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Overview

You can start a Statement refund from two places: the Refund quick action on the Statement itself, or the Refund quick action on a specific Statement Financial Event (SFE). Either path opens the same statement refund page, where you allocate the refund back across the Orders and lines the original payment covered.

Prerequisites

  • The payment you’re refunding is a Payment-type Statement Financial Event in Succeeded status. Trying to refund anything else returns Only "Payme nt" events can be refunded. or Only events marked as "Succeeded" can be refunded.
  • Every Order the payment covered is Activated. If not, refunding is blocked: Cannot refund: one or more linked orders are not in Activated status.
  • The payment event still has a refundable amount left. A fully refunded event returns This payment event has been fully refunded. No remaining amount to refund.

Refunding a Statement

1

Open the refund page

Click Refund on the Statement, or on the specific Payment Statement Financial Event you want to reverse.If you start from the Statement and it has more than one Succeeded Payment Statement Financial Event, fusionCore asks you to pick one first: Multiple payment events found for this statement. Select one to continue with the refund.
2

Allocate the refund

Enter the refund amount and allocate it across the Orders and lines the original payment covered.
3

Choose a refund method and submit

Select Cash, Check, Account Credit, or an online payment provider refund, then submit. See What a Refund Creates below for what each method produces.

What a Refund Creates

  • Offline refunds (Cash, Check, Account Credit) create a Refund Statement Financial Event — with a negative total, linked back to the original payment SFE via FCORE_PAY__Parent_Statement_Event__c — plus a refund Financial Event on each Order refunded. An Account Credit refund also creates an FCORE_PAY__Credit__c record on each Order. A Cash or Check refund with a reference number entered succeeds automatically; otherwise it stays Pending until someone approves it.
  • Payment provider refunds create an FCORE_PAY__Payment_Provider_Event__c record. The Refund Statement Financial Event appears once the provider confirms the refund.

How a Refund Changes the Statement Status

The Statement’s refunded-amount rollup stores the total refunded as a negative number (or zero when nothing has been refunded). Refunding a Statement out of Payment Received moves its status back automatically:
  • A partial refund reverts the Statement to Partial Payment Received — the retained payment still counts.
  • A full refund of the balance reverts the Statement to Pending Payment.
See Statement Statuses for the full lifecycle.

Limitations and Common Pitfalls with Statement Refunds

  • A Financial Event created by a Statement Financial Event can’t be refunded on its own. This Financial Event is linked to a Statement Financial Event so it can't be refunded. Refund the parent Statement Financial Event instead — this mirrors the rule on ordinary Order refunds.
  • Every linked Order must be Activated first. If even one Order the payment covered hasn’t been activated, the whole refund is blocked.
  • The refunded-amount rollup is negative, not positive. Reports and formulas that read FCORE_PAY__Statement_Total_Refunded_Amount__c should expect a negative or zero value, not a positive refund total.
  • Multiple payment events require a selection. If a Statement has been paid more than once, pick the specific payment event to refund — you can’t refund “the Statement” generically.