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QuickBooks Team

Re: Refund Receipt

Hi there, kmcgoverness.

Thanks for joining on this thread. Allow me to chime in and help you allocate the remaining amounts of the item.

In situations like this, you will only process a refund for the first half of the invoice since they already canceled the service. To account for the remaining amount, create a credit note to keep your record in order.

Here’s how:


  1. Go to the Plus icon at the top, select Credit Note.
  2. Select the customer’s name.
  3. Enter the total amount of the invoice, including the deposit in the Amount field.
  4. Click on Save and close.  

For future reference, I'm adding a link with detailed information when to apply a credit note or delayed credit.


These steps should point you in the right direction.

Let me know if you have additional questions about QBO. Please know I’m just a comment away for help. Have a good one.