X-Payments:Managing payments - Revision history

Dohtur at 12:02, 19 February 2020

2020-02-19T12:02:04Z

Dohtur at 11:49, 10 August 2016

2016-08-10T11:49:05Z

Dohtur: /* Tokenization and Re-Use of Saved Credit Cards (X-Payments 2.x) */

2016-08-10T11:23:12Z

‎Tokenization and Re-Use of Saved Credit Cards (X-Payments 2.x)

Dohtur: /* Deleting payments */

2016-08-10T11:06:32Z

‎Deleting payments

Dohtur at 11:04, 10 August 2016

2016-08-10T11:04:04Z

Dohtur: /* Filtering payments / Advanced search */

2016-08-10T10:57:25Z

‎Filtering payments / Advanced search

Dohtur: /* Issuing refunds */

2016-02-26T13:19:08Z

‎Issuing refunds

Dohtur: /* Issuing refunds */

2016-02-26T13:17:03Z

‎Issuing refunds

Dohtur: /* Issuing refunds */

2015-12-02T17:29:07Z

‎Issuing refunds

Dohtur at 14:08, 2 December 2015

2015-12-02T14:08:01Z

@@ Line 126: / Line 126: @@
 '''ATTN users of Authorize.Net CIM''':
 # Users of X-Payments versions prior to X-Payments 2.2.0 may find that they are unable to issue refunds for some Authorize.Net CIM transactions. This is typically the case for transactions that have not yet been submitted for settlement. It is normal because for Authorize.Net CIM transactions funding takes place after settlement; before settlement no money can be returned to the buyer since no money has yet been captured. After settlement, the issue resolves on its own. In X-Payments 2.2.0 we implemented "smart refunds": if a refund transaction cannot be completed successfully, we automatically attempt to void the initial transaction.
-# To ensure the correct processing of Authorize.Net CIM refunds, you need to make sure that the option selected in the "Expanded Credit Capabilities" setting in the payment configuration for Authorize.Net CIM in X-Payments matches the respective setting in your merchant account. More information on Expanded Credit Capabilities (ECC) is available here: https://www.authorize.net/support/CP/helpfiles/Miscellaneous/Pop-up_Terms/Expanded_Credit_Capabilities.htm
+# To ensure the correct processing of Authorize.Net CIM refunds, you need to make sure that the option selected in the "Expanded Credit Capabilities" setting in the payment configuration for Authorize.Net CIM in X-Payments matches the respective setting in your merchant account. More information on Expanded Credit Capabilities (ECC) is available here: https://account.authorize.net/help/Miscellaneous/Pop-up_Terms/Expanded_Credit_Capabilities.htm
 ==Accept/Decline: Managing High Risk Transactions==

@@ Line 125: / Line 125: @@
 '''ATTN users of Authorize.Net CIM''':
-# Users of X-Payments versions prior to X-Payments 2.2.0 may find that they are unable to issue refunds for some Authorize.Net CIM transactions. This is typically the case for transactions that have not yet been submitted for settlement. It is normal, because for Authorize.Net CIM transactions funding takes place after settlement; before settlement no money can be returned to the buyer since no money has yet been captured. After settlement, the issue resolves on its own. In X-Payments 2.2.0 we implemented "smart refunds": if a refund transaction cannot be completed successfully, we automatically attempt to void the initial transaction.
+# Users of X-Payments versions prior to X-Payments 2.2.0 may find that they are unable to issue refunds for some Authorize.Net CIM transactions. This is typically the case for transactions that have not yet been submitted for settlement. It is normal because for Authorize.Net CIM transactions funding takes place after settlement; before settlement no money can be returned to the buyer since no money has yet been captured. After settlement, the issue resolves on its own. In X-Payments 2.2.0 we implemented "smart refunds": if a refund transaction cannot be completed successfully, we automatically attempt to void the initial transaction.
 # To ensure the correct processing of Authorize.Net CIM refunds, you need to make sure that the option selected in the "Expanded Credit Capabilities" setting in the payment configuration for Authorize.Net CIM in X-Payments matches the respective setting in your merchant account. More information on Expanded Credit Capabilities (ECC) is available here: https://www.authorize.net/support/CP/helpfiles/Miscellaneous/Pop-up_Terms/Expanded_Credit_Capabilities.htm

