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GLEquip
June 6, 2024
Question

Proper way to issue CC Rfd

  • June 6, 2024
  • 1 reply
  • 0 views

What is the proper way to issue a refund to a credit card through merchant services. 

We were able to refund easily when both transactions happened in the same day. No issues.

 

I attempted to process a refund with a purchase, which left funds to be returned to the customer. I made it all the way to the sceen for the card information but said I couldn’t swipe (insert card) for it, so I manually entered his information and kept getting an error about the amount being processed. I did notice his card was a DEBIT card, so instead of causing more trouble on my end, I just gave him cash instead.

 

Why are we finding this process a bit of an issue? Feel like it should be very streamline and it’s not. 

1 reply

L
LouiseG12
June 7, 2024

The steps that you've taken in issuing a refund to a credit card are correct, @GLEquip. Allow me to provide information about this matter.

 

When processing a credit card refunds, there are a few requirements to consider. Among these are:

 

  • Credit card refunds can only go back to the original card used for the purchase. You may need to contact your customer to get this info.
  • You can refund up to the amount of the original sale, but not more.
  • You can only issue credit card refunds within 6 months of the sale.

 

Check out this article for more details: Void or refund customer payments in QuickBooks Desktop.

 

Feel free to comment below for any follow-up questions about customer payments and invoices. I'll always do my best to assist you. Stay safe.

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GLEquipAuthor
June 7, 2024

The issue wasn’t the amount was more, it was the difference between the credit & new purchase, but it wouldn’t allow me to go further in actually processing the refund to the card. It kept giving me an error. Is there an issue with visa debit cards? 

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