In order to convert a deposit to a different payment method than the original payment method, you must first forfeit the deposit. This will create a new invoice on the owner's account with a forfeited deposit line. From there, you can refund the forfeited deposit line directly from the new invoice to the new payment method. If you do this to store credit, this process will add the store credit to the owner's account.

Refund a Deposit to a Different Payment Method

1. To forfeit the deposit, go to the Owner profile » Deposits tab.
   
   
   
   
2. Select Forfeit deposit.  Once you have forfeited the deposit, this creates a new invoice on their account with the date of today.
   

   Important:  Do NOT select Refund, as the money will go back to their original payment method and you will not be able to access it.
   

   
   
   
3. Go to that new invoice from the Owner profile » Invoices tab.
   
   
   
   
4. Check the Select check box from the line-item portion of the invoice, next to where it says Forfeit Deposit ID and then select the orange Refund button that appears on the top right of the invoice.
   
   
   
   

5. In the refund popup, for Step 1:

   a. Enter a refund reason for the forfeited deposit.
   

   Tip: More refund reasons can be added from Left-hand Navigation: Admin » Refund Reasons. For more information on how to add refund reasons, refer to this article: Add a Refund Reason (How-To).
   

   b. Enter the total refund amount for the forfeited deposit.
   

   Tip: This can be a partial amount if needed.

   

6. In the refund popup, for Step 2:
   a. Choose a refund method for the payment.
   b. Enter the amount of the payment that should be refunded. This should match the total refund (excluding tax) amount in Step 1.
   
   
   

7. Select Process Refund. Once the refund is processed, you will see a section labeled Invoice Refund Details at the bottom of the invoice.