Capturing the order in installments

When receiving an order for which one of the items is no longer available, the merchant can partially capture the order amount.

To use this option, the merchant must:

  • Subscribe to the offer allowing to capture an order in installments via PayPal.
  • Contact the payment gateway customer service to add this feature to their PayPal MID.

Here is an example that illustrates this case:

The merchant receives a payment of ,00 EUR100 for 2 items:

  • An item for ,00 EUR30 that can be shipped and captured immediately.
  • A ,00 EUR70 item that is not available in stock but that the merchant is able to obtain, ship and capture afterwards.

The steps for carrying out these two captures are:

  1. Right-click the transaction for which you want to make multiple captures.
  2. Select Cancel.
    This operation cancels the transaction.
    However, thanks to the feature of the PayPal MID that allows to make multiple captures per order, the order will remain open.
  3. Confirm the cancellation of the selected transaction.
  4. Once again, right-click the transaction that now has the Canceled status.
  5. Select Duplicate.
    This operation duplicates the canceled transaction to specify an amount and a presentation date for the first item's capture. The amount is partial (,00 EUR30).
    The dialog box Duplication of the transaction appears.
    Figure 1. Duplicating a transaction
  6. Enter the amount of the first item that you would like to capture (e.g. ,00 EUR30) and its presentation date.
  7. Click Duplicate.
    The transaction is duplicated. It refers to the amount of the first item in the order.

    To proceed to capturing the second item:

  8. Right-click the transaction with the Canceled status.
  9. Select Duplicate.
    The dialog box Duplication of the transaction appears.
  10. Enter the amount that corresponds to the amount of the second item (e.g. ,00 EUR70) and its presentation date.
  11. Click Duplicate.

    The total amount of the initial transaction is captured (amount of item 1 + amount of item 2).

    No other amounts can be captured for this transaction.

    When partial captures appear in the Captured transactions tab with the Captured status, you must close the initial transaction.

    If you do not close the transaction, the Payment in progress status will be indefinitely shown in your buyer's PayPal account.

    However, if you close the order while some transactions linked to this order are still visible in the Transactions is progress tab, you will cancel these transactions.

    Be careful and make sure to wait until all the payments linked to an order appear in the Captured transactions tab with a Captured status before closing the transaction.

  12. Right-click the transaction with the Canceled status.
  13. Select Close.
The initial transaction is closed. The order has been correctly captured in installments.