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mac2it
Level 3

Our client made a prepayment/deposit by credit card. We originally entered the payment using "receive payments" without having entered an invoice, so they wound up with a negative balance. When the order was complete we entered an invoice which was lower than the total amount prepaid due to some order changes. We then did "receive payments" to link the prepayment to the invoice balance.

There's now a small credit showing on the customer balance that we refunded by credit card. How do we enter the refund and clear the credit balance. 

Solved
Best answer December 10, 2018

Best Answers
qbteachmt
Level 15

You can use Write Check and in the details on the Expense view, use AR and enter the customer's name. This creates a charge you will then see if you go to the Receive Payment screen again, and you can apply that payment to this Check.

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5 Comments
qbteachmt
Level 15

"So when I go to "receive payments" and type i the customer name it lists the refund and also shows an existing balance at the bottom. I should just check the box that syas  "apply existing credits" and that will apply the check to the listed refund, right?"

Yes, this is Applying them to each other.

qbteachmt
Level 15

You can use Write Check and in the details on the Expense view, use AR and enter the customer's name. This creates a charge you will then see if you go to the Receive Payment screen again, and you can apply that payment to this Check.

View solution in original post

mac2it
Level 3
Thanks! So when I go to "receive payments" and type i the customer name it lists the refund and also shows an existing balance at the bottom. I should just check the box that syas  "apply existing credits" and that will apply the check to the listed refund, right?
EEV
Level 2

I believe if you just click on the payment, on the left side of the screen, there should be a box that is checked as "Leave credit to be used later". Uncheck that and the check "Refund amount to the customer".

mac2it
Level 3
I'm on QB 2012 MAC. I don't see any option on the left side of the screen for "refund amount to customer".  I went into the payment that was entered a few weeks ago in the "customer payments" and there's no option like that.
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