API name: cpm__Refund__c
FinDock uses the custom Refund object to capture refunds. When the Refund record is created, FinDock makes callouts to the defined PSP and receives notifications that are processed as InBound Report records through Guided Matching.
The following table outlines key fields for this object. For complete details, please use the Salesforce Object Manager.
| Field Name | Description |
|---|---|
| Account | The account that requested the refund, taken from the related original Payment record. |
| Amount | The refund amount. This may be less than or equal to Amount of the Originating Payment record amount. |
| Contact | The contact that requested the refund, taken from the related original Payment record. |
| Comments | Optional free text field for a more detailed explanation of the refund event. This field can be used as input, for example, for later follow up as part of an internal review process. |
| Installment | Installment record related to the refund request. |
| Last Status Reason | Details about the latest Status update for the record, received from the PSP or provided by FinDock. |
| Original Payment Reference | Payment reference of the original payment being refunded, taken from the Payment record of the linked Installment record. |
| Originating Payment | The Payment record that represents the original receivable transaction to be refunded. |
| Refund Date | Date the refund was confirmed. |
| Payment Method | The payment method used to pay the refund. |
| Payment Processor | The payment processor used to process the refund transaction. |
| Processor Reference | Refund payment reference provided by the PSP. |
| Refund Type | Optional field that can be used to classify refunds. |
| Refund Reference | Final payment reference for the refund transaction. |
| Refund Reason | Customizable picklist of refund reasons. Default values include Customer request, Duplicate and Other. |
| Refund Payment | The Payment record that represents the refund transaction. |
| Status | Status of the refund transaction. Once the transaction is complete, the Refund record status is set to Completed, and a Payment record is created and linked to the Refund record. |
| Target | The target (merchant account) from which the refund payment is made. |