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How do i post a refund to a client that I invoiced?

I created an client invoice for a service.  I now need to refund that person for that payment.  how do I post that to reflect on their invoice and that individual?


1 Comment
QuickBooks Team

Re: How do i post a refund to a client that I invoiced?

Hello there, @dmm39.


Processing a refund in QuickBooks Desktop can be done in just a few clicks, and I'd be pleased to share with you the steps on how to do that.


There are two ways of issuing to refund check to a customer. First is through the Receive Payments window.


To do that:

  1. Locate the transaction.
  2. At the lower left of the Receive Payments window, under the Overpayment section, select Refund the amount to the customer.
  3. Select Save & Close.
  4. On the Issue a Refund window, enter all necessary information, then select OK.

The second one is through the Write Checks window:

  1. Go to the Banking menu.
  2. Select Write Checks.
  3. Enter all the required information.
  4. Link the check to the payment.

To give you complete details about this process, please check out these links below:

If you need further assistance with performing these steps, you can always reach out to our Customer Care Team. They can initiate a remote-viewing session and guide you through the procedure.


This should get you covered today. 


Please let me know should you have any other questions about this by leaving a reply below. Have a wonderful day ahead!

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