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daoud2001
March 2, 2023
Solved

Refund of a long term equipment receipt

  • March 2, 2023
  • 1 reply
  • 0 views

how can I process a partial refund on a CC on an invoice that was already added in my quick books 

Best answer by MaryLandT

Thanks for the clarifications, daoud2001.

 

Did you enter a bill to record the purchased product? If so, use the Credit card credit to record the partial refund.

 

I'm glad to walk you through the steps.

 

  1. Click + New, then choose Credit card credit.
  2. In the Payee field, select the appropriate vendor.
  3. From the Bank/Credit account ▼ drop-down, select the credit card where you received the refund to.
  4. Enter the Payment date, refund Amount, Tax and Category. The category used here is the original expense account on the original bill.
  5. Hit Save and close.
  6. Once done, go to the Expenses tab, then Vendors. Find the bill and click Make payment.
  7. Link the the bill and credit card credit to apply the refund, then click Save.

 

If you didn't enter a bill, can you please tell me how the purchased item was entered in QuickBooks? With this, I can provide the correct steps in applying the refund.

 

For other refund cases, please browse this article: Enter vendor credits and refunds in QuickBooks Online. It shows steps about refunding business expenses.

 

Let me know if you need more help with processing a refund. I'm always available here in the Community forum to help you. Wishing you a productive week.

1 reply

JaeAnnC
JaeAnnC
March 2, 2023

It's great to have you here today, @daoud2001.

 

In QuickBooks Online (QBO), you can refund a credit card payment made by a customer right from the sales receipt, invoice, or associated payment. 

 

To do that:

 

  1. Go to Sales and click All Sales.
  2. Select the sales receipt, invoice, or payment.
  3. In the footer, click More and select Refund.
  4. A refund receipt automatically fills in information from the customer form, such as payment method, refunding account, and customer details. Check to ensure that everything appears to be in order.
  5. You have the option of providing a partial refund. Simply change the items or amount you want to refund.
  6. Once done, select Save and close.

 

Please see this article for further guidance: Void or refund customer payments in QuickBooks Online.

 

Additionally, you can also personalize the layout of your sales forms to improve business communications. This way, you'll have more control over how they appear and what details they contain.

 

Keep in touch if you have clarifications about issuing a customer refund. We're here to assist you always. Have a great day ahead!

D
daoud2001Author
March 2, 2023

It is a refund of a product I purchased from my vendors not to my customers

Thanks 

MaryLandT
MaryLandTAnswer
March 2, 2023

Thanks for the clarifications, daoud2001.

 

Did you enter a bill to record the purchased product? If so, use the Credit card credit to record the partial refund.

 

I'm glad to walk you through the steps.

 

  1. Click + New, then choose Credit card credit.
  2. In the Payee field, select the appropriate vendor.
  3. From the Bank/Credit account ▼ drop-down, select the credit card where you received the refund to.
  4. Enter the Payment date, refund Amount, Tax and Category. The category used here is the original expense account on the original bill.
  5. Hit Save and close.
  6. Once done, go to the Expenses tab, then Vendors. Find the bill and click Make payment.
  7. Link the the bill and credit card credit to apply the refund, then click Save.

 

If you didn't enter a bill, can you please tell me how the purchased item was entered in QuickBooks? With this, I can provide the correct steps in applying the refund.

 

For other refund cases, please browse this article: Enter vendor credits and refunds in QuickBooks Online. It shows steps about refunding business expenses.

 

Let me know if you need more help with processing a refund. I'm always available here in the Community forum to help you. Wishing you a productive week.

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