Refunds are a reality for online businesses and are no different for QuickBooks Commerce. We have a standard process for putting in a request for refunds to be processed.
You can request a refund for many reasons – payment was made by mistake; technical errors; or if the claim adheres to your refund policy.
The Merchant has full responsibility for informing customers of their rights to refund. QuickBooks Commerce recommends merchants’ publish their refund policy on their B2B stores/invoices.
Processing a Refund
If you need to issue a refund for a Sales Order/Invoice that was paid through B2B Payments, simply:
Step 1: Access your Payments Dashboard
Click on the ‘Payments’ tab on your main navigation bar. You will land on the Dashboard page.
Step 2: Select the Tab
Switch to the Payments tab on-screen. You will see a list of all your invoices in various statuses.
Step 3: Choose the Invoice
Find the Invoice number you want a refund to be processed for, and click on the Refund button on the right-hand side.
Things to take note 📝
- Please note only Primary Account holders can issue refunds - this function is not available for all other users.
- Partial Refunds aren't currently supported with B2B Payments. You can only issue a refund for the entire amount of the invoice, and then issue a new invoice for the new balance, if needed.