How do you issue a partial credit card refund on a paid invoice?

I have a customer that paid an invoice and then decided he didn't want one of the products listed on the invoice.  This is no problem, but I need to refund him for that one item and can't figure out how to get it to show up as money back on his credit card.  

I have read that you create a refund receipt or credit memo, but neither seem to work for putting money back on his card.  Is this not possible with quickbooks?  In shopify (our online POS) it is just a click of a button....

Answer

Hello there, blewisuva

I appreciate you providing on-point details about issuing the partial credit card refund on a paid invoice.

I’ll help ensure you’re able to put the money back on your customer’s credit card.

Yes, you’re right in creating a credit note to record the returned item listed on the invoice.

If your customer paid the invoice via merchant services, you’ll need to refund the credit card payment. By doing so, it’ll help get the money back on your customer’s credit card. Here’s how:

  1. Locate and open the original invoice payment.
  2. Select Issue Refund button at the top right or Refund by clicking More at the bottom of the page.
  3. Click Yes, refund payment
  4. You’ll have the option to make adjustments to the amount/items being refunded.
  5. A new Refund Receipt will open.
  6. Verify the refund amount, then click Save and Close.

For more details, you can check out this helpful article: Void or Refund a Credit Card Payment

This will get you going, blewisuva. I’m here anytime you have other concerns with your QBO account. Have a good day.

Was this answer helpful? Yes No
Default user avatars original
IntuitRaymondJay , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.