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M
mary11_2
March 5, 2019
Question

partial refund customer who paid via quickbooks online

  • March 5, 2019
  • 1 reply
  • 0 views

Is there a way to do a partial refund to a customer who paid their invoice via the QuickBooks online payment link?  I only see an option to refund the whole payment and I only need to refund sales tax

 

Thanks

1 reply

A
Anonymous
March 5, 2019

Hi, @mary11_2.

 

Thank you for posting in the Community. I can help you with how to partially refund a transaction.

 

Here's how:

 

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Select the transaction you want to refund.
  5. Manually type in the amount you want to refund in the Amount field, then Submit.
  6. A new message will appear. You will be asked to select Continue to process a full refund. If you would like to submit a different amount, select Cancel. You will then be prompted to enter a different refund amount. Select Continue.
  7. A receipt of the transaction will display on the screen. Select E-mail or Print to get a copy of the receipt.

That should do it. You can also check out this article for another way to process a partial refund: Void or refund transactions in QuickBooks Payments.

 

Let me know if you have additional questions about processing your refund. I'm just a post away if you need further help. 

    B
    bayheadneedlepoint
    February 12, 2021

    I have followed the steps outlined, but I am not able to edit the amount I want to reverse.  The amount is frozen at the total that was charged in the first place.  I want to refund a smaller amount (we overcharged the customer by accident).  Please help.

    S
    ShiellaGraceA
    February 12, 2021

    Thanks for joining us here today, @bayheadneedlepoint.

     

    Let's try another method to record a partial refund/credit. Let me walk you through how.

     

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

     

    I'm also adding this link you can use if you need help with other payment tasks. Just look for topics that suit your concern.

     

    Feel welcome to message me if you still have questions or concerns with refunds. I'm more than happy to assist you. Take care and have great weekend ahead.

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