Choose a void or refund from the transaction state and provider response, not from an assumed settlement clock.
CMS Max payment actions depend on the connected provider, transaction reference, settlement state, refundable balance, permissions, and provider response.
Void compared with refund
| Action | Typical state | Operating effect |
|---|---|---|
| Void | Authorized and not settled | Requests cancellation of the authorization or unsettled transaction. Partial support depends on the provider. |
| Refund | Captured or settled | Requests a full or partial credit against an eligible completed transaction. Timing is controlled by the provider and financial institutions. |
Process a reversal safely
- 01Open the order or paid form submission. Confirm customer, amount, provider, and transaction reference.
- 02Review the available action. CMS Max exposes actions supported by the current transaction and provider integration.
- 03Enter and confirm the amount. For a partial refund, verify prior refunds and the remaining refundable balance.
- 04Read the provider result. Do not tell the customer the reversal succeeded until the provider accepts it.
- 05Document the outcome. Retain the reason, amount, actor, timestamps, and provider reference required by the business.