You can perform the following actions over order in the Order monitor window: payment confirmation (Charge), payment cancellation (Refund), print the bill (Print receipt).
Right click on the desired order opens the order's context menu. You can select necessary actions in this menu.
You also can select several orders and perform action over the group of orders. Hold CTRL button and select orders via click on the order, or hold Shift button and select range of orders using up/down cursor keys. After selection of orders you can open context menu and select action.
There are check boxes on each row in action window and only selected orders will be performed by action (any of actions which is described below). If you don't want to perform an action on some orders in the list – just remove check mark on them before action performing.
Order payment confirmation
If merchant uses a double-phase payment mode then after completing authorization the enterprise has 4 days to confirm the payment (to confirm money withdrawal from the customer's account). Any enterprise's user (who has appropriate rights) can confirm the payment by right-click on the order(-s) and selecting 'Charge' option in the order's context menu.
You can easily find all unconfirmed orders by selecting 'Delayed' in the 'Order state' filter. Orders which await payment confirmation and which are within the selected time period (and probably other criteria applied if they are filled) will be shown.
When you select 'Charge' option in the order's context menu the 'Charge' window will appear as it shown on the picture below.
Order payment confirmation dialog
The list of the order properties, which are displayed in the confirmation window are described in the table below.
List of the displayed order properties in the confirmation window
Column name | Description |
Merchant | Merchant name |
Billnumber | Internal order number |
Order number | Order number |
Data | Order creation date/time |
Card holder | Card holder |
Means number | Number of payment means |
Amount | Successfully authorized amount (It is maximum amount that can be charged) |
Charge amount | Confirmation amount (by default it is full order amount) |
Currency | Currency of authorized amount |
Comment | Order comment |
Result | Operation result. If the enterprise uses one-phase payment mode then this field shows the message: 'Confirmation of payment is not required.' |
If confirmation is not required for order then it is not marked and 'Result' field shows related message.
'Charge amount' by default filled by full authorized amount. Some processings allow to confirm partial amount. For this – enter the desired amount in the 'Charge amount' field.
If merchant works with the cheque and sends the cheque items when ordering, then the confirmation can be performed only for orders with cheque items.
If your merchant works with the cheque, but does not send the cheque items when ordering, you can add the necessary cheque items manually on confirmation.
Order items on confirmation
If there is fiscalization for the confirmed order, the corresponding parameters are also displayed in the confirmation window. Depending on the fiscalization settings agreed with the merchant, the following options of the displaying parameters are possible:
- Fiscalization is performed at the order authorization. The all fiscalization parameters must be sent by the merchant with the authorization request. If the fiscalization parameters were not sent, then they are set by default according to the merchant settings. The fiscalization settings are not available for editing in the confirmation window.
- Fiscalization is performed at the order confirmation. If the fiscalization parameters were sent, they are displayed in the confirmation window and are available for editing. If the fiscalization parameters were not sent, then they are set by default according to the merchant settings and available for editing in the confirmation window.
To add an item, call the context menu with the right click on the empty field of the order item table.
Order items context menu
If you select the "Add" option in the order items context menu then a window opens where you can enter the order item parameters.
Item adding window
After filling the "Price" and "Quantity" fields, the "Calculate" button becomes active. Pressing this button automatically fills the "Amount" field with the calculated value (Price*Quantity).
List of parameters, which have to be filled is specified in the table below:
List of parameters in the item adding window
Parameter | Mandatory field | Adopted values | Comment |
Position number | Yes | Number | # of the cheque's item (unique number for cheque) |
Price | Yes | Number, 15 digits (delimiter: '.') | The cost of a product unit |
Quantity | Yes | Number, digits (delimiter: '.') | The product's quantity in the units of the product measurements |
Amount | Yes | Number, 15 digits (delimiter: '.') | The cost of a specified quantity of product |
Tax | No | Select from the list of available values | |
Subject type | No | Select from the list of available values | Subject type |
Payment mode | No | Select from the list of available values | |
Product code | No | String (50) | Product's code |
Position name | No | String (250) | Product's name |
After adding the next order item, all items will be displayed as a table in the "Charge" window.
Charge window with the list of items.
Using the context menu, you can also edit or delete the added items.
Confirmation can be carried out in full or in part on the marked items.
Confirmation of the order is possible only if the sum of all the items does not exceed the order amount.
After pressing 'Charge' button the 'Result' column will show the results of confirmation for each order which was selected. In case of failure the corresponding error message is displayed in the 'Result' field.
