Shopify manual capture

Clearpay’s integration allows you, the merchant, to use Shopify’s manual capture setting.

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Note

This is a Shopify store-wide setting, so if you have it enabled for another payment method it is enabled for the new payment gateway. Clearpay's old payment gateway automatically captured all orders regardless of your Shopify setting.

If you have enabled manually capture payment for orders in your Shopify payment settings, this has the following effects on Clearpay transactions:

• Instead of immediately capturing funds, Clearpay places an authorisation hold on the customer's account. Unlike other payment methods, the customer's instalment plan starts as soon as the authorisation is made

• Most customers are charged for their first instalment when the manual authorisation is made, unless they qualify for Clearpay's No payment up-front program. In this case the first instalment is collected 14 days after the authorisation is made

• The authorisation hold is valid for a period of 13 days. If the order has not been captured before this period ends, any uncaptured amount is automatically void. This voided amount is subtracted from the Clearpay customer's outstanding balance. If the voided amount is more than the outstanding balance, the customer is refunded the remainder

You must use the Shopify order tab to capture orders, or use integrations, or use Shopify's API directly. You can use all the Shopify payment methods to capture Clearpay orders. This is true of any other payment method that has manual capture.

• If you use a third-party integration or Shopify's API to capture orders, you must verify the configuration. Do this verification before you update to the new Clearpay payments app

• If you use the Shopify order tab to capture orders, you must manually capture Clearpay orders

Shopify still restricts orders to a single capture, meaning that any uncaptured amounts will expire and be voided on the 14th day after the original authorisation.

If you need to cancel an authorised order, you can use all the methods that Shopify allows. These methods are the Orders tab, integrations or Shopify’s API. Shopify still restricts cancellations to apply to the full order amount only; partial cancellations are not possible.

Refunds behave normally. For partially captured orders, only the captured amount is available to be refunded. Settlement only occurs for funds that have been captured.

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Shopify pre-migration checks

Please view the Shopify Pre-Migration Checks