In the Payee column, select the customer. Here's how: Go to the Plus (+) icon at the upper right.Choose the customer in the 'Received From' field. Note: This is not the same as creating a credit memo. Here are instructions to receive a customer overpayment then issue a check refund for the resulting credit balance using QuickBooks Desktop. Issue Overpayment Refund in QuickBooks Desktop.Select the correct customer and job (and A/R account. You could: Apply the balance to an existing invoice Keep it as an available credit Issue a refund Click Customers | Create Credit Memos/Refunds. Let's say a customer pays for an order but cancels before it ships. Figure 1: QuickBooks helps you identify refunds quickly.overpayments 107 Applying a discount for early payment 107 When you’ve applied payment to the wrong invoice 108 Setting up for finance charges 108 Assessing finance charges 109 Using Intuit PaymentNetwork with QuickBooks Desktop for Mac 109 Step 1: Set up QuickBooks Desktop for Mac to work with Intuit PaymentNetwork.