If confirmation fails due to technical reason, the confirmation can be repeated. Repeated confirmation can't make a double withdrawal from the customer's account, only one successful charge operation is possible.
Payments, which are not confirmed in time (5-14 days depending on the bank) are automatically canceled.
Features of prepaid payment confirmation
When you select 'Charge' option from the order's context menu for prepaid payments, the window consisting of two blocks will be opened. The first block displays the parameters of the order, for which the charge will be made (similar to table). If a prepayment has been made for the order, then the second block of the 'Charge' window displays the payment operations parameters for this order.
List of order parameters displayed in the additional block of the charge window for prepaid orders
Name | Description |
Operation ID | Unique identifier for a payment transaction |
Mean type group | Name of the used payment mean type group |
Mean type | Name of the used payment mean type |
Means number | Payment means number. The card number is displayed in encrypted form, for example, 411111******1111. |
Charge | Prepayment amount and amount to be confirmed |
Charge window for prepaid orders
If the cheque data was transfered with the order creation, then a double click on the order row in the charge window opens a new window in which the order items are displayed. You can also add order items manually if fiscalization is performed at the confirmation stage.
Order items with a cheque in the charge window
By default, all items are marked for charge and the maximum amount for confirmation and the amount of the available prepayment are indicated in the column "Charge". Only the tax rate is available for editing for each item. Double click on the row of charged item allows you to start editing it.
Editing the tax rate of item to confirmation
After changing the number of selected items, the amount to be confirmed in the second block will also change accordingly. If the amount of selected items to be confirmed is less than the PrePayment value, then confirmation is not possible.
Low sum of cheque items for confirmation
Payment cancellation
Personal account allows to perform following types of refunds and cancellations: authorization return, partial cancellation, cash refund and financial transaction cancellation.
Authorization return (on-line cancellation) is a procedure for the cancellation of authorization by credit card payment before financial transaction* is created.
* Financial transaction – is process of providing to the processing center of payment information to clear the payment transaction (to confirm the customer account withdrawal)
Normally the authorization can be canceled within the same day when this authorization is made.
Authorization return can be performed only on the full authorization amount.
Partial cancellation is admissible for processings that allows this, before the financial transaction is effected. When a partial cancellation is performed after the successful authorization the financial transaction will be performed for the remaining amount of the payment.
Partial cancellation for enterprise which operating based on the double-stage payment mode is possible only after payment confirmation (before the financial transaction is performed).
Financial transaction cancellation is the cancellation of the credit card payment operation. It is performed after the financial transaction had been performed.
The financial transaction cancellation operation implies a full refund, taking into account the possible performs of the currency differences on the date of payment and on the date of financial transaction cancellation.
A financial transaction can be canceled only for processings that have ability to perform this operation.
Cash refund is a procedure of full or partial funds return to customer over payment that was performed in the enterprise's Internet-shop using credit card. Refund operation can be performed after the financial transaction has been performed.
Refund operation applies for any types of return on DCL, JCB and AMEX cards.
Refund is applicable for any partial amount returns.
Refund operation can also be applied to returns of a full amount, when only such type of cash return operations is admissible for the processing.
Only 12 cancellations are possible on one authorization.
When you select 'Refund' option from the order's context menu the window with the orders' parameters will be opened.
Payment cancellation window
List of the displayed parameters is presented in the table below.
List of order parameters in payment cancellation window
Name | Description |
Merchant | Merchant name |
Billnumber | Internal order number |
Order number | Order number |
Data | Order creation date/time |
Card-holder | Card-holder |
Means number | Payment means number |
Amount | Successfully authorized amount (It is maximum amount that can be canceled) |
Cancel amount | Cancellation amount (by default it is full order amount) |
Currency | Currency of authorized amount |
Cancel reason | Drop-down list with possible cancellation reasons:
|
Cancel count | The number of cancellations which already performed on this order |
Cancel amount | Total amount of already returned funds |
Comment | Order comment |
Result | Operation result. When cancellation on this order is not possible this field shows the corresponding message. |
When cancellation can't be performed, the order is not selected and the 'Result' field shows the corresponding message.
Column 'Cancel amount' contains (by default) the full authorization amount. It can be changed (decreased) in case when a partial cancellation is required (for example the customer decided to return a part of the ordered items). The 'Reason' field should be set according to reason of cancellation. By default it is set to 'Customer deny' value.
During the payment cancellation there is no need to specify exact type of cancellation – system will choose the appropriate type automatically.
After pressing 'Cancel' results of cancellations are displayed in the 'Result' column while fields 'Cancel count' and 'Cancel amount' are updated according to results of operations. In case of cancellation's failure the corresponding error message is displayed. Usually in this case you can try to effect cancellation again.
