Taking payments

The day-to-day actions. All of these start from a record in Salesforce — an Account, Contact, Opportunity, or whichever object you use — and all of them create a Transaction History record you can audit afterwards.

Page	What it covers
Charge a customer	A one-time payment, taken now
Authorise now, capture later	Hold funds at the point of sale, take them when you fulfil
Void a transaction	Cancelling a hold before it settles, which is not the same as a refund
Refund a payment	Returning funds, in full or in part
Cash, cheque and wire	Recording money that never went through a gateway
Advance payments	Taking money before an invoice exists, and applying it later

Refund or void?

The difference costs people money, so it is worth knowing before you need it.

	Void	Refund
When it works	Before the transaction settles, usually the same day	After settlement
What the customer sees	Often nothing — the charge never completes	A charge, then a separate credit
Gateway fees	Usually not charged	Usually charged, sometimes twice
Payment types	Card only, with the exception of a bank payment on Sola or Stax before it settles	Card and bank, with some gateway and payment-type exceptions — see Refund a payment

If a transaction can still be voided, void it — see Void a transaction for exactly when that window closes.