Ecster Pay – Order management

Introduction

When an order is created in WooCommerce and an order number exists in Ecsters system, you have the possibility to handle the order management in Ecster directly from WooCommerce. This way you can save time and don’t have to work in both systems simultaneously.

Requirements

To get started with order management in Ecster via your WooCommerce store, you need to activate  Manage orders settings in the payment getaway settings.

Intended order flow

The intended flow is that when a purchase is finalized by the customer, the order in WooCommerce gets the status Processing. This happens regardless what payment method the customer selected in Ecsters checkout (e.g. the same for invoice as for a card payment with direct debit). The only scenario when this differs is if the order only contains digital/downloadable products. In that case WooCommerce will set the status directly to Completed (since no fulfillment is needed). 
When you as a merchant in the next step pack and ship the order, you change the order status to Completed. The plugin then makes a request to Ecster to activate/debit the purchase in their system.

Cancel an order (Annul)

  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Cancelled.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note is created with the following text Ecster payment was successfully cancelled.

Activate an order (Debit)

  1. The WooCommerce order status need to be set as Processing.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order details box there is a selectbox named Order status. Change the status to Completed.
  4. Click the Save Order button located at the top right on the screen.
  5. If everything was successful a new order note is created with the message Ecster payment debited followed by a transaction number.
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Refund an order (Credit)

  1. The WooCommerce order status need to be set as Completed.
  2. Go to the order edit screen by navigate to → WooCommerceOrders and click on the order you want to edit.
  3. In the Order items box, press the Refund button.
  4. To make a full refund for the entire order, enter the Order total amount in the Refund amount text field. To refund a specific order item, modify the price or quantity of the desired product.
  5. Press the Refund via Ecster Pay button.
  6. If everything was successful a new order note is created with information about the refund in Ecsters system.
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