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How to correct your customer's name in Sales Receipt?

SOLVEDby QuickBooks33Updated 1 year ago

This article walks you through the steps on how to correct the customer's name in the Sales Receipt. Note that the troubleshooting steps listed below only applies if ALL credit card details are correct but the name of the customer in the sales receipt is incorrect.

When this happens, the Sales Receipt needs to be reversed by entering a refund to offset the sales receipt then process a new one with the correct name without processing the credit card payment again.

Step 1: Reverse the Sales Receipt.

  1. Select + New.
  2. Select Refund Receipt.
  3. In the Choose a customer: field select the incorrect customer's name.
  4. Make sure the Refund Receipt Date is the date of when the credit card payment was processed.
  5. Enter the Product/Service used on the original Sales Receipt and the Amount.
  6. In the Memo field type in: Reversal of Sales Receipt, correct credit card processed, but under incorrect customer name. (Or any memo that will provide clear explanation).
  7. For Refund Method: you can use Cash.
  8. On the Refund From: Field select the bank account funds originally went to.
  9. Uncheck Print later.
  10. In the Check #: field type in: Reversal of Sales Rec.

Once this step is completed you will see the original Sales Receipt in the Customer register, but then you will also see the Reversal of the Sales Receipt as a Refund. (This process allows for the original transaction that the credit card was processed through to show and the confirmation that the credit card was billed, but with an explanation that it was an error).

Step 2: Create a new Sales Receipt under the correct customer name.

  1. Select + New.
  2. Select Refund Receipt.
  3. In the Choose a customer: field select the correct customers name.
  4. Fill in the Sales Receipt with the data that the original Sales Receipt contained.
  5. Make sure the Sale Date is the date of when the credit card payment was processed.
  6. In the Memo: type in the credit card was originally processed through incorrect customer - (incorrect customers name) - just for reference.

This will now show the Sales Receipt  and income under the correct customer name. In addition, you will still have record of the credit card confirmation provided by QuickBooks Payments.

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