Correct refund after accidentally processing a refund incorrectly

Problem

A refund was processed incorrectly with a negative symbol, then deleted. This action resulted in a positive balance for the customer.

Solution

Understand that the system did not generate an adjustment invoice with a negative payment and task because the refund reason was marked as Other.

1. Search for and go to the invoice associated with the incorrect refund. This is where the refund was initially attempted.

2. Manually create an adjustment invoice. This step is necessary because the automated process did not generate one due to the refund reason selected.

3. On the adjustment invoice, enter the correct refund amount. Make sure to enter it as a positive number to offset the previous mistake.

4. Process the refund on the adjustment invoice. This action should correct the customer's balance.