When you refund a payment in HCP, a refund receipt is created under the customer in QuickBooks Online.
Let's walk through the steps:
When you mark an invoice in HCP as Paid, you will see it paid in both HCP and QuickBooks Online:
Paid invoice in HCP:
Paid invoice in QuickBooks Online customer transaction list:
Process a Refund in HCP, and ensure you see the refunded item in the Payment History:
In QuickBooks Online, you will then see a Refund Receipt created for the customer. This is a refund receipt on a customer, which will show the customer now has a balance of that amount due:
Additionally in QuickBooks Online if you open the refund receipt, you can see which invoice it was sent over for:
The refund receipt will also display on the register for your Undeposited Funds, for you to add to a deposit and deduct from your account register appropriately.
Learn more about how Housecall Pro easily integrates with your Quickbooks Online account.