Cancel a payment (void) with QuickBooks integration
You would like to cancel the payment applied to this invoice because it was applied to the wrong invoice, the wrong amount or the check was refused at the bank
▪️ How to
Click on the button to the right of the payment line in the payment calendar
Select Void
▪️ Results
Plannit: invoice status changes back to To pay
QuickBooks: Invoice status changes to To be paid
💡 You wish to apply a new payment
Make sure you have refreshed the page
If necessary, make the necessary changes to the invoice and click on Add payment in the payment calendar.
Click on the Pay button on the calendar to make your payment
Enter the payment type and amount and click Save
Refunding a payment with QuickBooks integration
You would like to refund the payment applied to an invoice because the customer overpaid, or have you modified the invoice downwards on a paid invoice
▪️ How to
Click on the Actions and Refunds button at the top of the invoice window.
2. The message below will appear, telling you that it is not possible to make a refund with QuickBooks integration, and that you must cancel the initial payment and add a new manual payment for the correct amount.
3. Click on the button to the right of the payment line in the payment calendar and select Cancel.
4. Refresh page
5. Click on the Actions button at the top of the invoice window
6. Select Pay to enter a new payment
7. Register a new type of manual payment and enter the net amount, which is equivalent to the amount received minus the amount refunded (example: You received $1200 in payment - $100 amount to be refunded = $1100 net). In the notes, enter the initial amount received and the amount of the refund.
8. Go to Quickbooks and delete the initial payment you received for this invoice, or make a journal entry to do so. Since QB integration does not allow refunds, we need to make a manual adjustment.
Bank XX
Accounts receivable XX
▪️ What you have to do
Manual reimbursement (cash, cheque, interac, etc.)
Issue cheque manually or other manual types
Online reimbursement (Stripe, Simpay, Heartland, etc.)
Go to your Stripe account, enter the invoice number or customer name in the search bar and refund the customer yourself by clicking on the 3 little dots on the right and selecting Refund payment.
▪️ Results
Plannit: the invoice status reverts to Paid if the overpayment is reimbursed, or to Partial if there is still a balance to pay.
QuickBooks: the invoice status reverts to that of Plannit.