Payment Capture Strategies

NOTE

Payment capture strategies integrated with ERP are available only in Sana Pay+. If you use Sana Pay with the standard settings only, then all payments are captured based on the settings in the Sana Pay payment system.

Sana Pay+ has four payment capture strategies.

  • Default: This capture strategy is based on the Capture Delay settings in the Sana Pay payment system. Payments can be captured automatically either immediately after authorization or with a delay between authorization and automatic capture (between 1 and 7 days after authorization), or each payment can be captured manually. Sana product specialist or service consultant can set up capture delay in the Sana Pay payment system, on the merchant account level. For more information, see Capture Delay Default Setup.

  • Immediate: Payment capture is performed immediately after authorization.

  • Shipping trigger: Payment capture is performed when the order is fully shipped. Payment is captured after creating a shipping document for the order in ERP. Although it is possible to partially ship an order in ERP, the full order amount will be always captured.

  • Invoice trigger: Payment is captured after creating an invoice for the order in ERP. An accountant can invoice the entire order in ERP or part of it, for example, if you need to deliver different products from one order separately or ship only part of the order quantity because the full quantity is not on hand. If the accountant creates multiple invoices for one order, payments will be captured for each invoice separately. If the order is partially invoiced, the payment will be partially captured.

Capture Delay Default Setup

Below you can read about the default capture delay setup and when it can be used. The default capture delay setup applies if you:

  • Use Sana Pay with the standard set of features and you want to use capture delay.
  • Use Sana Pay+ with the Default capture strategy and you want to use capture delay.

It can be configured in the Sana Pay payment system on the merchant account level by a Sana product specialist or service consultant.

By default, payments are captured immediately after authorization.

  • immediate: Capture is performed immediately after authorization.
  • [N] days: Capture is performed N (between 1 and 7) days after authorization.
  • manual: Capture must be performed manually in the Customer Area.

If you want to use capture delay with one of the default options, please contact your Sana Commerce representative.