Completing A Processing Cycle

Processing Cycles are automatically created and updated by QPilot. However, in cases where an integrated service or client (like your shopping cart) is not responsive, you may be required to complete the Processing Cycle manually.

When to Complete A Processing Cycle

The most common reason for needing to complete a Processing Cycle is due to an outage with an integrated payment gateway that causes the Scheduled Order to fail to process.

For example, if your payment gateway does not respond to the request to pay for a Scheduled Order, it is very important to first check to see if a transaction for the payment was created in the payment gateway before processing the Scheduled Order.

Checking within the payment gateway first will help to ensure that you do not accidentally "double-charge" a customer.

• If a transaction for the payment was created, you should copy the amount and id for the transaction to complete the Processing Cycle.
• If a transaction for the payment does not exist, you can safely use the action to restart processing the Scheduled Order.

How to Complete A Processing Cycle

1. Locate the Scheduled Order you want to complete the Processing Cycle for
   • Visit your connected the Scheduled Orders view, select the action menu button for the Scheduled Order you want to view, and then select "View / Edit"
   • the Scheduled Order will have a status of "Failed" if it did not receive a response from a payment gateway
2. When viewing the Scheduled Order, you will see the "Last Processing Cycle" result displayed at the top. Select the link to "view last cycle details".
3. Following the "Failure Reason" for the Processing Cycle, you will see a prompt to login to the Payment Gateway to confirm whether a payment was processed or not. Depending on if the payment transaction was created in your Payment Gateway or not, follow the prompt to either complete the Processing Cycle or restart processing the Scheduled Order.

Example: Completing the Processing Cycle when a transaction for the payment was created.

In this screen recording (below), the merchant logs into their payment gateway and finds that a transaction for the payment actually was created.

By copying the actual charge and ID for the transaction to complete the Processing Cycle, the Scheduled Order is able to successfully complete processing without attempting to request another payment.

After Completing A Processing Cycle

After a Processing Cycle completes, it will attempt to update the Order that was already created and display a new status of either "Successful" or "Failed".

Note: You may see a status of "Processing" display for some time. It is okay to leave the page while a Scheduled Order completes processing, but please allow at least 2-5 minutes for the Processing Cycle to complete.