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Intuit
170 helpful votes

Refund a credit card payment

Learn how to refund a credit card payment in QuickBooks Online. We all need to give a refund sometimes. When that happens, here’s how you do it.

Refund a credit card payment

Things to keep in mind:

  • Credit card refunds can only go back to the original card used for the purchase. You may need to contact your customer to get this info.
  • The amount of the refund can’t be more than the original sale.
  • Credit card refunds can only be issued within 180 days of the sale.

Refund a credit card payment on a sales receipt

  1. Go to the sales receipt.
  2. Select More.
  3. Select Refund.
  4. Select Yes, refund my customer.

Refund a credit card payment on an invoice

  1. Go to the payment.
  2. Select More.
  3. Select Refund.
  4. Select Yes, refund my customer.

Depending on how long it’s been since you processed the payment, you may need to create a refund receipt.

Create a refund receipt

  1. Select the + New button.
  2. Select Refund Receipt.
  3. Select the Customer.
  4. Make sure the Process credit card checkbox is checked.
  5. Fill out the fields. Use the info from the original sale.
  6. Select Save and close.

Note: You can also use a refund receipt to give a partial refund.

How fees are charged on credit card refunds

Your credit card payments settle, or close, at 3 PM PT every day. If you refund a credit card payment before it settles, you won’t be charged a fee. Find out more about refund fees.

 

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