How do I refund a sales receipt?

Thanks for reaching out to the Community, Race-MX. Let me show you the steps for refunding your customer from the sales receipt.

If you subscribed to QuickBooks Payments, you can refund your customer from the sales receipt you've created. The message is for customers who paid using a credit card.

Since you mentioned that your customer paid through Paypal, you can follow these steps:

1. Go to the + New icon. Then, click Refund receipt.
2. Choose a customer you want to issue a refund to.
3. Select the Payment method and choose what account.
4. Choose an account to get the funds on the Refund from field.

Furthermore, feel free to check this article to learn how to refund a paid invoice in QBO: Record a customer refund in QuickBooks Online.

Don't hesitate to comment if you have further concerns about refunding your customers. I'm always here to help you. Take care.

Thank you for the information. I have QB Payments but as indicated in my post the transaction was processed through PayPal.

Let me help you record a payment refund from your PayPal, @Race-MX.

I know recording this refund is crucial as it will affect your balance. There is one way to record this, and that would be the refund receipt. I understand that you have tried this method already. Let me guide you through recording this without selecting the sales receipt you've created. 

Here's how: 

1. Go to +New.
2. Select Refund Receipt.
3. Select the name of your customer on the dropdown.
4. Choose the payment method and the refund from what bank where it will deducted.
5. Provide the product and services and the amount. If there will be a pop-up window to select any invoice and sales receipt, kindly disregard it.
6. Click Save and Close or Save and Send.

Please note that these steps will only be recording the refund process. You will need to refund your customer on any form of sending money. 

Let me share these articles that can help you manage your payments and refunds in the future: 

• Void or refund customer payments in QuickBooks Online

• Record invoice payments in QuickBooks Online

• Take and process payments in QuickBooks Online with QuickBooks Payments

Keep me posted if you still have concerns about your refunds and payments. Have a lovely day, and take care.

I am also having the same issue. Please note that the post makes a reference to a new popup that appears when you click on + New then Refund. The message states 

----"Keep your payments and refunds organized

If this payment is related to an existing invoice or sales receipt, select the invoice or sales receipt from All Sales and process your refund there"---

but there is no different OR new way to issue the refund, as the popup suggests. 

What is the answer? Is it that there is a new feature coming that is just not available yet? Why have the popup for something that you cannot action?

Thank you for joining this conversation, hautecreations. Let's work together to identify why you're experiencing this prompt message when recording your refunds in QuickBooks Online (QBO).

The message, Keep your payments and refunds organized - If this payment is related to an existing invoice or sales receipt, select the invoice or sales receipt from All Sales and process your refund there, appear at the top of the screen when creating a refund receipt and is only applicable if you processed the transactions via credit card using QuickBooks Payments. The following prompt guides you to ensure that all processes are completed, and your accounting remains accurate.   

I'll show you the functionality the message is referring to:

1. Go to the All Sales section under the Sales tab, and select the sales receipt, invoice, or payment that you want to work on.
   
2. Scroll to the bottom and click More.
3. Select Refund to open the refund receipt. You'll see all the information from the customer form automatically filled in, such as payment method, the refunding account, and customer details. Verify that everything looks correct.
4. Optionally, you can give a partial refund. Just adjust the items or amount you want to refund.
5. Click Save and close.

I'm still available if you have additional questions about processing refunds in QBO, hautecreations. I'll be sure to help you every step of the way to guarantee the proper allocation of funds or to track money movement. Take care and stay safe!

Thank you! That makes sense. This payment was NOT through QBO payments. I feel like that popup needs to say that somewhere, or at least in the help section. Again, thank you for clearing that up!

Hi there, hautecreations.

I'm pleased to hear that my colleague briefly explained to you about refunding a payment in QBO. Our team is committed to providing you with the best support possible, and I'm happy that we were able to assist you.

Furthermore, refer to this article to learn how to refund a customer in QBO: Record a customer refund in QuickBooks Online.

Let us know if you need further assistance managing your invoice in QuickBooks Online. I am here to help in any way I can. Stay safe.