---
schema_version: "1"
id: 4d5913073a75670a709ec9fec646597ba3d030e5142ad05860aa5e9dc2f5c57c
title: Payment Records and Processes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/om_payment_records_and_processes.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.om_payment_records_and_processes.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d397b39210e2b3fe6685b833964587318e16e14565aca9f1f19ba1d85644d0c2
description: 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.
products:
  - Commerce
  - Salesforce Order Management
release: "264"
---
# Payment Records and Processes

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_editions.htm&amp;language=en_US" target="_blank">View supported editions</a>.</td></tr></tbody></table>

In general, payments move through a three-step process during order fulfillment.

1. Funds are authorized for capture from the customer’s chosen payment method.
2. Funds are captured from the chosen payment method.
3. 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.

#### See Also

- [View Payment Information for an Order](https://help.salesforce.com/s/articleView?id=commerce.om_view_payment_information_for_an_order.htm&release=264.0.0&type=5 "The order payment summary provides a single view of all payment transactions for an order.")
- [View the Payment Gateway Log](https://help.salesforce.com/s/articleView?id=commerce.om_view_the_payment_gateway_log.htm&release=264.0.0&type=5 "Your customers can use various electronic payment methods when they submit orders from your ecommerce storefront. The Payment Gateway Log stores all the information exchanged between your payment platform and your external payment gateways. When a payment transaction doesn’t complete as expected, you can view the Payment Gateway Log for help with resolving the issue.")
- [View an Invoice](https://help.salesforce.com/s/articleView?id=commerce.om_view_an_invoice.htm&release=264.0.0&type=5 "Your Salesforce admin determines the timing for invoice generation, for example when the order status changes to fulfilled. Your admin can also integrate invoice generation with third-party ERP systems to automate financial reconciliation.")
- [View a Credit Memo](https://help.salesforce.com/s/articleView?id=commerce.om_view_a_credit_memo.htm&release=264.0.0&type=5 "A credit memo is generated automatically when you process a return for one or more items in an order.")