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Customer paid invoice via credit card, then decided to pay via check. I refunded cc with refund function. How do I apply check payment and cc refund to same invoice?

invoice is showing paid but its actually not bc of cc refund.
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QuickBooks Team

Re: Customer paid invoice via credit card, then decided to pay via check. I refunded cc with refu...

Hi jabrams,

 

Making a customer refund creates a different transaction in the Customer's profile. You can unlink the credit card payment in the invoice and then apply the check payment.

 

Here's how to do it:

  1. Open the customer's invoice.
  2. Click the 1 payment made [amount] link.
  3. Click the Date link.
  4. In the Receive Payment window, uncheck the box next to the invoice number.
  5. Click Save and close
  6. A prompt will appear, click Save as credit.

You can now apply the check payment in the invoice, just click Receive payment.

 

After that, you can delete the unapplied credit card transaction. Here's how:

  1. In the Customer's profile, locate the Payment with Unapplied status.
  2. Click More towards the bottom of the transaction.
  3. Click Delete.
  4. Click Yes, when prompted.

You might want to check out this helpful article: Enter and apply a credit memo or delayed credit.

 

If you have additional questions, feel free to swing by anytime.