Have you posted a refund in QuickBooks Online, however, AR Workflow is still showing a balance?
If a refund is not addressed correctly in QuickBooks Online, it may reflect in AR Workflow as a balance due for a paid invoice.
If you refund a customer, there is a process that needs to be followed in order to correct the account balance:
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Lower the actual bill by the refunded amount.
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Apply the refund check to the invoice.
As you can see here, this customer, Michele, had a check made out to her for a refund of $10,201.97
Step 1 - Go to the Invoice and lessen the amount by the refunded check amount. Then Save and Close the invoice.
The equation is: Original Amount - Refund Amount = New Amount.
Reducing the invoice amount by the refund amount will also update the balance due. This is expected, so later, when you apply the refund check to the invoice, it will balance out.
Step 2 - Go back to the received payments screen.
You'll notice that the balance and overdue amounts have been updated.
Open the payment screen for the refund:
On the payment screen, you will notice the amount received is $18,427.65, and there is a check refund to apply of $10,201.97
Check the refund line item and Save & Close.
That's it! On the payment screen, you will see the Open and Overdue balance 0'd out as well as the line item balances:
