Welcome to the Community, @longhorncontract! I can assist you with processing refunds for your customers' payments.
Refunds can be issued in full or partial amounts. It's important to note that there are fees associated with refunding payments based on your pricing plan and transaction type.
Before initiating a refund:
- Credit card refunds can only be credited back to the original card used. It may be necessary to confirm this information with your customer.
- You can only refund up to the amount of the original sale.
- Credit card payments can only be refunded within 90 days of the sale.
Currently, the option to process refunds using the QuickBooks Online (QBO) mobile app is unavailable. In the meantime, you can use the web version and follow these steps based on how the payment was processed:
To issue a refund manually:
- Navigate to the +New button and choose Sales receipt.
- Pick a client from the Customer dropdown.
- Complete the fields with the same info as the original sale.
- To issue a refund to their credit card, select Credit card from the Payment method dropdown.
- To issue a refund to their bank account, select Direct debit.
- If you don't see this option, click +Add new, then Save.
- Choose an account in the Refund from dropdown.
- Hit Save and close.
To refund a credit card payment for a sales receipt, paid invoice, or receive payment form:
- Head to the Sales menu and open the All sales tab.
- Select the sales receipt, invoice, or payment you want to refund.
- In the footer section, click More, then select Refund.
- Review the details of the entry, then hit Save and close.
- To issue a partial refund, adjust the items or amount.
For more detailed information and visual reference, visit this article: Void or refund customer payments in QuickBooks Online.
Additionally, these articles provide steps on how to record a refund based on different scenarios:
Shoot me a reply if you need further assistance refunding your customer's payments. I'd be more than willing to help. Take care and have a good one!
