Payment Connect
Payment Connect
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How to Void a Payment which is Accepter/Capture

1. Overview

Void operations are supported on captured payments that are not yet settled. When a void request is triggered, Payment Connect sends a request to the payment gateway to reverse the transaction before funds are fully transferred.

If the transaction has already been settled, a refund must be issued instead.

2. When Can You Void a Payment?

You can void a payment if:

  • The Payment Status is Accepted/Captured

  • The payment has not yet been settled by the bank (typically same-day)

  • Use Void only on eligible transactions; otherwise, a Refund must be used

3. Log In to Salesforce

➡ Access your Salesforce org with the appropriate credentials.

4. Navigate to the Source Record

Open existing record or create a new one

  1. Go to the Payment Connect App

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

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5. Steps to Void a Payment

  1. Go to the Payment Transactions section in the related records, and select the transaction you want to void.

  2. Confirm that the Status = Accepted/Captured.

  3. Click the Void button.

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  1. You will get a confirmation popup.

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  1. Click Next.

  2. Your Transaction will be Voided.

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6. What Happens in Salesforce

  • A call is made to the selected payment Gateway’s Void API.

  • If the void is successful:

    • Payment Transaction Status is updated to Voided

    • A Void Confirmation Reference is stored in the record

  • If the void fails:

    • Status remains Accepted/Captured

    • The error is logged in the Gateway Error Message field