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Level 1

Refunding Client Overpayments

I need to refund a customer's overpayment. I went into receive payments for the first couple overpayments and there was the overpayment box on the bottom left. I was able to use that to create a check for those overpayments. However, there are still a couple credit balances that need to be refunded. When going into these transactions as I did the first few there is no box at the bottom left for overpayments.  How do I refund the remaining amount owed to a client when there is no overpayment box in the bottom left corner?

 

Solved
Best answer 06-25-2019

Best Answers
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QuickBooks Team

Re: Refunding Client Overpayments

Hi there, @JE3ROSS.

 

You can write a check to refund your customers for their overpayment. I’d be glad to guide you through the steps.

 

Writing a check allows you to return the money to your customer, which then shows as your expense. You can achieve this by following the steps below:

  1. Click on Banking from the menu bar.
  2. Choose Write Checks.
  3. Choose the Bank Account where funds should be taken out from.
  4. In the expenses tab, choose Accounts Receivable from the Account column.
  5. Enter the refund amount.
  6. In the Customer: Job column, choose the customer name.
  7. Click on Save & Close.

For further guidance, you can refer to this article: Record a Credit Memo or Refund in QuickBooks Desktop.

 

You may also visit our Help Articles page if you have any other questions or concerns. I’d be happy to help.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Re: Refunding Client Overpayments

Hi there, @JE3ROSS.

 

You can write a check to refund your customers for their overpayment. I’d be glad to guide you through the steps.

 

Writing a check allows you to return the money to your customer, which then shows as your expense. You can achieve this by following the steps below:

  1. Click on Banking from the menu bar.
  2. Choose Write Checks.
  3. Choose the Bank Account where funds should be taken out from.
  4. In the expenses tab, choose Accounts Receivable from the Account column.
  5. Enter the refund amount.
  6. In the Customer: Job column, choose the customer name.
  7. Click on Save & Close.

For further guidance, you can refer to this article: Record a Credit Memo or Refund in QuickBooks Desktop.

 

You may also visit our Help Articles page if you have any other questions or concerns. I’d be happy to help.

View solution in original post

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