Managing Admin Panel

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 as shown below

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 as shown below

Admin order creation

To create an order from the shop admin panel, navigate to WooCommerce -> Orders as shown in below. Click Add order as shown below

Next, choose an existing customer, select payment method and click Add item(s) -> Recalculate -> Create as shown below to create an order.

Order is now successfully created and order note is updated in the shop admin panel as shown below

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 as shown below.

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 as shown below.

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

Note down the Reason for refund (optional) for your future reference (only for existing transactions).

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, as shown below

In the refund field that appears, enter the Refund amount and click Confirm as shown below

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" as shown below, 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 Orders -> Overview in your shop admin panel and select the order. Click Instalment Cancel to cancel as shown below

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 as shown below

Cancel All Remaining Instalment - Clicking this option will cancel all the upcoming instalment orders excluding the current instalment in progress as shown below

Changing the order amount

Under WooCommerce -> Orders select the order that you wish to update and click. Edit itemicon as shown below

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.