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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 April 05, 2021

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

7 Comments 7
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!

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!

partysaver
Level 1

Issuing a refund

By doing a refund receipt, does that only record a refund, or actually process the refund and return it into the client's bank or credit card account?

LieraMarie_A
QuickBooks Team

Issuing a refund

Hi there, @partysaver. I've got the information you're looking for about refunding customer payments.

 

Entering a refund receipt in QuickBooks Online only records the return. If you have a QuickBooks Payments account, you can reverse a transaction. This will process the refund and return it to the client's bank or credit card account.

 

Here's how to fully refund a transaction:

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Select the transaction(s) you want to refund, then Submit.

 

Follow these instructions to partially refund or credit a transaction

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Select the transaction you want to refund.
  5. Manually type in the amount you want to refund in the Amount field, then Submit.
  6. A new message will appear. You'll be asked to select Continue to process a full refund. If you'd like to submit a different amount, select Cancel. You'll then be prompted to enter a different refund amount. Select Continue.
  7. A receipt of the transaction will display on the screen. Select E-mail or Print to get a copy of the receipt.

 

We also have an awesome guide about this process: Void or refund transactions in QuickBooks Payments.

 

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

 

If you have any further questions about issuing a refund, I'm always here to help you. Have a great day, @partysaver.

bezner6214
Level 1

Issuing a refund

I followed these instruction and the clients account still shows a negative

Candice C
QuickBooks Team

Issuing a refund

Hey there, @bezner6214

 

Thanks for chiming in on this thread. I appreciate you coming here with your concern. 

 

If you've already tried all the steps above, then I recommend contacting our Customer Support Team for further assistance. Here's how: 

 

  1. Go to the Help icon. 
  2. Hit the Contact Us button. 
  3. Give a brief description of the issue and tap Let's talk
  4. Scroll down and choose to Get a callback

 

It's that easy! 

 

Let us know how it goes. We're always here to lend a helping hand. Take care! 

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