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pd83
Level 1

unapplied payment/deposit

a customer paid on an invoice by accident, lets say the payment was $1000. I refunded the money back, she was unable to re-submit payment to that same invoice so I created a new invoice and Void the other invoice. Now the money was deposited to quickbooks-credit card and then to my bank. There was a message in the deposit section saying that "the refund was more than the deposit" but she did receive a full refund (so not sure what that was about). On the new invoice she paid $1000 but now I have an unapplied payment that won't attach to anything and another payment of $1000 that shows the invoice and the unapplied payment to select, but that won't attach either. I tried the method of creating a new invoice to have the unapplied payment attach to it and that made her balance $0 but now it shows in the total column -$1000. I'm not sure if that -$1000 will affect her next payment or my reports. please help.

1 Comment 1
ChristieAnn
QuickBooks Team

unapplied payment/deposit

Welcome to the QuickBooks Community, pd83. Please know that we aim to deliver customer satisfaction at all times that's why we fix an issue as soon as possible. With this, may I ask for further details on how you entered the refund and if you could provide me a screenshot on your end of which part of QuickBooks did you see the -$1000. I appreciate any additional information so I can share an accurate solution.

 

For now, I'm adding this article so you can view different steps on how to record a refund based on various scenarios: Record a customer refund in QuickBooks Online.

 

Please don't hesitate to click the Reply button below if you need additional assistance in managing customer transactions. I'm always here to help.

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