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.

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.

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

   
   
   

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.

   
   
   

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

   
   
   

Next: Customer View