| Info |
|---|
This feature must first be switched on for your site by Commerce Vision. |
| Excerpt |
|---|
Release Payments in the CMS allows authorised users to manually enter missing bank transaction reference details for payments and release (approve) them, or else reject them as failed payments. |
Step-by-step guide
NOTE - This feature must first be switched on for your site by Commerce Vision.
1. Enable Release Payments
- In the CMS, navigate to Settings → Feature Management → Payment & Checkout.
- If not already enabled, toggle on ON Release Payments. NOTE - If the toggle is unavailable, contact Commerce Vision.
- Notice that in the main menu, Orders now displays the submenu Release Payments.
...
- In the main menu, navigate to Orders → Release Payments.
- In the 'Release Payments' screen, all orders paid via the various payment gateway types that have the incomplete Payment Status of 'In Progress' or 'On hold' are displayed.
| Note |
|---|
Orders that previously held an incomplete status but are now completed or rejected will are not be automatically displayed in the list but can be found by Invoice Number. |
...
- Find the order you want to approve and release payment by using the Search tool.
- To Approve approve the payment, click the Approve button for the order.
- In the 'Approve Payment' box, enter any missing bank transaction details as required. You can enter the payment's 'Bank Authorisation' or 'Bank Receipt' reference details.
- To save any entered reference details and continue with the payment approval, click Confirm. You will see a A popup message that confirms the payment status change was successful and in the Release Payments screen, notice the order's Payment Status has changed to 'Successful Authentication and Payment':
Tip
title Approve Multiple Orders in One Go To batch approve multiple orders that are in a page:
1. tick each box next to all orders you want to approve
2. click the Approve Payments button at the bottom of the screen
3. confirm you want to approve all selected orders. A popup message will confirm the success of your changes.
...
- Find the order you want to reject payment for by using the Search tool.
- To reject the payment, click the Reject button for the order.
- In the 'Reject Payments' box, click Confirm.
If the rejection is successful, you will see a popup message confirms that the status change is successful and in the Release Payments screen, the Payment Status for the order has changed to 'Failed':
Tip
title Reject Multiple Orders in One Go To batch reject multiple orders that are on a page:
1. tick the box next to all orders you want to reject
2. click the Reject Payments button at the bottom of the screen
3. confirm you want to reject all selected orders. A popup message will confirm the success of your changes.
...