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Manage Your Billing Processes with Salesforce Billing
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            Issue Electronic Refunds in Lightning Experience

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            Issue Electronic Refunds in Lightning Experience

            Refund a payment using one of the payment gateways you’ve linked to Salesforce Billing. (Salesforce Billing Managed Package)

            Required Editions

            Available in: Salesforce Billing Winter ’19 and later
            Note
            Note To issue refunds successfully when you’re using migrated payment method that has a payment gateway token, make sure that you specify the payment method's card number, card expiration month, card expiration year, and card type.
            1. Go to your payment and click Refund.
            2. Click Electronic.
            3. Enter the amount that you want to refund. By default, the Issue Refund page shows the payment’s entire unallocated amount.
            4. Optionally provide a legal entity, GL rule, GL treatment, and billing finance book for recording the refund transaction.
            5. Click Refund.

              Salesforce Billing calls the gateway associated with this payment’s account.

              If the gateway’s response is successful, Salesforce Billing creates a refund and refund line for the payment. The refund line has the amount you chose in Step 3. Salesforce Billing then posts the refund.

              If the gateway’s response isn’t successful, the Issue Refund page shows an error message. You can cancel from the page, or make changes and attempt the refund again.

              Important
              Important Refunds can’t be issued on transactions that aren’t settled. Check your payment gateway portal for payment status. Unsettled transactions are voided in some situations. See Void Electronic Refunds.

              Typically, refunds aren’t processed on transactions older than 120 days. Check with your payment gateway for the specific time limit.

             
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