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iti04256-mweb-co
Level 1

How do I reverse a duplicate payment posting on a customer's account?

There is duplication of a payment on a customer's account which is showing as unapplied. this entry must be reversed. Please show me how.
2 Comments 2
Rose-A
Moderator

How do I reverse a duplicate payment posting on a customer's account?

I'd be glad to show how you can reverse a duplicate payment posting on your customer's account, iti04256-mweb-co.

 

Reversing a customer's duplicate payment is quick and easy. You just need to get in touch with your customer and ask for their credit card details. Once you have the information, you can follow the steps below to complete the reversion process.

 

  1. Click + New in the left panel and choose Refund receipt.
  2. Select the customer you want to refund from the Customer ▼ drop-down.
  3. Enter the details in the fields using the info from the original sale.
  4. Choose which payment method and account you wish to refund the customer from.
  5. Hit Save and close.

 

You can get more details about this procedure in this article: Void or refund customer payments in QuickBooks Online. Also, this article provides information about voiding a paid invoice as well as things to remember when reversing customer payments in QuickBooks Online.

 

In case you need help with recording customer refunds, you can check out this article: Customer refund in QuickBooks Online. It provides the step-by-step process on how to link a credit or overpayment from your customers.

 

Feel free to drop me a reply below if you have any other concerns or need help with the steps. I want to make sure you're able to reverse the payment. I'll zip right back to help you out. Have a good one.

Rose-A
Moderator

How do I reverse a duplicate payment posting on a customer's account?

Hi,  iti04256-mweb-co.

 

Hope you're doing great. I wanted to see how everything is going about the duplicate payment you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!