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CPM Refunding Captured Payments

You can refund a captured payment amount from the sales order:

  • Choose the Related tab in the ribbon, then select the Channel Payment Manager menu
  • Choose the Payment Requests action.
    • If a single payment request exists for the sales order, it will be opened. If multiple payment requests exist, a list of them of them will be presented from which you can open the one that will have a refund.
  • On the payment request card, choose the Related ribbon, then choose Payments.
  • Open the payment for which you want to issue a refund.
  • On the CPM Payment Card page, choose the Actions tab in the ribbon, then choose Create Refund Request.
  • On the newly-created refund request, fill in or edit the following fields:
    • Amount to Refund: enter the amount of the payment refund request. This will default to the outstanding amount of the captured payment, but you can change this to a lesser value if you want to refund a partial amount of the payment. You cannot record a greater refund than the outstanding payment amount.
    • Description: enter a description to identify the payment refund request.
  • When you are satisfied with the settings of the payment refund request, choose the Actions tab in the ribbon and choose Release.
    • When the payment refund request is released, it can no longer be edited. If you wish to make additional changes, you must choose the Actions tab in the ribbon and choose Reopen.
  • Choose the Actions tab in the ribbon and choose the Submit action.


The payment refund request is sent to your external payment platform. Information about this communication can be viewed on the Payment Platform FastTab. This FastTab will inform you as to whether this external update was a success or resulted in an error. In Stripe, the entry for the original payment capture will be updated with the refund request 
amount. In Business Central, a new refund entry for the specified amount will be created in the customer’s ledger. This refund entry will be automatically applied to the customer ledger entry for the original payment capture.

From a financial perspective, CPM captures the refund. Stripe does not charge fees for refund activity, but it also does not refund or adjust fees from the original payment capture. The general ledger accounts that are defined for payment platforms in Business Central are used to ensure these amounts are properly recorded.

Note: the steps for creating a refund request described above can also be performed from a payment request for a posted sales invoice. Because the original payment entry has already been applied to the related invoice, the customer ledger entry for the refund amount will remain unapplied. In this scenario, you must create and post a credit memo for the refund amount, then apply the refund entry to the credit memo.