Question

Hello. How do I issue a partial credit card refund for a customer that paid via credit card and how do I apply this to their account on QB? I am using QB Online.

Forum|Forum|4 years ago
October 16, 2021
3 replies
90 views

No text available

QuickBooks Online

M

Mark_R

Moderator

Issuing a partial credit card refund in QuickBooks Online (QBO) is easy peasy, @customs.

You can create a refund receipt to give a partial refund to your customer. Here's how:

In your QBO account, click the + New button and select Refund receipt.
Select the customer from the drop-down.
Enter the details in the fields using the info from the original sale.
In the Amount column, enter the amount you want to refund.
Click Save and close.

On the other hand, credit card refunds can only go back to the original card used for the purchase. You may need to contact your customer to get this info.

I'm adding this article for more guidance: Refund a credit card payment for a paid invoice.

You might also want to review all the sales transactions made in QuickBooks. You can go to the Sales menu and select All Sales.

Please know that I'm just a reply away if you need further assistance refunding customer payments in QBO. Have a good one.

M

Mikes_RV_Towing

When creating the refund receipt, do I need to enter the amount as a negative so it processes the refund (and not another charge) onto the customer's credit card he originally paid with?

MJoy_D

QuickBooks Team

I can share some information about creating a refund receipt in QuickBooks Online (QBO), @Mikes_RV_Towing.

You’ll just need to enter it as a positive amount. Just make sure to set the correct Payment method and Refund from options to credit it back to the right account.

Follow the steps below:

Go to the + New button and choose Refund receipt.
From the Customer dropdown, select the customer you wish to repay.
Enter the details in the fields using the same info from the original sale. To credit back their credit card, in the Payment method, select Credit card. To credit back their bank account, select Bank.
Select which payment method and account you want to reimburse the customer from in the Refund from dropdown.
Click Save and close once you're done.

Go to this article to learn how to void or refund payments processed using QuickBooks Online: Void or refund customer payments.

Aside from going to the Sales menu to review all the sales transactions made in QuickBooks. You can also check the following article to check custom fields that you can add to your refund receipt: How to add custom fields to sales forms and purchase orders.

If you have any concerns regarding creating your refund receipt or anything else, please leave a comment below. Have a nice day and be safe!

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