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H
HD 2011
June 24, 2023
Question

invoice/payment discrepancies between clients credit card and my qb's account

  • June 24, 2023
  • 1 reply
  • 0 views

I have issued an invoice to one of my clients but informed me that the partner will pay for the services. I edited the invoice to the other partner, they didn't communicate with each other so Husband paid, then I edited the invoice to go to Wife, however; Husband had paid it in the meanwhile then Wife paid it again. It only posts as ONE payment received in my QB's but shows as TWO payments on their credit card. Now I am being asked to reimburse them for One of the payments, but I only received One in QB's. Do I understand that my Clients have to go in to their Credit Card account and decline one payment to balance it all? Please advise, as this is very urgent! Thank you.

    1 reply

    S
    SashaMC
    June 26, 2023

    Hello HD 2011, 

     

    Thank you for reaching out to the QuickBooks Community! To clarify, I assume the husband paid off the invoice, and then the wife sent an unapplied payment. If that is the case, her payment shouldn't have been tied to an invoice. That said, I recommend that you check your QuickBooks to see if an unapplied payment or credit is listed under the wife's profile. If so, you would need to refund her via the Merchant Service Center and then record the refund. Depending on which program you are using, here is some information:

     

     

    If this is not the case, please let me know, and we can handle this situation another way. I will be looking out for your response. Take care for now. 

     

     

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