Hello. I am using QB Online . A few months ago I issued an invoice to a customer and now they would like a refund. I would like to know if it is possible to issue a refund to a customer who paid via credit card? Or should I issue the refund directly from my bank and then record it in QB?
Greetings, @563003.
It's a pleasure to have you in the Community. I'm here to share some information about issuing a refund to your customer's credit card.
To answer your question, Yes, it is possible! But before we proceed, please note that QuickBooks Payments will only allow you to process a refund within six months from the date of the sale. After this period, you can provide a refund using cash or check.
To process a refund, here's how:
1. Log in to your QuickBooks Payments account.
2. Choose Reverse a Transaction on the Processing Tools drop-down, then fill out the fields and select Search
3. Pick the Invoices you want to refund, then Submit.
That should point you in the right direction. For more information, you can also check out this article for future reference: Void or refund transactions in QuickBooks Payments.
Please let me know how it goes by posting a comment on this thread. I'll be here should you have any other concerns or if I can be of additional help. Take care and enjoy the rest if the week!
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