Deferred / Release

Transaction Administration (Setting up)

 

Setting up Deferred Payments on your account

If you wish to use this payment type you need to ensure that you select this option within the online application form or request to have it enabled on your Sage Pay account by emailing support@sagepay.com

Processing a Deferred transaction through the MOTO facility of My Sage Pay:

To process a transaction through the MOTO facility using deferred payment type, you simply select the "Deferred" payment type from the transaction type drop down menu on the Terminal Interface:

Releasing a deferred payment via the My Sage Pay

A RELEASE can be performed via the My Sage Pay area for any DEFERRED transaction - It is possible to both Release single as well as multiple Deferred transactions via the My Sage Pay, which is explained below.

STEP 1: Setting up RELEASE on My Sage Pay user

Before logging on to My Sage Pay account, you need to ensure that you have granted the Release privilege to your 'User' that you intend to use to perform the Release of the Deferred transaction:

(i) Login to My Sage Pay as the administer
(ii) Click the ‘Edit’ button next to your user
(iii) Ensure the RELEASE option is ticked
(iV) Click’ UPDATE’ at the bottom of the page

STEP 2: Once logged on, you will need to find the Deferred transaction you wish to Release

You can search for the transaction by using either of the search tools, 'The Daily transaction List' or the 'Find a Transaction', both from under 'Transactions' in the menu.

If you use the 'Daily Transaction List' as the search, then obviously you will need to have a fair idea of the date of the transaction and the name of the cardholder (shopper). The results of the search would then be displayed as shown below;

STEP 3: Click on the actual 'VendorTxCode' of the Deferred transaction that needs to be Released. If you wanted to Release Test Test for £12.49 (as per the screenshot above), then you would click on ‘sagepay-090422151537-51431 ’

STEP 4: The full transaction detail will now be displayed in a new browser window - If you scroll to the bottom of the page you should see a section of further options called 'Actions' (see screenshot below)

STEP 5: Once the Release button has been clicked you will be presented with a Release confirmation screen. (screenshot shown below)

STEP 6: Once the Release has been sent for bank authorisation, depending on whether it was 'Authorised' or 'Declined', it will appear under 'Authorised Transactions' if the Release was successful or under the 'Failed Transactions' section if the Release was declined.

 

Releasing Multiple Deferred transactions via the VSP Admin area

You can search for the transactions by using 'The Daily transaction List' from under 'Transactions' in the menu.

STEP 1: Run the desired date range from the 'Daily Transaction List' and once happy you have all the Deferred transactions that you wish to Bulk Release on screen

STEP 2: Mark each desired one for selection as shown in the screenshot below (the 'sel' box is ticked for each required transaction).

STEP 3: Once the Release button has been clicked you will be presented with a Release confirmation screen.

The Bulk Release request will be sent to your acquiring bank for authorisations on all the Releases and the results will be retuned as either 'Successful' or 'Not Successful'.

Aborting a deferred transaction via My Sage Pay

An ABORT can also be performed via the My Sage Pay area for any DEFERRED transaction - It is possible to Abort single as well as multiple Deferred transactions via the My Sage Pay area, which is explained below.

STEP 1: You can search for the transaction by using either of the search tools, 'The Daily transaction List' or the 'Find a Transaction', both from under 'Transactions' in the menu.

If you use the 'Daily Transaction List' as the search, then obviously you will need to have a fair idea of the date of the transaction and the name of the cardholder (shopper). The results of the search would then be displayed as shown below;

STEP 2: Click on the actual 'VendorTxCode' of the Deferred that needs Aborting . If you wanted to Abort Test Test for £12.49 (as per the screenshot above), then you would click on 'sagepay-090422151537-51431'

STEP 3: The full transaction detail will now be displayed in a new browser window - If you scroll to the bottom of the page you should see a section of further options called 'Actions' (see screenshot below)

STEP 4: Once the Abort button has been clicked you will be presented with an Abort confirmation screen where you will be required to enter your user password. (screenshot shown below)

STEP 5: Once the Abort has been processed it will appear under the 'Failed Transactions' section.