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hans100
February 26, 2023
Question

Refunds/Rebills

  • February 26, 2023
  • 1 reply
  • 0 views

I had a customer who paid me using the QB credit card processing and realized later that he had already mailed a check and wanted me to credit his card back.

I issued a refund and now I need to apply the check to the invoice which now shows paid.  I can't seem to get the system to allow me do unpay the invoice.  I deleted the Refund transaction and I I now think that was a mistake.  Any ideas?   Clearing the payment does not work either. 

1 reply

MariaSoledadG
MariaSoledadG
February 26, 2023

Recording a refund depends on the various scenarios. I'll show you how, hans100.

 

A credit note reduces the price of an item purchased by a buyer or eliminates the entire cost of an item. Since the invoice has already been paid and ensure books are up to date, here's how to enter a credit note:

 

  1. Select + New and select Credit note.
  2. In the Customer field, select the appropriate customer.
  3. Enter the Credit Note Date, Amount, Tax, and Product/Service (This is the category, product, or service you’re getting credit for).
  4. Select Save and close.

 

For more information, you can check out this article on how to process a refund: Record A Customer Refund Or Supplier Refund In QuickBooks Online.

 

Moreover, QuickBooks offers different reports that cater to your business needs. You'll only have to customise them to ensure you're getting the correct information: Customise Reports In QuickBooks Online.

 

Reach out to us if you need anything else about refunds. We're here to help you out anytime;

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