When it comes to running an online store, offering multiple payment options is essential. Customers prefer to have a variety of choices available to them when making payments. With Magento 2, you can easily set up multiple payment gateways for your store.
However, managing orders with multiple payment gateways can be challenging, especially when orders are coming in from different payment gateways. It’s important to have a system in place to manage and track these orders. In this article, we’ll discuss how to manage orders with multiple payment gateways in Magento 2.
Table of Contents
Setting up Multiple Payment Gateways in Magento 2
Before we dive into managing orders with multiple payment gateways, let’s take a quick look at how to set up multiple payment gateways in Magento 2.
- Log in to your Magento 2 admin panel.
- Go to Stores > Configuration > Sales > Payment Methods.
- Here, you’ll see a list of payment methods already available to you. To add a new payment method, click on the "Add New Payment Method" button.
- Select the payment method you want to add from the dropdown list.
- Fill in the required information for the payment method and click on the "Save Config" button.
Repeat these steps for each payment gateway you want to add to your store.
Managing Orders with Multiple Payment Gateways
Now that you’ve set up multiple payment gateways in your store, it’s time to learn how to manage orders that come in from different payment gateways.
Viewing Payment Methods for an Order
When a customer places an order, Magento 2 will automatically assign a payment method to the order based on the customer’s chosen payment method. To view the payment method for an order, follow these steps:
- Go to Sales > Orders in your Magento 2 admin panel.
- Find the order you want to view and click on it.
- On the order details page, you’ll see the payment information under the Payment Information section.
Here, you can see which payment method the customer used to pay for their order.
Filtering Orders by Payment Method
To make it easier to manage orders with multiple payment gateways, you can filter orders by payment method. This allows you to quickly view orders that came in from a specific payment gateway. To filter orders by payment method, follow these steps:
- Go to Sales > Orders in your Magento 2 admin panel.
- In the Orders grid, click on the "Filters" button.
- In the dropdown menu, select "Payment Method" as the filter type.
- In the second dropdown menu, select the payment method you want to filter by.
- Click on the "Apply Filters" button.
You’ll now see a list of orders that came in from the selected payment gateway.
Handling Refunds and Chargebacks
When a customer requests a refund or disputes a charge, it’s important to handle these situations quickly and efficiently. Here’s how to handle refunds and chargebacks:
- Go to Sales > Orders in your Magento 2 admin panel.
- Find the order you need to issue a refund or chargeback for and click on it.
- On the order details page, click on the "Credit Memo" button.
- Fill in the required information for the refund or chargeback and click on the "Refund" or "Submit" button.
Magento 2 will automatically process the refund or chargeback through the selected payment gateway.
Integrating with Accounting Software
To keep track of your store’s finances, it’s important to integrate your payment gateways with your accounting software. This allows you to automatically sync transactions to your accounting software, saving you time and reducing errors.
Magento 2 has a variety of accounting software integrations available, including QuickBooks, Xero, and Sage.
Conclusion
Managing orders with multiple payment gateways in Magento 2 doesn’t have to be complicated. By setting up multiple payment gateways and implementing a system to manage orders, refunds, and chargebacks, you can streamline your online store’s payment processing and keep your customers happy. With Magento 2’s seamless integration with accounting software, you can also keep accurate records and focus on growing your business.