@@ Line 148: / Line 148: @@
 {{X-Payments:Emulating_transactions}}
-==Tokenization and Re-Use of Saved Credit Cards (X-Payments 2.x)==
+==Tokenization and Re-Use of Saved Credit Cards (X-Payments 2.x and later)==
-{{X-Payments:Tokenization_and_Re-Use_of_Saved_Credit_Cards_(X-Payments_2.x)}}
+{{X-Payments:Tokenization_and_Re-Use_of_Saved_Credit_Cards_(X-Payments_2.x_and_later)}}
 <noinclude>__NOTOC__</noinclude>

@@ Line 93: / Line 93: @@
 To delete a payment, do one of the following:
 * '''On the 'Payments' page''':<br />Select the payment(s) you wish to delete and click the '''Delete''' button.
-* '''On the 'Payment details' page''':<br />X-Payments 2.0: Click the [[File:XP2.0_delete_this_payment.png]] link. Confirm the deletion.<br />X-Payments 1.0: Click the [[File:Xp-28_delete_payment_link.gif]] link. Confirm the deletion.
+* '''On the 'Payment details' page''':<br />X-Payments 2.0 and later: Click the [[File:XP2.0_delete_this_payment.png]] link. Confirm the deletion.<br />X-Payments 1.0: Click the [[File:Xp-28_delete_payment_link.gif]] link. Confirm the deletion.
 ==Clearing cardholder data==

@@ Line 86: / Line 86: @@
 To see detailed information on a specific transaction:
 : X-Payments 1.0: Click [[File:Xp-26_additional_info.gif]]. You will see something like the following:<br />[[File:Xp-additional_info.gif|378px]]
 ==Deleting payments==
@@ Line 96: / Line 93: @@
 To delete a payment, do one of the following:
 * '''On the 'Payments' page''':<br />Select the payment(s) you wish to delete and click the '''Delete''' button.
-* '''On the 'Payment details' page''':<br />X-Payments 1.0: Click the [[File:Xp-28_delete_payment_link.gif]] link. Confirm the deletion.<br />X-Payments 2.0: Click the [[File:XP2.0_delete_this_payment.png]] link. Confirm the deletion.
+* '''On the 'Payment details' page''':<br />X-Payments 2.0: Click the [[File:XP2.0_delete_this_payment.png]] link. Confirm the deletion.<br />X-Payments 1.0: Click the [[File:Xp-28_delete_payment_link.gif]] link. Confirm the deletion.
 ==Clearing cardholder data==
@@ Line 114: / Line 111: @@
 '''To void an authorization''':
 # On the 'Payments' page, locate the payment for which you want to void an authorization and open its details for viewing. The 'Payment details' page opens.
-# On the 'Payment details' page, locate the section for Capture/Void actions:<br />X-Payments 1.0:<br />[[File:Auth_capture2.gif|border]]<br />X-Payments 2.0:<br />[[File:XP2.0_capture_void.png]]
+# On the 'Payment details' page, locate the section for Capture/Void actions:<br />X-Payments 2.0 and later:<br />[[File:XP2.0_capture_void.png]]
-# Click '''Void'''.
+# Click '''Void'''.<br />X-Payments 1.0:<br />[[File:Auth_capture2.gif|border]]
 Note that once an authorization has been voided, you will no longer be able to capture the payment - it will be declined.
@@ Line 124: / Line 121: @@
 '''To issue a refund''':
 # On the 'Payments' page, locate the payment for which you want to make a refund and open its details for viewing. The 'Payment details' page opens.
-# On the 'Payment details' page, locate the section for Refund actions:<br />X-Payments 2.0:<br />[[File:XP2.0_refund.png]]
+# On the 'Payment details' page, locate the section for Refund actions:<br />X-Payments 2.0 and later:<br />[[File:XP2.0_refund.png]]
 # Click '''Refund'''.

