Authorisation Adjustment

Sometimes you may need to change a sales order based on customer requests, or manufacturing, or shipping takes more than 7 days. In this case, standard capture may not be sufficient. However, Sana Pay+ allows you to adjust the authorized amount and extend the default authorization period for some payment methods.

Authorisation Period Renewal

Sana Pay expires an authorisation request automatically after 28 days from the day the payment is authorised for all major global card networks. But card schemes have their own authorisation validity rules and authorisation can expire before or after the scheme's official authorisation validity period. A payment authorisation expires if the payment is not captured within the expiry period. When authorisation expires, it is no longer possible to capture the payment. The default expiry period can be adjusted and ensures that Sana Pay does not automatically expire the authorisation after the default 28 days.

Sana Pay checks if the sales order is still open (not invoiced or shipped) and adjusts the authorisation period, if necessary, when you run the Payment capture scheduled task.

To allow Sana Pay to automatically extend the authorisation period, you must enable the option Allow authorisation renewal for all Sana Pay payment methods that should support authorisation renewal. When the payment transaction is captured, no authorisation adjustment will be made.

Authorisation Amount Adjustment

The authorisation amount adjustment allows you to increase the authorised amount later but before the first payment capture related to the order.

A sales manager can modify orders directly in the ERP system after customers have placed them to accommodate additional charges, such as expedited shipping or added items. They can edit existing products and add new ones. Any increase to the total order amount will automatically update the authorisation amount, ensuring accurate payment capture without manual intervention.

Use Cases

1. Single Shipment and Invoice:

• A buyer ordered a product for $100, with an initial authorisation of $100.

• An additional product, valued at $80, is added.

• After shipping, the invoice for both products totals $180.

• The system accurately captures and settles the adjusted authorisation amount of $180.

2. Multiple Shipments and Invoices:

• A buyer placed an order for three products, totaling $300, with an initial authorisation of $300.

• Only one product, valued at $100, was shipped, and an additional miscellaneous charge of $50 was added.

• The system correctly captures $150.

• The remaining two products, valued at $200, were shipped and invoiced a couple of days later.

• Adjusting the pre-authorised amount is not permitted after the first partial capture.

• After the first shipment, the authorisation remains valid until the default authorisation period of the scheme (around 7-28 days).

• The system correctly captures and settles the adjusted authorisation for $350.

Notifications

If the order amount has changed in ERP, Sana Commerce Cloud sends a request to Sana Pay to adjust the authorised amount. Sana Commerce Cloud sends the request when you run the Payment capture scheduled task.

• If Sana Pay can adjust the authorised amount, Sana Commerce Cloud will send an e-mail to the webstore administrator that the authorised amount has been changed.
  
  E-mail template: Authorisation [TRANSACTIONID] has changed
  
  
• If Sana Pay cannot adjust the authorised amount, for example, because of the insufficient funds in the customer's account, Sana Commerce Cloud will send an e-mail to the webstore administrator stating that Sana Pay cannot adjust the authorised amount.
  
  E-mail template: Payment authorisation [TRANSACTIONID] cannot be extended

These e-mails are sent to the email address specified in the Sana Pay add-on settings. For more information, see Payment Notifications.