![]() ![]() In this case, I'd like to turn the tables around and ensure that you'll be able to take care of giving refund to your customer. I personally understand that clear communication is key and ensure that there aren't any issues while doing so. This isn't what we want you to experience while working with your QuickBooks. I appreciate all the efforts you've exhausted in performing the steps, Maverick2. If you have additional questions, please don't hesitate to comment below. Accounts Payable workflows in QuickBooks Desktop.Accounts Receivable workflows in QuickBooks Desktop.Then, how Accounts Payable is used to track the money you owe your vendors and how it works. I'm also adding some articles below to view various ways you can track customer transactions in QBDT. Here are the detailed screenshots for the steps: However, if you want to refund your customer, then you can follow the steps outlined by LieraMarie_A above. Pick Retain as an available credit for the prompt message.Enter the products you're giving them credit for, then select Save & Close.Choose your customer from the Customer:Job drop-down.S ince you mentioned that the invoice has been paid, then you'll have to create a credit memo for the overpayment so the credits will remain with the customer. I know this hasn't been an easy process for you, I'm here to address your concern about how you can handle overpayment in QuickBooks Desktop (QBDT) seamlessly. I'd be happy to help if you need more assistance with handling customer credits. Please come back and let me how these steps turn out. Check out this article for more info: Handle a Customer Credit. I recommend reaching out to your accountant to understand the best way to record it.Īdditionally, you may also apply the credit to an invoice. You may need to create an adjusting journal entry. However, both of these actions will affect your month-end. With regards to the second scenario, you can either edit and resend the invoice or void and recreate it. The amount will be applied automatically to the invoice. You may see a prompt to confirm transfer.In the Available Credits section, select the check you created and then Done.From the Received from drop-down, choose the customer.Go to the Customers menu and then Receive payments.Next, link the check to the unapplied credits: Pick the Accounts Receivable in the Expenses tab.Fill in the amount of the overpayment (credit balance) you wish to refund.Choose the customer in the Pay To The Order Of field.Enter the appropriate check number and date.Go to your Banking menu and then Write Checks.You can refund them with these instructions: If your customer overpaid you and wants a credit on their account, you don't need to create a credit memo as you already have an unapplied credit that acts as your credit memo. Let me guide you in handling customer credits in QuickBooks Desktop. Hey there, love that you continue to visit us here in the Community. ![]()
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