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How can I issue a partial refund? Following the online instructions did not work. The system asked me for the customer's credit card number, which of course I never saw.

 
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QuickBooks Team

How can I issue a partial refund? Following the online instructions did not work. The system asked me for the customer's credit card number, which of course I never saw.

Nice to have you in the Community space, @q456vlc.

 

I’m here to ensure you’ll be able to refund your customer. May I know what instructions you’re referring to? That way, we can take a look at it and clarify some things. 

 

Nonetheless, let me guide you on how to record a partial refund to your customer in QuickBooks Online (QBO): 

  1. Go to the + New menu.
  2. Select Refund receipt or Give refund.
  3. Click the Customer drop-down and select the customer you want to refund.
  4. From the AMOUNT column, enter the partial amount of the refund.
  5. Enter the needed information for the refund.
  6. Once done, click Save and close.

You can also read this article for more details: Record a customer refund in QuickBooks Online.

 

However, if your customer pays you through credit card or bank transfer (ACH). You can refer to this article instead: Void or refund customer payments in QuickBooks Online.

 

Let me also share this article that you can utilize for reference in case you’ll need to link a deposit to an invoice.

 

Please let me know if you have other concerns about recording refunds to your customer. I’m always around ready to help you. Have a great day ahead!

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