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Replying to:
LieraMarie_A
QuickBooks Team

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I'm here to share additional information about the refund process, @cambreco.

 

There are two ways to issue a partial refund in QuickBooks Payments. You can process a refund by selecting the Reverse a Transaction option in the Processing Tools drop-down. In Step 6, you'll be prompted to process a full refund, make sure to select Cancel. After that, you can enter a different amount.

 

Follow these instructions:

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Select the transaction you want to refund.
  5. Manually type in the amount you want to refund in the Amount field, then Submit.
  6. A new message will appear. You'll be asked to select Continue to process a full refund. If you'd like to submit a different amount, select Cancel. You'll then be prompted to enter a different refund amount. Select Continue.
  7. A receipt of the transaction will display on the screen. Select E-mail or Print to get a copy of the receipt.

 

The alternate method to perform a partial refund/credit is listed below:

  1. Sign in to your QuickBooks Payments account.
  2. From the Activity & Reports drop-down, select Transactions.
  3. Enter the appropriate date range, then Search.
  4. Select the Transaction ID or the transaction you want to reverse.
  5. Select Reverse (Void/Credit).
  6. Type in the amount you want to refund, then Submit.
  7. A receipt of the transaction will display on the screen. Select E-mail or Print to get a copy of the receipt.

 

Basically, you won't need to enter the credit card number again when doing the refund process. If prompted otherwise, I'd suggest reaching out to our Payments Support team. They might be able to provide other option so you won't need to enter the information.

 

Moreover, you may incur a fee depending on your pricing plan and transaction type when processing a refund. For further details, check out this article: Understand fees for refunds or void transactions.

 

If you have any further questions about issuing a refund, I'm always here to help you. Have a great day,

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