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Join nowWe're unable to refund ACH transactions, user13889.
If you need to refund a customer who paid through ACH, you'll want to issue them a paper check. Then, record the refund for your customer in QuickBooks. Here's how:
Link the refund to the customer's credit or overpayment:
Let me know if you need further assistance.
Thank-you.
I've mailed the customer a paper check. Her invoice was for $8300. She had paid a deposit of half ... $4150. I refunded $4050 (refunded the deposit minus $100 admin fee). I did the steps you advised, but this is what I see now:
Customer invoice $8300. 2 payments.
1) the $4150 that she sent via ACH in quickbooks
2) it shows my check for $4050 that I've just written to her.
It says she only has a balance of $100... that she has paid $8200.
What did I do wrong? Should the check be entered as a negative amount?
Thank you for the detailed information, @user13889.
We will be recording a refund receipt or a credit memo if there's an over-payment made by the customer. In your case, since you've received the $4150 payment, then you have to record the payment amount correctly. You don't need to record a refund since the invoice amount is $8300. Therefore, the customer still has an open balance on your end.
In case if the customer overpays you, QuickBooks recognizes the over-payment and if you wish to return back the amount, you can record a Refund receipt. And, a Credit Memo if the customer wishes to apply the amount to the future invoices.
For more information about refunds and credits, check out these articles:
Get back to me if there's anything you need assistance with. I'm a post away to help. Have a good day!
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