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trevor0285
Level 1

How do i credit a customer that has a recuring credit card on file? (the card was charged twice and i need to give them a credit for the next month)

 
1 Comment
MarsStephanieL
QuickBooks Team

How do i credit a customer that has a recuring credit card on file? (the card was charged twice and i need to give them a credit for the next month)

Hi there, trevor0285.

 

You can create a Credit memo transaction to put credit into your customer's record in QuickBooks Online (QBO). I'd be glad to guide you through the steps.

 

  1. In your QBO company, go to the Hamburger menu.
  2. Select the + New button.
  3. Choose the Credit memo under the Customer's section.
  4. Enter the information and make sure that it is recorded for the next month's date.
  5. Verify and Save the transaction.

 

You can check this article for more information: Enter and apply credit memos and delayed credits in QuickBooks Online.

 

Also, for future reference, you can check out: How to correct a customer's credit card payment that was processed twice by mistake.

 

Count me in if you have questions in mind. Have a wonderful day!

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