Issue a partial credit

Hello there, @hiline1.

Let me share a few details about issuing a customer's refund in QuickBooks Desktop. When recording a refund check to a customer, a credit memo should be created first, so you can track the sale and refund correctly. 

You have the option to leave the credit to be used later or refund the amount at that time. If you chose to leave the credit and need to issue a refund, open the payment transaction, and select the Refund the amount to the customer radio button, so QuickBooks will create a check. 

Here’s how to give a refund:

1. The check is filled out automatically. Choose OK.
2. Link the check to the overpayment. Go to the Customers menu and then select Receive Payments.
3. From the Received from the drop-down, select the Customer. Then, select the Discounts and Credits icon.
4. In the Available Credits section, select the check you created and then Done.
5. You may see a prompt to Confirm transfer. If you do, select Yes. The amount will be applied automatically to the invoice.
6. Select Save & Close.

For further guidance, you can also check out this article: Record a credit memo or refund in QuickBooks Desktop.

If you have any more questions or concerns, please don't hesitate to comment below. I'm always here to help. Have a good one!

Thank You MaryAnn_E but I know all of this.

My issue is trying to make multiple payments towards a credit.

He has a credit for 19k and I said I would give him half now and the other half out of the next draw.

So that credit for 19k has been rerecorded in Qbooks. And when I tried to pay him 10k towards that credit, there was nowhere to allow me to make a partial payment towards the credit.

when you select to pay towards the credit, it shows the full amount. No options to pay only part.

This does not tell me how to issue a partial payment towards a credit that has already been recorded.

Credit recorded for 19k

Tried to pay 10k now and the rest later

No options when paying towards a credit, that I can find, for making a partial payment

Yes, you're right, @hiline1. 

For now, we're unable to split payments towards a retained credit. Meanwhile, you may consider creating two credit memo and make sure to select the Retain as an available credit option. This way, you have the option to give a refund in two separate payments. 

Here's how to create a credit memo:

1. Go to the Customers menu.
2. Select Create Credit Memos/Refunds.
3. Select the customer's name from the Customer drop-down menu.
4. Fill in the necessary details.
5. Click Save & Close.
6. Select Retain as an available credit.
7. Click OK.
8. Repeat the same process for the other payment.

Then, the following steps will show you how to create the payment for the refund.

1. Go to the Customers menu.
2. Select Customer Center.
3. Click the customer's name.
4. Double-click the credit memo that you want to refund.
5. Click the Use credit to give refund button.
6. Make sure to review the information.
7. Select OK.

You can also refer to these articles for more information about managing your customer refunds:

• Give your customer a credit or refund
• Void or refund customer payments in QuickBooks Desktop

Once done, you can run the Transaction List by Customer report to show all the transactions per customer in a specific period. It includes the transaction type, date, and amount. I'll guide you how.

1. Go to Reports.
2. Select Customers and Receivables.
3. Choose Transaction List by Customer.
4. Modify the reporting date.

Please let us know if you have other questions or concerns. We're always here to help. Have a good one.