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Hi can someone please help me, one of our customer had overpaid an invoice and we need to refund the overpayment. We create a batch file for the fund transfers. Can some one please suggest how we can create refund for a customer and pay them the amount via a batch file. As when we create a bill a customer doesn't come there it is usually the suppliers.
Hi SB115,
Processing batch file in QuickBooks Online is applicable for suppliers only. If you need to process or record customer credits due to an overpayment made, you can record an expense transaction to record the refund for your customer. Here's how:
Then, to link the refund and the overpayment click on Receive payment section. Here's how:
You can check this link to learn more about how to Handle customer refunds in QuickBooks Online.
Post again in the Community if you have further concerns.
Thank you so much for getting back, the customer was a one off customer and would like to get the overpayment refunded straight away, Should I create a customer as a supplier and then make an bill and pay.
Hi Sachit,
There is no need to add the customer as a supplier in QBO. When you create the expense transaction you can select the customer name in the Payee field. That way, the refund/expense will be associated under that customer.
Reply to this post if you need more help recording your transactions.
Sorry Just another question so now I have done the refund and I need to transfer the money back to the customer, but the company policy only allows to create batch payment to transfer the money to anyone. How should I go about it as batch can't be created for customers.
Hi Sachit,
The feature you are looking to add customers to the batch payment file is unavailable in the current offerings of QuickBooks Online. I recommend to directly do a bank transfer to the customers account from your company's online banking account.
I recommend to send a product feedback to let our Product Developers know of the option you needed in QBO. Here's how:
Your feedback foes directly to our Product Developers team to help improve your experience in QBO.
Feel free to reply to this post if you have other concerns about QuickBooks Online.
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