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Refunding a credit card transaction—If you are entering the credit card information manually (Merchant Service)

  1. Open the Create Credit Memos/Refunds window.

    To do this task

    1. Go to the Customers menu and click Create Credit Memos/Refunds. Shortcut

  2. Click the Customer:Job drop-down list and choose the customer or job for whom you are entering the return.

  3. In the Item column, enter the name of the item being returned.

    If you charged sales tax when you sold the item, make sure that the item is marked as taxable.

  4. Save the transaction.

    Save the transaction.
  5. Select Give a Refund in the Available Credit window and click OK.

  6. In the Issue this refund via field, select which credit card type to use from the drop-down list.

  7. (Optional) Change the entries in the Date, Ref/Doc No., and Memo fields.

  8. Click OK.

  9. If prompted, provide the login information.

  10. In the Process Credit Card Refund window, verify that the information is correct, then click Submit to issue the credit.

  11. In the Processed Refund Receipt window, you can select Print, Close, or Void Refund, or click Help for more information.

    The transaction will appear in Undeposited Funds.

See also

KB ID# H_SVC_QBMS_PROCESS_CCARD_REF_KEYED
12/5/2016 6:51:21 PM
QYPPRDQBKSWS05 9138 Pro 2017 af129d