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C2 RV
February 4, 2024
Solved

Issuing a partial refund in QBO for a closed single-item invoice

  • February 4, 2024
  • 1 reply
  • 0 views

I'm pulling my hair out and no article seems to actually provide the steps to do this, although the QBO help says you can (they just don't walk me through the steps.)

A customer paid $800 for a service using an invoice I sent them. Then, there was a problem and I offered a $200 refund. I already know I can't void the transaction, I need to refund to their card. In following the apparent process, I went back to their original invoice and reduced the service cost to $600. Now the payment receipt is showing a $200 credit.

I went to select Refund. and it appears it will refund the full $800 - I do not want to do this. How do I refund $200 back to their card?

Thank you in advance for help!

    Best answer by StanPik

    HERE IS THE CORRECT ANSWER!!!! https://quickbooks.intuit.com/learn-support/en-us/payments/how-do-i-issue-a-partial-refund-for-an-invoice-via-quickbooks/00/833509

     

    It works if you are using quickbooks to process CC sales and if not just follow your banks instructions for doing the partial refund! Good luck!  And thank you google! LOL

    1 reply

    R
    RhoiceW
    February 4, 2024

    Hi there, C2 RV. 

     

    I understand that you changed the amount on the invoice to $200. However, you can revert it to its original amount. With QuickBooks Payments, you can refund a customer who paid you with a credit card directly from the invoice.

     

    Here's how:

     

    1. Go to the Sales tab, then select All sales.
    2. Find and select the sales receipt, invoice, or payment you want to apply for a refund.
    3. In the footer, select More, then select Refund.
    4. Review the transaction info, then select Save and close.

     

    Please know that if you need to issue a partial refund, you can edit the item or amount accordingly.

     

    Also, to set an expectation there will be a fee once you process a refund. You can visit our article to see the pricing plan.

     

    I'll leave this article for you to follow the detailed steps on how to void or refund customer payments in QuickBooks Online.

     

    In addition, you can check this article if you want to learn how to record payments in QuickBooks Online: Record invoice payments in QuickBooks Online

     

    Don't hesitate to leave a comment if you have other concerns with processing a refund or managing your invoice. The Community is always here to help. Take care.

    C
    C2 RVAuthor
    February 4, 2024

    Hello RhoiceW,

    Thank you for the information. I have found this information in other replies, and when I click "refund" - it only indicates the ENTIRE amount will be refunded, not any partial amount. Also, the article you linked to indicates at the top that it will show how to do a partial refund- but it does not. The video is also cut off near 3:24 and does not show this information. Is there a specific step-by-step guide on how to refund directly from the payment receipt? If that works, great, I'll revert the invoice and simply change the payment. I appreciate your help.

      K
      Kevin_C
      February 4, 2024

      Let's get this resolved, @C2 RV. Allow me to share additional information about recording a partial refund to your customer's card in QuickBooks Online (QBO).

       

      I've read your inputs above and noticed that you mentioned that you've edited the invoice for the $800 service item to the $600 amount. I suggest modifying the amount back to the original invoice you've created ($800) first before issuing a partial refund to your customer.

       

      Once done, you can find and select the invoice or payment you want to apply a refund to. I understand that once you click the Refund button, it will auto-populate the entire amount. However, since you only need to issue a partial refund, you can simply edit the refund amount accordingly ($200).

       

      You can refer to the steps shared by my peer, RhoiceW, above or the screenshot below to complete the process.

       

      For more details about recording customer refunds, please see these articles: 

       

       

      Additionally, you may refer to this article on how to view all sales transactions and invoice status on the Sales page: View sales transactions.

       

      Our door is open 24/7 if you still need further assistance with recording a partial refund transaction in QBO. Just post here again if you have any additional QuickBooks-related concerns. We'll be more than happy to have you here again, @C2 RV!

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