Create a Refund Invoice Template for Accounting Effortlessly

Refund invoice template for Accounting

on occasion we may need to issue refunds to customers we can do this directly from quickbooks under the new menu and then under customers choose refund receipt will usually use the refund receipt if you've made the original sale on a sales receipt because we know we've been paid we know we can issue a refund first enter the name of the customer then enter the refund receipt date next we'll choose the service that we're going to refund in this example let's choose monthly snow removal quickbooks enters the rate and the amount however let's suppose we're only going to issue a refund for two hundred dollars then we'll make sure that we add our sales tax to make sure that our sales tax return is accurate and finally since we're going to be recording this refund and issuing the payment back to the customer right now we have to tell quickbooks how we're going to pay them back we'll choose the payment method here and then we'll choose which account to refund it from we'll overwrite this with online because we're going to use our direct debit and that's all that's required we make sure that we have the customer the date what we're going to refund and the information of the account where we're going to refund from after completing that set of information click save and close quickbooks tells us that our refund has been successfully issued to this customer for the amount that we indicated to complete this click ok and quickbooks completes the refund receipt