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R
rubiana-superia-
March 17, 2023
Question

Doubts about releases - Prime Trading

  • March 17, 2023
  • 1 reply
  • 0 views

We need your help with the situation below:

Sometimes we receive too much customer value or wrong payment. so we need to issue an invoice as prepayment from the customer until we make the return to his account.

However, when we are going to make the return payment, we cannot enter the Invoice in the name of the customer in the "BILL" field, the system does not allow it because the same name has already been entered in the Invoice.

How should we proceed in this case?

1 reply

J
JamesAndrewM
March 17, 2023

I can see it's your first time here in the forum. A warm welcome, and thank you for choosing QuickBooks. I'd be happy to help you make a return payment to your customer.

 

Sometimes you may need to refund payments in QuickBooks Online (QBO). So that everything is processed and your accounting stays accurate. In QBO, there are a few ways to give refunds. You may follow the steps below based on how you processed the transactions.

 

Here's how to refund a credit card payment for a sales receipt:

 

  1. Go to + New, then Refund receipt.
  2. Choose the customer you want to refund from the Customer dropdown.
  3. Enter the details in the fields using the same info from the original sale. To credit back their credit card, in Payment method, select Credit card. To credit back their bank account, in Payment method, select Bank.
  4. In Refund from, select which payment method and account you wish to refund the customer from.
  5. Save and close.

 

If it's a paid invoice you need to refund, follow these steps: 

 

  1. On the + New, then Refund receipt.
  2. Choose the customer you want to refund from the Customer dropdown.
  3. Enter the details in the fields using the info from the original sale.
  4. Choose which payment method and account you wish to refund the customer from.
  5. Save and close.

 

You can return to this page for more information on the process: Void or refund customer payments in QuickBooks Online.

 

Furthermore, depending on your pricing plan and transaction type, you may be charged a fee for refunds or returns. For more information, see this article: Understand fees for refunds or void transactions.

 

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

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