If I issue a refund receipt using the payment method ACH will the funds go back to the clients bank account? It doesn't show the clients bank info on the refund receipt template.
Hello there, j.tyler!
Let me share some information about your concern.
Refund receipts in QuickBooks Online are used to manually record already issued refund transactions, and will not do ACH transfers. Automatic refund transmissions can only be done through Merchant Services. If you already have a Merchant account, follow the Partial Refund or Credit a Transaction steps on this link:
I hope this answers your questions. If you need further assistance, let me know.
It seems that the "reverse" feature is only available for credit cards.
In the Merchant Center, under Processing Tools, there is no Reverse option under Check Transactions. The Reverse option is only listed under Credit Card Transactions.
So are you saying that when a customer pays via ACH/eCheck, there is no way to issue a partial refund? I think that is what J. Tyler is asking.
How do you issue a partial refund back to the customer when the customer pays via eCheck or ACH?
As far as I can see in the Merchant Center, you can only Accept eCheck or Void an eCheck. When you choose Void an eCheck, you can only void the whole amount, not a partial amount. Am I missing anything?
Thanks for joining us in this thread, clarissa.
The eCheck transaction can be voided within a certain time after it occurs. I'm here to provide further explanation.
Transactions that are processed can be voided up until 3:00 pm PST the same day. You can void them until 3:00 pm the following day for ones that are processed after 3:00 pm.
Please know that issuing a partial refund for eChecks is unavailable in Merchant Services. You'll have to reach out to our phone agents for the reversal process.
You can contact them through this link: Which Payments product do you need help with?
That should do it. Let me know if you have any questions. I'll get them answered.
A customer accidentally paid the balance of an invoice, instead of the partial payment he intended to make. I voided the eCheck but now, when he tries to pay what he intended to pay, it shows a $0 balance. Will this correct itself in a day or so so that he can make the payment or am I going to have to create a new invoice and figure out what to do with the old unpaid one?
Thank you for joining the thread, @LBYowell.
In this case, you need to delete and create the invoice so your customer can pay the invoice accordingly. If your customer's balance was deducted, you need to process a refund for it.
To delete the invoice:
Once completed, re-create the invoice. For your guide, check out this article: Create invoices in QuickBooks Online.
As always, feel free to read our help articles in case you need tips and related links in the future.
Reach out to me if you have any other questions. I'm a post away to help. Have a good day!
This is so frustrating. I was just told by an agent that after completing an electronic bank transaction, the only way to refund is by check, money order or cash. How terrible is that.
We really love to assist you with it however we can only process a refund if:
eCheck transactions processed before 3:00 p.m. can be voided up until 3:00 p.m. the same day
eCheck transactions processed after 3:00 p.m. can be voided up until 3:00 p.m. the following day.
ACH transactions that have already been funded cannot be reversed, we will need to issue a refund by cash or other means. See article
@CP1850 Thank you for joining community!
That is correct, currently QuickBooks does not support electronic ACH refunds. If you need to issue a refund on a processed transaction, the refund method would be cash or check or money order.
The times found on the link provided are correct. If you need to void a payment to prevent processing, please follow the times given.
We value our customer's feedback, I would recommend you use the feedback option to help get the feature looked at.