Skip to main content
I
imflamand
May 26, 2021
Solved

Make Invoice displays as refunded

  • May 26, 2021
  • 1 reply
  • 0 views

Hi

I'm a QB enterprise Solutions user

Is there a way to mark an invoice refunded once a credit has been issued.

A credit memo appears on the clients account but the invoice still reflects it as paid not refunded.

I have included a sample.

I would like to see refunded instead of paid next to the green check mark that appears on the top left of the screen.

TY

Best answer by RCV

Providing the best experience with the product is what we aim for, imflamand.

 

The option to display an invoice as refunded is unavailable in QuickBooks Desktop. Once you apply the credit to your open invoices, it will mark them as paid. Just in case you'll need to check the payment you made, we can run the Open balance report of the customer. Here's how: 

  1. Go to the Customers, then click the Customer's Center.
  2. Locate the Customer's name.
  3. Select the right click of your mouse.
  4. Click Open Balance.

 

To learn more about applying for a customer's refund, see the Record a credit memo or refund in the QuickBooks Desktop article. Visit these blogs to keep updated with any upcoming QuickBooks updates and enhancements: 

 

Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

1 reply

R
RCVAnswer
May 26, 2021

Providing the best experience with the product is what we aim for, imflamand.

 

The option to display an invoice as refunded is unavailable in QuickBooks Desktop. Once you apply the credit to your open invoices, it will mark them as paid. Just in case you'll need to check the payment you made, we can run the Open balance report of the customer. Here's how: 

  1. Go to the Customers, then click the Customer's Center.
  2. Locate the Customer's name.
  3. Select the right click of your mouse.
  4. Click Open Balance.

 

To learn more about applying for a customer's refund, see the Record a credit memo or refund in the QuickBooks Desktop article. Visit these blogs to keep updated with any upcoming QuickBooks updates and enhancements: 

 

Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

 

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. You have a good one. 

Terms & ConditionsAccessibility statement