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Salesforce Order Management
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          Payment Records and Processes

          Payment Records and Processes

          Order Management creates an order payment summary for each order. The order payment summary represents a set of payment records that use the same payment method and are associated with the same order summary. The payment details from the included payments dynamically update the order payment summary, so you can see an order’s balances across multiple payments, including authorization, capture, and refund amounts.

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          In general, payments move through a three-step process during order fulfillment.

          1. Funds are authorized for capture from the customer’s chosen payment method.
          2. Funds are captured from the chosen payment method.
          3. Funds are reconciled with an external financial management system using an order invoice.

          Your Salesforce admin determines the timing of these steps. For example, you can authorize funds when a shopper or buyer submits an order and then capture funds and generate an invoice when the order is fulfilled.

           
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