How to Refund a Failed Payment and Resend Invoice with Payment Link

Problem

You need to refund a failed payment and resend an invoice with a payment link.

Solution

Unapply the failed payment first and then send the invoice email.

1. Go to an exported invoice with the same customer.

2. Add an adjustment invoice to that invoice.

3. In the adjustment invoice, add a placeholder task for the credit amount.

   Note: You will delete this task later.

4. Go back to the original invoice and click Collect and apply payments.

5. Select the credit you want to remove from the customer profile.

6. Scroll down to the invoice and select the adjustment invoice created in step 2.

7. Apply the credit to the adjustment invoice.

8. Now go into the adjustment invoice that contains the placeholder task.

9. Add a negative payment of the credit amount.

10. After the negative payment has been added, delete the placeholder task created in step 3.

11. There should be the credit amount and the negative amount.