If the cheque data was transfered with the order creation, then a double click on the order row in the refund window opens a new window in which the order items are displayed. The cancellation of such orders can be done only by the full or partial cancellation of their items.
Order items with a cheque in the refund window
By default, all items are marked for refund and the total quantity of product for refund and its amount are indicated in the column "To refund". However, you can also cancel an incomplete quantity of product of the item. Double click on the quantity of product in the row of refunded position allows you to start editing it. You can change the tax rate for the refunded position, if it is necessary.
Editing the quantity of product to refund
At the moment of editing the quantity of the refunded product, the value in the column "Amount" may be still not changed. It is necessary to pay attention to the amount to be refunded, displayed in the top row of the refund window. The jumping of the cursor to any other row of the table recalculates the amount of the refunded product in the previously edited position.
Pressing the "Cancel" button cancels the purchase of the specified quantity of product in the specified item. Now, after reopening the refund window, the amount to be refunded for this order will be displayed in the top row, as well as the previously returned amount.
Result of partial refund on one order item
If you want to cancel the whole position, just mark this row and click the "Cancel" button.
In the "Operations" tab, you can see all the operations for this order. In the example below, there are three operations - payment, partial cancellation of one position and the complete cancellation of this position.
Displaying operations for an order with refunds
For each of the operations in the order, a separate fiscal receipt is generated.
List of fiscal cheques for the order
Features in partial cancellation of prepaid payments
When you select 'Refund' option from the order's context menu for prepaid payments, the window consisting of two blocks will be opened. The first block displays the parameters of the order, for which the refund will be made (similar to table). If a prepayment has been made for the order, then the second block of the 'Refund' window displays the payment operations parameters for this order.
List of order parameters displayed in the additional block of the refund window for prepaid orders
Name | Description |
Operation ID | Unique identifier for a payment transaction |
Mean type group | Name of the used payment mean type group |
Mean type | Name of the used payment mean type |
Means number | Payment means number. The card number is displayed in encrypted form, for example, 411111 ****** 1111. |
Refund | Cancellation amount (by default it is full order amount) |
Balance | Current balance of operation |
Refund window for prepaid orders
If the cheque data was transfered with the order creation, then a double click on the order row in the refund window opens a new window in which the order items are displayed. The cancellation of such orders can be done only by the full or partial cancellation of their items.
Order items with a cheque in the refund window
By default, all items are marked for refund and the total quantity of product for refund and its amount are indicated in the column "To refund". However, you can also cancel an incomplete quantity of product of the item. Double click on the quantity of product in the row of refunded position allows you to start editing it. You can change the tax rate for the refunded position, if it is necessary.
Editing the quantity of product to refund
If you press the Enter key after changing the editable value, then the amount of the product in the return item will be changed. The value of the amount to refund in the second block of the refund window will be also changed. By default, it is proposed to refund the card payment first (prepayment made for an order will be saved).
Result of editing the quantity of product to refund
If necessary, you can edit the amount to refund, redistributing it as you wish between prepayment and payment. Double click on the amount to refund in the row of selected operation allows you to start editing it.
Editing the prepayment amount
If you press the Enter key after changing the editable value, then the value of the balance will be changed.
Result of editing the prepayment amount to refund
In the "Operations" tab, you can see all the operations for this order. In the example below, there are four operations - prepayment, partial cancellation of one position prepayment and the partial cancellation of payment on this position.
Displaying operations for an order with refunds
Features in cancellations on payments via the e-wallet
When you return the money on the e-wallet, the refund amount shouldn't exceed the current day balance of the merchant on the corresponding e-wallet (the total amount of successful payments minus the commission of the bank, minus the total amount of successful returns). If the cancel operation can't be performed it is denied with the error code 5 - 108 returned in the "Result" field and details for the error are "The amount of cancellation is more than merchant turnover for the current day". In this case, you can try cancel again later or at the end of the day, when you will have a sufficient amount of successful payments.
Partial cancellations on e-wallets (partial and full cancellations on QIWI) are prohibited during the calendar day (according to the time zone of Moscow).
Result of cancellation on payments via WebMoney becomes known in some time (usually - a few minutes). The order status doesn't changes immediately after the operation, the "Result" field indicates status Approved or PartialCanceled (if you have already canceled a part of the order amount) and the cancel operation in order details will be in the state "In process". Status of the cancel operation will be upgraded after a few minutes.
Result of cancellation on QIWI payment can be delayed (in some cases) similar to the results' delay for WebMoney cancellation.
