Add info about Void functionality

[shrielenee]

New feature request

Description

There is void functionality available for orders that are in a processing state that is not yet documented in the user guide. This option is only available in certain circumstances and several updates should be made.

Existing screenshot shows this functionality: https://docs.magento.com/user-guide/sales/invoice-create.html

Acceptance criteria The void functionality should be highlighted to merchants as a valuable Magento feature:

• Update this section that you can void a processing order: https://docs.magento.com/user-guide/sales/order-update.html#processing-orders
• Add Void an order section here: https://docs.magento.com/user-guide/sales/order-processing.html
• Add information here that if an order is Processing and payment not captured or not entirely captured you can void: https://docs.magento.com/user-guide/sales/order-processing.html#cancel-an-order
• Add information that canceling an order produces a void but voiding an order does not trigger a cancellation https://docs.magento.com/user-guide/sales/order-processing.html#cancel-an-order
• Add authorize and capture to Payment actions here https://docs.magento.com/user-guide/sales/invoice-create.html

Relevant info

When a customer makes a payment with a credit or debit card, payment is processed and the third-party gateway processor verifies that the customer's account is valid and that funds for the purchase are available. The payment gateway then sends a success message to the customer during checkout verifying that the payment method is valid. Customer funds are deduced and held from the customer's credit/debit account, but are not yet transferred to the end merchant accounts (which means the transaction is not yet "settled").

When a payment is created (or authorized, as in the case of credit cards):

• The authorized amount is checked against the available credit of the shopper's payment institution. If the available credit is sufficient, a hold is created to reduce the available funds by the authorized amount. The hold eventually expires, after a pre-configured (but varying) timeframe---between 3 and thirty days.
• If a shopper creates multiple authorizations across multiple sellers, they potentially block their available credit limits, as holds are placed for each amount of a purchase. This may cause the shopper to temporarily lose the use of their card. The holds on their funds eventually expire, variably within 3 to thirty days. However, it is good practice for sellers to proactively cancel these fund/credit holds to release the holds and enable use of the card/account.

If a payment for an order is made in online mode, you can void the current transaction. This will prohibit any further processing of online transactions for the order. For example, if an order amount is authorized by the third-party payment gateway you can void the order in the Magento Admin to prevent any more payment captures. The order will continue processing as offline only, such as an offline invoice or offline credit memo.

If payment has already been captured, you must perform a refund instead; voids are only for transactions with un-captured funds. https://docs.magento.com/user-guide/sales/order-workflow.html

If you cancel without voiding, it will cancel and issue void command. For open or processing orders.

There is a use case for voiding an order and then shipping it, so that's why you can void or cancel (which triggers void), but a simple void does not trigger cancellation.

You cannot void an order w/invoice created (which means its been captured).

Resources See Resources as noted in PAY-621.

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