Configure Actions

configurations and forter actions configure in shopify navigate to https //\<your shop domain>/admin/settings/payments and choose manually capture payments in order to allow the forter app configuration to control which payments are captured, in accordance with the forter decision manually capture payments forter recommends selecting the manual capture option instead of the automatic capture this allows for payments to be authorized but not automatically captured this setting is particularly relevant for decline scenarios and allows our merchants to avoid having to manually issue a refund in cases where an order has been declined by forter but funds have already been captured for more information on payment authorization and the different payment capture options, please see (shopify's payment documentation https //help shopify com/en/manual/payments/payment authorization https //help shopify com/en/manual/payments/payment authorization ) configure your forter actions navigate to the forter shopify settings screen configure the app settings according to your business preferences you can choose what action is taken in each case as a result of the different possible forter fraud decisions shopify settings actions on approve if forter approves the transaction, you can choose one of the following options capture the payment allow forter to capture the payment automatically on behalf of your store no action the forter plugin will not capture payment and leave the payment authorized on approve actions on decline when forter declines the transaction you can choose one of several actions on decline no action no further action is taken the payment remains authorized (funds are held) and merchant can manually review the order payment authorization expires automatically after a few days void the payment automatically void the payment authorization this does not cancel the order in shopify, so merchant will need to manually cancel the order cancel the order this action will void the payment authorization, cancel the order, and re stock the order's items within shopify cancel the order and notify the customer via email (recommended) this option will cancel the order, void the payment, re stock the iteems and send the customer an email regarding the cancellation you can use shopify’s template email to notify the buyer there was an issue with his/her order the email can be customized at \<my shop domain>/admin/email templates/order cancelled/edit cancel email declined orders with instant fulfillment if you have orders that fulfill instantly such as digital gift cards or donations, forter's plugin will not be able to cancel and void the order as forter's actions are sent asynchronously merchants should update their fulfillment settings to "manual" to avoid fulfilling declined/fraudulent orders and/or use shopify flow https //apps shopify com/flow to automate a fulfillment for digital orders after forter has returned a decision declined amazonpay orders due to amazonpay's gateway policy, declined amazonpay orders do not immediately cancel payment authorization in the case of an amazonpay order that is declined by forter , we recommend avoiding an export or manual funds capture and instead allowing the funds authorization to expire after 7 days actions on not reviewed if there are certain payment methods that you do not want to receive a forter decision such as paypal, afterpay, bread, or certain types of transactions such as employee generated or affiliate orders, forter can return a "not reviewed" decision for these cases, you can choose either of the followign no action the forter plugin will take no action capture the payment forter will automatically capture the payment on behalf of your shopify store refunds please note that the forter plugin does not currently refund payment for any orders it decisions please be sure to configure the relevant processes in your oms or shopify admin for cases where customers request or require a refund we also recommend using the manually capture payments option in your payments settings to avoid having to manual refund customers who receive a forter decline decision send order risk assessment sending order risk assessments enhances how you can understand and manage fraud risks on shopify orders it integrates forter risk assessments directly into shopify order details, providing you with immediate access to comprehensive insights from forter and making it easier to understand our fraud decisions