Reviewing Element Payment Gateway Orders

When you receive an order, you'll want to review the following in the Order Manager ("orders"):

1. Check Order/Billing Status Combination

New/Paid: The credit card payment processed successfully.

New/Authorized: The credit card has been authorized, but you will still need to capture the payment on the order edit page under Payment History.

Partial Order Status: An order with a status of 'Partial' was not fully processed. Either the credit card was declined and the customer chose not to order, or the web site malfunctioned in the middle of processing the order.

You should determine if you want to process this order by verifying whether you received payment and/or contacting your customer to get payment information.

To complete processing the order, click the camera icon under the order number and follow the instructions on screen.

2. Review the Order

Click on the order number to see detailed information about an order. From this page you will be able to:

- update order status and billing status

- create receipt or packing slip pdfs

- edit notes used for receipts and packing slips

- review customer order history and customer account

- adjust merchandise and shipping amounts

3. Review Payment History

If you are using the Element Payment gateway you will also be able to review the payment specifics for an order.

If your Element gateway settings are set to "Authorize and Capture (sale)":

- an approved credit card will have a status of "Approved"

- under Actions you will have the option to "void" the entire order or "credit" a partial or entire order amount

- if you make adjustments to merchandise or shipping totals, you can create a "New Payment", but you must manually enter the customer's credit card information.

If your Element gateway settings are set to "Authorize":

- you will need to click the "capture" link under the Actions column in order to complete processing of the credit card. The length of time you have to capture a payment is entirely up to the card issuer, but the industry average is seven days for credit cards and three days for debit cards.

- after a payment is captured, under Actions you will have the option to "void" or "credit" the entire order amount

- if you make adjustments to merchandise or shipping totals, you can create a "New Payment", but you must manually enter the customer's credit card information.

If you have PASS set up:

- you may need to capture the order, depending on your transaction type setting

- you can create a "New Payment" using the stored credit card information