Manage transactions

Ratepay must know when an purchase order is being dispatched or when the invoice amount changed due to refunds and cancellations.

The purchase order module is located in Orders. Here you can find all your shop's purchases and get the ability to edit / process them.

Purchase orders paid with Ratepay's payment methods provide additional fields in the order details window.

Item management

You can process purchases in Ratepay Article management within the order details. This is where you can find the Shipping/cancellation and Return tabs.

Dispatch

To report shipping of items ...

  1. Open the tab Shipping/cancellation
  2. Chose the quantity of items to be shipped into the first column
  3. Click Ship selection

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Check the column Delivered to see the quantity of individual items already been delivered.

Cancellations

Remove individual items or cancel entire orders as follows:

  1. Open the tab Shipping/cancellation
  2. Chose the quantity of items to be removed into the first column
  3. Click Cancel selection
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Check the column Canceled to see the quantity of individual items already been processed.

Goodwill refunds / debits

To settle a credit memo or a debit (if available) proceed as follows:

  1. Open the tab Shipping/cancellation
  2. Chose the button Add credit / Add debit
  3. Specify Title (description), Tax Rate , Amount and confirm

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Note: Debits and credits are only allowed after goods were delivered.

Returns

If items are returned to you, do the following:

  1. Open the tab Return
  2. Chose the quantity of items into the first column
  3. Click Return selection
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Bring returned items back to stock by using the button Return selection & update inventory instead.

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Check the column Returned to see the quantity of individual items already been processed.

Delete

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It is not possible to delete orders that have already been processed with Ratepay.

Ratepay History

Find all information about each respective status update made by using the Ratepay Payment Plugin.

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Tracking code

To submit the tracking id of a capture, please enter the tracking codes into the intended fields before you submit the capture notification.

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Invoice ID

To submit the invoice id you need to create an invoice document in advance of the capture notification.

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