I appreciate you taking the time for follow-up, Deb067. I value the effort you've invested in this matter and am committed to simplifying the process for you.

To initiate a refund for your customer, we can process it through Write Checks, then adjust your account with the necessary payments. Below is a detailed, step-by-step guide to complete this process effectively:

To begin, Let's record the overpayment through Write Checks:

1. Navigate to the Banking menu and select Write Checks.
2. Add the necessary information.
3. In the Account Column, choose Accounts Receivable.
4. Enter the Amount and the correct Customer.
5. Once done, click on Save and Close.

After, lets go ahead and go to Receive Payments:

1. Go to the Customers menu and select Receive Payment.
2. Choose the customer's name from the Received From dropdown.
3. Enter the payment amount, verify the date, and select the payment method.
4. Select the invoices to pay and add any Discounts and Credits.
5. Apply Credits, then click on Done.
6. Click Save & Close.
   
   

For further assistance, check these article: Record an invoice payment.

Discover the process of sending detailed statements to your customers that provide a comprehensive overview of their financial interactions with your business. Just please refer to this article: Create and send customer statements in QuickBooks Desktop.

We are dedicated to making this process easier for you. If you have any inquiries, please click on Reply. Have a wonderful day ahead!