I appreciate you for the clarification, @DBETHEA.
You can consider writing a check to issue a customer refund for the initial Credit Card (CC) payment. Then, receive the payment of the check. You can follow these steps:
- Go to the Banking menu. Then, select Write Checks.
- In the Reference number field, enter CC Refund.
- From the Pay to the order drop-down menu, choose the customer.
- Enter the refund amount and review the date.
- Type the description of the refund in the Memo field.
- From the Expenses tab, select the Accounts Receivable account.
- Select Save & Close.
After this, open the invoice at issue. Then, Receive payment for the second payment which is a check. Just a disclaimer, it would be best to consult your accountant for further guidance in accounting for the CC payment reversal.
I've added these articles that can guide you in adding and reconciling your accounts effectively in your QBDT software:
If you have further questions about refunds in QBDT, you can comment below, and we'll respond to you as soon as possible.
