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condor850304
Level 1

How do I handle a very unreasonable customer who wants a full refund? Which I do have all of right now!

 
2 Comments 2
Rustler
Level 15

How do I handle a very unreasonable customer who wants a full refund? Which I do have all of right now!

Issue the refund, the customer service reputation will help down the road

RCV
QuickBooks Team
QuickBooks Team

How do I handle a very unreasonable customer who wants a full refund? Which I do have all of right now!

Let me help you create a full refund to your customer, condor850304.

 

We can create a credit memo to issue a full refund if the invoice has been paid. Just follow the steps below: 

  1. Click the+ New Plus icon.
  2. Select Credit memo.
  3. In the Customer field, select the appropriate customer.
  4. Enter the Credit Memo Date, AmountTax, and Product/Service (This is the category, product, or service you’re getting credit for).
  5. Press Save and close.

 

You can also use refund receipts if a customer asks for an item or service refund. Let me show you how: 

  1. Click the+ New Plus icon.
  2. Select Refund receipt or Give refund.
  3. Click the Customer dropdown, then select the customer you want to refund.
  4. Tap the Refund From the dropdown, then select the bank to which you deposited the payment for the invoice.
  5. Add all products or services the customer returned in the Product/Service column.
  6. Make sure to fill the date, quantity, rate, amount, tax, and other fields accordingly, then press Save and close.

 

Here's an article you can refer to for more details about recording a customer refund in QuickBooks Online.

 

Feel free to visit our Sales and customers page for more insights about managing your company's income and sales transactions.

 

If you have any other follow-up questions while working with your sales and customers, please let me know by adding a comment below. I'll be here to lend a helping hand. 

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