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Payments
Glad you're back, @debi8,
Regardless if the sale is fully or partly paid, the steps are similar when it comes to applying a refund. If you're recording the payments manually, I've listed the step-by-step process on how to apply a credit to a partially paid invoice below:
Step 1: Create the invoice.
- Go to the + New button and choose Invoice.
- Fill in all the information of the sale and click Save.
- On the transaction, click Receive payment.
- Record the first partial payment by adding the exact amount received in the Payment field. If it shows the full invoice amount, edit it.
- Hit Save and close once the first payment is received.
Step 2: Create the Credit memo.
- From the + New icon, choose Credit memo.
- Enter the customer name to be refunded.
- In the Product/Service column, pick the item being refunded.
- Add the correct amount you are going to refund the customer before clicking Save and close.
Step 3: Apply the credit to close the invoice.
- Go back to the + New button and choose Receive payment.
- In the Customer field, choose the same client name the refund goes to.
- The result must show the remaining balance of this customer together with the credit memo.
- Mark the correct invoice number and the credit so the Amount received field shows 0.00.
- Once done, press Save and close.
You can also use the steps outlined in this article as your reference: Create and apply credit memos or delayed credits in QuickBooks Online
If the same behavior happens after following the steps, try logging in to a different browser or private window. Let's check if the problem is brought about by issues in the browser and its cache.
To launch a private window, try out these keyboard shortcuts:
Google Chrome: press Ctrl + Shift + N
Mozilla Firefox: press Ctrl + Shift + P
Safari: press Command + Shift + N
Clearing the cache can also help resolve unexpected issues in QuickBooks Online.
Let me know how it goes or if you are using a different method of recording the payment. I'll be right here if you need further help with this topic or need anything else in QuickBooks. Have a nice day!