Typical Scenarios

The following scenarios demonstrate different ways merchants can use the Paysafe Checkout plugin. 

This is a typical scenario merchants may use to provide immediate delivery of the order without delayed payment capture.

1. Set Payment Action:
   • On the Settings >Payments page, ensure that the selected payment capture method is Automatically at checkout.
2. Visit the Store:
   • In the Shopify admin, use the Visit your online store icon/shortcut on the Online Store sales channel.
3. Add Item to Cart:
   • In the store, add an item to the cart, proceed to the cart, and click Check out.
4. Check for Paysafe Payment Method:
   • On the Shopify Checkout page, the Paysafe Checkout method should appear.
   • If you don’t see it, verify that the extension is enabled, Test Flag is active, and other settings are configured correctly.
5. Make a Payment:
   • Select the Paysafe payment method, use a test card number, and click Pay now.
   • In the Paysafe Checkout form, paste the test card number, enter any Cardholder Name, an expiration date that is still valid, and any CVV.
   • Click Proceed to Pay to complete the payment.

This is a typical scenario where the merchant obtains authorization for an initial purchase amount and captures payment at a later stage, for example, after the order is fulfilled. 

1. Set Payment Action:
   • On the Settings > Payments page, ensure that the selected payment capture method is Manually. 
2. Visit the Store:
   • In the Shopify admin, use the Visit your online store icon/shortcut on the Online Store sales channel.
3. Add an Item to Cart:
   • In the store, add an item to the cart, proceed to the cart, and click Check out.
4. Check for Paysafe payment method:
   • On the Shopify Checkout page, the Paysafe Checkout method should appear.
   • If you don’t see it, verify that the extension is enabled, Test Flag is active, and other settings are configured correctly.
5. Make a Payment:
   • Select the Paysafe payment method, use a test card number, and click Pay now.
   • In the Paysafe Checkout form, paste the test card number, enter any cardholder name, an expiration date that is still valid, and any CVV. 
   • Click Proceed to Pay to complete the payment. 
6. Review Order Status:
   • After a successful transaction, visit the Shopify Orders page and open the order you just created. 
   • The order should have a status of Authorized, indicating that the payment is not captured and only the payment authorization has been completed. 

This scenario demonstrates how a customer can save their card details for future purchases. The information is securely stored on the Paysafe infrastructure. 

1. Initiate Payment:
   • Start a payment as explained in the previous scenarios. After clicking Pay now on the Shopify Checkout page, the Paysafe Checkout form appears.
2. Save Card Details:
   • Select the Save this card details for future transactions option and click Proceed to Pay to complete the payment. 
3. Card Details Saved:
   • If the transaction is successful, a customer profile is created on the Paysafe infrastructure, and the card details are securely saved.
4. New Purchase:
   • Start a new purchase. In the Paysafe Checkout form, you should see your previously saved card.
   • Enter the CVV to complete the payment without re-entering your card details. 

This scenario demonstrates how to cancel an order with an authorized payment, resulting in a Void transaction.

1. Create a New Order:
   • Follow the steps in Scenario 2 to create a new order with an authorized payment.
2. Access the Created Order:
   • Open the created order, which should be in the Authorized status.
3. Cancel the Order:
   • Select More Actions > Cancel order. 
   • Since the payment is only authorized, the extension will automatically create a void transaction and update the payment status to Voided. 
4. Verify void Transaction:
   • Check the Timeline section of the order. There should be a message confirming the successful cancellation of the authorization. 

This scenario demonstrates how to refund an order after the settlement has been processed. 

1. Create a New Order:
   • Follow the steps in Scenario 1 to create a new order with authorization and settlement. 
   • Wait for some time until the settlement is processed. This usually happens overnight, so it’s best to continue the test the following day. 
2. Access the Created Order:
   • Open the created order, which should now be in the Paid status.
   • Click the Refund button. 
3. Perform the Refund:
   • Enter a partial or full payment amount. 
   • Click Refund button. 
4. Verify Refund:
   • Since the payment is settled, the extension will automatically create a Refund transaction and update the order status to Refunded.
   • Check the Order Notes (Timeline) section of the order for a message confirming the successful refund. 
5. Partial Refunds:
   • If you issued a partial refund, it’s possible to refund the order in multiple steps, as long as the refund amount is equal or less than the remaining amount available for refund.

This scenario demonstrates how to capture payment for an order where the payment was authorized but not yet settled. 

1. Create a New Order:
   • Follow the steps in Scenario 2 to create a new order with an authorized payment.
2. Access the Created Order:
   • Open the order you just created, which should be in the Authorized status.
3. Capture the Payment:
   • Click the Capture payment. 
   • Enter the amount you want to capture. 
4. Partial capture:
   • If you enter a capture mount less than previously authorized amount, the payment status will change to Partially paid.
   • It is not possible to do an additional capture later. In such case, any additional capture must be done via your merchant portal. 
5. Verify Settlement:
   • In this case, since the payment was only authorized, the extension will automatically create a Settlement transaction and update the order status to Processing.
   • Check the Order Notes (Timeline) section of the order for a message confirming the successful settlement.

This scenario demonstrates how to capture payment for an order where the payment was authorized but not yet settled.

1. Create a New Order:
   • Follow the steps in Scenario 2 to create a new order with an authorized payment.
2. Access the Created Order:
   • Open the order you just created, which should be in the On Hold status.
3. Capture the Payment:
   • Change the order status from On Hold to Processing.
4. Verify Settlement:
   • In this case, since the payment was only authorized, the extension will automatically create a Settlement transaction and update the order status to Processing.
   • Check the Order Notes section of the order for a message confirming the successful settlement.

This scenario demonstrates how a customer can complete payment for an order if the initial payment attempt was unsuccessful.

1. Access Unpaid Orders:
   • The customer should navigate to My Account > Orders and select the order that was not successfully paid.
   • Unpaid orders will have a Pay button under the Actions section of the order.
2. Initiate Payment:
   • The customer clicks the Pay button and is taken to the order page. 
   • On the order page, the customer clicks Pay for order. The Paysafe extension should automatically be selected as the payment method.