Manage Orders
Order Management
Manage your orders and view their details under WooCommerce -> Orders in your WooCommerce admin panel as shown below
Transaction Overview
Click on the order number to view the overview of the Novalnet transaction details for that order.
The Order notes on the right panel displays the actual transaction status.
Order details for Instalment payments
To review the completed and pending payments for a particular instalment order, click the order number and scroll down to the Instalment Summary section.
Admin order creation
This option is available only for the Novalnet Direct Debit SEPA, Novalnet Direct Debit SEPA with payment guarantee, Novalnet Invoice, Novalnet Invoice with payment guarantee, Novalnet Prepayment and Novalnet Multibanco
To create an order from the shop admin panel, navigate to WooCommerce -> Orders. Click Add order.
Next, choose an existing customer, select payment method and click Add item(s) -> Recalculate -> Create to create an order.
Order is now successfully created and order note is updated in the shop admin panel.
Novalnet transaction details update
To synchronize a transaction from Novalnet for an order in the shop admin panel, create an order, choose a customer, enter the transaction ID generated at Novalnet and click Create to update the transaction details.
The updated transaction details will be displayed.
Confirming / Cancelling a transaction
Depending on your “Payment action” configuration, the order status might be automatically set to “On hold” if authorization (reservation) is required for an order.
To confirm or cancel the transaction of an “On hold” order, navigate to WooCommerce -> Orders in your shop admin panel and select the order.
To confirm the “On hold” order, change the order status manually to "Completed" as shown below, and click Update. Soon after manual confirmation, Novalnet will process the transaction.
To cancel the “On hold” order, change the order status manually to "Cancelled" as shown in the image below, and click Update. After you have cancelled the order, Novalnet will cancel the transaction.
After you have confirmed or cancelled an order, the new transaction status will be shown under the Order notes section as shown below. Refer to Transaction Overview for more details about the Order notes.
Refunding an order
You can refund the buyer either the Full or Partial order amount. Refund can be initiated by navigating to WooCommerce -> Orders, selecting the particular order and clicking Refund .
Please follow the steps below to issue a refund.
Step 1: Enter the refundable amount by editing the total amount.
Step 2: The refundable amount gets filled automatically under the Refund amount field.
Step 3: Click Refund via [payment method used by the buyer] (e.g. Novalnet Credit/Debit Cards) to refund the amount to the buyer.
Note: The payment method used will be displayed automatically on this button as shown below
Once the full or partial order amount has been successfully refunded, the order status gets changed. At this point, a new transaction (TID) will be generated. You will see the new transaction status under Order notes section of the order. Refer to Transaction Overview for more details about the Order notes.
Refunding Instalment orders
To refund an instalment order, navigate to WooCommerce -> Orders and click the order. Scroll down to the Instalment Summary section and click Refund next to the completed instalment cycle that needs a refund.
In the refund field that appears, enter the Refund amount and click Confirm.
Once the instalment order amount has been successfully refunded, you will see the new transaction status under Order notes section of the order. Refer to Transaction Overview for more details about the Order notes.
Cancelling Instalment orders
Cancelling Instalment Orders through Order Status
To cancel the instalment orders through order status, navigate to WooCommerce -> Orders in your shop admin panel and select the order. Then, change the order status manually to "Cancelled", and click Update. After you have cancelled the installment order, Novalnet will Cancel and refund the transaction.
Further there will be no recurring instalments for that order.
Once the instalment order has been successfully cancelled, you will see the new transaction status under Order notes section of the order. Refer to Transaction Overview for more details about the Order notes.
Instalment Cancellation Options
To cancel the instalment orders through options, navigate to WooCommerce -> Orders in your shop admin panel and select the order. In the Instalment summary click Instalment Cancel to cancel..
Please follow the below steps to cancel the instalments in two different ways,
Cancel All Instalment - Clicking this option will cancel the current instalment and all the subsequent instalment orders.
Cancel All Remaining Instalment - Clicking this option will cancel all the upcoming instalment orders excluding the current instalment in progress.
Changing the order amount
This option is available only for Novalnet Direct Debit SEPA, Novalnet Invoice, Novalnet Prepayment.
Under WooCommerce -> Orders select the order that you wish to update and click edit icon.
Enter the new order amount (must be minimum unit of currency, e.g. 3500 = €35.00) and click Save to update the changes as shown below
Once the order amount has been successfully changed, you will see the new order status under Order notes section of the order. Refer to Transaction Overview for more details about the Order notes.