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            Capture and Refund Payments from the Payments Workspace

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            Capture and Refund Payments from the Payments Workspace

            Capture and refund credit card purchases from the Payments workspace, instead of going to the payment gateway's dashboard. For example, you can manually capture payments, or process courtesy refunds outside of the return time frame. The available action is determined by the payment status. You can only take actions on payments processed by Stripe or Adyen.

            Required Editions

            View supported editions.
            User Permissions Needed
            To perform tasks in the Payments app: Payments administrator permissions
            1. In the Payments app, select Payments Workspace.
            2. Select an action from the dropdown menu at the end of the entry, or click the payment intent number and select Capture or Refund on the record page.
              Capture is available only if you enabled manual capture for your store, and the payment status is Authorized.
              Capture a payment in the Payments workspace
              Refund is available only if the payment status is Succeeded.
              Refund a payment in the Payments workspace
            3. Complete the action from the confirmation page that opens.
              Capture and refund confirmation pages
            Note
            Note Captures and refunds from the Payments workspace are not automatically synced to downstream systems, like order management systems, including Salesforce Order Management, or enterprise resource systems. To keep these systems synchronized, subscribe to Salesforce Payments Event Notifications, and use them to build custom business logic.

            See Also

             
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            Salesforce Help | Article