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pd2020
Level 1
posted
‎August 10, 2020 08:55 AM
last updated ‎October 05, 2020 8:05 PM

Issue credit card refund

We have sent an invoice to our customer from QB online and they paid with their credit card. We need to refund the transaction back to their card now. We never get the customer's cc info. We don't have the cc info to enter in the customer card details screen. How do we process this now? is there a way to just select the transaction and refund and QB will issue the refund back to whichever card they used?

 

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1 Comment 1
JonpriL
Moderator
Moderator
‎August 10, 2020 10:16 AM

Issue credit card refund

Hello @pd2020,

 

Ideally, the system is unable to refund the actual money back into your customer's credit card account. If you wish to do so, I'd recommend contacting your payment service provider so a specialist can help you process the refund.

 

For now, we can consider recording the invoice payment and create a refund receipt inside the system so you can keep up with your records. To start with, let's open the invoice and click on the Receive Payment button to close it.

 

Once done, here's how you can create a refund receipt:

  1. Go to the +New button.
  2. Under CUSTOMERS, select Refund Receipt.
  3. Select all the needed information for your transaction.
  4. Enter the amount to refund.
  5. Click Save and close.

In addition, here's an article you can read to learn more about how you can manually create a refund: Record a customer refund in QuickBooks Online.

 

Lastly, I've got you this helpful article for ideas about how you can manage all your sales transaction: Invoice Tracker.

 

If there's anything else that I can help you with, let me know in the comments. I'll be here to lend a hand.

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