Cancellations
You can cancel pending payments directly within Salesforce. To enable this feature, your Salesforce administrator or System Integrator (SI) must add the Cancel Payment quick action button to the Unaric Payments tab layout.
- Successful Cancellation: If the payment gateway has not yet processed the payment (e.g., it is still "Pending"), the cancellation request will likely be successful. Upon successful cancellation, the Payment status updates to "Cancelled," and the Payment status updates to "This payment was cancelled at your request."
- Unsuccessful Cancellation: If the payment gateway has already processed the payment (e.g., it is "Submitted" or further along in the process), the cancellation request may fail. In this scenario, you may need to initiate a refund through your payment gateway after the payment is completed. If the cancellation fails, the Payment status may not be updated. The Payment status may be updated to indicate that the "Payment cannot be cancelled." Check with your payment gateway for the current status of the payment.
If you are using Unaric Payments package version 2.16 or earlier, you must cancel pending payments through your payment gateway's interface. Refer to your payment gateway's documentation for instructions on how to cancel a payment.
Cancel a payment
- Navigate to the Payment record you wish to cancel.
- Click the Cancel Payment button.
- A confirmation screen will appear. Confirm the cancellation. Upon confirmation, the payment cancellation request will be sent to your payment gateway. The Payment record's status will update to Cancelled if the gateway confirms the cancellation.