Order management

When an order is created in WooCommerce and a reservation number exists in Zaver’s system, you have the possibility to handle the order in Zaver 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 Zaver via your WooCommerce store, you need to Enable order management in the plugin settings.

WooCommerce order statuses

The checkout flow in Zaver Checkout is constructed in a way that when an order is placed, Zaver replies with Zaver Payment is pending confirmation.

When the order is approved by Zaver, they send a callback confirming the approval and the order status is updated to Processing in WooCommerce.
Successful payment with Zaver – payment ID: xxxx is added to the Order notes along with Zaver payment is pending capture.

When the order is changed from Processing to Completed in WooCommerce, Zaver payment was captured is added to the Order notes.

Sync order with Zaver

When an order paid with Invoice or Installments is pending capture, you can manually sync the order with Zaver.
This ensures that any changes made in WooCommerce (for example, changing an item or adjusting prices) are reflected in Zaver before the order is completed and the payment is captured.

1. Go to the WooCommerce Order details page for the order in question.
2. Check the Sync with Zaver button near the order actions.
3. If the button is blue or white, click Sync with Zaver to update the order values in Zaver.
4. Once synced, proceed to capture the payment by setting the order to Completed.

The Sync with Zaver button will only appear under specific conditions:

• The payment method is Pay Later (Invoice) or Installments.
• The order has not been captured, refunded, or cancelled.

Condition	Description	Button state
WC order total = Zaver order total	The values match exactly. You can still sync manually if you have replaced a product with another of the same price.	White (active)
WC order total > Zaver order total	The WooCommerce total is higher than the amount in Zaver. It’s not possible to increase the order value after the purchase has been placed.	Disabled
WC order total < Zaver order total	The WooCommerce total is lower than the amount in Zaver. You can sync this difference to Zaver.	Blue (active)

Cancel an order

1. The WooCommerce order status need to be set as Processing.
2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
3. In the Order details box there is a selectbox named Status. Change the status to Cancelled.
   
4. Click the Update button located at the top right on the screen.
   
5. If everything was successful a new order note saying The Zaver order has been canceled. is created.

Activate an order

1. The WooCommerce order status need to be set as Processing.
2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
3. In the Order details box there is a selectbox named Status. Change the status to Completed.
   
4. Click the Update button located at the top right on the screen.
   
5. If everything was successful a new Zaver payment was captured order note is created with information about the activation in Zaver’s system.

Refund an order

Zaver Checkout supports full refunds as well as partial refunds.

1. The WooCommerce order status need to be set as Completed.
2. Go to the order edit screen by navigate to → WooCommerce → Orders and click on the order you want to edit.
3. In the Order items box, press the Refund button.
4. Here you can choose to refund the full sum for an item (1), part of the sum (2) or shipping (3).
   If you enter a sum manually (2) you also need to enter the correct tax to refund manually, as opposed to when you refund the full sum for an item in which case the tax is automatically calculated. With shipping (3) you need to enter the amount manually, as well as the tax. Not to be confused with the Refund manually button.
5. Press the Refund via Zaver Checkout button.
6. If everything was successful a new order note saying Requested a refund of X is created, followed by Refund of X initialized. and finally Refund of X approved.