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LeaningTreeLLC
Level 1

How do I issue a partial refund of this deposit to the customer without requesting CC #? I have a security deposit paid via quickbooks online credit card payment. Thanks

Deposit was originally paid with QB Online payments about a week ago. I see how to reverse the transaction, but I only want to refund a partial payment.
3 Comments 3
KlentB
Moderator

How do I issue a partial refund of this deposit to the customer without requesting CC #? I have a security deposit paid via quickbooks online credit card payment. Thanks

Hi there, LeaningTreeLLC.

 

I can help you in issuing a partial refund to your customer.

 

The credit card information is needed when issuing a refund to a customer in QuickBooks Payments. If you already entered the credit card number to your customer's profile, you can issue the refund without requesting it.

 

Here's how to partially refund a transaction:

  1. Sign in to your QuickBooks Payments account.
  2. Select Reverse a Transaction from the Processing Tools drop-down menu.
  3. Fill out the necessary fields.
  4. Hit Search.
  5. Select the transaction you want to refund.
  6. Manually type in the amount you want to refund in the Amount field, then click Submit.
  7. Select Cancel from the prompt that's asking to process a full refund.
  8. Enter the refund amount, then hit Continue.
  9. You can select E-mail or Print to get a copy of the receipt.

For more information about this process, you can read this article: Void or refund transactions in QuickBooks Payments. It will also provide you the alternate methods to perform a partial refund.

 

Let me know if you have additional questions about processing your refund. I'm just a post away if you need further help.

AMoon
Level 1

How do I issue a partial refund of this deposit to the customer without requesting CC #? I have a security deposit paid via quickbooks online credit card payment. Thanks

This does not work! Selecting the transaction only shows me the receipt, and offers no other options aside from printing the receipt. 

CharleneMaeF
QuickBooks Team

How do I issue a partial refund of this deposit to the customer without requesting CC #? I have a security deposit paid via quickbooks online credit card payment. Thanks

I'm here to share some details about giving a partial refund, AMoon.

 

In QuickBooks Online, you can only refund the exact amount your customers pay you. To successfully refund them, you'll have to login into your  QuickBooks Payments account. This way, you'll be able to manually type in the exact amount you want to return.

 

For more details on the process, please see this article: Void or refund transactions in QuickBooks Payments.

 

You can also check out this article to learn more about fees for transactions you refund with QuickBooks Payments: Understand Refund Transactions.

 

Please get back on this thread if you'll need further assistance in processing a refund. I'm always here back you up.

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