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How do I use the Hold then Capture feature on Shopify
How do I use the Hold then Capture feature on Shopify

Learn more about how you can hold a card payment and capture it directly through Shopify.

Pam avatar
Written by Pam
Updated over a week ago

To be able to use the Hold then Capture card feature on Shopify, make sure you have it installed first. You can refer to our installation guide here.

Whether you are planning to use our test keys or live keys for Hold and Capture integration, you need to activate the feature first by enabling it via the Developers tab (visible only for account owners)

Once enabled, you can start integrating on your custom website, app, or Shopify website. You can simultaneously capture payments via API and the Shopify Plugin.

If you are the account owner and you don't see the prompt on your dashboard, feel free to reach out to [email protected]

Don't worry if you have questions in mind, we got you covered! We've consolidated a list of frequently asked questions regarding this feature to help you out. ✅


Let's get started!

1. How can I manually capture payments (full or partial amount)?

If you have properly installed our plugin and switched your Shopify settings to "Manual Capture", card payments that are paid through PayMongo's plugin are automatically put on hold. You must capture an on-hold payment through your Shopify admin dashboard to ensure that the data remains synchronous between PayMongo and Shopify. Shopify's guide can be found here.

Steps:

  1. From the Shopify admin dashboard, go to Orders.

  2. Click the number of the order that you want to capture payment for.

  3. From the order information page, click Capture payment.

  4. In the Capture Payment dialog, you can change the amount you want to capture by changing the amount displayed in the text box.

  5. When the amount is correct, click Accept to complete the payment capture.

2. How do I cancel or void a payment that is on hold?

Merchants must return an on-hold payment through the Shopify admin dashboard to ensure that the data remains synchronous between PayMongo and Shopify.

Note: If the payment has been captured already, the merchant must issue a refund to return the funds. Payment fees apply.

When you cancel an order, the payment status changes as follows:

  • If the payment wasn't captured, then the payment status changes to Voided.

Steps:

  1. From your Shopify admin, go to Orders.

  2. Click the number of the order that you want to cancel.

  3. Click More actions > Cancel order.

The Shopify guide can be found here.

3. Can I capture 1 on hold payment multiple times?

Merchants can only capture an on-hold payment once regardless if it has been fully or partially captured.

4. How long can I hold a payment?

  • The hold period for payment is 7 days. If the payment is not captured within 7 days, the payment becomes expired and the funds are automatically returned to the cardholder. The customer has to pay again so the merchant can collect the payment.

⚠️ Take note!

To confirm if the payment is expired, you may view the status on the "Hold Payments" tab on the PayMongo dashboard. At the moment, Shopify does not have a way of displaying expired payments.

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