Basic Process Flow Examples

This topic explains how the service integrates with your checkout using some example scenarios that are based on the transaction data model.

For these examples, we will look at the following scenarios:

ScenarioRequest Documentation
Calculate Tax FirstCalculate Tax
Store Transaction (includes confirming the transaction). Store Transaction
Confirm Transaction
RefundsRefund Transaction

Calculate Tax First

In this scenario, you want to calculate the tax first and store the transaction after payment is confirmed, as outlined in the following graphic:

558

Calculate Tax First Workflow

The workflow is summarized in the following table:

StepRequest
1. Buyer attempts to checkout.None
2. Seller issues a request to calculate tax to Taxamo.Calculate Tax
3. Buyer pays.None
4. Seller issues request to store transaction to Taxamo.Store Transaction
5. Seller issues request to confirm transaction to Taxamo.Confirm Transaction

Store Transaction

In this scenario, you want to store the transaction first and confirm after the payment is made as outlined in the following graphic:

549

Store Transaction Workflow

The workflow is outlined in the following table:

StepRequest
1. Buyer attempts to checkout.None
2. Seller issues a request to store the transaction to Taxamo.Store Transaction
3. After the payment is confirmed, the buyer pays.None
4. Seller issues request to confirm transaction to Taxamo.Confirm Transaction

Refunds

In this scenario, you want to refund all or part of a payment.

This is represented in the following graphic:

960

Refunds

StepRequest
1. Buyer requests full or partial refund.n/a
2. Seller logs refund with Taxamo.n/a
3. Taxamo issues credit note to the Seller.Refund Transaction


If you need further help, contact support at https://www.vertexinc.com/en-gb/support-services/taxamo-customer-support.