Payments and Invoices

The authorization, capture, and reconciliation of payments occurs as orders move through stages in the fulfillment workflow. Your Salesforce admin can automate payment capture, invoice generation, and refund processing to help manage your payment transaction needs.

• 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.
• View Payment Information for an Order
  The order payment summary provides a single view of all payment transactions for an order.
• View the Payment Gateway Log
  Your customers can use various electronic payment methods when they submit orders from your ecommerce storefront. The Payment Gateway Log stores all the information exchanged between your payment platform and your external payment gateways. When a payment transaction doesn’t complete as expected, you can view the Payment Gateway Log for help with resolving the issue.
• View an Invoice
  Your Salesforce admin determines the timing for invoice generation, for example when the order status changes to fulfilled. Your admin can also integrate invoice generation with third-party ERP systems to automate financial reconciliation.
• View a Credit Memo
  A credit memo is generated automatically when you process a return for one or more items in an order.