Overview
Use refund policies, refund requests, approvals, and Refund records with the related payment.
Prerequisites
Permissions required
Steps (4)
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1
Open the payment or refund context
Locate the payment record and existing refund state.
Tips
Validation
Success criteria
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2
Create the refund request
Enter amount, reason, payment/provider references, and request metadata.
Tips
Validation
Success criteria
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3
Record approval where required
Use ApprovalInstances and ApprovalActions according to the configured refund policy.
Tips
Validation
Success criteria
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4
Complete and review the refund
Create or update the Refund record and inspect resulting audit and finance-event state.
Tips
Validation
Success criteria
About this guide
PayStream is the financial operations core for a Velaxe workspace. Manage billing profiles, collection orders, invoices, payment links, checkout sessions, subscriptions, usage, instalments, payment intents, manual payments, allocations, refunds, disputes, settlements, payouts, dunning, bank statements, reconciliation, provider connections, accounting and tax synchronization, finance events, and audit records from one application.
PayStream also acts as a finance capability provider for connected applications. Its canonical runtime exposes 111 semantic finance operations with operation, resource, and delegation authorization; ContextResolver exposes finance entities, relationships, timelines, actions, presentation, permissions, and change subscriptions; Bridge v2 supports governed external clients; and durable event records plus manifest-owned workers keep operational finance workflows observable.