changing invoice after quickbooks applys credit card payment

balloonweights · ‎May 07, 2020

I did an invoice and the customer paid with credit card using the button in the email and it automatically applied it to the invoice. Then we were short on an item so I changed the invoice and the invoice was less than what they paid.

I noticed that it says customer paid and the new amount of the invoice, what happened to the full amount they paid. Did quickbooks do an automatic refund to their card?

Joseph_A · ‎May 07, 2020

Hello, @balloonweights.

If what you have paid is more than the amount of the invoice, the remaining balance will be set as credit and can be used to pay for another invoice or the next invoice. If you want to refund the customer overpayment you can do a credit card refund.

Here's how:

Go to the +New button then select Refund receipt.
Choose the customer on the Customer dropdown.
Enter all the needed information.
Once done, you can select Save and Close or Save and Send.

Refer to this article for a refund credit card: Refund a credit card payment in QuickBooks Online.

For your future help, you can also void or refund transactions in QuickBooks Payments: Void or refund transactions in QuickBooks Payments.

Let me know if I can be an additional help or if you have further questions. Have a great day and take care!

View solution in original post

Joseph_A · ‎May 07, 2020

Hello, @balloonweights.

If what you have paid is more than the amount of the invoice, the remaining balance will be set as credit and can be used to pay for another invoice or the next invoice. If you want to refund the customer overpayment you can do a credit card refund.

Here's how:

Go to the +New button then select Refund receipt.
Choose the customer on the Customer dropdown.
Enter all the needed information.
Once done, you can select Save and Close or Save and Send.

Refer to this article for a refund credit card: Refund a credit card payment in QuickBooks Online.

For your future help, you can also void or refund transactions in QuickBooks Payments: Void or refund transactions in QuickBooks Payments.

Let me know if I can be an additional help or if you have further questions. Have a great day and take care!

balloonweights · ‎May 07, 2020

Thank you

Anna S · ‎May 07, 2020

Good to hear from you again, @balloonweights.

You're most welcome. I also appreciate your taking the time to post this and letting me know that @Joseph_A helped you get your issue resolved.

As always, Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success!

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**Mark the post that answers your question by clicking on "Accept as solution"

Maddie2019 · ‎May 26, 2020

Can you refund a customer by applying the refund amount to a new invoice?

Tori B · ‎May 26, 2020

Hey there, @Maddie2019.

Thanks for reaching out to us here in the Community.

You can create a credit memo and apply the credit to the new invoice. I've included a video tutorial with the steps to do this below.

To review more details, check out Create and apply credit memos or delayed credits in QuickBooks Online.

Please feel free to let me know if you have further questions or concerns. I'll be here every step of the way. You can always reach out to the Community or me anytime you need a helping hand in getting back to business. Take care!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

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changing invoice after quickbooks applys credit card payment