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.
Required Editions
In general, payments move through a three-step process during order fulfillment.
- Funds are authorized for capture from the customer’s chosen payment method.
- Funds are captured from the chosen payment method.
- Funds are reconciled with an external financial management system using an order
invoice.
Your Salesforce admin determines the timing of these steps. For example, you can authorize
funds when a shopper or buyer submits an order and then capture funds and generate an invoice
when the order is fulfilled.
