XP Cloud:Auth and Capture (Capturing Funds) - Revision history

Dohtur at 13:16, 2 March 2020

2020-03-02T13:16:30Z

Mouse: Mouse moved page X-Payments Cloud:Auth and Capture (Capturing Funds) to XP Cloud:Auth and Capture (Capturing Funds): Test page move from API

2020-03-02T09:17:23Z

Mouse moved page X-Payments Cloud:Auth and Capture (Capturing Funds) to XP Cloud:Auth and Capture (Capturing Funds): Test page move from API

Dohtur at 09:45, 17 February 2020

2020-02-17T09:45:12Z

Dohtur at 09:41, 17 February 2020

2020-02-17T09:41:17Z

Dohtur at 09:36, 17 February 2020

2020-02-17T09:36:52Z

Dohtur at 09:36, 17 February 2020

2020-02-17T09:36:21Z

Dohtur at 09:31, 17 February 2020

2020-02-17T09:31:05Z

Dohtur at 09:22, 17 February 2020

2020-02-17T09:22:18Z

Dohtur at 09:07, 17 February 2020

2020-02-17T09:07:11Z

Dohtur: Created page with "Depending on the type of order fulfillment process used by your store, you may choose to set up your account in such a way that the capture of funds from your buyers' accounts..."

2020-02-17T09:00:26Z

Created page with "Depending on the type of order fulfillment process used by your store, you may choose to set up your account in such a way that the capture of funds from your buyers' accounts..."

New page

Depending on the type of order fulfillment process used by your store, you may choose to set up your account in such a way that the capture of funds from your buyers' accounts will not happen automatically at the time of payment processing, but will be delayed so you can capture the funds manually at a later time (You will need to ensure that your preferred payment gateway supports this feature).

'''To enable the manual capture of transactions in X-Payments Cloud''', you will need to adjust your payment configuration settings accordingly:

# Go to the Payment processing page (Settings -> Payment processing) and locate the payment configuration for which you need to enable manual capture. Open the details of this payment configuration for viewing/editing.
# On the Payment configuration details page, set the '''Initial transaction''' to ''Auth'': [[File:XP2.0_initial_transaction.png|border]] Choosing ''Auth'' ensures that, when a customer makes a payment, the payment amount will be authorized, but not captured - until the time you decide to capture funds manually. {{Note|In the case of ''Auth and capture'', the authorization is immediately followed by automatic capture, so you will not be able to capture funds manually.}}

'''To capture funds after the initial 'Auth' transaction''':
# On the 'Payments' page, locate the payment for which you want to capture funds and open its details for viewing. The 'Payment details' page opens.
# On the 'Payment details' page, locate the section for Capture/Void actions: X-Payments 2.0 and later: [[File:XP2.0_capture_void.png]] X-Payments 1.0: [[File:Auth_capture2.gif|border]]
# Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
# Click '''Capture'''.

If your payment gateway supports multiple capture transactions, you can capture funds several times, gradually decreasing the authorized amount.

You can also capture funds (the whole amount) directly from the Payments page. To capture funds for a payment, simply click on the Capture button displayed next to its 'Authorized' status: 
::[[File:XP2.0_payments_page_capture.png|border]]

If funds are not available for capture, the '''Capture''' button disappears.

{{Note1|'''Important''': Provided that a scheduling program has been appropriately set up on your system to run the script cron.php for X-Payments, any Auth transactions not Captured in 30 days will be automatically voided.}}

[[Category:X-Payments User Manual]]

@@ Line 14: / Line 14: @@
 # In the list of payments on the Payments page, locate the 'Authorized' payment for which you need to do a capture.
-# Click on the '''Capture''' button displayed next to the payment status. For example, to capture $54.53 for the payment 60137553979 (000025-9FKZ), we will need to use this button:<br />[[File:xpc_capture_auth_listview.png|740px|border]]<br />The authorized amount will be captured. The Payment details page will open showing you the updated payment details:<br />[[File:xpc_capture_auth_listview1.png|740px|border]]<br />
+# Click on the '''Capture''' button displayed next to the payment status. For example, to capture $54.53 for the payment 60137553979 (000025-9FKZ), we will need to use this button:<br />[[File:xpc_capture_auth_listview.png|670px|border]]<br />The authorized amount will be captured. The Payment details page will open showing you the updated payment details:<br />[[File:xpc_capture_auth_listview1.png|670px|border]]<br />
 ''Method 2:''
 This method is good for both the whole amount and partial captures.
-# While viewing the details of a payment on the Payment details page, locate the section for Capture/Void actions:<br />[[File:xpc_capture_auth_detailsview.png|740px|border]]<br />
+# While viewing the details of a payment on the Payment details page, locate the section for Capture/Void actions:<br />[[File:xpc_capture_auth_detailsview.png|670px|border]]<br />
 # Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
-# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview1.png|740px|border]]<br />The amount specified in the input box will be captured:<br />[[File:xpc_capture_auth_detailsview2.png|740px|border]]<br />
+# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview1.png|670px|border]]<br />The amount specified in the input box will be captured:<br />[[File:xpc_capture_auth_detailsview2.png|670px|border]]<br />
 If your payment gateway supports multiple capture transactions, you can capture funds several times, gradually decreasing the authorized amount.

