How to Void & Refund Customer Payments in QuickBooks Point of Sale

If you are using QuickBooks Payments, then surely you need to take and process customer credit card payments in QuickBooks Point of Sale. many times while taking or processing the payments, you need to void or refund payments. So here are the steps to void or Refund the customer payments in QuickBooks Point Of Sale. Hope this article might help to void & refund customer payments in QuickBooks POS. For more info and QB payment support, contact us at +1-844-405-0904.

When Should I Void a Customer Payment

  • The Point of Sale transaction batch will start at 12:00 AM local time every business day. If due to some avoiding or technical reason the payment transaction has not been batched, then you’ll be able to void the transaction. Must be aware of your processing times while checking out this, If you are capable of voiding the transaction earlier to the payment processing then a fee will be avoided.
  • If the payment transaction has been batched already then only you’ll give a refund to your customer. It is the mutual understanding of you and your customer how many services of refund you want to give or how much money your customer wants a refund(either refund the whole amount or refund specific products, goods, or fees). 

Note: Must remember, there is a fee for the refunded transactions. It is up to you, to charge it additionally or deduct the fee amount from a refund of your customer.

Steps To Void or Refund Customer Payments in QuickBooks Point of Sale

Here, are the steps to void or refund customer payments in QuickBooks Point Of Sale. Check it out below.

How to void a payment transaction

  • First, go to the home screen, and click on the Sales History icon.
  • Next, look for the sales receipt that you need to void the payment.
  • Now, click on Reverse.
  • When your payment voids, then you will get a confirmation pop-up on your screen, that your payment was successfully done. If you want to view a new return receipt that balances the original sales receipt, then go to the Sales History, so that your books stay up to date.

How to refund a customer payment

Refund credit cards and cash payments

  • Open your QuickBooks Point of Sale homepage, and next, click on the Point of Sale, later, click on the New Return Receipt.
  • Next look for the customer’s name or the receipt number. Then click on the correct sales receipt.
  • Now, you need to add the returned items to the refund receipt. Insert the quantity for every line item and next, click on the Return box. Note: The Return Quantity on the return receipt must be a positive number.
  • Click on the Add selected items.
  • Next, go to the Sales Receipt payment screen, and click on Credit or Cash for the payment method.
  • If you want to choose Credit, then you need to swipe the customer’s card or click on the Manual to insert the credit card information. and next, click on Authorize Now.
  • Click on Save & Print to print a new receipt.
  • Invite your customer to sign the merchant copy.

Tip: When you generate the refund receipt, examine crossing out returned items on the original receipt.

Steps to give customers credit

Most of the time, you prefer to give your customers credit, rather than a refund. Here are the steps on how to do it.

  • Open your QuickBooks Point of Sale, and click on the Make a Sale screen.
  • Next, insert the customer’s name and open the account of the customer. Or if in case, if your customer is fresh, click on the Add Customer to generate a new account for your customer.
  • Later, click on the Account button.
  • Go to the Charge Amount field, and insert the refund amount as a negative number.
  • Click on Save. If a new customer still does not have a charge account, then first you need to enter a Credit Limit for customers and then click on Use Charge Account for This Customer.

The Bottom Line

In this article, we processed frequently asked queries asked by QuickBooks users from our QuickBooks Support dedicated experts. Wizxpert expertise decides to come with this to provide you with the right path so that you can troubleshoot your issue on the void or refund customer payments in QuickBooks Point of Sale manually. 

In case there is still something left in this article or you may face any issues while implementing the steps. Don’t worry just leave your comments in our commenting box, we will review your queries and then provide immediate replies to them.

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