How to Refund a Credit Card Deposit Taken on an Estimate

Problem

You need to refund a customer for a deposit that was collected on an estimate, but there is no invoice to select.

Solution

This issue may occur if the payment was inadvertently unapplied from the invoice.

1. Search for and go to the estimate for which you need to refund the deposit.

2. Note the amount of the deposit that needs to be refunded.

3. Go to the invoice associated with the estimate.

4. On the invoice record, create an adjustment invoice.

5. On the adjustment invoice, add a placeholder task with the same amount as the deposit.

6. Apply the credit to the placeholder task.

7. Once the credit has been applied, delete the placeholder task created on step 5.

8. You can issue the refund through the same adjustment invoice.        

   1. On the same adjustment invoice, add a refund task with negative quantity but positive amount.

   2. Add a negative payment for the same amount to account for the refund.