Can I send a partial refund to a customer who paid an invoice in full?

Hi @jason-adamantven,

Yes, you can record an expense transaction for this customer refund in QuickBooks Self-Employed (QBSE). 

For the category, there isn't one that's used specifically for refunds. In this situation, what I can suggest is to use Other Business Expense. You can then review everything in this category by the end of the year, and consult a tax professional to help you categorize them correctly.

You can refer to this article for a complete list of Schedule C categories available: Schedule C and expense categories in QuickBooks Self-Employed. It has a short description for each category, as well as examples of the type of expenses that you can apply them.

If you have additional questions about recording refunds in QBSE, post a reply below. I've got your back here in the Community. 

Hi, Ryan - thanks for your response. My question was actually if there's a way to send a refund not how to record it for record keeping.  In other words, is there a way within QBSE to send the money back to a customer?

Very specifically I had a customer pay $10000 for something and offered a 20% discount after the fact if they sent me proof of something.  They sent me the proof I requested so I would like to send them back $2000 ideally in the form of a partial refund to the original $10000.  

Can I do that in QBSE?

Hello @jason-adamantven,

As of the moment, there isn't an integrated way to send the actual money back to your customer after paying the invoice in full. With this, let's consider writing a check and letting your customer know about the refund you're about to send.

Additionally, I've also included this reference helpful for the compilation of articles you can use while working with us: Learn the basics of QuickBooks Self-Employed.

If you have follow-up questions with this or any other concerns with QuickBooks navigation, please let me know in the comments below. I'll be here to lend a hand.