Refunding a portion of an invoice paid by credit card

Hi there, @Maverick2. I'll guide you on how you can refund customer credit card payments in QuickBooks Desktop (QBDT).

Reversing a credit card payment in the QuickBooks Payments is only applicable for the whole transaction amount. If you want to refund a part of the payment only, you can do it by creating a check or through cash. For reference, you can follow the steps in this article: Void or refund customer payments in QuickBooks Desktop.

However, if you need to refund the $50 amount, you can reach out to our Merchant support team to help you with the process. They can pull up your account in a secure place and guide you through the steps. Here's how:

1. Go to the QuickBooks Desktop Payments support link.
2. Enter the needed information.
3. Then, select Start a chat. 

I'm always here ready to lend a hand if you have other concerns about refunding your customer payments. Have a good one. 

After reading and trying to follow the directions, it is apparent that the help article is very unclear. You can change the refund amount by changing the amount in the search box. This is confusing because it is the search window.

I am trying to understand the process of credit memos and refunding. I was told that before I can refund someone that I have to delete or void the payment of the initial transaction. However, if I am only making a partial refund then where is the balance if I deleted it? Example: My customer makes a purchase of a $100. I then decide to refund him $25.00. But if I was told correctly, I first have to delete his payment to me for the $100. Based on that, then QBs does not show any income from that transaction. But then I will refund him $25 using the credit memo and making the payment. Am I misinformed?

Hi there, JudyZ.

I'm here to share information about how the refund processing works in QuickBooks Desktop (QBDT).

No, you don't have to delete the payment to process a refund for a customer. Instead, you can simply create a credit memo and then link it to the customer payment.

To create a credit memo, here's how:

1. In QBDT, go to the Customers menu at the top, then select Create Credit Memos/Refunds.
2. From the Customer:Job drop-down, pick the customer.
3. Enter the items you're giving credit for, then click Save & Close.

Once done, here's how to process a refund:

1. Go back to the Customers menu and then select Receive Payments.
2. From the Received from drop-down, choose the Customer.
3. Then, click the Discounts and Credits icon.
4. In the Available Credits section, select the check you created and then Done.
5. You may see a prompt to confirm the transfer. If you do, click Yes. The amount will be applied automatically to the invoice.
6. Hit Save & Close.

To know more about managing and creating refunds in QBDT, check out this article: Give your customer credit or refund in QuickBooks Desktop for Windows.

If your customer uses a credit card, the process is different. You can refer to this article for the detailed steps on how to do it: Void or refund customer payments in QuickBooks Desktop.

Please leave a comment below if you have more questions about this or anything else QuickBooks. I'm always here to assist. Take care.

@JudyZ 

I doubt you'll get an accurate answer on the forum if you are asking what I think you are. Are you talking about a credit card payment also?