On the transaction and reconciliation list screens of SIBS Backoffice you can perform the following actions:
- Authorizations – collect payment;
- Split shipment – collect payment;
- Cancel authorizations;
- Refund payments;
- Issue transaction receipts
In the sections bellow you will be able to seek information regarding each feature.
Authorizations – Collect payment
To make a payment for an Authorization type transaction, click on the “Actions” button of an Authorization and then click on “Collect Payment” option.
Payments can only be made for valid authorizations (not cancelled) and are done using a ZD terminal (SIBS Gateway 2.0).
After that, select the desired amount in the “Enter the total or partial amount you want to capture” field and click on the “Collect Payment” button.
Split Shipment – Collect Payment
Merchants who make partial payments/captures can choose to identify each payment using the split shipment feature.
This feature is designed for split deliveries, for example.
This feature is only available for transactions done with ZD terminals (SIBS Gateway 2.0).
To collect an Authorisation payment using Split Shipment, click on the “Actions” button of an Authorization and then click on “Collect Payment” option.
When performing a payment, in the “Collect Payment” page, two fields regarding Split Shipment will be available.
You can use the available fields to identify the number of payments and the expected total of payments needed.
Split Shipment operations are identified with an icon in the “Payment Operations” menu.
Cancel Authorizations
To cancel an authorization, the User must click on the “Actions” menu of the transaction and click on the “Cancellation” option.
After that, click on the “Cancelled ” button and confirm your operation.
After that, click on the “Cancelled ” button and confirm your operation.
Refund Payments
SIBS Backoffice allows you to refund transactions executed in a digital or a physical terminal.
To refund a purchase, click on the “Actions” button of a transaction and then click on the “Refund” option.
Next, you should fill the amount to be refunded and click on “Refund”.
In order to complete this action you insert your password and click on the “Confirm” button.
By successfully performing a refund, an operation with “Refund” type will be recorded on SIBS Backoffice.
Refunds of transactions carried out on physical terminals (excluding the ZA, ZB and ZC models) require a virtual terminal (Z8). To request a Z8 terminal, please contact your financial institution.
Physical terminals assume daily closing or every 7 days. If you try to refund a purchase made during a period in which the expected closing did not occur, the operation might return a system error.
Issue Transaction Receipt
SIBS Backoffice offers the possibility of issuing transaction receipts of purchases and refunds. These receipts can be sent by e-mail via SIBS Backoffice or downloaded as PDF.
To issue a receipt, click on the “Actions” button of a specific transaction and then click on “Receipt”.
Enter the client’s e-mail and click “Send” or choose to “Download as PDF”.