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A customer overpaid in the past and now wants to be refunded for this credit

A customer sent an overpayment (paid an invoice twice) in the past, and the refund was kept for future use. Now the customer wants a refund for this credit.

How to fix it
  1. Go to the Customer Center and select the customer you are refunding
  2. Select the Transactions tab
  3. Select Received Payments
  4. Find the original payment (overpayment) that you are refunding and double-click on it
  5. At the bottom left is the option to Leave the credit to be used later or Refund the amount to the customer
  6. Select Refund the amount to the customer and click Save & Close
  7. This takes you to the Issue a Refund window
  8. Complete the refund check and click Save & Close
  9. This creates the refund for the customer

 

If this solution does not resolve the issue, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply.

KB ID# SLN41203
8/29/2014 2:58:34 AM
PPRDQSSWS404 9102 Pro 2013 863a4e