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Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

 
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Best answer January 14, 2020

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QuickBooks Team

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

I'd be happy to walk you through the steps of cutting a check for customer refund, batkinson.

 

Below are the following procedures to complete this:

 

  1. Click Banking at the top. 
  2. Select Write Checks.
  3. Choose the Customer's name on the Payee field. 
  4. Enter the bank account where you want to deduct the funds. 
  5. Enter the amount. 
  6. Under Expenses, select Accounts Receivable as the account. This will zero out the customer's available credits. 
  7. Enter other necessary information, then click Save & Close

 

Visit us again here if you have other concerns related to QuickBooks. 

 

View solution in original post

5 Comments
Highlighted
QuickBooks Team

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

I'd be happy to walk you through the steps of cutting a check for customer refund, batkinson.

 

Below are the following procedures to complete this:

 

  1. Click Banking at the top. 
  2. Select Write Checks.
  3. Choose the Customer's name on the Payee field. 
  4. Enter the bank account where you want to deduct the funds. 
  5. Enter the amount. 
  6. Under Expenses, select Accounts Receivable as the account. This will zero out the customer's available credits. 
  7. Enter other necessary information, then click Save & Close

 

Visit us again here if you have other concerns related to QuickBooks. 

 

View solution in original post

Highlighted
Level 1

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

I don't have the option "Write Check" under Banking at the top

Highlighted
Level 1

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

I don't have the option "Write check" under the banking at the top

Highlighted
Level 1

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

Thank you. 

I did it so, but the Credit Memo does not get the stamp of Refunded. What should I do? 

Highlighted
QuickBooks Team

Our customer overpaid some invoices. The credit is on their account, but now they want a refund. How do I cut them a check and apply that to their credit balance?

I appreciate you for joining the thread, @Fardinkhan Omar.

 

Allow me to share some information about recording a credit memo and how to get the Refunded mark. Usually, the stamp won't appear on the transaction once the Retain as an available credit when recording the transaction. If this is the case, the amount will be applied to the customer's future invoices. To issue a refund, you have to select the Give a refund option from the Available Credit window.

 

At this time, you can follow these steps on how to issue a refund from the existing credit memo.

 

  1. Locate and open the credit memo transaction.
  2. Click on the Use credit to give refund at the upper-right side of the page.
  3. Review the information under the Issue a Refund window, then select OK.

Once completed, the stamp will now appear on the transaction.

 

You can read the information from this article to learn more about credit memo or refund check in QuickBooks Desktop: Give your customer a credit or refund in QuickBooks Desktop for Windows.

 

As you continue working with QuickBooks, you can also open this link for more information about the different ways to track customer transactions: Get started with customer transaction workflows in QuickBooks Desktop.

 

That should point you out in the right direction today. Keep me posted if you have any other questions. I'm a post away to help. Have a good day!

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