Post Order Operations

Overview

A charge is created after a consumer completes an order using ChargeAfter as a payment option. The charge will be in AUTHORIZED status initially. An entry with information about the charge will be added to the Timeline in the order page of the store’s admin site. The entry title will say $XXX.XX was authorized on ChargeAfter, as shown below:

Click the entry title to expand the entry. Click again to expand the Information from the gateway. Under X message you can find the name of the Lender and the charge ID, as shown in the picture below:

The following post-order transactions can be performed on a charge from your Shopify store’s admin site.

Settling a charge

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

  1. In the store’s admin site, go to the order’s page.
  2. Click on Capture Payment. The Capture Payment dialog pops up. The amount on the text box is the charge total. For orders made through a lender that provided an open line of credit, the
    charge total will be equal to the order total. For lease-to-own orders, the charge total will
    exclude sales tax.
  3. Click on Accept $XXX.XX.

Two new entries will be recorded in the Order’s Timeline. The first entry will say A $XXX.XX USD capture is pending on ChargeAfter. The second entry will say $XXX.XX USD was captured on ChargeAfter.

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Note that it may take several minutes for the second entry to be added to the timeline.

Once the two entries are added, the Timeline should look as follows:

The settle transaction ID will appear in the second entry (the one on top). You can find it in the
Information from the gateway under X Message as shown below:

Refunding a charge

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

  1. In the store’s admin site, go to the order’s page.
  2. At the top of the page click on Refund items.
  3. Select the items you wish to refund.
  4. Under Refund shipping enter the shipping amount you wish to refund.
  5. Go to the Summary section. The REFUND AMOUNT should be updated accordingly.
  6. Click on Refund $XXX.XX
    Two new entries will be recorded in the Order’s Timeline. The first entry will say A $XXX.XX USD refund is pending. The second entry will say You refunded $XXX.XX USD on ChargeAfter.

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Note that it may take several minutes for the second entry to be added to the timeline.

Once the two entries are added, the Timeline should look as follows:

The refund transaction ID will appear in the second entry. You can find it in the Information from the gateway X Messages as shown below:

Voiding a charge

Cancelling an order that was placed through ChargeAfter has the effect of voiding a charge. Follow these steps to void a charge.

  1. In the store’s admin site, go to the order’s page.
  2. At the top of the page click on More actions and select “Cancel order”. The Cancel order dialog pops up. Please do not change the Shipping amount.
  3. Click on Cancel order.
    Two new entries will be recorded in the Order’s Timeline. The first entry will say Void of a $0.00 USD authorization is pending. The second entry will say You voided the authorization on ChargeAfter.
    Note that it may take several minutes for the second entry to be added to the timeline.
    Once the two entries are added, the Timeline should look as follows:

The refund transaction ID will appear in the second entry. You can find it in the Information from the gateway X Messages as shown below:


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