.. _orders:

Orders
######

.. toctree::
  :maxdepth: 1

.. contents::
  :local:

.. role:: ex

.. role:: code

.. _order_search:

Orders Search
=============

The “Orders search” screen displays information on all transactions processed by Payneteasy. This screen is located in the “Orders” – “Orders search” section. Related transactions are grouped in Orders. Each Order has ID assigned by Payneteasy, ID assigned by Merchant or Connecting Party which represents Merchant and ID assigned by external processor (if transaction was processed in it). For example, sale transaction and subsequent refund on this sale transaction will have the same Order ID in Payment Gateway and will be searchable by both transaction types. Orders can also be accessed from Dashboard via Quick actions.

Find Orders
------------

Basic search is performed by date and exact criteria:

.. image:: ./_static/images/7/pic25.png
  :width: 680
  :align: center
  :alt: pic25 merchant faq

|

Exact criteria can be used to assist in locating a specific transaction:

.. list-table::
   :widths: 50, 50
   :header-rows: 0
   :class: longtable
   :width: 500px

   * - ``Main``
     - | • merchant invoice id
       | • order id in Payneteasy
       | • processor order id
       | • purpose
       | • amount
       | • session token
   * - ``Customer``
     - | • phone
       | • email
       | • IP address
       | • IP address country
       | • billing country
   * - ``Source Card``
     - | • bank name
       | • country
       | • card from order id
       | • BIN
       | • BIN range from order
       | • last 4
       | • 6+4
       | • approval code
       | • ARN
       | • RRN
       | • card holder
       | • card ref id
   * - ``Destination Card``
     - | • bank name
       | • country
       | • card from order id
       | • BIN
       | • BIN range from order
       | • last 4
       | • 6+4
       | • approval code
       | • ARN
       | • RRN
       | • card ref id
   * - ``Wire``
     - | • account number
       | • routing number.
   * - ``Card Present API``
     - | • reader ID
       | • reader key serial number
       | • reader device serial number
   * - ``Mobile API``
     - | • device serial number
       | • phone serial number
       | • phone IMEI

The most convenient criteria to find an exact transaction are:

* 6+4 digits, which allows to most accurately search for a specific card;
* approval code and RRN (can be obtained from a bank statement or from a transfer receipt);
* transaction ID.

| Additional search criteria are used to help with the selection of relevant orders list.
| The following criteria are available:

.. list-table::
   :widths: 30, 70
   :header-rows: 0
   :class: longtable

   * - ``Card types``
     - allows to view transactions with a specific type of cards and payment methods;
   * - ``Currency``
     - allows to select one or more currencies;
   * - ``Transaction types``
     - allows to view only the specified transaction types;
   * - ``Transaction statuses``
     - allows to view transactions with the specified status;
   * - ``Order status``
     - when the transaction can’t be found, this criterion allows to track the order on all stages of its processing;
   * - ``Endpoint``
     - allows to view all transactions on selected endpoints;
   * - ``Project``
     - allows to view all transactions for a specific project or several projects;
   * - ``Merchant``
     - allows you to display all transactions for a specific merchant or multiple merchants;
   * - ``Error code``
     - allows to view all transactions with a specific error.

| After selecting one or more search criteria, click :ex:`Search`.

Orders View 
----------------

.. |e| image:: ./_static/images/7/pic30.jpg
.. |f| image:: ./_static/images/7/pic31.jpg

| By default, orders in Payment Gateway are displayed as follows:
|

.. image:: ./_static/images/7/pic26.png
  :width: 925
  :align: center
  :alt: pic27 merchant faq

|
| Orders can be presented in a brief :ex:`Brief` or :ex:`Detailed` view. This can be switched with the following button:
|

.. figure:: ./_static/images/7/pic27.png
  :scale: 70 %
  :align: center
  :alt: pic28 merchant faq

|
| In detailed form, the orders will be displayed as follows:
|

.. image:: ./_static/images/7/pic28.png
  :width: 860
  :align: center
  :alt: pic29 merchant faq

|
| The number of orders displayed on one page can be changed with the buttons in the “Rows” column:
|

.. figure:: ./_static/images/7/pic29.png
  :scale: 70 %
  :align: center
  :alt: pic30 merchant faq

|
| The :ex:`Date` button performs sorting by date. By default the latest transactions will be displayed on top.

