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coachdezi-yahoo-
Level 1

How can I issue a refund to a customer who's payment has already been deposited?

When I attempt to click refund on the receive payment hyperlink from the paid invoice, a message pops up that says: Are you sure you want to refund. I click YES and then it says: Something's not quite right. This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first. Where do I go from here?
4 Comments 4
Rose-A
Moderator

How can I issue a refund to a customer who's payment has already been deposited?

Sending good vibes to you, coachdezi-yahoo-.

 

Once you delete a payment that's already been deposited in QuickBooks Online, you'll get the said error message.
 

 

To get this sorted out, I'd suggest creating a separate refund receipt and re-create the invoice afterward. Please be reminded that you can only issue refunds within 180 days of the sale.

 

Here's an article for your reference: Void or refund customer payments in QuickBooks Online. On the same link, you'll find other ways how to deal with customer refunds in QuickBooks Online.

 

Loop me in if you still need help with refunds in QuickBooks Online. I'd be more than willing to lend you a hand.

Rose-A
Moderator

How can I issue a refund to a customer who's payment has already been deposited?

Hi, coachdezi-yahoo-.

 

Hope you're doing great. I wanted to see how everything is going about issuing a refund. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

my-answer-is-nonsense
Level 5

How can I issue a refund to a customer who's payment has already been deposited?

@Rose-A yes, I have a question. Why did you tell him to delete the deposit so he can issue a refund? That deposit was already posted in their real account, so why delete it from their record? Do I make sense?

 

 

Rose-A
Moderator

How can I issue a refund to a customer who's payment has already been deposited?

Hi, my-answer-is-nonsense. Thank you for taking the time in sharing your thoughts with us.

I've already updated my answer above. You can refresh the page by pressing F5 on the keyboard to see the updated response.

Thanks again for taking the time to post here in the Community. Have a great rest of your day!

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