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A
AMR1302
October 12, 2021
Question

refunding of client payments

  • October 12, 2021
  • 1 reply
  • 0 views

client paid invoice in full. then client requested a refund of payment now so that they can pay later in the year. how to process this refund but still keep client original balance.

1 reply

A
Alex M
October 13, 2021

Hi there AMR1302,

 

It's vital that all your customer transactions are entered properly so that their balance is correct. QuickBooks Online is a great tool able to help you keep track of customer invoices in order to know the balance your customer owes you. I can provide some information on how to create that refund in the system.

 

In order to create a refund for this payment that you no longer want to apply, you can follow the steps in the Record customer overpayment section of this article about Refunding a customer in QuickBooks Online. This will allow you to apply the payment to this refund you've created in order for the invoice to be unpaid once again.

 

If you have any other questions, feel free to reach out here.

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