In Desktop, I created an invoice and applied a payment - invoice is marked Paid. Then I needed to issue a Credit Memo for the full amount and issued a Credit Card Refund so Credit Memo is marked Refunded. Customer balance is zero.
In QB Online, I created an invoice and applied a payment - invoice status is Paid and payment status is closed. Now I want to do the functional equivalent of what I did in Desktop so the original invoice and payment are kept intact, a credit memo and refund are issued and the Customer balance is zero. How to do this?
