Payments
I've got you covered, Dr. Abreu.
As Rustler mentioned above, even if the transaction is being disputed, once it's completed you don't want to alter it. Instead, just issue a Refund Receipt for the disputed amount. I'll guide you through doing this below:
Create a Refund Receipt
- From QuickBooks Online, click the Plus (+) icon and select Refund Receipt.
- Select the customer who is disputing the transaction at the top, and enter a Product/Service that you'll be refunding from (thus reducing the Income from the disputed invoice).
- If ACH payments are enabled, be sure to pick the correct refund account and payment type before continuing.
- Click Save and send.
This process is also covered in our tutorial on Refund Receipts here. Check out this video demonstration for a quick example:
With these instructions, you can refund as much as you need without having to edit the disputed transaction. Please let me know if there's anything else you need, I want to make sure you're taken care of. Thanks for reaching out, wishing you a wonderful rest of your day.
