Payments and Invoices in Salesforce Order Management

As orders pass through specified stages in the fulfillment workflow of Salesforce Order Management, it goes to authorization, then capture, and then the reconciliation of customer payments.

Through Salesforce Order Management you are able to automate certain processes, such as the payment capture, invoice generation, and refunding – all to help you manage your needs when it comes to payment transactions for the company.

Generally in the platform, payments move through three steps during the order fulfillment process:

1. The funds of an order are first authorized for capture from the specific payment method of the customer.
2. These funds are then captured from the specific payment method of the customer.
3. Then these funds are reconciled with an external financial management system, which is used with an order invoice.

The timing of these three steps are managed by the administrator of your Salesforce Order Management account. So this is a process that can be customized. For example, you’re able to authorize funds at the moment when a customer makes an order, before capturing these funds and generating an invoice as soon as the customer’s order is fulfilled.

To assist in the management of payment transactions, Salesforce Order Management will create a summary of the order payment for each order that has been placed.

Unlike the order summary in Salesforce Order Management, an order payment summary does not reflect any original record  nor changes to it. Rather, an order summary reflects a set of payment records that use the same payment method and they are tied to an order summary.

Regarding the payment details of the selected payment, the order payment summary is dynamically updated. This makes it very easy to understand as well as work with an order balance across multiple payments, including factors such as authorization, capture amounts, and refund amounts.

Viewing payment information for an order

In order to see the payment details for an order (such as the payment type, methods, amount, and details of the transaction) simply open up the summary record of the order payment. The order payment summary simplifies the order management process  by giving a singular view of all payment transactions.

Viewing the payment gateway

The log for the Payment Gateway stores the information that has been exchanged between the payment platform and the external payment gateway. Customers are able to use multiple payment methods when they make an order, with the Salesforce Order Management administrator in control of these payment methods.

Viewing an invoice

The invoice allows you to reconcile the funds that are captured for a customer’s order with external financial management systems. The Salesforce Order Management administrator controls the timing for invoice generation. They can integrate invoice generation with third-party ERP systems.

Viewing a credit memo

The credit memo allows you to reconcile the refunds on a customer’s order with external financial management systems. A credit memo is actually generated automatically when you process a return for one or more items in an order.

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