Refund a customer deposit

Refund the available amount of an accepted customer deposit when the funds should be returned instead of applied to an invoice. Open Menu > Receivables > Customer deposits.

Before you begin

You need an accepted customer deposit with an amount available to refund and an appropriate refund payment method.

To refund a customer deposit

1. Open Menu > Receivables > Customer deposits.
2. Open the customer deposit.
3. Select Refund.
4. Review the customer, refund source, date, payment method, and refund amount.
5. Select Submit.

You cannot create a refund from a deposit that is not accepted or is already fully refunded.