Processing Transactions in Magento

Overview

When a customer completes a checkout with PayBright, we authorize a charge for the amount of the transaction. The transaction enters a pending state and can be reviewed in the 'Pending Reports' section of the PayBright Portal.

Authorized charges expire if you do not capture them before the capture deadline.

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Note: The default capture deadline is 30 days, but the period can be negotiated in your partnership agreement.

After Paybright authorizes a charge, you can perform the following related actions in Magento:

Capture

Capturing a charge does the following:

  • Triggers the transfer process of funds from PayBright to the merchant
  • Initiates the customer's billing cycle for Pay in 4 products

Merchants typically capture a charge after fulfilling the order. We recommend auto-capturing if you usually fulfill orders within a short time-period.

You can configure Magento 2 to auto-capture by setting your Payment Processing option to 'Authorize & Capture.'

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Tip: Contact Merchant Success before making any changes to Payment Processing option so that appropriate changes can be made in PayBright's system as well.

To capture an order in Magento's Admin Portal:

  1. In Magento, locate the order.
  2. In the top menu, click Invoices.
  1. In the Invoice Total section, set Amount to 'Capture Online.'
  2. Click 'Submit Invoice.'

Void

If you haven't yet captured a charge, you can cancel its authorization by voiding it. Voiding a charge is irreversible. You cannot perform a partial void with PayBright. If you want to do a partial void, you can perform a partial capture instead.

  1. In Magento, locate the order.
  2. In the top-right navigation, click 'Void.'

Refund

If you've already captured a charge, you can reverse it and refund the amount to the customer. Paybright will send an email to the customer notifying them of the Refund.

  1. In Magento, find the order
  2. In the left navigation bar, click Invoices.
  3. In the main window, select the 'invoice row item.' and open it by clicking View button.
  1. In the top navigation, click Credit Memo.
  1. Click Refund.

Partial Refund

If you've already captured a charge, you can reverse part of the charge and refund the specified amount to the customer. Paybright will send an email to the customer notifying them of the Refunded amount.

  1. In Magento, locate the order.
  2. In the left-hand navigation bar, click 'Invoices.'
  3. In the main window, click on the invoice row item.
  4. In the top navigation, click 'Credit Memo.'
  5. In the 'Qty to Refund' column, enter the values for the number of products included in the partial refund.
  6. Click 'Update Qty's' if you edited the 'Qty to Refund' column.
  7. Click 'Refund.'

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Tip: Do not click the 'Refund Offline' button for full and partial refunds.