So you've got your store set up and live, and customers are now placing orders through your stores. What next? FoxyCart provides some basic tools for you to manage your customers orders as they come in.

You can have a copy of each customers email receipt blind carbon-copied (bcc) to the store email addresses as set in the FoxyCart administration. You can then use those emails as a notification that an order was placed, and also use them to fulfill the orders from there. You can set the receipt emails to be copied to the store emails by checking the checkbox on the 'emails' page of your stores FoxyCart administration.

You can also use the transactions report page within your stores FoxyCart administration as a basic order management facility. As you process orders and send them off, you can hide those transactions as a way to show that the transaction has been fulfilled. To hide a transaction, select the checkbox that relates to its listing and click the 'Hide checked transactions' button at the bottom of the page. This will mark those transactions as hidden, and they won't be visible by default on the transactions report page. To view previously hidden transactions, you'll need to change the “transaction display status” filter to “hidden” to just view previously hidden transactions, or “both” to view all.

1. If you're not already there, go to the transactions report from within your Foxy admin.
2. Transactions can be filtered by many criteria. Some criteria filters are shown by default.
3. You can filter by any of these criteria by entering or selecting an option from the list. You can see additional fields to filter on by selecting the add filter: dropdown. For example, you can search by the customer's ID, Last Name, or First Name, or a combination of Last and First Name. We'll use that as an example.
4. Click add filter: and select First Name from the list. You'll see first name: added as a filter criteria:
5. To add the Last Name, go back to add filter: and click the dropdown, then select Last Name from the list. You'll now see the last name: added as a filter criteria:
6. From there, you can type in the customer's first name in the first name: box and the customer's last name in the last name: box and click the Filter button.
7. You'll see the pagination totals that show total transactions returned for the filters as well as the details listing of results found:

Using functionality such as the XML Datafeed and the API, it's possible to build out any sort of custom report or order management you can imagine, and also integrate with third-party tools who can handle order or shipping fulfilment.

• All integrations
• Order Desk is the most “order management” integration currently available, and it's got lots of options for you.

Processing refunds is generally straightforward, but is handled in your gateway and not in your FoxyCart admin. The exact steps will vary from gateway to gateway (and you can contact your gateway's support for assistance), but it's important to note that many gateways will process a VOID differently than a REFUND. A void is when you actually cancel the transaction before the funds are batched for capture by your merchant account. This means that while the customer may see the transaction on their online statement, it will not show up on their actual statement. A refund, on the other hand, is processed after the funds are batched and captured, so the customer will see both the initial charge and the subsequent refund on their statement.

Fees may differ between voids and refunds, and some systems (notably PayPal) don't differentiate, but it's a good thing to understand. When possible, a void is generally preferred.

If you have the Foxy Advanced Gateway Features enabled on your store, you can Edit, Refund, Void, or Capture orders right on the transaction details. This is a beta feature currently, so if you're interested in adding this feature to your store, please reach out to our support team.

While viewing a transaction in expanded mode, you can edit many transaction details and provide refunds based upon any order total changes. You can also completely void a transaction if available. For example, you can add products to the order, change shipping, change quantities, descriptions, prices, add a coupon to the order, and change address details. Once you've changed a transaction, you can issue a refund if applicable.

There are a number of details that cannot be edited in transaction mode. They're including but not limited to the customer id, email address, credit card number and expiration (this can be edited for the customer record by another method, but not on the transaction), transaction id, and custom fields on the transaction.

Note also that you cannot edit taxes directly, as they're calculated according to your settings. If you have AvaTax or TaxJar, refunds will push back to those systems so your tax liability is updated in those systems.

1. In the Foxy admin, select the transactions menu item. You'll see a list of your transactions, the most recent at the top.
2. You can filter transactions or scan the list to find the desired transaction.
3. Once you've located the transaction, click the plus(+) to the left of the transaction to expand the transaction details.
4. Depending upon the status of a transaction, you may see different options at the bottom of the transaction.
   • Void
   • Edit
   • Refund (followed by a dollar amount)
   • Capture (followed by a dollar amount)
5. Scroll to the bottom of the transaction to Click to edit this transaction and click Edit. You'll see the page refresh and the details become editable.

1. Once you click the Edit button, you'll see many of the details become editable. Most options are self-explanatory, but we'll cover the ones here that may not be so obvious.
2. If you'd like to provide a refund for items in the cart and want to preserve the item in the cart, you can change the Price on that particular item to 0.
3. If you'd like to remove an item from the cart entirely, you can change the Quantity to 0.
4. You can also adjust the Quantity as desired, up or down.
5. The section with Name, Value, and Modifier allows you to add custom attributes for the product, such as Size, Large, +2 (this will add a product option named Size, with a value of Large, and will add 2 currency units to the price). Here's some more information about price modifiers.
6. You can add a coupon to reduce the price (and if the amount was already captured, this will result in a refund amount). To do that, add the coupon code to the Add Coupon box. The option to Ignore date & usage limits will override the settings on the coupon and apply it even if usage limits and valid dates are set on the coupon. See Details section in this article.
7. Click Save Your Changes under Transaction Modification to save. This will add a summary of the changes under Transaction Modification and show the Refund button if any refund is due.

If you've made any changes to the transaction that would result in a refund (and the customer has already been successfully charged for the order), you'll see a button under Transaction Modification that shows Refund and the amount to be refunded. If the amount to refund isn't correct, you can edit the transaction again to correct it.

To refund, click the Refund button. You'll see an alert to confirm. Confirm, then you'll see a message from the gateway with the transaction number and the gateway identifier of the refund.

If your payment gateway settings are set to auth-only or auth-verify, you can trigger capture requests. Note that we strongly recommend doing the auth-verify (a $0/$1 auth) over auth-only (an authorization for the full amount of the transaction). You cannot capture for more than you auth, and auths do not last forever. Further, some gateways (like CyberSource) give almost no feedback on the success of a capture. (The transaction will be marked for capture, and settled/batched out to the processor, but if there's an issue actually collecting funds at that point, CyberSource won't communicate the issue back to Foxy.)

For those and other reasons, we STRONGLY discourage using auth-only (full authorizations) with delayed captures. Instead, do auth-verify requests. When you capture after an auth-verify, Foxy will do a full auth+capture, which is effectively a “normal” charge at that point.

All that said, most merchants should not do delayed capture. Instead, just do full auth+capture (aka “sale”) transactions, and if you need you can always issue a refund.

• Click the Void button. You'll see a confirmation box.
• Click OK to proceed and you'll see the void confirmed on the screen.