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I
In Awe
March 3, 2023
Question

Customer paid invoice, had me refund, then paid again - What is the process for this in QBO?

  • March 3, 2023
  • 1 reply
  • 0 views

Hi, I'm not sure how to handle this situation. A customer paid an invoice via credit card, then asked me to issue a refund because they didn't have approval yet to pay. A week later they paid again. Here's what I started with, but am stuck:

 

1. Noted first payment of invoice in QBO

2. Issued refund receipt (this does not link to the invoice - is there a way to do this?)

3. Stuck - I can't receive payment again on the same invoice number

 

Any help is appreciated!

1 reply

Candice C
Candice C
March 3, 2023

Good evening, @In50_2 Awe. 

 

It's great to see you back in the Community. Let me share some insight into these actions/questions you about a refund receipt. 

 

Entering a refund receipt in QuickBooks Online only records the return. With that being said, there isn't a way to link the refund receipt to the invoice. Check out this guide for more details: Record a customer refund in QBO. 

 

Furthermore, the best solution for not being able to receive another payment for the same invoice would be to create a new invoice. 

 

Before doing this actions, I recommend consulting with your accountant to be sure this is right for your business. I'm only a post away if you need me again. Happy Friday! 

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