Partial Refunds

You can perform a partial refund by creating an adjustment for the deposit SA. If you want to refund the adjustment with a check, this adjustment should be an A/P adjustment (i.e., one that is interfaced to A/P). If you want to refund the adjustment by offsetting some other service agreement's debt, create a transfer adjustment (transferring from the deposit SA to the SA to be relieved).

After creating the adjustment, you'll find that the deposit SA has a positive current amount due (because you debited the deposit SA to refund the credit amount). You should create another adjustment to return the current amount of the deposit to zero. It's important to use an adjustment type that only affects current amount when you do this.

After getting the deposit's current amount back to an expected amount, you will have to change the deposit SA's Total Amount To Bill to reflect the amount of deposit you want to hold for the customer. So, for example, if you were holding a $500 deposit and you want to refund $100, you should change the deposit SA's Total Amount To Bill to be $400.