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AWittATR
Level 1
posted
‎May 20, 2020 08:36 AM
last updated ‎May 20, 2020 8:36 AM

Issuing refunds without creating credit memos

A customer paid the same invoice twice, and a credit card refund was issued using a third party; however, I need to issue the refund in QB.  I tried the credit memo to refund process, but that didn't clear the overpayment from the customer account, so I deleted the CM/Refund.  How do I record the refund, tie it to the overpayment, and have it appear in my available deposits so I can deposit the credit card batch?

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2 Comments 2
Candice C
QuickBooks Team
QuickBooks Team
‎May 20, 2020 10:34 AM

Issuing refunds without creating credit memos

Hey there, @AWittATR. 

 

It's always great to see a new face here in the Community. At this time, the only way to record a refund is by the Credit Memo/Refund option in the Customers menu. However, I'll send feedback to our Product Developers so they can consider another option in one of the upcoming releases. Here's an extra article that can provide additional information about your issue: 

 

 

If there are any other questions you want to ask, feel free. I want to make sure that all of your concerns are addressed. Bye for now!

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AWittATR
Level 1
‎May 20, 2020 11:23 AM

Issuing refunds without creating credit memos

Hi Candice, I appreciate the help & will make this process work for my situation.  I have a feeling that this won't be the last time I have this situation; therefore, I hope that the QB team or community can come up with a way to issue a refund from an overpayment not related to a customer credit.

Have a great day!

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