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Level 1

How can I process an overpayment to a credit card that was made online through the invoice? It's asking for credit card number

I did a refund receipt and it is asking me for the card number. I don't have it because they paid via the link in their invoice
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QuickBooks Team
QuickBooks Team

How can I process an overpayment to a credit card that was made online through the invoice? It's asking for credit card number

Let me help you process a credit card refund in QuickBooks Online (QBO), tyler27.

 

We use the Refund receipts if a customer asks for a refund for an item or service. If they used a credit card, just follow the steps on how to refund a credit card payment. For processing a customer overpayment in QBO, we can also use the credit toward an invoice since it will not ask for a credit card number. Let me show you how on how to apply the credit to an invoice you already created:

  1. Tick the + New Plus button.
  2. Select Receive payment or Receive invoice payment.
  3. Choose the customer, then the credit and the invoice.
  4. Press Save and Close.

To apply the credit to a new invoice, just follow the steps below:

  1. Tick the + New Plus button. Then, create the invoice.
  2. Tap the + New Plus button. Then select Receive payment or Receive invoice payment.
  3. Select the credit and then Save and Close.

For more details about this one, see the Handle a customer credit or overpayment in QuickBooks Online article. Feel free to visit our Refunds and credits page for more insights about processing credit or refund customers.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Please reply to this post and I'll get back to you. You have a good one. 

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