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.


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.


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


    Magento 2 Admin – Credit Memo

  4. To proceed with refunding:

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

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

  5. Add credit memo comments (optional).

  6. Click Refund.


    Magento 2 Admin – Refund

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


    Magento 2 Admin – Order notes for refund