Start from the invoice or billing record and review its visible payment history.
- Confirm the customer, invoice, amount, and original transaction.
- Identify the approved outcome: record a payment, return funds, or apply a credit.
- Check the financial consequence and authorization required by company policy.
- Complete the appropriate action once.
- Reload the record and verify the balance and history reflect the result.
Do not repeat an action because a screen is slow to refresh. Confirm the transaction history first. Never copy full card numbers, security codes, or payment credentials into notes or Support messages.