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Emby
Level 1

How to issue a refund payment to a customer for more than one credit

I have a customer with credit amounts from two different transactions. One is for an overpayment on a previous invoice, and one is for a credit memo issued for a returned item. I want to write one cheque to  pay back the total credit on their account. There doesn't seem to be any way to do this without creating two different payments with the same cheque number, which I'm guessing won't match properly when my bank statement imports.

1 Comment 1
JamesM
QuickBooks Team

How to issue a refund payment to a customer for more than one credit

Hi Emby, 

 

It's important that you're able to issue the refund payment to more than one credit. I'll be happy to assist you with this. 

 

In order to match the refund with the credit, the two would have to have the same total amount. If they're different amounts you won't be able to match the transactions. Are your totals the same? Feel free to send screenshots. In the meantime, here's a helpful resource with more info on matching transactions. 

Let me know if you have questions. I'm here to help. 

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