Documentation

Charges

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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.

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:

  1. Click the Columns button.




    The Edit Columns window opens.

  2. Select the checkboxes next to the columns you want to view.

  3. 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:

  1. Click the Columns button.




    The Edit Columns window opens.

  2. Grab the Grid icon next to a column and drag and drop into place.




  1. Click Confirm.

Sorting 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:

  1. Hover your mouse to the right side of the column to display the Arrow symbol.





  1. Click the Arrow symbol.

Searching Charge Information

To search for charges via any of the criteria in the Charges List:

  1. Next to any column in the Charges List, click the Filter icon.




    A pop-up search window opens.

  2. Enter or set your search terms.

  3. Click Confirm. Applied filters are displayed above the Charges list and filtered results populate the Charges List.

  4. To clear all filters, click the Clear Filters

    button. To clear a selected filter, click the X next to it.


Sharing Filtered Charges

After applying filters to the Charges list, you can copy the URL. This enables you to easily share with others in your organization or return to the same applied filters later.

To copy the URL, click the Copy URL

button.


Exporting Charge Information

To export the Charges List:

  1. Click the Export button.
  2. Select your timezone and file type preferences.
  3. Click Export. The file downloads to your computer.

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.

Updated 3 months ago