Simplify refunds and payment management in Salesforce
Completing a purchase is only one part of the customer journey. Businesses also need efficient processes for handling returns, partial shipments, cancelled items and payment adjustments. When these workflows rely on manual calculations or disconnected systems, they can create unnecessary work for finance teams and frustrating experiences for customers.
As organizations grow and fulfill orders across multiple locations or channels, managing payments becomes increasingly complex. Businesses need the flexibility to capture payments as orders are fulfilled, process refunds efficiently and maintain accurate financial records without introducing additional administration.
StoreConnect Version 21 enhances payment and refund management with new capabilities that simplify post-purchase operations while keeping financial data connected within Salesforce.
What’s new in Version 21
The latest release introduces greater flexibility for managing payments throughout the order lifecycle.
Businesses can now:
- capture pre-authorized payments across multiple shipments
- issue refunds as account credit or back to the original payment method
- adjust orders after purchase with automated payment updates
- reduce manual reconciliation through improved payment processing.
These enhancements help finance, customer service and fulfillment teams work more efficiently while ensuring customers receive a smooth post-purchase experience.
Real-world use cases
Encourage repeat purchases with account credit
When customers return products, businesses can issue refunds as account credit instead of processing a card refund. Customers can immediately use the balance on future purchases, helping increase customer retention while simplifying the refund process.
Capture payments as products ship
For businesses shipping orders from multiple warehouses or fulfilling products over time, payments can be pre-authorized and captured only as each shipment is dispatched. Customers are charged accurately based on fulfillment while finance teams maintain complete visibility of payment status.
Make post-purchase adjustments with confidence
If an item is cancelled, a goodwill discount is applied or an order needs to be amended after purchase, staff can update the order directly within Salesforce. Payment adjustments are processed automatically, reducing manual calculations and helping ensure financial records remain accurate.
Why it matters
Managing payments after the sale should be just as straightforward as processing the original transaction.
StoreConnect gives businesses greater control over refunds, payment captures and financial adjustments while reducing the administrative effort required to manage complex order scenarios. Finance and customer service teams benefit from streamlined workflows, while customers enjoy a faster and more transparent experience.
Because every payment and adjustment is managed within Salesforce, organizations maintain a complete view of customer activity, order history and financial performance from a single platform.
Learn more in the Version 21 Release Notes.
