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Manage Your Billing Processes with Salesforce Billing
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            Applying Refunds

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            Applying Refunds

            Refund customers accurately and efficiently with Salesforce Billing. You can provide a refund when a customer wants to cancel or change their invoiced order products. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing editions

            Refunds fall into two categories.

            • Repayment: Provide a complete refund to a customer who isn’t satisfied with the product or service they received, or who changed their mind after paying.
            • Amendment: Update the invoice when a customer upgrades or downgrades a subscription or service they already paid for. Switching to a less expensive service usually results in a refund of the original amount. Switching to a more expensive service creates a invoice for the entire new service and issues a refund for the original amount.

            Refunds differ from credits because they reimburse an amount that was already paid, while credits are applied toward future charges.

            • 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)
            • Record an External Payment Refund
              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)
            • Refund a Credit Note Line from an Account
              Refund a partially-allocated credit note line. (Salesforce Billing Managed Package)
            • Void Electronic Refunds
              Void an electronic refund. (Salesforce Billing Managed Package)
            • Correcting Errors on Posted Refunds
              Salesforce Billing must retain a copy of all refunds for legal and accounting purposes. To fix an error on a posted refund, you can create a credit note or payment of equal value and allocate it against the invoice lines affected by the erroneous refund. You can then create and post a refund with the correct values. (Salesforce Billing Managed Package)
             
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