Refund Transaction
How to initiate partial and full refunds in Biller Genie
Table of Contents
You can refund transactions directly in Biller Genie and, if your account is connected to QuickBooks Online, the refund will sync back.
This article covers how to issue a full refund. We have a separate article on completing a Partial Refund.
Step 1: Open Transactions
Navigate to the Transactions page by selecting Reports > All Transactions.
Step 2: Search the Transaction
Use the search function, together with any of the available filters, to find and select the transaction you would like to refund.
Click the link in the ID column to open the transaction record.
Step 3: Initiate Refund
Click Refund in the top right corner of the transaction page.
Step 4: Confirm the Refund
On the confirmation screen, select Yes or No for the receipt, then click 'Refund'
Items to Note
- Performing a refund will not alter the original invoice
- Once a refund is issued, the action cannot be undone.
- For ACH payments - the refund option won't be available until the transaction has settled. To void before then, you may need to contact your processor.
QuickBooks Online
When using QuickBooks Online, Biller Genie will automatically create a refund receipt and sync it back to QuickBooks.
The refund will be debited from the original account it was deposited to, usually Undeposited Funds, or a sweep account if you are using our Automatic Batch Reconciliation feature.
Refund posts back to the sweep account
Refund appears under the customer's Transaction list in QuickBooks
QuickBooks Desktop and Xero
If using QB Desktop or Xero, record the refund in your accounting software after a transaction is voided or refunded in Biller Genie.