Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowSolved! Go to Solution.
Hi there, @userdora-mahan.
I can help walk you through the steps on how to correct the invoice payment amount in QuickBooks Online.
Let's create a Check or Expense to record the refund. This will reduce your bank's balance and offsets the customer's overpayment.
Here's how:
After that, let's link the refund you've created earlier to the customer's overpayment. Let me guide you how:
For the detailed guide, check out this article: Record a customer refund in QuickBooks Online.
You can always open customer's reports to review the transactions, then customize it to show the specific details. Also, saving the customization report is helpful too. It will help you save time since it automatically updates every time there are newly added transactions.
I've also added an article about managing your customer's refund, credits, payments, sales forms, and many more.
Let me know if you have follow-up questions. I'm always here, ready to help. Take care!
Hi there, @userdora-mahan.
I can help walk you through the steps on how to correct the invoice payment amount in QuickBooks Online.
Let's create a Check or Expense to record the refund. This will reduce your bank's balance and offsets the customer's overpayment.
Here's how:
After that, let's link the refund you've created earlier to the customer's overpayment. Let me guide you how:
For the detailed guide, check out this article: Record a customer refund in QuickBooks Online.
You can always open customer's reports to review the transactions, then customize it to show the specific details. Also, saving the customization report is helpful too. It will help you save time since it automatically updates every time there are newly added transactions.
I've also added an article about managing your customer's refund, credits, payments, sales forms, and many more.
Let me know if you have follow-up questions. I'm always here, ready to help. Take care!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.