Skip to main content
D
dominic tang
January 27, 2020
Question

When a Billable Expense is partly refunded

  • January 27, 2020
  • 1 reply
  • 0 views

Help!   I am using the billable expenses function in QBO.  Entering a billable expense is easy enough, and I can see the billable expense within the Project Code's list of transactions.  But this expense was partly refunded and I want to create an invoice which includes (a) the original expense and (b) the part refund.

 

How do I do this, because the refunded part is showing as a DEPOSIT - which no option to include on the invoice?  TIA!

1 reply

JessT
JessT
January 27, 2020

Hi dominic,

 

You can create an invoice out of the billable expenses to execute scenario A. Then, you can apply a partial payment to the invoice to execute scenario B. That's how we can apply the partial refund of the billable item.

 

Please post back if you have additional questions.

D
dominic tangAuthor
January 27, 2020

Thanks for replying.  Will the invoice created show both the billable expense and the partial payment.  Because this is being sent to the customer and they need to see both in order for them to know to pay the lower amount.  Kind regards, Dom

MichelleBh
MichelleBh
January 28, 2020

Thank you for coming back here in the Community, @dominic tang.

 

It's my pleasure to help you with billable expenses concerns in your account.

 

The billable option is not showing in the invoice section, so all you need to do so that your customer will know the lower amount they need to pay is to put a note in the description field. 

 

I've attached screenshots for your reference: 

 

 

And after that, process a partial refund to the specific customer, by clicking the Receive Payment on the upper right side, then enter the amount and hit Save and Close. 

 

 

For future reference on how to handle transactions, manage customers, and other related topics, please check out these articles below:

Feel free to leave a comment below if you have other follow up questions. I'm always here to help. Take good care always, dominic tang. 

Terms & ConditionsAccessibility statement