in the Charges List.
To re-order the columns:
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Click the Columns button.
The Edit Columns window opens. -
Grab the Grid icon next to a column and drag and drop into place.
- Click Confirm.
Ordering the Information
In the Charges List, the Updated column can be sorted in ascending or descending order.
To sort dispute information in ascending or descending order:
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Hover your mouse to the right side of the column to display the Arrow symbol.
- Click the Arrow symbol.
Searching Charge Information
To search for charges via any of the criteria in the Charges List:
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Next to any column in the Charges List, click the Filter icon.
A drop-down search window opens. -
Enter or set your search terms.
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Click Confirm. Filtered results populate the Charges List.
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To clear the filters, click the Clear Filters button. The Charges List populates with all charges.
Exporting Charge Information
Operate users who are granted permissions can export data for analysis. To export the Charges List:
- Select filters based on the information you want to be exported.
- Click the Export button.
- Select your timezone and file type preferences.
- Click Export. The file downloads to your computer.
Charge Details
To view detailed information on a charge, click the arrow at the end of the charge's row in the Charges List.
Charge Details are organized by:
Status: Current charge status is listed in the top left next to the charge amount.
A: Charge Overview: The amount of the charge, the current post-sale charge status, and a summary of the charge including the lender’s name and logo, channel, store, order ID, charge ID, creation timestamp, and funding status.
B: Consumer Details: Information on the consumer.
C: Cart Information: A list of the items in the cart and any promotional discounts, taxes, and shipping amounts.
D: Balance: : A financial summary related to this charge including the original charge amount, any payments or refunds made, and outstanding balances.
E: History: A record of actions taken on the charge by the lender and merchant. Details for each event include:
- CA Transaction ID: The unique ChargeAfter identifier for the transaction.
- Created: Timestamp of when the event was created.
- Amount: The amount of the charge in the event.
- Status: The status of the charge at the conclusion of the event. Note that the status listed in history can be different from the current status of the Charge.
Managing Charges
Depending on the status of the charge and user permissions, you can perform various actions:
Settling a Charge
To settle an Authorized, Partially Settled, or Refunded charge:
- Click the Settle button.
- Enter the amount to settle.
- Click Settle.
Voiding a Charge
To void an Authorized charge:
- Click the Void button.
- Enter the amount to void.
- Click Void.
Refunding a Charge
To refund a Settled or Partially Settled charge:
- Click the Refund button.
- Enter the amount to refund.
- Click Refund.
Updated 4 days ago