@@ Line 14: / Line 14: @@
 # In the list of payments on the Payments page, locate the 'Authorized' payment for which you need to do a capture.
-# Click on the '''Capture''' button displayed next to the payment status. For example, to capture $54.53 for the payment 60137553979 (000025-9FKZ), we will need to use this button:<br />[[File:xpc_capture_auth_listview.png|740px|border]]<br />The authorized amount will be captured.
+# Click on the '''Capture''' button displayed next to the payment status. For example, to capture $54.53 for the payment 60137553979 (000025-9FKZ), we will need to use this button:<br />[[File:xpc_capture_auth_listview.png|740px|border]]<br />The authorized amount will be captured. The Payment details page will open showing you the updated payment details:<br />[[File:xpc_capture_auth_listview1.png|740px|border]]<br />
 ''Method 2:''

@@ Line 21: / Line 21: @@
 # While viewing the details of a payment on the Payment details page, locate the section for Capture/Void actions:<br />[[File:xpc_capture_auth_detailsview.png|740px|border]]<br />
 # Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
-# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview1.png|740px|border]]<br />The amount specified in the input box will be captured.
+# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview1.png|740px|border]]<br />The amount specified in the input box will be captured:<br />[[File:xpc_capture_auth_detailsview2.png|740px|border]]<br />
 If your payment gateway supports multiple capture transactions, you can capture funds several times, gradually decreasing the authorized amount.

@@ Line 21: / Line 21: @@
 # While viewing the details of a payment on the Payment details page, locate the section for Capture/Void actions:<br />[[File:xpc_capture_auth_detailsview.png|740px|border]]<br />
 # Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
-# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview.png|740px|border]]<br />The amount specified in the input box will be captured.
+# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview1.png|740px|border]]<br />The amount specified in the input box will be captured.
 If your payment gateway supports multiple capture transactions, you can capture funds several times, gradually decreasing the authorized amount.

@@ Line 21: / Line 21: @@
 # While viewing the details of a payment on the Payment details page, locate the section for Capture/Void actions:<br />[[File:xpc_capture_auth_detailsview.png|740px|border]]<br />
 # Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
-# Click '''Capture'''.<br />[[File:]]
+# Click '''Capture'''.<br />The screenshot below demonstrates the capturing of $20 (partial capture, as the originally authorized amount was $28.32):<br />[[File:xpc_capture_auth_detailsview.png|740px|border]]<br />The amount specified in the input box will be captured.
 If your payment gateway supports multiple capture transactions, you can capture funds several times, gradually decreasing the authorized amount.

← Older revision	Revision as of 09:17, 2 March 2020
(No difference)

@@ Line 8: / Line 8: @@
 # On the Payment configuration details page, set the '''Initial transaction''' to ''Auth'':<br />[[File:xpc_initial_transaction.png|border]]<br />Choosing ''Auth'' ensures that, when a customer makes a payment, the payment amount will be authorized, but not captured - until the time you decide to capture funds manually.<br />{{Note|In the case of ''Auth and capture'', the authorization is immediately followed by automatic capture, so you will not have to or be able to capture the funds manually.}}
-'''To capture the funds after an 'Auth' transaction''':
+'''To capture the funds after an 'Auth' transaction''', use one of the following methods:
-# On the 'Payments' page, locate the payment for which you want to capture funds 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 2.0 and later:<br />[[File:XP2.0_capture_void.png]]<br />
+''Method 1:''
 # Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
 # Click '''Capture'''.
 If your payment gateway supports multiple capture transactions, you can capture funds several times, gradually decreasing the authorized amount.
 If funds are not available for capture, the '''Capture''' button disappears.
-{{Note1|'''Important''': Provided that a scheduling program has been appropriately set up on your system to run the script cron.php for X-Payments, any Auth transactions not Captured in 30 days will be automatically voided.}}
+<noinclude>__NOTOC__</noinclude>
 [[Category:X-Payments Cloud User Manual]]

@@ Line 1: / Line 1: @@
 Depending on the type of order fulfillment process used by your store, you may choose to set up your account in such a way that the capture of funds from your buyers' accounts will not happen automatically at the time of payment processing, but will be delayed so you can capture the funds manually at a later time (You will need to ensure that your preferred payment gateway supports this feature).
@@ Line 4: / Line 6: @@
 # Go to the Payment processing page (Settings -> Payment processing) and locate the payment configuration for which you need to enable manual capture. Open the details of this payment configuration for viewing/editing.
-# On the Payment configuration details page, set the '''Initial transaction''' to ''Auth'':<br />[[File:XP2.0_initial_transaction.png|border]]<br />Choosing ''Auth'' ensures that, when a customer makes a payment, the payment amount will be authorized, but not captured - until the time you decide to capture funds manually.<br />{{Note|In the case of ''Auth and capture'', the authorization is immediately followed by automatic capture, so you will not be able to capture funds manually.}}
+# On the Payment configuration details page, set the '''Initial transaction''' to ''Auth'':<br />[[File:xpc_initial_transaction.png|border]]<br />Choosing ''Auth'' ensures that, when a customer makes a payment, the payment amount will be authorized, but not captured - until the time you decide to capture funds manually.<br />{{Note|In the case of ''Auth and capture'', the authorization is immediately followed by automatic capture, so you will not have to or be able to capture the funds manually.}}
-'''To capture funds after the initial 'Auth' transaction''':
+'''To capture the funds after an 'Auth' transaction''':
 # On the 'Payments' page, locate the payment for which you want to capture funds 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 2.0 and later:<br />[[File:XP2.0_capture_void.png]]<br />X-Payments 1.0:<br />[[File:Auth_capture2.gif|border]]
+# 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]]<br />
 # Make sure that the amount shown in the input box is correct. If you need to capture a partial amount, adjust the contents of the input box accordingly - only the specified amount will be captured.
 # Click '''Capture'''.
@@ Line 22: / Line 24: @@
 {{Note1|'''Important''': Provided that a scheduling program has been appropriately set up on your system to run the script cron.php for X-Payments, any Auth transactions not Captured in 30 days will be automatically voided.}}
-[[Category:X-Payments User Manual]]
+[[Category:X-Payments Cloud User Manual]]