The PostFinance Checkout payment method configurations are synchronized automatically into the JTL5 store and they are activated by default.

If you want to change the payment method description, title, logo, etc you need to do this in the payment method configuration. Changes will be synchronized automatically.

We currently do not change the Order status. We only change the Payment status, and the Delivery status.

Below you find a diagram that shows the state machine of JTL5 for payment status including additional information for the state transitions.

Below you find a diagram that shows the state machine of JTL5 delivery status including additional information for the state transitions.

You have the possibility for your transactions to have the payment only authorized after the order is placed. Inside the connector configuration you have the option, if the payment method supports it, to define whether the payment should be completed immediately or deferred.

In order to capture a transaction, open the order and click on the Complete button.

Deferred payment completion

Retailers often have the case that they want to authorize transactions only and start the fulfillment process once all items are shippable. This is also possible with PostFinance Checkout.

However, certain processes should be followed. If you have configured payment completion to be deferred you should capture the transaction before you initiate the shipment as it can always happen that a completion fails. If you want to be sure that you do not ship items for which you have not been paid you should postpone the shipment until the fulfill state is reached. Initially the transaction will be in the Authorized state in PostFinance Checkout and In Progress in JTL5. If you want to start the fulfillment process make sure you initiate the completion process as described above. Once the completion was successful the order will switch into the Fulfill state in PostFinance Checkout and into Paid state in JTL5. You can now start the fulfillment process.

In order to void a transaction, open the order and click on the Cancel authorization button.

You have the possibility to refund already completed transactions. In order to do so, open the captured order. By clicking on the Refund button, the window for refunds will open. In case the payment method does not support refund, you will not see the possibility to issue online refunds.

You can carry out as many individual refunds as you wish until you have reached the total amount of the original order. The status of the order then automatically switches to complete.

Please note that captures, voids and refunds done in PostFinance Checkout are synchronized. However, there are some limitations. Inside PostFinance Checkout you are able to change the unit price and the quantity at once. This can not be done in the JTL5 backend. We therefore recommend that you perform the refunds always inside the JTL5 backend and not inside PostFinance Checkout. If a refund cannot be synchronized it will be sent to the processor but it could be that you do not see it inside your JTL5 backend.

You can find more information about Refunds in PostFinance Checkout in our Refund Documentation.

In case the payment method supports tokenization you can store the payment details of your customer for future purchases. In order to use this feature make sure that the One-Click-Payment Mode in your payment method configuration is set to allow or force storage.

Make sure that you followed the Configuration section by stating your PostFinance Checkout space ID and application user’s access information in the JTL5 backend. By saving the configuration form the synchronization of the payment methods and the set up of the webhooks are initiated.

If this does not solve the problem, it could be that you use a special fee or coupon module that we do not support. Try to disable this plugin and see if it helps. The payment methods are only displayed if the plugin’s total calculation matches the actual order total.