In copal, various additional configurations can be made in the Provider Accounts under the Advanced Options tab.
Not every option is available for every payment provider or payment method.
Option not available: The setting is not supported.
Option grayed out: The setting is predefined and cannot be changed.
The following section explains the available Advanced Options settings.
Payment-method-specific settings are described in the articles for the respective payment methods.
AllowRefund
AllowRefund defines whether refunds with cart reference are possible, for example in the case of returns.
A refund:
- always refers to an existing capture
- always has an item or cart reference
AllowCredit
AllowCredit defines whether credits on an already captured amount are possible without an item or cart reference.
Such a credit can be used, for example, in cases of goodwill. Technically, this is a refund that is not linked to a specific cart or item.
AllowMultipleCaptures
AllowMultipleCaptures defines whether a reserved total amount can be captured in multiple partial captures.
- Enabled: The amount can be captured in several partial amounts.
- Disabled: Only a single capture for the total amount is possible.
This option is relevant, for example, when orders are shipped in multiple deliveries.
AllowReservationRenewal
AllowReservationRenewal defines whether an existing amount reservation can be extended or renewed.
This can be useful for orders with long delivery times. A reservation close to expiration can be extended so that the amount can be captured later when the goods are shipped.
CartUpdateAllowed
CartUpdateAllowed defines whether the cart can still be modified after the initial payment initialization.
This is usually only possible up to a certain point in the payment process and under the following conditions:
- The cart value must not exceed the originally reserved amount
- The amount may remain the same or be reduced
A typical use case is:
- An item is replaced later by a replacement item or another variant with the same price
- The item number changes
The process step in which a cart update is still possible can be defined by selecting the fields Prepares and/or Reservations.
IsBillingCustomerDataRequired
IsBillingCustomerDataRequired defines whether billing address data of the customer is mandatory for the communication.
- Enabled: Billing address data must be transmitted.
- Disabled: Communication is also possible without this data.
IsShippingCustomerDataRequired
IsShippingCustomerDataRequired defines whether shipping address data of the customer must be transmitted.
This function is equivalent to IsBillingCustomerDataRequired, but refers to the shipping address instead of the billing address.
PspAutoCaptureEnabled
PspAutoCaptureEnabled defines whether an amount at the PSP is automatically captured immediately after the reservation.
- Enabled: The PSP automatically performs a capture after the reservation.
- Disabled: A separate manual capture is required.
Important:
- This setting does not mean that collana pay automatically triggers a capture.
- The setting must be configured identically to the settings in the PSP backend.
When using the collana pay App in Business Central, the transaction status must also be set to Posted during import so that the system recognizes that the amount has already been captured.
PspAutoVoidEnabled
PspAutoVoidEnabled defines whether a remaining reserved amount that is no longer required is automatically released.
This typically occurs when:
- a partial capture has been performed
- a remaining amount from the original reservation remains
- Enabled: The PSP automatically releases the remaining amount.
- Disabled: A separate void must be triggered.
This setting also does not mean that collana pay automatically performs a void.
SupportedShippingCountries
With SupportedShippingCountries it can be defined for which shipping countries a payment method is available.
For example:
- specific countries can be allowed
- or explicitly excluded
DisableCartValidation
DisableCartValidation defines whether collana pay should perform a cart validation.
To disable cart validation, specific process steps can be selected, for example:
- Transactions (Create, Prepare, Reserve)
- Captures
- Refunds
- Imports (for import integrations)
- Enabled: No cart validation is performed by collana pay.
- Disabled: The cart is validated.
Validation can be disabled, for example, if communication should take place without a cart.
AllowMerchantReferenceUpdate
AllowMerchantReferenceUpdate is mainly relevant for express payment methods.
In this case, a temporary merchant reference is initially used, which can later be replaced with the final merchant reference.
Related to