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david224
Level 3

Issuing a refund

Hi Team,

A customer of mine whom I sold her a product and charged her CC decided, to return the product I sold her and asked for refund.

As mentioned, I charged her CC and the money already deposired in my account.

How can I sssue a refund?

Thank you

David

Solved
Best answer a week ago

Best Answers
LieraMarie_A
QuickBooks Team

Issuing a refund

Hello there, @david224. I'm here to help you in refunding your customer's credit card payment.

 

You can use refund receipts if a customer asks for a refund for an item or service. 

 

Here's how to refund a credit card payment for a sales receipt:

  1. Click + New, then Refund receipt.
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  2. Select the customer you want to refund from the Customer dropdown.
  3. Enter the details in the fields using the same info from the original sale. To credit back their credit card, in Payment method, select Credit card. To credit back their bank account, in Payment method, select Bank.
  4. In Refund from, select which payment method and account you wish to refund the customer from.
  5. Select Save and close.

 

If it's a paid invoice you need to refund, follow these steps: 

  1. Click + New, then Refund receipt.
  2. Select the customer you want to refund from the Customer dropdown.
  3. Enter the details in the fields using the info from the original sale.
  4. Choose which payment method and account you wish to refund the customer from.
  5. Select Save and close.

 

You can visit again this link for more details about the process: Void or refund customer payments in QuickBooks Online.

 

Moreover, with refunds or return transactions, you may incur a fee depending on your pricing plan and transaction type. For further details, check out this article: Understand fees for refunds or void transactions.

 

Fill me in should you need further assistance with this refund process. The Community team will always here to help. Have a great day ahead!

View solution in original post

3 Comments
LieraMarie_A
QuickBooks Team

Issuing a refund

Hello there, @david224. I'm here to help you in refunding your customer's credit card payment.

 

You can use refund receipts if a customer asks for a refund for an item or service. 

 

Here's how to refund a credit card payment for a sales receipt:

  1. Click + New, then Refund receipt.
    undefined
  2. Select the customer you want to refund from the Customer dropdown.
  3. Enter the details in the fields using the same info from the original sale. To credit back their credit card, in Payment method, select Credit card. To credit back their bank account, in Payment method, select Bank.
  4. In Refund from, select which payment method and account you wish to refund the customer from.
  5. Select Save and close.

 

If it's a paid invoice you need to refund, follow these steps: 

  1. Click + New, then Refund receipt.
  2. Select the customer you want to refund from the Customer dropdown.
  3. Enter the details in the fields using the info from the original sale.
  4. Choose which payment method and account you wish to refund the customer from.
  5. Select Save and close.

 

You can visit again this link for more details about the process: Void or refund customer payments in QuickBooks Online.

 

Moreover, with refunds or return transactions, you may incur a fee depending on your pricing plan and transaction type. For further details, check out this article: Understand fees for refunds or void transactions.

 

Fill me in should you need further assistance with this refund process. The Community team will always here to help. Have a great day ahead!

View solution in original post

david224
Level 3

Issuing a refund

This is just awsome LiaraMArie,

Very detailed

Well explained 

Clear and easy to follow.

As always - the answers I get form the community are just great.

Thanks a lot.

David

ZackE
QuickBooks Team

Issuing a refund

Thanks for following up with the Community, david224.
 

I'm happy to hear LieraMarie_A was able to help with identifying how you can issue refunds to customers.
 

I've additionally included a few detailed resources about working with QuickBooks (QBO) and your Merchant Service Center (MSC):


Please feel more than welcome to send a reply if there's any questions. Have a wonderful day!

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