Transaction Processing and Settings

1. Security Settings

Inside the plugin setup, there are some options you can select to increase the security of transactions processed on your website. These options are; 

Option	Description
Auto Decline CVV	Selecting this option will ensure transactions will only be approved if the 3 or 4 digit security code (Known as CVV) is correct. If this is entered incorrectly, the transaction will be declined.
Auto Decline Street	Selecting this option will ensure transactions will only be approved if the Billing Street Address entered matches that which is associated with the Card Details Entered. If the street address does not match, the transaction will be declined.
Auto Decline Zip	Selecting this option will ensure transactions will only be approved if the Billing Zip Code entered matches that which is associated with the Card Details Entered. If the Zip code does not match, the transaction will be declined.

 

Note: These options are enabled by default for your security, however, you are able to enable or disable these options as you wish in the WooCommerce Plugin.

 

2. Types of Transactions

Within the plugin, we allow you to select one of two transaction types. These are; 

• Sale (Authorize and Capture)
• Authorize Only

Depending on which option you select, when orders are taken on your WooCommerce store, the status of the transactions will look different.

 

3. Sale (Authorize and Capture)

If you have set your Transaction Type to Sale, your orders will take payment immediately and then appear with the "Processing" status. This means the funds have been authorized and the only thing left for you to do is to fulfill the order. 

 

4. Authorize Only

If you have set your Transaction Type to Authorize Only, orders processed will only Authorize funds to be taken, indicating that the customer has sufficient funds available and then appear with the "On Hold" status. This is intentional as it allows you to later update the transaction status to either that of "Completed" or "Processing". Either of these statuses will capture the funds. 

Once funds have been captured, the only thing left for you to do is to fulfill the order. 

 

5. Identifying Transaction Information

The Order Notes section is useful for seeing what actions have been taken on the order. We present the information in different ways depending on the Transaction Type you have selected. 

Authorize Notes	Sale Notes

 

6. Capturing an Authorize Only Transaction

To capture an Authorize Only transaction you will need to go into the order and update the status. In the screenshot below, you will see how this is done. The statuses that will trigger the Authorize to be captured are Completed and Processing. Once this has been changed and you've saved the change by clicking "Update" you will see 2 new order notes. The notes will indicate the charge has been completed.

 

7. Refunding Transactions

If a transaction has been returned and you need to issue a refund, that is also possible. We also support partial refunds in the event only part of an order is returned. To do this, you will need to locate the order and go into the Order Details screen and select the "Refund" option. This will make the following information appear. Once you have entered in the items to be refunded and want to refund the funds directly to the original card, you can select the "Refund $ via Zeamster Gateway for Credit Cards"

Once the refund has been completed, you will see a new note on the order that looks something like the below screenshot