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angelab322
June 15, 2022
Question

Double payment

  • June 15, 2022
  • 1 reply
  • 0 views

Hello!

Can someone hold my hand through this, please? I am absolutely new to Quickbooks.

I had thought I double charged my customers credit card and thus I refunded their payment, both on June 1. Now technically they still owe for June. What's the best way to charge them again? 

I have them set up in recurring payments, do I just create a new invoice and charge them that way? Can I charge them on the same invoice again?

 

Thank you!

1 reply

Adrian_A
Adrian_A
June 17, 2022

Hi there, angelab322.

 

 I've got your back on how you can recover the over-refund.

 

Your suggestion to send another invoice with the same amount is one of the ways to take back the amount. 

 

Another way is to have an internal agreement with your customer. Once you receive the amount, you'll have to create a deposit. Here's how:

 

  1. Go to the Banking menu and select Make Deposits.
  2. Select the account you want to put the deposit into from the Deposit to drop-down.
  3. Enter the needed information in making the deposit.
  4. When done, select Save & Close.

 

I've added this reference for the details of the process: Record and make bank deposits.

 

Let me also add this article that can guide you in adding and reconciling your accounts effectively:

 

 

Keep in touch if you need more assistance with this or if there's something else I can do for you.

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