Download Of Selected Transactions Report
----------------------------------------

| To download the sorted transactions, click one of the following buttons:
| |e| - download to Excel format
| |f| - download to CSV format.
| An additional menu can be used to manage export fields:
|

.. image:: ./_static/images/7/pic32.png
  :width: 300
  :align: center
  :alt: pic33 merchant faq

|
| In the pop-up window, select necessary data and save the list:
|

.. image:: ./_static/images/7/pic33.png
  :width: 450
  :align: center
  :alt: pic34 merchant faq

.. _order_details:

Order Details Screen
--------------------

| Order details screen is opened by сlicking on the order ID from the search screen.
| Order details, such as IDs and order creartion time, are displayed on the left side of this screen:
|

.. image:: ./_static/images/7/pic38.png
  :width: 515
  :align: center
  :alt: pic38 merchant faq

|
| First six and the last four digits of the card number, card expiration date and cardholder name are displayed on the card. There is also information about country, bank, card type and the payment system of the card.
|

.. figure:: ./_static/images/7/pic35.jpg
  :scale: 80 %
  :align: center
  :alt: pic35 merchant faq

|
| Next to the sender and receiver cards are buttons to add card details to black, white and loyalty lists.
|

.. image:: ./_static/images/7/pic36.jpg
  :width: 490
  :align: center
  :alt: pic36 merchant faq

|
| Additional customer data sent by the merchant or submitted by customer on the form is displayed under the card or other payment method indicator. Clicking on cardholder or customer data parameter (for example, e-mail address) initiates a search for all transactions with a selected parameter.
|

.. figure:: ./_static/images/7/search.png
  :scale: 80 %
  :align: center
  :alt: search merchant faq

|
| Click on one of the plus signs near the customer data parameter (highlighted in red on the picture) adds this parameter to black, white or loyalty list. Additional click on this sign removes the parameter from respective list:
|

.. image:: ./_static/images/7/pic37.png
  :width: 530
  :align: center
  :alt: pic38 merchant faq

|
| All transactions within the order are grouped and the commission for each operation is calculated:
|

.. image:: ./_static/images/7/pic39.png
  :width: 890
  :align: center
  :alt: pic40 merchant faq

|
| This screen has the functionality to leave notes. For example, notes for transaction documents, customer contacts, or any other information related to this order.
|

.. figure:: ./_static/images/7/pic40.png
  :scale: 70 %
  :align: center
  :alt: pic41 merchant faq

|
| Current transaction status can be seen in the upper right part of order screen:
|

.. figure:: ./_static/images/7/pic41.jpg
  :scale: 70 %
  :align: center
  :alt: pic42 merchant faq

|
| General information on all transactions associated with provided customer data is displayed in the top panel.
| The total amount of all transactions made by the specified cardholder and the number of approved/declined/filtered/etc transactions:
|

.. figure:: ./_static/images/7/pic42.png
  :scale: 80 %
  :align: center
  :alt: pic43 merchant faq

|
| The total amount of transactions and the number of approved/declined/filtered/etc transactions with the specified E-mail:
|

.. figure:: ./_static/images/7/pic43.png
  :scale: 80 %
  :align: center
  :alt: pic44 merchant faq

|
| The total amount of transactions and the number of approved/declined/filtered/etc transactions with the specified IP address:
|

.. figure:: ./_static/images/7/pic44.png
  :scale: 80 %
  :align: center
  :alt: pic45 merchant faq

|
| The total amount of transactions and the number of approved/declined/filtered/etc transactions with the specified card number (PAN):
|

.. figure:: ./_static/images/7/pic45.png
  :scale: 80 %
  :align: center
  :alt: pic46 merchant faq

.. _order_captures_cancels:

Captures And Cancels From Back Office
-----------------------------------------------

If Preauth has final successful status, the Merchant can initiate cancel which cancels the deduction and returns locked amount back to customer’s card or the Merchant can initiate capture which deducts the locked amount from customer’s card. To start a cancellation or capturing (deduction) of the transaction, go to the details of the relevant order. On the order details page, click the :ex:`Cancel order` button for cancellation of deducting and :ex:`Capture order` for deducting the locked amount.

