Steps in the screenshots correspond to the numbers in the headings.
Payments
All PayPal payments for orders in eCommerce are ran through an authorization process by PayPal. This ensures that the charge is valid and shows as an Authorization in PayPal for the amount of the order. This authorization is good for 29 days, after which another authorization would need to be performed.
Prior to shipping an order to a customer, we must capture payment from PayPal. Follow the steps below in order to find and process orders that need funds captured.
Requirements: Admin access to eCommerce and access to the “Orders Ready for Funds Capture” report in Salesforce
1. View the “Orders Ready for Funds Capture” report on the CSR homepage in Salesforce. This report updates daily and will show all orders that are Completed and ready for payment collection.
2. Navigate to the Big Commerce Admin module website. Log in and click on the Orders tab.
3. After clicking on the Orders tab, you will be taken to the View Orders screen. On this screen, click the Awaiting Payment tab and you will find the Orders that are awaiting payment. If a credit card Icon is displayed to the right of the Customer column, then the funds have yet to be captured for these specific orders.
4. Find the order that you need to capture the funds for and hit the + button on the far left to expand the details of the order. In this case, we are going to look at order 1113.
5. Click the credit card icon or Capture Funds (show in Blue with a hyperlink), both perform the same function.
6. After clicking, a dialog box will appear to confirm that you want to capture funds for this order, click OK to proceed.
7. Next, you will return to the Orders screen and the credit card will be replaced by a clock icon. This indicates the the Capture request is in process.
8. Once funds have been captured, the credit card icon will disappear from the order and it will change to In Process or Completed status. This completes all the steps to perform in eCommerce.
9. The final step will be to mark the order as Paid in Salesforce. To do this, navigate to the corresponding Salesforce order record and click on the Details tab to view Order Information. Scroll down until you see the “Paid?” field and click the pencil icon to edit the field. Once the field is in edit mode, check the box and then Save the order record. The order is now paid for and can be shipped to the customer.
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