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What This Section Covers

A Statement (FCORE_PAY__Statement__c) groups several Orders together so a customer can pay them in a single transaction instead of paying each Order separately. This is the Multi Order Payments feature. A member with a membership renewal Order and an event registration Order, for example, can settle both at once from one Statement. A Statement payment or refund writes one Statement Financial Event (FCORE_PAY__Statement_Financial_Event__c, or SFE) plus one Financial Event on each Order it touched. If you are new here, start with Creating a Statement, then Statement Statuses to understand the lifecycle before you take a payment or refund.
Where your implementation enables it, customers can also see and pay their own open Statements in the Portal. Portal statement checkout isn’t covered in these guides yet.

Key Concepts

  • Statement — the record that groups Orders for a combined payment. It rolls up totals across its linked Orders: total amount, balance due, amount paid, and amount refunded.
  • Statement Financial Event (SFE) — the ledger record for one payment or refund made against a Statement. Approving, declining, or refunding an SFE cascades that outcome to the Financial Event it created on each linked Order.
  • Statement Order Link — the linking record between a Statement and one of its Orders. You don’t work with this record directly; the Statement Manager creates and removes it when you link or unlink an Order.
  • Prevent Paying On Orders — a Statement setting that locks its linked Orders so they can only be paid through the Statement, not individually.

Explore the Section

Creating a Statement

Link Orders to a Statement using the Statement Manager, and control whether those Orders can still be paid individually.

Paying a Statement

Take one payment across every Order on a Statement, split however you need.

Refunding a Statement

Reverse a Statement payment, allocated back across its Orders.

Statement Statuses

The full Statement lifecycle — what’s editable, what’s allowed, and what moves automatically.

Configuring Statements

Permission sets, quick actions, and the Custom Metadata that controls Statement behavior.

Paying on an Order

How a single Order is paid when it isn’t locked to a Statement.

Financial Events

The per-transaction ledger record that both Orders and Statements write to.

Financial Documents

Print a Statement, Statement Summary, Statement Receipt, or Statement Refund document.

Installments

Split an Order’s balance into scheduled payments — not available on an Order locked by a Statement.