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sdaniel
Level 2

Invoice paid twice

A customer paid an invoice through quickbooks online and also called and made a credit card payment for same invoice which was entered manually into intuit payments.  How do I record the 2nd payment which needs be refunded to the customer.

Solved
Best answer December 04, 2018

Best Answers
PreciousB
Moderator

Invoice paid twice

Thanks for coming back to the Community, sdaniel.

 

I can help you refund the customer's second payment. First, create an expense transaction to reduce the bank balance (credit) and increase A/R (debit)).

 

Let me show you how:

 

To create an expense transaction:

  1. Click Plus icon (+).
  2. Select Check or Expense.
  3. Under the Account column, choose Accounts Receivable.
  4. Enter overpayment amount in the Amount column.
  5. Choose the customer's name at the top.
  6. Select Save and close.

To pair the Check or Expense to a credit or overpayment that you are refunding:

  1. Click the Plus icon (+).
  2. Select Receive Payment.
  3. Fill out the following fields:
    • Customer
    • Date
    • Payment Method
    • Reference No.
    • Deposit To
  4. Choose the Check or Expense that you created.
  5. Select Save and close.

This article will show you the detailed steps: Refund customers for overpayments.

 

The steps above will help you record the refund the customer. Please reach out to me if there is anything else you need about QuickBooks Online. I'd be happy to help. Have a lovely day.

 

 

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4 Comments 4
PreciousB
Moderator

Invoice paid twice

Thanks for coming back to the Community, sdaniel.

 

I can help you refund the customer's second payment. First, create an expense transaction to reduce the bank balance (credit) and increase A/R (debit)).

 

Let me show you how:

 

To create an expense transaction:

  1. Click Plus icon (+).
  2. Select Check or Expense.
  3. Under the Account column, choose Accounts Receivable.
  4. Enter overpayment amount in the Amount column.
  5. Choose the customer's name at the top.
  6. Select Save and close.

To pair the Check or Expense to a credit or overpayment that you are refunding:

  1. Click the Plus icon (+).
  2. Select Receive Payment.
  3. Fill out the following fields:
    • Customer
    • Date
    • Payment Method
    • Reference No.
    • Deposit To
  4. Choose the Check or Expense that you created.
  5. Select Save and close.

This article will show you the detailed steps: Refund customers for overpayments.

 

The steps above will help you record the refund the customer. Please reach out to me if there is anything else you need about QuickBooks Online. I'd be happy to help. Have a lovely day.

 

 

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Tovarprinting80
Level 1

Invoice paid twice

My customer dose NOT want a check to reimburse their Credit Card. They want their one of their tranactions

Voided.  Is there any way this can be done?

Tovarprinting80
Level 1

Invoice paid twice

Customer dose NOT want a refund Check...  They want their money back in to their Credit Card account!!!

CharleneMae_F
QuickBooks Team

Invoice paid twice

I'm here to ensure that you'll be able to process a refund to your customer, Tovarprinting80.

 

Before we proceed, please note that QuickBooks Payments will only allow you to process a refund within 180 days from the date of the sale. Otherwise, you can provide a refund using cash or check.

 

To process a refund, here's how:

1. Log in to your QuickBooks Payments account.

2. Select Reverse a Transaction on the Processing Tools drop-down menu, then fill out the fields and select Search

3. Choose the Invoices you want to refund, then click Submit.

 

Aside from processing the refund through your merchant account, you can also void or refund the customer's payments in QuickBooks Online. Let me guide through the process.

 

Here's how to void an invoice paid through credit card or ACH: 

  1. Go to the Sales menu and then select Invoices.
  2. Select the invoice you want to void the payment for.
  3. From the invoice detail screen, select the payment made link.
  4. Select the date link.
  5. Choose the Transaction processed link.
  6. Select Refund.
  7. Click Yes, refund my customer.
  8. Select OK on the Transaction successfully refunded screen.

 

Here's how to refund an invoice your customer already paid for.

  1. From the + New icon, select Refund receipt.
  2. Select the customer you want to refund.
  3. Fill out 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.
  6.  Click OK to confirm the transaction.

 

To learn more about when to void or refund a transaction, I encourage you to check out this article: Am I Charged a Fee on Refund or Void Transactions?.

 

Additionally, I've included an article that'll help know how long it takes to get customer payments in your bank account after you process them: Find Out When QuickBooks Payments Deposits Customer Payments.

 

The QuickBooks Community team has your back. If you need further assistance when creating a refund in QuickBooks, post a comment below. Keep safe!

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