## Overview

When a customer completes a checkout with Affirm as the payment method, Affirm authorizes a charge for the amount of the order. The charge enters a pending state on the customer's Affirm account. Authorized charges expire if you do not capture them before the capture deadline, which is a period specified in your partnership agreement with Affirm. If you did not define your authorization timing requirements because of inventory, pre-orders, or shipping time in your onboarding form, please contact your Client Success Manager.

After Affirm authorizes a charge, you can perform the following actions on it in Salesforce Commerce Cloud:

  • [Capture](🔗)

  • [Void](🔗)

  • [Refund](🔗)

## Capture

Capturing a charge does the following:

  • Charges the authorized amount to the customer's Affirm account

  • Begins the customer's billing cycle

  • Triggers the transfer process of funds from Affirm to the merchant

Merchants typically capture a charge after fulfilling the order. We recommend auto-capturing if you usually fulfill orders within 5 business days so that the customer receives their purchase before their first bill.

1\. On the main page, go to **Business Manager > Merchant Tools > Ordering > Orders**. 2\. Click on the order. 3\. Set **Shipping Status** to **Shipped**.

A manually run or periodically running job will capture the charge.

## Void & Refund

If you haven't captured a charge yet, you can cancel its authorization by voiding it. If you've already captured a charge, you can reverse it and refund the amount to the customer's Affirm account. Voiding or refunding a charge is irreversible and Affirm is unable to reinstate those funds.

  1. On the main page, go to **Business Manager > Merchant Tools > Ordering > Orders**

  2. Click on the order

  3. Set Order **Status** to **Canceled**

A batch job based on the Affirm Status of the order before cancelation will refund or void the charge.

## Set up recurring jobs

SFCC performs the above actions based on either manual or recurring jobs.

To create recurring jobs:

1\. [Configure Affirm services and jobs](🔗) 2\. In the **Business Manager **main page, go to **Administration > Operations > Schedules (deprecated)** 3\. Click on the order management function (job)


4\. Click **Recurring Interval** 5\. Enter your timing preferences 6\. Click **Run**


## View processed transactions

Go to **Business Manager > Merchant Tools > Ordering** to view all processed orders. For orders bought with Affirm as the payment method:

**Attributes tab**

The Attributes tab contains the Affirm payment details


**Payments tab**

  • Order Payment shows as _Not paid_ (pre-capture)

  • If you configure auto-capture, _Payment_ shows as _Paid_