Printing of receipt
If you select the 'Print receipt' option in the order's context menu then the window appears with selected orders. Order parameters that are displayed in this window are described in the table below.
List of order parameters in the 'Print receipt' window
Name | Description |
Merchant | Merchant name |
Billnumber | Internal order number |
Order number | Order number |
Data | Order creation date/time |
Card holder | Card holder |
Mean number | Payment mean number |
Amount | Successfully authorized amount |
Currency | Currency of authorized amount |
Comment | Order comment |
Printing can be performed to a PDF file or on a printer. To print receipt on printer – select the desired order(-s) and click 'Print receipt' button. To export receipt to PDF file use 'Export to PDF' button.
Default printed receipt looks as follows:
Window for receipt preview
It is possible to change the view of the printed receipt on request by the enterprise. Please, contact support team (support@assist.ru) in such case.
The receipt language is independent of the selected interface language by user and is determined by specifying the language of the order. You can set the receipt's language as the interface language or add a language selection before the receipt printing. Please, contact support team (support@assist.ru) in such case.
Change card
The card replacement for subsequent payments by subscription (recurrent payments) can be initiated from the personal account in case when the card that was used in that subscription is expiring or has already expired. When you select "Change card" option from the context menu then new window is opened with a proposal to send the reference for card replacement to the payer.
Window for card change 1
Clicking the "Send" is sending the message containing the selected link, on to the E-mail address of the payer. Following this link the payer can add a new card for subsequent payments. The amount of 2 RUB will be blocked on the payer's card. It will be unlocked in the month depending on the bank's conditions.
The blocked amount will be displayed in the orders monitor as the payment awaiting confirmation (delayed), and after unlocking - as the canceled payment.
The blocked amount in the orders monitor
The information about blocked amount is displayed also in the tab ’Related orders’ of order details dialog for any payment of this subscribe. The "Comment" field shows the cause of the blocking payment.
The blocked payment in the tab ’Related orders’
If the last subsequent payment is unsuccessful at the moment of selecting the context menu item "Change card" (the card is already expired, insufficient cash and so on), then You can select one of two links to send to customer: link to replace the card or link to replace card and pay the unsuccessful payment.
Window for card change 2
If the duration of recurrent payment is expired at the moment of selecting the context menu item "Change card", i.e. card change for this payment has no meaning, then the following message appears:
Error message when you try to change the card for ended payment
If the enterprise is not allowed to replace cards of payers from the personal account or the context menu was called on the regular order then the «Change card» option in the context menu is inactive:
View of context menu when the card change is not allowed
You can setup automatic sending the messages for card replacement to customers. You should contact technical support to setup the mode of notifications, as well as to allow the replacement of card from your personal account.
Generate a goods transfer receipt
When a receipt with the payment method "Prepayment 100%" was generated during the payment, then it is requered to generate an additional receipt for the same amount with the payment method "Full settlement" upon the receiving the prepaid goods by customer. Sending of this receipt to the customer is not required.
The selection of the menu item "Generate a goods check transfer receipt" opens the window where the contents of the receipt is displayed.
View of receipt items for the goods transfer
Since the labeling of the goods can often be entered at the time of the goods transfer, here in each item of the receipt it is allowed to edit fields related to labeling (Code Type, Code). Each record in the table (one item) is opened for editing by calling the context menu and selecting the Edit item in it, other item fields are not editable.
Item editing window
The end of editing is confirmed by the Save button.
When entering a labeling code, the entered data is validated to an acceptable format for this type of labeling code. Data that fails validation is not saved.
In the item list window, click the Show JSON button to get the current receipt in JSON format.
View of receipt for the goods transfer in JSON format
A receipt for the transfer of goods is sent to the OFD (fiscal data operator) using the Confirm button. If a receipt was split into several receipts due to a large number of items (in accordance with the configured maximum number of items in a receipt), then the confirmation window displays the IDs of all created receipts.
Message about successful confirmation of receipt sending
When there are no items with the payment method "Prepayment 100%" in this order, then a receipt for the goods transfer is not generated and the following error appears:
Error view during generate the goods transfer receipt 1
When there are some other payment methods ("Advance payment" or "Partial prepayment" for example) combined with the payment method "Prepayment 100%" in the order, then a receipt for the goods transfer is not generated and the following error appears:
Error view during generate the goods transfer receipt 2
When the fiscalization of this order was not performed or some error appeared during the fiscalization, than a receipt for the goods transfer is not generated and the following error appears:
Error view during generate the goods transfer receipt