@@ Line 47: / Line 47: @@
 X-Payments allows you to filter the 'Payments' table to find specific payments based on certain criteria:
-# X-Payments 2.0: Click the [[File:XP2.0_advanced_search_link.png]] link above the Payments table. In X-Payments 1.0, use the link [[File:Xp-19_custom_filter.gif]]. <br />The 'Advanced search' form opens:<br />[[File:XP2.0_advanced_search.png|border]]
+# X-Payments 2.0 and later: Click the [[File:XP2.0_advanced_search_link.png]] link above the Payments table. In X-Payments 1.0, use the link [[File:Xp-19_custom_filter.gif]]. <br />The 'Advanced search' form opens:<br />[[File:XP2.0_advanced_search.png|border]]
 # Use the 'Advanced search' page to provide your search criteria:
 #* '''Date''': Select whether the payments should be submitted or updated during the dates you specify below. You can select from 'All dates', 'Day', 'Week', 'Month', 'Year' or 'Specified period. If you select 'Specified period, enter the exact dates below.
@@ Line 60: / Line 60: @@
 To clear the 'Advanced search' form and start over:
-: X-Payments 2.0: Use the '''Reset form''' button at the bottom of the form.
+: X-Payments 2.0 and later: Use the '''Reset form''' button at the bottom of the form.
 : X-Payments 1.0: Use the [[File:Xp-20_reset_filter.gif]] link.

@@ Line 1: / Line 1: @@
 <noinclude>{{XP manual TOC}}</noinclude>
-====Payments Page====
+==Payments Page==
 Payments made via X-Payments can be viewed/managed using the 'Payments' page.
@@ Line 34: / Line 34: @@
 * Delete payments.
-====Payment Statuses====
+==Payment Statuses==
 The 'Status' column of the 'Payments' table shows payment statuses. The possible payment statuses are as follows:
@@ Line 44: / Line 44: @@
 * ''Declined'' - The payment has been declined (The payment gateway declined the transaction or cancelled the payment authorization, or the customer refused to complete the payment).
-====Filtering payments / Advanced search====
+==Filtering payments / Advanced search==
 X-Payments allows you to filter the 'Payments' table to find specific payments based on certain criteria:
@@ Line 63: / Line 63: @@
 : X-Payments 1.0: Use the [[File:Xp-20_reset_filter.gif]] link.
-====Viewing Payment Details====
+==Viewing Payment Details==
 To view the details of a specific payment, locate the payment in the 'Payments' table and click on its Reference ID, or click on the 'Details' link pertaining to the payment in the last table column on the right. The 'Payment details' page opens:
@@ Line 92: / Line 92: @@
 :[[File:XP2.0_cardholder_data_not_available.png]]
-====Deleting payments====
+==Deleting payments==
 To delete a payment, do one of the following:
@@ Line 98: / Line 98: @@
 * '''On the 'Payment details' page''':<br />X-Payments 1.0: Click the [[File:Xp-28_delete_payment_link.gif]] link. Confirm the deletion.<br />X-Payments 2.0: Click the [[File:XP2.0_delete_this_payment.png]] link. Confirm the deletion.
-====Clearing cardholder data====
+==Clearing cardholder data==
 Stored cardholder data for some or all payments can be removed via the 'Payments' page:
@@ Line 106: / Line 106: @@
 It is also possible to remove stored cardholder data for a specific payment via the 'Payment details' page of that payment: click the '''Clear cardholder data''' link in the section that displays stored cardholder data.
-====Auth and capture: Capturing funds====
+==Auth and capture: Capturing funds==
 {{X-Payments:Auth_and_Capture}}
-====Voiding authorizations====
+==Voiding authorizations==
 Depending on the payment gateway you use, you may be able to void authorizations.
@@ Line 119: / Line 119: @@
 Note that once an authorization has been voided, you will no longer be able to capture the payment - it will be declined.
-====Issuing refunds====
+==Issuing refunds==
 Depending on the payment gateway you use, you may be able to refund payments received from your customers - fully or partially.
@@ Line 127: / Line 127: @@
 # Click '''Refund'''.
-====Accept/Decline: Managing High Risk Transactions====
+==Accept/Decline: Managing High Risk Transactions==
 Some payment gateways provide merchants with fraud protection tools that allow them to identify potentially fraudulent transactions and manage their own fraud risk – to make their own decisions about which payments to accept or decline.
@@ Line 144: / Line 144: @@
 If the transaction is declined, the payment becomes ''Declined''.
-====Emulating transactions====
+==Emulating transactions==
 {{X-Payments:Emulating_transactions}}
-====Tokenization and Re-Use of Saved Credit Cards (X-Payments 2.x)====
+==Tokenization and Re-Use of Saved Credit Cards (X-Payments 2.x)==
 {{X-Payments:Tokenization_and_Re-Use_of_Saved_Credit_Cards_(X-Payments_2.x)}}