How to Create A Refund Receipt In QuickBooks
There are following steps of Create A Refund Receipt In QuickBooks
Open a Refund Receipt
From the + menu, select Refund Receipt to open a new refund receipt.
Choose a Customer
In the refund receipt window, choose a customer from the drop-down suggestions menu.
Select a Payment Method
Blow your customer information, select a preferred Payment Method from the drop-down suggestions menu to specify how you will be paying the customer’s refund.
Choose an Account
Blow the label marked Refund From,select an account from the drop-down menu. This is the account you want the refund payment method to draw funds from.Next, you’ll want to designate the account you want the refund to come from
Designate the Product or Service for Refund
Select the product or service that you’re issuing a refund to this customer for.
Finalize Refund Receipt
Check the Amount column to ensure it’s the correct amount of refund you want to issue to this customer.
Take note of the check number. You may want to manually enter a check number (i.e. if the check number automatically generated by QuickBooks does not correspond to the number on the check you’ll be writing for this refund).
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Choose Print Options
When you’re finished with the refund receipt, you can select Print Check at the bottom of your the screen or select the box blow your check number to enable the Print Later option.
Save and Close
Now you have finished and exit the receipt window, select save and close.
Retrieve Refund Later
To retrieve this refund receipt ,move on the home screen, and click on the customers button which is left side tab to navigate your customer list
In your Customer list, find out the customer, you refunded, and click on their name to open the Customer detail window.
In the Customer detail window, you’ll see a list of all the transactions you have on record with this customer — you’ll notice QuickBooks has automatically added the refund you just issued to this customer, as well as your previous transactions with this customer.
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