How to Refund a Settled Payment Transaction

1. Overview

Payment Connect supports full and partial refunds for transactions that have been Settled. This action reverses a completed payment and returns the amount to the payer through the connected payment gateway.

2. When Can You Refund a Payment?

You can issue a refund if:

• The Payment Status is Settled

• The payment gateway supports refunds.

• You have the necessary permissions to perform refund actions

2. Log In to Salesforce

➡ Access your Salesforce org with the appropriate credentials.

3. Navigate to the Source Record

Open existing record or create a new one

1. Go to the Payment Connect App

2. Search for the Record from where you want to initiate the Search.

4. Steps to Refund a Settled Payment

1. Open the Related Payment Transaction record which needs to be Refunded.

2. Verify that the Status = Settled.

3. Click on the Refund button.

4. Enter the refund amount which should be less then Total Remaining Amount.

5. Confirm And Click on Next.

6. Your Transaction will be Refunded.

5. What Happens in Salesforce

Once the refund is submitted:

• A call is made to the Refund API of the configured payment gateway.

• If the refund is successful:

  • Payment Status is updated to Refunded

  • Refund amount and confirmation reference are saved

• If the refund fails:

  • Status remains Settled

  • The Gateway Error Message field captures the failure reason