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Community Contributor *

If I choose the method "Refund for goods or services that didn't satisfy the customer". Do I also have to "Pair the check with a credit?"

In the help question "Record a customer refund"  It is unclear if after I create a refund receipt, which automatically put a check to print in my register, if I then need to "pair the check with a credit".  Can someone please clarify?   (BTW, in this case a customer prepaid for a project that did not end up happening, so we needed to refund that customer).
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Best answer 05-29-2019

Accepted Solutions
QuickBooks Team

Re: If I choose the method "Refund for goods or services that didn't satisfy the customer". Do I ...

Hello there, @SG_Commexis,

 

I can clarify this for you.

 

There isn't a need to pair the check with a credit if the customer wants a full refund. Otherwise, you can create a credit if the customer wants to apply it to the next transaction.

 

To learn more about giving a credit to your customer and printing a check, feel free to read through these articles: 

Should you need assistance recording a customer refund, please let me know. I'd be glad to help.

2 Comments
QuickBooks Team

Re: If I choose the method "Refund for goods or services that didn't satisfy the customer". Do I ...

Hello there, @SG_Commexis,

 

I can clarify this for you.

 

There isn't a need to pair the check with a credit if the customer wants a full refund. Otherwise, you can create a credit if the customer wants to apply it to the next transaction.

 

To learn more about giving a credit to your customer and printing a check, feel free to read through these articles: 

Should you need assistance recording a customer refund, please let me know. I'd be glad to help.

Community Contributor *

Re: If I choose the method "Refund for goods or services that didn't satisfy the customer". Do I ...

This is what I though, thanks for clarifying!