---
title: "Process a refund for a down payment on an estimate"
slug: "process-a-refund-for-a-down-payment-on-an-estimate"
updated: 2026-03-27T01:39:33Z
published: 2026-03-27T01:39:33Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/v1/docs/use-search-in-servicetitan) 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.