Thanks for reaching out to the Community, Felix02. I'm here to provide details on receiving customers' overpayments.
You can record an overpayment by creating a credit note and issuing a refund check. It will enable you to match the amount you paid to the customer's account and balance the negative amount.
To start, here's how:
- Go to the Customers menu.
- Navigate to Create Credit Notes/Refunds.
- Choose a customer on the Customer: Job drop-down.
- Enter the items you're giving credit for.
- Save & Close.
- Select Give a refund and select OK.
Kindly follow the steps below to process a refund:
- The check is filled out automatically. Select OK.
- Link the check to the overpayment. Go to the Customers menu and then select Receive Payments.
- From the Received from drop-down, select the Customer.
- Then, select the Discounts and Credits icon.
- In the Available Credits section, select the check you created and then Done.
- You may see a prompt to Confirm transfer, If you do, select Yes. The amount will be applied automatically to the invoice.
- Select Save & Close.
Additionally, check out this article on handling refunds in QBDT: Give customers refunds in QuickBooks Desktop.
Finally, here's an article that will help you in the future if you need assistance managing your bank feeds: Add and match Bank Feed transactions in QuickBooks Desktop.
Don't hesitate to ping me in the comment section if you need further help recording a refund in QBDT. I'm just a reply away.
