If you incorrectly collected or applied a payment to a document (invoice, quote or order) and would like to undo the payment without affecting the document itself, follow the below steps.
1. Detach the Payment from the Document
Open the document (in the example below, it's on an invoice) containing the payment you want to undo. At this point we're just going to detach the payment from the document. However please note that, in the case of ACH, debit or credit card payments, you will need to process the refund in another step.
Once you are in the document (the invoice, in this case), click on the red "Detach payment" button.
When a payment is detached, this is what it looks like:
It is important to note that once you have detached the payment from the document, a credit memo is created on the customer's profile. At this point, nothing has been refunded, but the invoice has no payment attached to it anymore.
2. Refund the Credit Memo created at Step 1
The process will be different depending on if you use Stripe, QuoteMachine Payments or another payment method such as a credit or debit card, to capture the original payment and put the funds back on it.
Please check out the following article to process Credit memo refunds.