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Orders in Your Shopify Admin

*Note that all order management for Splitit plans originating in Shopify should be done in Shopify, not in your Splitit Merchant Portal.

Choosing When to Start Installment Plans

You have four options for processing payments for installment plans, and they are configured by the Payment Capture setting in Shopify combined with a setting configured by Splitit support. Note that with all four options, the customer's credit card is authorized for the order amount when the customer checks out, what differs is how and when their card is actually charged.

Automatically Charge Card Immediately Upon Order (Default)

  1. 1.
    In your user admin, go to Settings -> Payments-> Payment capture-> Manage.
  2. 2.
    Choose to Automatically capture payment for orders (the default). Splitit default settings are also maintained.
  3. 3.
    Payments will be automatically captured when the order is placed so you don't need to do anything. The plan's status in your Splitit merchant portal will be set to In Progress.

Automatically Charge Card Upon Fulfillment of Order

  1. 1.
    In your user admin, go to Settings -> Payments-> Payment capture-> Manage.
  2. 2.
    Choose to Automatically capture payment for orders (the default). Contact Splitit to set your Shopify setting to Charge After.
  3. 3.
    When customers check out, their cards will be authorized (and their plan status will be Pending Shipment in the Splitit Merchant Portal). To charge their card, you will need to go to their order in Shopify and start the fulfillment process by clicking Fulfill item. Once it's fulfilled, the plan's status in your Splitit merchant portal will be In Progress.

Manually Charge Card (Unrelated to Fulfillment)

  1. 1.
    In your user admin, go to Settings -> Payments-> Payment capture-> Manage.
  2. 2.
    Choose to Manually capture payment for orders. Splitit's Shopify setting can be left at its default.
  3. 3.
    When customers check out, their cards will be authorized, but not charged. (The plan in the Splitit merchant portal be in Pending Shipment.)
  4. 4.
    When you are ready to capture payment, go to the order and start the process by clicking Collect payment. When you are finished, the Splitit plan in your merchant portal will change to In Progress.

Manually Charge Card Upon Fulfillment of Order

  1. 1.
    In your user admin, go to Settings -> Payments-> Payment capture-> Manage.
  2. 2.
    Choose to Manually capture payment for orders. Contact Splitit to set your Shopify setting to Charge After.
  3. 3.
    When customers check out, their cards will be authorized, but not charged. Capturing payment actually requires two steps, and they must be performed in order (although not necessarily at the same time): A. first go to the order and work through the Collect payment dialogue (this can be done any time after the order is placed). After this step, the Splitit plan in your merchant portal will have the status Pending Shipment. B. next click Fulfill item to start the process that will actually charge the customer's card. This actually sets the plan to In Progress in the Splitit merchant portal.

Refunds

Partial and Full Refunds

1. In your Shopify admin, go to Orders then click on the order you wish to refund.
2. Click Refund along the top right of the order (it will only appear if applicable).
3. Under Refund Amount, enter the amount you’d like to refund:
You can also decide whether to refund shipping or not and can add a reason for refunding:
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Finally, click Refund ${Amount} to put the refund through:
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4. You will see the amount refunded in your Splitit merchant admin and will see the status updated in your Shopify order list.
Note that refunds are applied using the default Splitit strategy, which is to subtract from a user’s future obligations before returning funds to a user’s card.

Cancelling an Order

Orders that have been created without funds captured can be cancelled.
1. In your Shopify store’s admin, go to Orders then click on the order you wish to cancel.
2. Click More actions along the top right, then Cancel order from the dropdown:
3. In the popup, enter the reason for cancellation then click Cancel Order:
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4. In your Splitit merchant admin, you will be able to verify that the plan was successfully cancelled by looking at the list under Transactions, in the Status column:

Configure the Order Number Passed from Shopify to Splitit

1. In your user admin, go to Settings -> Payments.
2. Under Additional payment methods, find "Splitit" and go to Manage, then Account Status -> Manage.
3. Select your order number style, then click Save Changes.
Order number styles are:
  • "use only order number" (default) — Use the Shopify order number, which starts at #1001 by default
  • "use full order name" — Use the Shopify order number, including prefixes and suffixes set in the Shopify admin (set these at Settings -> EDIT ORDER ID FORMAT)
  • "use internal Shopify order id" — Use Shopify's internal order id number as the order number
  • "use Shopify checkout id" — Use Shopify's checkout id as the order number
Last modified 20d ago