thread Re: How to change paid invoice to unpaid? in Archived Discussions (Read Only)

How to change paid invoice to unpaid?

cflms — Tue, 21 Aug 2018 21:41:25 GMT

Forgive my ignorance, but I can't find how to change an invoice that was mistakenly marked as paid to unpaid. I have scoured the forums and interwebs but I just can't seem to find out how and if it's even possible.

Thanks for any help in advance!!!

Re: How to change paid invoice to unpaid?

Chad — Fri, 24 Aug 2018 01:32:16 GMT

Hello @cflms!

I'm surprised we don't already have a thread about this already. Currently once an invoice is marked as paid you can't edit it to be outstanding again.

If you have any questions please feel free to reach out to me! 🙂

Re: How to change paid invoice to unpaid?

121212 — Mon, 12 Aug 2019 05:20:23 GMT

Just wondering if there are any changes to the invoice problem, I recently marked a unpaid invoice as paid and I was hoping that something had changed in this area?

Re: How to change paid invoice to unpaid?

nika — Tue, 13 Aug 2019 15:54:05 GMT

Hi @121212- Thanks for checking in. We don't have any new development in regards to changing a paid invoice to unpaid. But if this changes, we'll make sure to share this update here in the Community.

Re: How to change paid invoice to unpaid?

ask4adam — Sun, 27 Oct 2019 06:35:42 GMT

This seems like a basic feature.

QuickBooks lets you do this.

Re: How to change paid invoice to unpaid?

FantasticalKate — Sat, 16 Nov 2019 18:49:17 GMT

AGREED.

I marked an invoice as PAID- which it was, but not via Square- however I was documenting my payments within Square... because the customer was on a payment plan.

Now it shows up in the records as an "Other" payment form, meaning it's on my books Twice and I cannot mark the invoice as UNPAID nor can I eliminate it.

This needs to be addressed!

Re: How to change paid invoice to unpaid?

FantasticalKate — Sat, 16 Nov 2019 18:53:30 GMT

How do I get the payment off my records?

Must be done. As in... no other option here because the customer paid electronically elsewhere. I cannot Refund it either- because the customer didn't pay within Square (otherwise I'd not have this issue! haha)

I looked into the refund idea- as I saw that on another thread, but the screen pops up saying it will be taking it out of my account.

Someone else said because they didn't pay... they wouldn't receive a refund... but that is Not what Square says when I go to issue the refund in order to get it out of the income report.

Thanks for your help!

Re: How to change paid invoice to unpaid?

LMS2 — Fri, 20 Dec 2019 16:08:55 GMT

I have this problem too. Would appreciate Square making this possible. It seems like it should be an easy feature to add.

Re: How to change paid invoice to unpaid?

Joe — Fri, 20 Dec 2019 18:42:50 GMT

Thanks for adding your voice here, @LMS2. We will be sure to update this thread when this feature becomes available.

Re: How to change paid invoice to unpaid?

ashleymiglini — Thu, 05 Mar 2020 16:07:51 GMT

@Chad please provide a response from Square. Your customers have been telling you for years that they need this feature for accurate reporting. What is Square going to do about this?

Re: How to change paid invoice to unpaid?

AshleyK — Thu, 05 Mar 2020 21:31:32 GMT

Hi @ashleymiglini I'm gonna be taking over here for Chad, but I appreciate your time in reaching out and sharing your feedback on how this feature request is affecting your business. Unfortunately, I don't have any timeline to give for when this feature will be available. I hear you in your frustration and I understand how this feature can help your business! I want to make sure I share this with our Development Team and thank you for your patience while we continue to track this feature request.

Re: How to change paid invoice to unpaid?

Sheriff614 — Sat, 07 Mar 2020 18:39:56 GMT

I needed this as well....

I just want to ADD to the existing invoice, which the customer paid in advance of the due date.... really stinks that this feature isn't available.

Re: How to change paid invoice to unpaid?

ucprint — Sat, 27 Jun 2020 07:01:18 GMT

Hi, I really need this. i've accidentally marked invoices as paid by 'other'- this seems to happen with invoices containing deposits/milestones, and this could potentially lead to nasty and unnecessary disputes with clients. It's a feature that is very straightforward to implement.

Re: How to change paid invoice to unpaid?

JustinC — Sat, 27 Jun 2020 21:05:03 GMT

Still not available but we'll let you know if anything changes. Subscribe to this thread for update notifications!

@2ucprint

Re: How to change paid invoice to unpaid?

CarolinaSmoke — Thu, 19 Aug 2021 14:24:47 GMT

Any update here? Desperately need to be able to add to invoices that have already been paid. I invoice customers for catering and it is fairly common they want to add to their order. I need the entire order to be on one invoice. Please help

Re: How to change paid invoice to unpaid?

Frida — Fri, 20 Aug 2021 00:19:12 GMT

Hello @CarolinaSmoke , good to see you post again and welcome back!

Currently there is no ability to modify an invoice once its been paid. Moving forward you will need to create a new order if you have repeat customers.

As a work around, you are able to duplicate a prior invoice and copy over most information.

Check out this popular help topic here: https://squ.re/2AbMQfa

Any updates or modifications made to this ability within invoices will be posted in this thread.

Hope this helps!

Re: How to change paid invoice to unpaid?

boundlessnc — Thu, 04 Nov 2021 21:12:56 GMT

This is terrible! How can you not mark an invoice as Unpaid? I accidentally got a invoice number confused and now I have no way to rectify that?

Re: How to change paid invoice to unpaid?

QuinceyJ — Thu, 28 Apr 2022 01:00:32 GMT

I also need this feature. Accidentally marked as paid. Why is square so unresponsive to this request? Willful neglect it seems. Prove me wrong Square.

Re: How to change paid invoice to unpaid?

JJ_ — Sat, 30 Apr 2022 00:12:42 GMT

Hello @QuinceyJ

While this is something that has been long requested my PERSONAL understanding is that Square being a financial institution needs to record every single transaction taken under each Seller's business. This being said once a transaction is settled on our platform (unless is an unsettled tip payment) cannot be undone unless refunded.

I definitely recommend you submit an official Feature Request here. This will help our product team get visibility and track other Sellers' interest in your request.

Important: When submitting a request, make sure to include the desired feature, and provide the details of how this feature will help your business succeed (how would you use it and what you expect from it).

Re: How to change paid invoice to unpaid?

QuinceyJ — Sat, 30 Apr 2022 00:28:36 GMT

In most cases Square has nothing to do with the payment (i.e customer makes a bank transfer) so I am not sure your reasoning works (i.e Square has to record every transaction).

There is no money physically going through the square infrastructure so it does not stand that they can't simply mark as unpaid. I am not submitting as a Feature Request either as this feature has been demanded for over three years now. I am sure many people have done this already.

I just know for a fact that square really does not show integrity in these feature requests. They merely put up these forums to show they care but don't actually action anything.

It would be so simple from a coding perspective but Square are not in the business of actually listening to customers. They would rather blow their capital on overpriced 'Buy now pay later' software like Afterpay that is all hype and no actual real value. Show me otherwise.