United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
etoth
Level 1
posted
‎May 12, 2022 07:59 AM
last updated ‎May 11, 2022 2:59 PM

Refunding Invoices

Hi there,
I have a partially paid invoice that was later refunded. The original payment was reconciled and I've now added a refund receipt to show the refund, however I can't figure out how to link the refund receipt to the original invoice so that I can see the refund transaction within the invoice view. So whilst the refund does show, for someone who doesn't know it would be impossible to tell which invoice the refund is connected to. Is there a way to do this? 

Thanks!

Reply
1 Comment 1
IntuitAika
Intuit
Intuit
‎May 12, 2022 09:50 AM

Refunding Invoices

Hi etoth,

 

Thanks for posting in the Community!

 

There are different ways on recording a customer refund in QuickBooks Online depending on your scenario. Creating a refund receipt can't be linked to an invoice. It is only possible if you entered a refund as an adjustment note or an expense. You may want to consult an accountant to check the best way to record a refund.

 

Also, you can check on the following articles for your reference: 

 

Record a customer refund in QuickBooks Online

Create and apply adjustment notes or delayed credits in QuickBooks Online

 

Feel free to drop a comment below if you need further assistance. Have a great day! 

Reply