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jdrpllc
Apr 29, 2019 12:37 AM UTC
Solved

How do you process a refund to a client who paid with a credit card but the payment has already settled?

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jdrpllcAnswer
Apr 30, 2019 7:36 AM UTC

Thank you. It was a merchant services transaction so I had to reverse the charge via my merchant account and create a credit memo.

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34 replies

Joyce_P
Apr 29, 2019 9:19 AM UTC

I'll walk you through on how to process a refund of a credit card payment, jdrpllc.

 

Here's how :

  1. Go to the Plus icon and choose Refund Receipt.
  2. Enter your client's name in the Customer field.
  3. Select the type of credit card your customer uses.
  4. Make sure that the Process Credit Card box is checked.
  5. Select the same product/service, and the amount of the refund.
  6. Enter the necessary information.
  7. Click Save and close.

If you subscribe to QuickBooks Payments, there is a different way of processing a refund to your customers. To see them, please see this article for your guide: How to void or refund a credit card payment.

 

I'd be right here to help you if you have more questions. Just leave a reply below. 

jdrpllcAuthorAnswer
Apr 30, 2019 7:36 AM UTC

Thank you. It was a merchant services transaction so I had to reverse the charge via my merchant account and create a credit memo.

    BlaineSupply
    Nov 8, 2021 9:57 PM UTC

    This keeps happening to me, please help...

    When I do a Refund Receipt this pops up. I have no idea why this is happening.

    Thank you for any help!

     

    This transaction didn’t go through
    The payment didn’t go through, but don’t worry. Either too much time went by, or there was a glitch on our side. Please enter the payment info again.
    Please try again. If the problem persists, please contact us.
    KlentB
    KlentB
    Nov 9, 2021 12:13 AM UTC

    I'll help you get rid of that error, BlaineSupply.

     

    QuickBooks Online utilizes browser cache and cookies to load the pages faster. At times, these files accumulate and become corrupted causing runtime errors in the program. To rule this out, you can open your QBO account in a private window. You may use these shortcut keys:

     

    • Ctrl + Shift + N for Google Chrome
    • Ctrl + Shift + P for Firefox & Microsoft Edge
    • Command + Shift + N for Safari

    Once you're in, create a refund receipt again. If you're now the error is now gone, go back to your regular browser and then clear its cache to improve your browsing experience. You may also use other supported browsers as an alternative.

     

    I'm also adding this article to learn the different ways of issuing a refund to a customer in QBO: Record a customer refund.

     

    Keep me posted if you need more help in managing your other customer transactions. Have a good one.

    PRtreasurer
    Jul 1, 2023 7:01 PM UTC

    We also have no idea as to the name of the card holder.  We only know that it is a Visa and have the last four numbers on the card.

    SirielJeaB
    Jul 1, 2023 8:36 PM UTC

    I appreciate you reaching out to us here in the Community, PRtreasurer.

     

    I want to make sure we have all of the specifics about your problem so we can present you with an appropriate solution. Could you please elaborate on your problem? What were you seeking to accomplish in your Merchant Services? We'll be able to give you detailed information and walk you through the procedure this way. Any extra information would be greatly appreciated.

    Feel free to get back to us and leave a reply below. We're looking forward to assisting you. Keep safe!

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