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Join nowI have a customer that paid a full deposit on a rental. They then wanted to only have half of it charged to their credit card now. How do I get this to show on the customer invoice. I can do the payment (full amount) and a refund ( payment and refund are on different banking statements so need them both to show in deposits). But can not get how to have it reflect on the customer invoice so the customer can see it.
Thank you
QBO does not have the option to show multiple payment methods on a receipt
Why would you do a refund to start with?
The customer paid by credit card. So the initial payment (full amount) showed on one bank statement. The customer now wants to hold off on the final payment until check in date. So we need to refund half. But want a way so the customer and the person who checks them in sees that there is an outstanding balance.
I charged one of our dealers retail price so I need to make a partial refund. How do I do that?
Thanks for checking in with us, linda941.
There are different ways to record a customer refund in QuickBooks Online. The steps may differ depending on your scenario. You can create one of the following:
We don't have to mess with the completed transaction. What we can do is to pay the customer/dealer and use your refund income account as the expense for the payment. Just issue a Refund Receipt for the disputed amount. Here's how:
This process is also covered in our tutorial on Refund Receipts here. You can also browse the Refund a customer for open credit, prepayment, or overpayment section in the Record a Customer Refund article.
Feel free to visit our Invoices and payments page for more insights about managing your invoices in QuickBooks.
I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. Take care always.
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