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pamphipps70
April 13, 2024
Question

Refunding multiple credits at one time

  • April 13, 2024
  • 1 reply
  • 0 views

I have several customers that get credit card credits everyday. I invoice them once a week for fuel and apply the credits to the invoice. There are always partial and additional credits remaining that I have to refund to the customer. 
one user told me to write a check to the customer and code to AR. That works great to clear out the customer account but it puts that check in the payments to be deposited!!

I don’t know how to do this properly or how to fix the 200+ credits already in the system. If anyone wants to walk me through this I will gladly pay. I am at a loss and the work is piling up fast!!!!   HELP!!!!

1 reply

L
LollyNino_C
April 13, 2024

Hi there, pamphipps70.

 

Thanks for posting here. Our pleasure to assist you today.

 

You appear to have made two posts in the Community with the same concern. My colleague has provided brief information regarding your inquiry about refunding multiple customers one at a time in QuickBooks Desktop (QBDT). If you haven't received the notification about the response, please check out this link to read the recommendation: https://quickbooks.intuit.com/learn-support/en-us/payments/refunding-credit-card-credits-after-invoices-paid-qb-desktop/00/1425947.

 

Your time and effort are greatly appreciated. If you have any other concerns, please let us know. We are glad to help you. We hope you can get back to running your account soon. Have a great day!

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pamphipps70Author
April 14, 2024

I reposted it because that was not a solution. Do you have a solution 

M
Mark_AG
April 14, 2024

Hello there, @pamphipps70.

 

Our colleague has already replied to your latest reply in your previous thread. If you haven't checked yet, I'll assist you in providing the solution below.

 

Here's how:

 

  1. Head to the Customers menu and then select Receive Payments.
  2. Click the Customer in the Received from drop-down.
  3. Select the Discounts and Credits icon.
  4. Select the check you created in the Available Credits section, and then press Done.
  5. Click Yes to confirm the prompted message. The amount will automatically apply to the invoice.
  6. Click Save & Close.

 

You can check this article to learn more details about creating a refund check in QuickBooks Desktop: Give your customer a credit or refund in QuickBooks Desktop.

 

Furthermore, with a refund, you get charged more fees, and it can take several days for your customer to get their money back.

 

Leave a reply below if you need additional assistance in refunding several credits at one time. We're always here to help.

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