If you incorrectly collected or applied a payment to an invoice and would like to undo the payment without affecting the invoice, follow the below steps.
1. Detach the payment from the invoice
Open the invoice containing the payment you want to undo. At this point we're just going to detach the payment from the invoice, however please note that you will need to process the refund in a second step.
Once you are in the invoice, click on the red Detach payment button.
It is important to note that once you have detached the payment from the invoice, a Credit memo is created. 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 to capture the original payment.
Please check out the following article to process Credit memo refunds.