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How to create refund receipts in QuickBooks Online - Malaysia

by Intuit• Updated 1 week ago

Refund receipts are a type of record you can attach to an e-invoice to record customer refunds for returned goods or services, overpayments or cancellations. 

This article will guide you through the steps to create a refund receipt in QuickBooks Online. 


Creating and submitting a refund receipt

  1. Go to Sales and then All Sales > New Transaction > Refund Receipt
  2. Fill out the details for your refund receipt.
  3. Select the relevant invoice the refund applies to. This will link the e-invoice and the refund receipt together.
  4. Next, select Save and submit e-invoice

After your refund receipt has been validated, you can re-open it and send it to the customer. Select Save and submit e-invoice to choose how you want to send the refund receipt.


Note: When filling out your invoice details, make sure you select the correct customer, product and service include all the relevant details.

If you see an error message for missing information related to the customer, follow the instructions provided to enter the necessary details in order to continue.