Process Payments and Issue Refunds by Using APIs

Use a suite of APIs to process payments and issue refunds. Authorize and capture payments by using native payment gateways, reverse payment authorizations, tokenize payment methods, and save card details for processing recurring payments. Create and update payment schedulers, and allocate or unallocate payments. You can process ad hoc payments, and refund your customers if they change or cancel products or services that they paid for.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Revenue Cloud

To integrate a native payment gateway, you have two options. Use Salesforce Payments, which runs on Stripe and is available with the the Revenue Cloud Billing license on a cost-per-transaction basis. Or, connect your own Adyen account, contracted directly with Adyen.

User Permissions Needed
To process payments and issue refunds by using APIs:	Payment Operations User permission set

Goal	API
Process ad hoc payments	Payment Sale API To automate the processing of ad hoc payments, build a custom flow and use the Payment Sale action.
Authorize payments	Payment Authorization API
Reverse the authorization of payments	Authorization Reversal API
Capture authorized payments	Payment Capture API
Tokenize payment methods	Tokenize Payment Method API
Create payment schedulers	Create Payment Scheduler API
Activate or deactivate payment schedulers	Update Payment Scheduler API
Apply a payment to an invoice or invoice line	Payment Line Apply API To automate this step, build a custom flow and use the Apply Payment action.
Unapply a payment from an invoice or invoice line	Payment Line Unapply API To automate this step, build a custom flow and use the Unapply Payment action.
Create refunds for processed payments	Create a Payment Refund API
Issue refunds against original payments	Refund Line Apply API To automate this step, build a custom flow and use the Automate Refund action.