Summary

This article shows you how to refund a deposit to a different payment method than the original. First, you forfeit the deposit. This creates a new invoice on the owner's account with a forfeited deposit line. Then you refund that line from the new invoice to the new payment method. If you refund to store credit, the credit is added to the owner's account.

Steps

1. Go to the Owner profile » Deposits tab to forfeit the deposit.

   

2. Select Forfeit deposit. This creates a new invoice on their account with today's date.

   Important: Do NOT select Refund. The money goes back to their original payment method and you cannot access it.

   

3. Go to the new invoice from the Owner profile » Invoices tab.

   

4. Check the Select check box in the line-item part of the invoice, next to Forfeit Deposit ID.

5. Select the orange Refund button at the top right of the invoice.

   

6. In the refund popup, for Step 1:

   1. Enter a refund reason for the forfeited deposit.

   Tip: You can add more refund reasons from Left-hand Navigation: Admin » Refund Reasons. To learn how, see Add a Refund Reason.

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

   Tip: This can be a partial amount if needed.

   

7. In the refund popup, for Step 2:

   1. Choose a refund method for the payment.

   2. Enter the amount of the payment to refund. This should match the total refund (excluding tax) amount in Step 1.

   

8. Select Process Refund. A section labeled Invoice Refund Details appears at the bottom of the invoice.

   

Related Articles

• Add a Refund Reason