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R
Race-MX
April 21, 2024
Question

How do I refund a sales receipt?

  • April 21, 2024
  • 2 replies
  • 0 views

I have a paid sales receipt that I need to refund. The refund is for the full amount of the original purchase, less a $10 processing fee. The payment originated through PayPal, if that matters. I have processed the refund manually through PayPal and need to record it in QBO. 

 

I have read different methods and the advice is not consistent with what I see in QBO. I tried New/Refund Receipt and get the following message If this payment is related to an existing invoice or sales receipt, select the invoice or sales receipt from All Sales and process your refund there. If I select the sales receipt, select it, edit it, look at it sideways there is no option anywhere to process or record a refund. How am I supposed to do this? 

    2 replies

    R
    RhoiceW
    April 21, 2024

    Thanks for reaching out to the Community, Race-MX. Let me show you the steps for refunding your customer from the sales receipt.

     

    If you subscribed to QuickBooks Payments, you can refund your customer from the sales receipt you've created. The message is for customers who paid using a credit card.

     

    Since you mentioned that your customer paid through Paypal, you can follow these steps:

     

    1. Go to the + New icon. Then, click Refund receipt.
    2. Choose a customer you want to issue a refund to.
    3. Select the Payment method and choose what account.
    4. Choose an account to get the funds on the Refund from field.


    Furthermore, feel free to check this article to learn how to refund a paid invoice in QBO: Record a customer refund in QuickBooks Online.

     

    Don't hesitate to comment if you have further concerns about refunding your customers. I'm always here to help you. Take care.

    R
    Race-MXAuthor
    April 21, 2024

    Thank you for the information. I have QB Payments but as indicated in my post the transaction was processed through PayPal.

    J
    JoanaC
    April 21, 2024

    Let me help you record a payment refund from your PayPal, @Race-MX.

     

    I know recording this refund is crucial as it will affect your balance. There is one way to record this, and that would be the refund receipt. I understand that you have tried this method already. Let me guide you through recording this without selecting the sales receipt you've created. 

     

    Here's how: 

    1. Go to +New.
    2. Select Refund Receipt.
    3. Select the name of your customer on the dropdown.
    4. Choose the payment method and the refund from what bank where it will deducted.
    5. Provide the product and services and the amount. If there will be a pop-up window to select any invoice and sales receipt, kindly disregard it.
    6. Click Save and Close or Save and Send.

     

    Please note that these steps will only be recording the refund process. You will need to refund your customer on any form of sending money. 

     

    Let me share these articles that can help you manage your payments and refunds in the future: 

     

    • Void or refund customer payments in QuickBooks Online

    • Record invoice payments in QuickBooks Online

    • Take and process payments in QuickBooks Online with QuickBooks Payments

     

     

    Keep me posted if you still have concerns about your refunds and payments. Have a lovely day, and take care.

    R
    RhoiceW
    June 3, 2024

    Hi there, hautecreations.

     

    I'm pleased to hear that my colleague briefly explained to you about refunding a payment in QBO. Our team is committed to providing you with the best support possible, and I'm happy that we were able to assist you.

     

    Furthermore, refer to this article to learn how to refund a customer in QBO: Record a customer refund in QuickBooks Online.

     

    Let us know if you need further assistance managing your invoice in QuickBooks Online. I am here to help in any way I can. Stay safe.

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