How do I create a refund where a fee needs to be refunded to a client (QuickBooks Online)
In the below two scenario's, a customer has paid the surcharge / online processing fee which you need to refund.
Scenario
- I created an invoice and accidentally charges a surcharge (online processing fee)
- A customer is refusing to pay the surcharge (online processing fee)
Resolution
- Log into IntegraPay and refund the surcharge amount (or manually process an eft payment)
- Log into QuickBooks Online and create a credit note
- Apply the credit note to the Wise-Pay clearing account, so that the refund balances the account
Additional Information
Applying a credit memo, credit or refund a customer: https://community.intuit.com/articles/1145640-applying-a-credit-memo-credit-or-refund-for-a-customer
- Select the plus icon (+) at the top > refund receipt (if you don't see that, click show more)
- Complete the fields as follows:
Customer: from the drop-down list select the customer the refund is for
Date: change if necessary
Amount, Payment Method & Ref: fields are to be left blank
Memo: optional
Deposit to: leave blank since money isn't actually being deposited with this transaction - On the left under credits > click on the plus sign (+) next to total credits (this will allow you to view more details about credits)
- Make sure the credit or unapplied payment you want to check/cheque or cash entry linked to is checked and ensure that the amount is correct (check the boxes next to the refund or the customer credit)
- Click save.