Merchant View

Merchants are able to perform additional actions on transactions that have been already created directly from the Magento 2 Admin page.

Capture

Merchants who choose to authorize only at checkout (Authorize and Delayed Settlement) can capture their orders for a fixed period of time after the initial authorization.

To capture an order:

  1. Navigate to Magento | Orders.

  2. Click Invoice for the order you want to capture.

Admin Invoice view with Information about an order that can be captured
Magento 2 Admin - Capture

Void

Merchants are able to cancel sale transactions when the sale is in either Authorized or Captured state.

To void a sale transaction:

  1. Navigate to Magento 2 | Orders.

  2. Select the order you want to cancel.

  3. Click Void.

  4. The transaction is voided in Converge, and the status of the order in Magento 2 becomes Processing.

Admin Void view with Information about an order that can be voided
Magento 2 Admin – Void

Refund – full and partial

You should be able to partially or fully refund a transaction if the Converge status is “Captured”, “Settled” or “SettlementDelayed”.

To refund an order:

  1. Navigate to Magento | Sales | Invoices.

  2. Select the invoice you want to refund.

  3. Click Credit Memo.

    A Refund Totals form displays

    Admin Credit Memo view showing an order that can be refunded
    Magento 2 Admin – Credit Memo

  4. To proceed with refunding:

    • For a full refund, the amount should be equal to the entire amount (Grand Total).

    • For a partial refund, the amount should be smaller than the entire amount.

  5. Add credit memo comments (optional).

  6. Click Refund.

    The screen shows an order with options to Refund Offline or Refund
    Magento 2 Admin – Refund

    In the Order details, there will be a note to let you know that a refund has been processed.

    Order notes screen showing the field to enter comments about the order
    Magento 2 Admin – Order notes for refund