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pkopack
Level 1

How to issue refund checks to Customers where part of refund is invoiced (in AR) and part is not? Preschool issuing refunds due to Covid.

 
1 Comment
Joesem M
QuickBooks Team

How to issue refund checks to Customers where part of refund is invoiced (in AR) and part is not? Preschool issuing refunds due to Covid.

Hello @pkopack.

 

Since the invoice is partially refunded, you can create a refund receipt in QuickBooks. It will automatically debit the revenue tied to the items you refunded.

 

Here's how:

 

  1. Go to the + New icon in the upper left corner.
  2. Click Refund receipt under Customers.
  3. Select the Customer ▼ drop-down, then select the customer you want to refund.
  4. In the Refund From drop-down, select the bank account.
  5. Add all products or services the customer returned in the Product or service column.
  6. Make sure to fill the quantity, rate, amount, tax, and other fields accordingly, then click Save and close.

See this article for detailed instruction: Record a customer refund in QuickBooks Online.

 

You might also want to read this article to learn how to manage and view your sales transactions: View Sales Transactions.

 

Feel free to leave a comment if you have any other questions in mind. I'll make sure to get back to you as quickly as I can. Take care always.

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