Charges

Charges are displayed in both a high-level list and a detailed view.

Viewing the 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 or email 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.
  • 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.

Viewing 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:

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.

Managing Charges

Depending on the status of the charge, you can perform various actions:

Settling a Charge

To settle an Authorized, Partially Settled, or Refunded charge:

1. Click the Settle button.
2. Enter the amount to settle.
3. Click Settle.

Voiding a Charge

To void an Authorized charge:

1. Click the Void button.
2. Enter the amount to void.
3. Click Void.

Refunding a Charge

To refund a Settled or Partially Settled charge:

1. Click the Refund button.
2. Enter the amount to refund.
3. Click Refund.