Keep Income Reports Clean!

talktometree — Sun, 21 Sep 2025 06:35:42 GMT

Hey there. I'm new to Square, and have something specific i'm attempting to learn about and work through. And I'm trying to set up a standard protocol for charging clients and getting them the info they need for insurance reimbursement.

My clients ideally will set their own appointments. I need to make a custom invoice (not a receipt) that can be marked paid and will act as a superbill, submittable for insurance reimbursement.

After my very first client appointment, I attempted to pay myself through this superbill invoice, but the square system didn't let me do that. So I used the calendar and the client's uploaded credit card information added when they made the appointment--I clicked their calendar date, paid myself, and then marked the superbill "paid--other."

The square evening report tallied that appointments amount as double.

I would like to mark the superbill paid in a way that it doesn’t count as income. Does anyone know how I can easily do this? (Maybe without issuing a refund, unless that's the only way...) I'm trying to establish a good routine for myself and clients. I would like to "pay myself" rather than waiting for clients to pay their invoices. It's easier and cleaner for me.

Thanks so much if you're able to shed some light!

thread Keep Income Reports Clean! in Payments Troubleshooting

Keep Income Reports Clean!