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Enable Editable amount

We consider the functionality that enables editing the payment amount crucial for any modern payment platform. Therefore, we allow Merchants to enable such an option at Checkout to ensure their Customers have a complete and vivid payment experience.

Editable amount settings for Merchants

Enable editing the amount at Checkout:

  1. Go to Merchants and choose the Merchant account on the grid.
  2. Navigate to the Checkouts tab and select the Checkout you want to proceed with.
  3. Then, go to the Layout tab and scroll to the Payment section.
Feature Payment scenario Workflow
Strictly The Merchant does not need to enable the editing amount option. The fixed, predetermined amount at Checkout is enough for their payment procedure. Click the Strictly option. The action remains the predetermined amount the same at Checkout without the ability to modify it in any way.
Editable The Merchant is willing to establish an Editable amount at Checkout to grant the Customers greater flexibility in the payment process based on the specific business case.
  1. Click the Editable option. This action initiates adding the corresponding functionality per this feature at Checkout and allows Customers to use it for their needs.
  2. You can switch on the Limits toggle and define the Limits for the potential amount modifications in the corresponding fields.
  3. After that, you can switch on the Presets toggle to insert the shortcuts for each currency so that Customers can quickly change an amount.
  4. The system automatically shows the default Presets: + 100, + 500, +1000. You can adjust the numbers if needed.
  5. Remove the Preset you find unnecessary from the options by clicking the Сlear icon next to the related field.
Editable if insufficient The Merchant needs to enable the Editable amount at Checkout to provide Customers with another way of finalising a payment if the first Commit wasn’t successful due to insufficient funds.
  1. Click the Editable if insufficient option. This action allows Customers to adjust the amount during the second Commit if they could not pay for the first time due to the lower funds on the account.
  2. Then, you can switch on the Limits toggle and define the Limits for the potential amount modifications in the corresponding fields.
  3. After that, you can switch on the Presets toggle to insert the shortcuts for each currency so that Customers can quickly change an amount.
  4. The system automatically shows the default Presets: - 100, - 500, - 1000. You can adjust the numbers if needed.
  5. Remove the Preset you find unnecessary from the options by clicking the Сlear icon next to the related field.
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Be careful while setting up Limits!

It may affect the processing as the Provider rules might not coincide with the determined Limits.

Option → Editable

Option → Editable if insufficient

Set up editing amount via a Payment Request:

  1. Go to Transactions and click Create Payment.
  2. Choose a Merchant account you want to use when creating a Payment Request.
  3. Choose the Checkout that you want to use in a Payment Request.
  4. Insert the Amount that is going to be charged and the relevant Currency. You can also leave the Amount field blank; then, the system is supposed to create a Payment Request with the Default amount from Checkout.
  5. Create or add an existing Customer who is supposed to make a Payment Commit.
  6. Scroll to the Processing tab and set up a Payment Commits limit.
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Important!

This step is obligatory to enable the Editable if insufficient option at Checkout.

  1. Click Create Payment.

To learn more about required and optional steps go to the Create Manual Payment Request guide.

Editable amount settings for Customers

Customer can:

  1. Manually edit the Payment amount if the Merchant enabled it either directly at Checkout or via a Payment Request.
  2. Use the provided presets to simplify their payment process. The chosen preset amount sums up with a prior amount of the Payment Request.
  3. Edit the amount while making the second try for a Payment Commit if the first attempt was unsuccessful due to insufficient account funds or the online payment limit has been reached. In such cases, editing is possible if the Merchant previously raised the Commits limit. Therefore, the Customer can enter the smaller amount and retry.

Use cases

1. Make donations

Donations often presuppose users deciding which amount they are ready to donate rather than accepting the fixed amount request. In that respect, users edit an input field value and enter any desired amount.

2. Top up your balance

The Editable amount feature applies to clients with wallets or account balances that may need to top up their balance with varying amounts based on their preferences or needs.

3. Help Customers modify the amount

The common case that requires editing the amounts is when the payment might not be finalised if the account balance of the particular Customer cannot cover the requested amount at Checkout. It also applies to situations where the online payment limit is reached. For this reason, the Editable amount comes in handy and allows the Customer to lower the amount and retry.

4. Allow Customers to adapt the amount if their funds are insufficient

Another case when the amount modification might be useful is when the Customer makes the Payment Commit and discovers they do not have enough funds to cover the given sum. Thus, it is crucial to allow the Customer to alter the amount and finalise the payment during the second Commit.

Updated 8 months ago