You can follow the steps below to refund the card payment and collect it back from a new card. 

  1. Remove the credit card payment from this invoice. This amount will be added as Excess Payments for this customer.
  2. Click on the Excess Payments and then on the Transaction Id to find the refund option for this amount.
  3. After you refund, have the customer update the card information. There are multiple ways to get the card updated and they're given here.
  4. Now you can hit the Collect Now option (on the right panel) on the invoice details page after the customer updates the card. This will collect the due amount from the new card.


Note: Your customer can update the card even before you initiate the refund as the amount will still reach the old card. 


Furthermore, if the invoice is paid partially using credits and remaining from the card, you can still follow the steps above and recollect the card payment. 

A sample video demonstrating the above steps is below. 


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