Need to capture less than the amount authorized

  • Resolved careyrob

    (@careyrob)


    3 years ago

    I have some customers who notify me that they are tax exempt after their order is placed so I need to remove the sales tax assessed during checkout.

    I am currently capturing the entire original amount authorized, then refunding the sales tax separately. Then I have to provide additional refund documentation to the customer and to my finance team when I do this.

    I would prefer to remove the sales tax from the admin “Edit order” page and then only capture the new order_total (without sales tax). When I try this the entire transaction is cancelled rather than capturing the new lower order total and releasing the remaining funds.

    Is there a correct procedure for capturing an amount that is less than the originally authorized transaction amount and releasing the rest instead of capturing the full amount authorized then refunding the amount of the adjustment?

Viewing 3 replies - 1 through 3 (of 3 total)
  • Plugin Support Mike M. a11n

    (@mikedmoore)

    Automattic Happiness Engineer

    2 years, 10 months ago

    Hi @careyrob,

    I understand you’d like to capture less than the amount that was authorized. This can be achieved by editing the cost of the actual line items in the order, then recalculating the totals. You can learn how to do that here: https://docs.woocommerce.com/document/managing-orders/#order-items-and-totals

    After capturing the order, only the new total will be captured. Here’s a screenshot of the timeline from Stripe:

    https://d.pr/i/AKWGoZ

    Let us know if you have any questions!

    Thread Starter careyrob

    (@careyrob)

    2 years, 8 months ago

    Hi @mikedmoore ,

    I missed your response. Editing the order item and “recalculating” the order total may work for updating the product cost, but I’m using the WooCommerce Sales Tax Plugin.

    Since I have the “enable automated tax” setting selected if I remove the sales tax charge from the order items and click recalculate the Sales Tax is automatically re-applied. The only way to remove the sales tax from an order when using the WooCommerce Sales Tax Plugin is to edit the sales tax field on the order items and then click “Save” without clicking “recalculate”.

    Plugin Support Doug – a11n

    (@dougaitken)

    Automattic Happiness Engineer

    2 years, 8 months ago

    Hi @careyrob

    Thanks for getting back to us – I’m unsure how to interpret your response, are you seeking more support or are you passing back what you were able to do.

    Thanks,

Viewing 3 replies - 1 through 3 (of 3 total)
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