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Gateway Invoice - PosiPay
  • Rough draft

    • Gateway Invoice - PosiPay

    Owned by Jhetah Mae Leornas
    Last updated: Jan 07, 2025
    3 min read

    When the Gateway creates an invoice for a scheduled payment, it captures all relevant details from the Gateway Event. These specifics, including the payment amount, due date, and associated account information, are then securely stored in this location for future reference and processing.

    In the Gateway Invoice, there is a function where you can cancel an open invoice. See Gateway Invoice - PosiPay | Invoice Cancellation

    When processing an invoice,

    • An invoice will be generated and the payment will be processed

    • Assuming the webhook events are configured properly:

      • If the PosiPay Settings custom setting’s Charge Will Create Gateway Invoice = TRUE,

        image-20250106-071457.png

         

      • A Gateway Transaction record is created where:

        image-20250106-071525.png

         

      • The Gateway Transaction record is possible to link to the open Gateway Invoice record

        image-20250106-071552.png
        image-20250106-071627.png

         

    • If the PosiPay Settings custom setting’s Charge Will Create Gateway Invoice = FALSE,

      image-20250107-021441.png

      • Only one Gateway Invoice record is created

        image-20250107-021523.png

         

      • A Gateway Transaction record is created where:

        image-20250107-021622.png

         

      • The Gateway Transaction record will be orphaned for 30 minutes

        image-20250107-021654.png

         

      • Wait for 30 minutes or so for the Gateway Transaction record to be linked to the Gateway Invoice record where Invoice ID = Gateway Transaction’s Invoice ID

        image-20250107-021745.png

    Invoice Cancellation

    In the Gateway Invoice, there is a function where you can cancel an open invoice. A Gateway Invoice record that has invoice status of open can process a cancellation and when you click the Cancel Invoice button a message will pop up confirming the process is successfully cancelled.

    image-20240802-020418.png
    image-20240528-074214 (1).png

     

    image-20240802-005330.png

     

    If the Gateway Invoice status is not open, then you cannot process a cancellation, and a message will pop up when you click the Cancel Invoice button.

    image-20240802-003508.png

    Once the cancellation succeeded the Gateway Invoice where:

    • Invoice Status = Void

    • Canceled Date = Canceled Date from the parsed payload

    • Other fields are populated based on the parsed payload

    image-20240528-074253.png

    The Gateway Transaction record that links to the Gateway Invoice record is updated where:

    • Transaction Status = Canceled

    • Canceled Date = Canceled Date from the parsed payload

    • Other fields are populated based on the parsed payload.

    image-20240802-020801.png

     

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