Payments & refunds

Before you begin

• The correct order and transaction.
• Permission to collect payments or manage refunds.

How to use it

1. 1

   Review the balance

   Open the order’s payment area. Compare the amount due, recorded transactions and any saved methods.

2. 2

   Check transaction status

   Inspect the relevant payment before taking another action. A pending, failed or uncertain result needs review.

3. 3

   Request or process a refund

   Use the refund controls available for the transaction. Confirm the amount and reason, and follow the approval workflow when required.

4. 4

   Verify the final result

   Refresh the record and compare the refund state with the transaction history and order balance. If the outcome is uncertain, reconcile it before retrying.

Screen walkthrough

Select a screenshot to zoom in. These are actual platform components using fictional example data.

Explore this screen

01The order payment area shows saved methods, balance and transaction history.