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How do you process a refund to a client who paid with a credit card but the payment has already settled?

 
Best answer 04-29-2019 02:19 AM

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QuickBooks Team

Re: How do you process a refund to a client who paid with a credit card but the payment has alrea...

I'll walk you through on how to process a refund of a credit card payment, jdrpllc.

 

Here's how :

  1. Go to the Plus icon and choose Refund Receipt.
  2. Enter your client's name in the Customer field.
  3. Select the type of credit card your customer uses.
  4. Make sure that the Process Credit Card box is checked.
  5. Select the same product/service, and the amount of the refund.
  6. Enter the necessary information.
  7. Click Save and close.

If you're subscribe to QuickBooks Payments, there is a different way of processing a refund to your customers. To see them, please see this article for your guide: How to void or refund a credit card payment.

 

I'd be right here to help you if you have more questions. Just leave a reply below. 

3 Comments
QuickBooks Team

Re: How do you process a refund to a client who paid with a credit card but the payment has alrea...

I'll walk you through on how to process a refund of a credit card payment, jdrpllc.

 

Here's how :

  1. Go to the Plus icon and choose Refund Receipt.
  2. Enter your client's name in the Customer field.
  3. Select the type of credit card your customer uses.
  4. Make sure that the Process Credit Card box is checked.
  5. Select the same product/service, and the amount of the refund.
  6. Enter the necessary information.
  7. Click Save and close.

If you're subscribe to QuickBooks Payments, there is a different way of processing a refund to your customers. To see them, please see this article for your guide: How to void or refund a credit card payment.

 

I'd be right here to help you if you have more questions. Just leave a reply below. 

Active Member

Re: How do you process a refund to a client who paid with a credit card but the payment has alrea...

Thank you. It was a merchant services transaction so I had to reverse the charge via my merchant account and create a credit memo.

Active Member

Re: How do you process a refund to a client who paid with a credit card but the payment has alrea...

Thank you. It was a merchant account transaction so I had to reverse via my merchant account. I also created a credit memo in QBO.