Taking Payment For An Exchange

outline when a customer exchanges up a more expensive size, an extra item, or an exchange with outbound shipping they owe the difference refundid pos collects that from the customer's own phone, on their own payment method your team never handles the customer's card, and no card details are entered on your device how it works at the counter once the return is lodged, a payment section appears on the final screen showing the amount owed a qr code for the customer to scan a live status badge pending , processing , paid or unavailable with a pulsing dot showing the screen is still watching for the payment hand the tablet across or turn it toward the customer, they scan the code with their phone camera, and they pay on their own device the screen updates itself as soon as the payment clears your team doesn't refresh anything or ask the customer whether it went through the payment link is also shown as text underneath the code, and there's a view full screen button that enlarges the qr code for customers scanning from a distance or in poor light emailing the link instead some customers can't scan an older phone, a camera that won't focus, or a customer who has already walked away with their exchange email link sends the payment link to the customer, and lets you correct the address first if the one on the order is wrong or was mistyped to avoid a customer being mailed repeatedly, there's a short cooldown between sends if you try again immediately you'll be told to wait a moment what the customer sees the customer lands on a page branded as your store, headed pay for your exchange , showing the amount owed and the order it relates to an explanation that the store started the return for them and this completes it a form to choose a saved payment method or add a new one, and pay once they pay, they're confirmed on their own device and the counter screen switches to payment received , confirming the return is now open on your dashboard until the customer pays the return is created and sits awaiting payment nothing is charged, no exchange order is placed, and the exchange invoice isn't finalised in your accounting so an exchange the customer walks away from never becomes a bill you have to credit back once payment clears, the exchange proceeds exactly as it would have if the customer had lodged the return themselves online if a card is declined the customer can try again with a different payment method from the same link the link stays valid while there's still something owed, and the page tells them their last attempt failed where your exchange resolution places a security hold on the customer's card (used on exchanges that ship before the original comes back), the hold is authorised on whichever card the customer chooses at the point of payment a retry after a decline doesn't place a second hold, so the customer's money is never held twice status meanings status what it means pending the amount is owed and waiting on the customer processing the customer's payment is going through the screen updates on its own paid payment received the return is open on your dashboard unavailable nothing is collectable any more for example the return was cancelled before payment returns where nothing is owed show no payment section at all, so a straight refund or an even swap ends on a clean confirmation screen