When a customer completes the checkout form and submits the order, the transaction is submitted.
Off-Site Payment Gateway
If the customer chose to pay by an off-site payment gateway such as PayPal Website Payments Standard, the order data is stored in the shopping cart as a pending off-site transaction.
Once the customer has logged in and entered their payment information at the off-site payment gateway, the payment gateway will authorize the transaction and should eventually send a success or failure message back to the shopping cart. When the success or failure message is received, the shopping cart will update the order data from a pending off-site transaction to an order, or to a declined order.
If a success message is received from the payment gateway, when the shopping cart changes the pending transaction to an order, it will also check for any subscription products in the order. If the order contains any subscription products, then the shopping cart will create the customer's subscription according to the product's subscription rules.
At this point, the shopping cart may also send email notifications of the new order. For more information about new order emails, please refer to the Knowledge Base article:
New Order Notifications
Credit Card
If the customer paid by credit card, the transaction is submitted to the payment gateway, and the payment gateway authorizes the transaction and instantly returns a success or failure message.
If the payment gateway returns a failure message, a declined order record is created and the checkout page will reload with an error message alerting the customer of the transaction failure.
Example of an error message displayed after a transaction is declined.
The customer will then be able to review and update the payment information and resubmit the order.
If the payment gateway returns a success message, an order record is created and the checkout page will load the next step of the checkout process.
At the same time as the order record is created, if the order contains any subscription products, the shopping cart will also create the customer's subscription according to the product's subscription rules.
If the store has any active 1-Click Upsell rules, then an upsell sales chain might be triggered, depending on the products in the customer's order. If an upsell sales chain is triggered, once the initial transaction is successfully authorized, the checkout page will be replaced by the first page of the sales chain. The sale chain will be displayed in sequence, and after the final step of the sale chain, the checkout receipt page will be displayed.
If no 1-Click Upsell rules are triggered, then the checkout receipt page will be loaded immediately after the order is successfully authorized.
At this point, the shopping cart may also send email notifications of the new order. For more information about new order emails, please refer to the Knowledge Base article:
New Order Notifications
Alternate Form of Payment
If the customer paid entirely by coupon code, reward points, or store credit, the transaction is submitted to the shopping cart only, and the shopping cart immediately authorizes the transaction. An order record is created and the checkout receipt page is loaded.
At the same time as the order record is created, if the order contains any subscription products, the shopping cart will also create the customer's subscription according to the product's subscription rules.
With these forms of payment, 1-Click Upsell rules will not be triggered, since no credit card was authorized in the initial order.
At this point, the shopping cart may also send email notifications of the new order. For more information about new order emails, please refer to the Knowledge Base article:
New Order Notifications
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