Return only the unused part of a customer advance and keep its applications visible.

1. Find the advance

Go to Invoicing → Payments Received and find the advance. Check customer, currency, and unused amount.

An unused advance offers Apply to an Invoice, Refund, and Download Receipt.
An unused advance offers Apply to an Invoice, Refund, and Download Receipt.

2. Check previous uses

Open Refunds and Applications. Amounts already applied to invoices are not available to refund as unused money.

3. Record the return

Choose Refund. Review the available balance, actual return amount, date, and paying account. A manual refund records money returned outside Invoice Crowd.

4. Verify the remaining balance

Confirm only after the return details are correct. Reopen Refunds and Applications to check the refund and any credit left for future work.