The extra amount and your two options for dealing with it appear here. In the lower left corner, you'll see a section titled Overpayment. QuickBooks will have put a checkmark in front of all the outstanding invoices listed to indicate they've been paid. Select the customer and enter the Payment Amount and Check #. Open the Receive Payments window by going to Customers | Receive Payments or clicking Receive Payments on the home page. Let's say a customer is catching up on multiple outstanding invoices and he or she sends you a check for the total but overpays you. When you've checked the screen for accuracy, click Done. QuickBooks will tell you how much credit was applied and whether any remains. If there isn't already a checkmark in front of the invoice you want to apply it too, click in the first column to create one. If there is an open invoice, the Apply Credit to Invoices window will open, containing a list of unpaid bills. Choose a credit card and check the box in front of Process credit card refund when saving box to issue a credit card refund automatically. That refund will be in the list the next time you open the File menu, then Print Forms | Checks. Select Check and then the Account, and check the box in front of To be printed. If you select Cash from the Issue this refund via drop-down list and then pick the correct account from the list that opens, the refund amount will be subtracted from the account. Everything should be filled in here except for the payment method. You can then either click on the Customers & Jobs tab and scroll down until you can highlight your customer’s record or click on Transactions | Credit Memos.Ĭlick on Give a Refund to open the Issue a Refund window. You can see this in the Customer Center if you click on Customers in the navigation toolbar (or Customers | Customer Center). The window will close, and the customer will have had that credit amount applied to his or her own account. Select the first option if that's what you want and click OK. Click the button in front of the option you want. The Available Credit window, pictured above, will open. Repeat the process if more than one item was returned, then click Save & Close. In the line item section of the form, choose the merchandise returned in the Item column and enter a quantity. To create a credit memo, click Refunds & Credits on QuickBooks' home page or open the Customers menu and select Create Credit Memos/Refunds.
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