Record a payment refund that was made in an external source. Salesforce Billing saves
the information as a Refund Line (Payment) record on your payment without passing any information
to a payment gateway. (Salesforce Billing Managed Package)
Required Editions
Available in: Salesforce Lightning Experience in Salesforce Billing Winter ’19 and
later
Go to your payment record and click Refund.
Click External.
Enter the amount you want to refund. The refund must be less than or equal to the
unallocated payment amount.
Enter the date for your external refund. By default, the Issue Refund page shows the
current date, but you can change that based on when your external refund actually happened.
Remember that changing the date can change the finance period where Salesforce Billing records
the refund transaction.
The legal entity, gl rule, gl treatment, and billing finance book fields are optional based
on whether and how your customer records their transactions in an external general ledger.
Review your customer’s billing implementation requirements and provide these fields as
needed.
Choose your refund type. If you choose Check, enter the check number as well.
Click Refund.
Salesforce creates a Refund Line (Payment) record on the payment.
Did this article solve your issue?
Let us know so we can improve!
Loading
Salesforce Help | Article
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