.. figure:: ./_static/images/7/pic50.png
  :scale: 70 %
  :align: center
  :alt: pic47 merchant faq

.. _order_refunds:

Refunds From Back Office
-------------------------------------------------------------

If the order has final successful status, the Merchant can return the money to the customer, on their request, for instance. To start a refund (reversal) transaction to the customer card, go to the details of the relevant order. On the order details page, click the :ex:`Reverse order` button.

.. figure:: ./_static/images/7/pic46.jpg
  :scale: 70 %
  :align: center
  :alt: pic47 merchant faq

|

The dialog box will open like presented below:

.. image:: ./_static/images/7/pic47.jpg
  :width: 490
  :align: center
  :alt: pic48 merchant faq

|

In this dialog box specify the amount of reversal. It can be the entire amount of the order, or only a part of it for cases where the merchant refunds payment for certain goods that are part of one order. In the :ex:`Comment` field a description of this refund can be added.

.. Warning:: Merchants must be extremely careful when making a refund on the order! Refund requests are immediately sent to the bank and it will not be possible to cancel this transaction from the Payneteasy system afterwards.

.. _order_callbacks:

Callbacks From Back Office
---------------------------------------------------------

If the order has final status and had :ex:`server_callback_url` in the initial request, the Merchant can re-send the final callback.
To send a callback to the Connecting Party, go to the details of the relevant order.
On the order details page, click the :ex:`Callbacks` button.

.. figure:: ./_static/images/7/pic52.png
  :scale: 70 %
  :align: center
  :alt: pic52 Manager faq

The dialog box will open like presented below:

.. image:: ./_static/images/7/pic53.png
  :width: 700
  :align: center
  :alt: pic53 Manager faq

In this dialog box click :ex:`Send` to sent callback to the Connecting Party.

Recurring Payments
====================

| The screen is located in the “Orders” section.
| This screen displays recurring payments (for example, subscriptions).
| Basic search is performed by date and exact criteria:
|

.. image:: ./_static/images/7/pic49.png
  :width: 910
  :align: center
  :alt: pic50 merchant faq

|
| The :ex:`Criteria` button contains additional search parameters:
|

.. list-table::
   :widths: 25, 75
   :header-rows: 0
   :class: longtable

   * - ``Recurrence status``
     - | Allows to select the specified repetition status of the recurring transaction:
       | :ex:`Failed` – unsuccessful attempt;
       | :ex:`Scheduled` – planned attempt;
       | :ex:`Stopped` – currently paused or finished attempt.
   * - ``Recurrence type``
     - | Allows to select the specified repetition type of the recurring transaction:
       | :ex:`Manual` – recurring payments are initiated manually;
       | :ex:`Auto` – recurring payments are initiated automatically in accordance with the set schedule;
       | :ex:`Native`- recurring payments use special integration with the acquiring bank.
   * - ``Endpoint``
     - Allows to select the specific endpoint if there are several endpoints available.
   * - ``Project``
     - | Allows to select the specified project if there are several projects available.
       | Select one or more search criteria and click :ex:`Search` to find the needed transactions.


Ethoca Alerts
=================

This section allows to see alerts from Ethoca which helps in preventing chargebacks:

.. image:: /_static/images/Ethoca/Ethoca.png
  :width: 840
  :align: center
  :alt: pic48 merchant faq

ChargebackHelp
==============

This section allows to see alerts from Verifi which helps in preventing chargebacks:

.. image:: /_static/images/Ethoca/Verifi.png
  :width: 840
  :align: center
  :alt: pic48 merchant faq