Void or refund customer payments in QuickBooks Online

Learn how to void or refund payments processed in QuickBooks Online.

Sometimes you may need to void or refund payments. Here's how to void or refund a payment transaction in QuickBooks Online so everything is processed and your accounting stays accurate. We'll also show you how to give partial refunds.

Find out when to void or refund a transaction

• Void: Transaction batches close at 3:00 PM PT every business day. If you void the payment before the batch closes, you can avoid the processing fee.
• Refund: After the batch closes, you’ll need to process a refund. You can do this as a full or partial refund. Keep in mind that there are fees for refunding transactions.

• Payment transactions batch at a particular specific time every business day, which may vary based on region. If the payment transaction isn’t batched yet, you can void it. If you void the transaction before the payment gets processed, you’ll avoid a fee.
• If the payment transaction has already batched, you’ll need to give your customer a refund. You can refund the whole amount or refund specific products, services, or fees. Keep in mind that there are fees for refund transactions. If you already set up instant deposits, the payments are batched automatically.

• Void a sales receipt paid by credit card
• Void an invoice paid by credit card
• Refund a customer's credit card payment
• Issue a refund manually
• Refund a credit card payment for a sales receipt, paid invoice, or receive payment form

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Void a sales receipt paid by credit card

1. Go to Sales and select All sales (Take me there).
2. Find and select the sales receipt you want to void.
3. In the Action column, select Void from the ▼ dropdown.
4. Select Void transaction on the message pop-up.
5. The transaction is now voided, and you will see the Status as Voided.
   Note: If you want to make changes or print a copy, select View/Edit, or Print from the Action column. You can also see other options when you select the ▼ dropdown.

Void an invoice paid by credit card

1. Go to Sales and select Invoices (Take me there).
2. Select the invoice for which you want to void the payment.
3. In the Action column, select Void from the ▼ dropdown.
4. Select Void invoice on the message pop-up.
5. The transaction is now voided, and you will see the Status as Voided.
   Note: If you want to make changes or print a copy, select View/Edit, or Print from the Action column. You can also see other options when you select the ▼ dropdown.

Refund a customer's credit card payment

There are a few ways you can refund a payment in QuickBooks Online. Follow these steps based on how you received the payment.

Before you issue a refund, take note of the following:

• Credit card refunds can only go back to the original card used for the payment. You might need to talk to your customer to verify this info.
• You can only refund up to the amount of the original sale.
• You can only refund a credit card payment within 90 days of the sale.