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R
R_Crane
April 4, 2021
Question

How do I issue a partial refund for an invoice via Quickbooks Payments

  • April 4, 2021
  • 2 replies
  • 0 views

Hi,

 

I need to issue a partial refund to a customer who paid an invoice through Quickbooks Payments.  When I create a Refund Receipt and I use Credit Card - Quickbooks Payments as the payment method, I'm asked to enter the customers credit card information.  I do not have the customers credit card information on file since they paid via QuickBooks Payments.

 

Would I need to partially refund the customer through my Merchants Services account directly and not create a Refund Receipt?

 

Thank you.

    2 replies

    JessT
    JessT
    April 4, 2021

    Hi R_Crane,

     

    You can create a partial refund within the QuickBooks Payments platform, so you won't need to enter your customer's credit card information. Here's how:

     

    1. Sign in to your QuickBooks Payments account.
    2. From the Activity & Reports drop-down, select Transactions.
    3. Enter the appropriate date range, then Search.
    4. Select the Transaction ID or the transaction you want to reverse.
    5. Select Reverse (Void/Credit).
    6. Type in the amount you want to refund, then click Submit.
    7. A receipt of the transaction will display on the screen. Select E-mail or Print to get a copy of the receipt.

     

    You can also check out this article for your additional reference: Understand fees for refunds or void transactions.

     

    Feel free to go back to this thread if you have other questions in mind.

      R
      R_CraneAuthor
      April 4, 2021

      Thank you for your response.  

       

      Would I still need to create a Refund Receipt in Quickbooks Online to update my records after refunding the customer to update my books?

       

      Thank you again.

        LieraMarie_A
        LieraMarie_A
        April 4, 2021

        Thanks for following up this thread, @R_Crane.

        Yes, you may enter a refund receipt in QuickBooks Online. Then, match it with the downloaded transaction from your bank feeds. If you decide not to create a refund receipt in the program, you can simply add or confirm the transaction downloaded in your online banking. 

         

        Here's how to create a refund receipt:

        1. Click + New, then Refund receipt.
        2. Enter the name of the customer.
        3. Choose a bank from the Refund from field where you take the money from.
        4. Complete other fields, then click Save and close.

         

        You can visit again this link for more details about the process: Void or refund customer payments in QuickBooks Online.

          

        Once done, you can now match it with the downloaded transaction:

        1. On the left menu, click Banking.
        2. Select the bank. This is the financial institution you've selected on the Refund From field when creating the refund receipt.
        3. Under the For Review tab, select the transaction.
        4. Choose the Match radio button.
        5. Click on Match.

         

        For more details about this procedure, please see this link: Categorize and match online bank transactions in QuickBooks Online.

         

        Let me know if you need anything else concerning the customer refund. I'm always around to help you.

        D
        Dawn07
        April 1, 2022

        I am currently using Quickbooks desktop and I do not have the option to put in the amount I want to partial refund.  Its just allowing me to reverse the charge.

         

         

        Candice C
        Candice C
        April 1, 2022

        Good morning, @Dawn07. 

         

        Thanks for chiming in on this thread. Allow me to point you in the right direction to get this resolved. 

         

        If none of the steps worked that are listed on this thread, then I suggest contacting our Customer Support Team for further assistance. Here's how: 

         

        1. Go to the Help menu. 
        2. Choose the QuickBooks Desktop Help option. 
        3. Click on the Contact Us hyperlink. 
        4. Enter your question and tap Let's talk. 
        5. Scroll down and select to Get a callback. 

         

        It's that simple! 

         

        Come back and let us know how the call goes. We're always here to have your back. Take care!

        L
        lontucker
        March 22, 2023

        I would rather eat dirt than call Quickbooks support team! Total waste of time regarding this issue and bank transfer payment issues.

         

        Plus, support "team" members reading from a script in a sing-song manner just makes me angry, not calm. Oh...and the chickens...always chickens crowing in the background. Personally, I don't trust screen sharing with anyone from halfway around the planet.

         

        This has been going on since 2020. Calling support does not help. Fix it!

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