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Amy_L
Level 1

How do you refund an electronic payment from a customer?

 
2 Comments 2
Maybelle_S
QuickBooks Team

How do you refund an electronic payment from a customer?

I'll help you process a refund to your customers in QuickBooks Payments, @Amy_L.

 

The best way to pay back your customers is by reversing the transaction in your QuickBooks Payments account. Let me show you how:

 

1. Sign in to your QuickBooks Payments account.

2. From the Processing Tools drop-down, click Reverse a Transaction.
payments.PNG

3. Fill out the necessary fields and select Search.

4. Choose the transaction(s) you want to refund, then click Submit.

 

In addition, you can easily search for your transactions by date, amount, and last 4 digits of the customer's credit card number. 

 

Please take note that QuickBooks Payments allows you to process the refund within six months from the date of the sale. After this period, you can provide a refund using cash or check to your customers.

 

You can also print a receipt of your transaction and manually send to it your customers. Here's how:

 

1. Sign in to your QuickBooks Payments account.

2. From the Activity & Reports drop-down, click Transactions.

3. Enter the appropriate date range and select Search.

4. On the list of results, identify the desired transaction you want to print.

5. Click the Gear icon of your desired transaction and select View Receipt.

6. Once done, click Print.

 

For future reference, read through this article: Void or refund transactions in QuickBooks Payments. It includes an alternate method to reverse or void a sale through QuickBooks Payments account. 

 

Here are some articles you can read for ideas about how you can work with your sales in QuickBooks: Sales and Customers for QuickBooks Online.

 

The Community always has your back, so please let me know if you have other questions. Have a great day.

Maybelle_S
QuickBooks Team

How do you refund an electronic payment from a customer?

Hi, @Amy_L.

Hope you’re doing great. I wanted to see how everything is going about refunding an electronic payment from a customer you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

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