0:00 Okay, so in this video we're going to be talking about an approval-based payment flow. This functionality is released in January 2025. So let's start off with what exactly does it do. 0:13 So traditionally, online stores immediately capture payments when an order is placed. With this approval-based payment flow, you authorize a customer's card within outdrawing the funds straight away. 0:27 So the order enters an authorized or a pending payment state and that is awaiting approval by those designated team members who have that approval or approver role. 0:40 Now, during that window between it being approved, the team members can review the order details, they can update the state line item quantities, they can cancel lines or the entire order, or they can reject the order entirely if it's necessary to do so. 0:55 Once the team then approves the order, the system captures the payment for the exact authorized amount. Unless you brought the total down to zero, in which case the authorization is voided and the order is simply marked as paid. If you also try to increase your, the total above what was originally authorized 1:14 , you'll see a warning, capturing more than that authorized amount isn't yet supported. Although at the time of recording this tutorial, a future reauthorization feature is being planned. 1:27 So this approach is essentially help, especially helpful for companies that want a buffer period to verify or to finalize orders. 1:34 Before they financially commit to it. If a mistake is found, like a pricing error, or a request to add or remove items, you can handle it without having to refund or juggle partial captures. 1:50 Okay, so actually setting this up is a fairly straightforward process. So what we actually need to do is to install and configure a payment method, which sort of supports authorize only. 2:01 Now one of these, which is very commonly used, is authorize.net. So if I go to my payment method screen, locate the relevant entry within here, which in my case is authorize.net, go ahead and configure. Now you'll need the account set up and linked. But the important thing for activating this particular 2:25 bit of functionality is to change this capture mode. Now what you'll find it's on by default is normally on order placement. 2:33 So the capture is taken and completed when the order is placed. What we want to change that to is this new option here, which is on order placement slash approval. 2:45 So, if the approval process is complete, ...is active, then that will be prioritised. So it means that approval has to be done before the capture is taken. 2:59 Okay, in addition to this, you need to actually have the approval workflow, ,sorted as well and active as well. So, I'm not going to go through any detail on the approval workflow in this particular case. 3:11 In this tutorial, there is a whole other series of tutorials on the Infigo Academy which talk about the approval workflow, how to activate it, and what exactly you can use from it. 3:21 All I'm going to say here is the workflow needs to be enabled, and then further down this page as well, you'll find that there's this option here, which is recalculate order totals on quantity change or cancel. 3:33 Now, you want to enable this if you want the order total to be recalculated automatically when you change quantities or cancel lines. 3:43 If it's disabled, recalculations might simply be logged without updating the final amount. So if you want to make full use of this functionality, you're probably going to want that setting to be turned on. 3:54 what I'm going to do is impersonate a customer on here, place an order as them, and their orders will need approval by some other customer that's registered in the system. 4:12 payment step, I'm going to utilize the option which, calls on the authorize.net plugin that we configured. so from a customer perspective, an end user of our straw front, that order has now gone through. 4:30 It's saying payment was authorized. However, it's also saying that some of our items do require approval. If we then look at that order in more detail, still on the customer's account, we can see that information tracks, so awaiting approval. 4:45 Now, if I go and have a look at one of my administrator accounts, and go and have a look at our sales section, and have a look at our orders, we can see that that order has come through with an authorized status, so not paid so far. 5:00 The payment hasn't been taken. It has just been authorized. If I view that particular job, we see we've got some additional information related to it up here to do with automatically updating line items and quantities if things are updated. 5:14 And then the easiest way to see what's been done is to go on the order notes. So we can see that authorized.net has been activated, but it is just authorized. 5:24 It's authorizing the payment so far. It hasn't actually been taken yet. Now, so I'm going to go and impersonate another one of my users who is the approver for that particular customer. 5:40 Go to their approvals page. And then I could either make changes to that order on the page as you've seen, or I could just go ahead and approve. 5:59 What we then see if we go back to sales is that that order has now been paid. 6:18 So because that approval process has happened, the capture has now been taken. And if I go and view more details on that particular order, go to my order notes, we can see that when I actually completed that approval, the order has been marked as paid automatically. 6:36 We've captured paid. Payments based on the updated details of the order, if anything has changed, and then we have our updated status.