Process a refund for a down payment on an estimate

Problem

You need to refund a credit amount on a customer's account, not the full deposit amount.

Solution

1. Search for and go to the customer's estimate.

2. Locate the invoice linked to the estimate.

3. On the invoice record, find the payment you want to refund.

4. Click Refund on the payment and process the refund by following the prompts.

5. Confirm the refund.

6. After processing the refund, go back to the customer's account to ensure the refund reflects correctly.

7. The credit amount should now be adjusted according to the refund processed.