Contract Management

Create Warranty Contract

Extend service has two APIs for contract creation. This setting allows you to switch between them or completely disable contract creation. Contract creations modes:

• No
  Disable contract creation.
• Contacts API
  Set contract creation method to Contacts API
• Orders API
  Set contract creation method to Orders API

Contract Event

This setting allows you to select upon which event purchased warranty plans will be sent to Extend to create contract records. This setting is available only when the “Create Warranty Contract” dropdown is set to the Contracts API or Orders API.

• Order Create
  Creates Extend contract at the time of Order creation in Magento
• Invoice Create
  Creates Extend contract once an invoice in Magento has been successfully created against the order
• Shipment Create
  Creates Extend contract once a Shipment has been recorded against the order in Magento

Contract Creating Mode

This setting is available only when Create Warranty Contract is set to Contacts API or Orders API. This setting allows you to switch when ordered warranty plans will be processed.

• On invoice
  Create warranty contract after Magento order invoiced
• Scheduled
  Create warranty contract by cron job

Contracts Cron Settings

This section is available only when Contract Creating Mode is set to Scheduled and allows you to set up a contract creation cron job process.

• Frequency
  This setting allows you to set up cron schedule expression
• Batch size
  This setting allows you to set up orders count for the cron job process
• Storage Period Days
  Period of time in days after which purchased warranties processed by cron job will be purged.
• Notice:
  Orders created before Contract Creating Mode is set to Scheduled will not proceed by cron job.

Whenever an order is created and invoiced in your Magento store that contains a protection plan, an Extend service contract will be created in the Extend system for that customer in your store. The order will contain the Extend Protection Plan product with the corresponding pricing based on 1 year, 2 year, or 3 year plan selected by the customer. To view orders go to Admin > Sales > Orders > View (Link Order Details).

Once the contract is created in Extend, the customer will receive an email invoice from Extend that the protection plan has been purchased:

Contract Refunds

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Reminder

Contract refunds refers to the credit issued by Extend to you, the merchant, in the event of a contract cancellation. Refunds to end customers must be processed via your normal payment collection & reimbursement channels.

Manual Contract Refunds

Once the order is invoiced, the service contract can be refunded. Refunds can be processed directly in the Extend Module by clicking the “Request Refund” button that resides on the ‘Items Ordered’ detail on the order itself.

Clicking this button will generate a contract cancellation request in Extend. Extend will process this cancellation and generate an email to the customer, notifying them that their service contract has been canceled.

Automated Contract Refunds

The extension also offers the option to automate the refunding of contracts through the creation of a credit memo against the order in Magento. If the line item for the protected product or the warranty has a credit memo applied against it, the contract will be automatically cancelled. NOTE: Using this feature requires Create Refund Automatically to be set to Yes.

Questions? Feedback?

At Extend, customer experience is our North Star, and that goes for both our merchant customers (you!) and your store’s customers as they buy your products and our protection plans. So, we want to do anything we can to make your Extend integration successful and to make your customers’ experiences outstanding.

If you have any questions, please don’t hesitate to reach out to us any time or contact [email protected] for help. And if you have any feedback about our documentation, integration process, or our APIs and SDK, we are all ears!