--- title: "Simplify refunds and payment management in Salesforce" source: https://storeconnect.com/articles/news/simplify-refunds-and-payment-management-in-salesforce type: article format: markdown site: StoreConnect — Customer Commerce built natively on Salesforce site_index: https://storeconnect.com/llms.txt docs_index: https://support.storeconnect.com/llms.txt note: Append .md to any page or article URL on this site to get its Markdown form. --- # Simplify refunds and payment management in Salesforce **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](https://support.storeconnect.com/articles/release-notes/version-21-release-notes){:target="_blank"}. --- ## Follow StoreConnect - [Email Newsletter](https://storeconnect.com/c/lp-newsletter) - [LinkedIn Newsletter](https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7444956928444862464) - [YouTube](https://www.youtube.com/channel/UCngKdP2x8l1wcbAKW3tvU8g) - [LinkedIn](https://www.linkedin.com/company/storeconnect) - [X / Twitter](https://x.com/storeconnecthq) ## Popular Links - [Partners](https://storeconnect.com/partners) - [Become a Partner](https://storeconnect.com/become-a-partner) - [News](https://storeconnect.com/articles/news) - [Events](https://storeconnect.com/articles/events) - [Live Events](https://storeconnect.com/live-events) - [Feature Comparison](https://storeconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://storeconnect.com/contact) ## Documentation - [Help documentation](https://support.storeconnect.com/help-documentation) - [Videos & tutorials](https://support.storeconnect.com/videos-tutorials) - [Developer reference](https://support.storeconnect.com/developer-reference) - [Release notes](https://support.storeconnect.com/release-notes) - [Troubleshooting](https://support.storeconnect.com/troubleshooting) - [Trust Center](https://trust.getstoreconnect.com/) - [Status Page](https://status.storeconnect.com/) ## Contact - info@getstoreconnect.com - US +1 415 745 3230 - AUS +61 2 8365 2308 100 S Ashley Dr, Suite 600-2461 Tampa FL 33602-600 USA Level 22, Sydney Place 180 George Street Sydney, NSW, 2000, AUS ## Machine-readable - [Site index for agents](https://storeconnect.com/llms.txt): curated map of this site in llms.txt format - [Documentation index for agents](https://support.storeconnect.com/llms.txt): full technical and product documentation map Every page and article on this site has a Markdown rendering: append `.md` to its URL. 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