thread Re: How do you delete a "failed" invoice? in Archived Discussions (Read Only)

How do you delete a "failed" invoice?

Farmhousechicbo — Sat, 25 Nov 2017 23:43:11 GMT

A customer was trying to pay her invoice and her card was rejected several times. The invoice was listed as failed. I reissued the invoice. How do I delete the failed one?

Re: How do you delete a "failed" invoice?

katieand — Tue, 28 Nov 2017 20:09:24 GMT

@Farmhousechicbo -

If you haven't marked the invoice as paid, you can cancel it!

To cancel an unpaid invoice:

Navigate to the Invoices section of your Square Dashboard.
Click on the invoice in question, click More and click Cancel.

After you click 'cancel' you will see the option to notify your customer that the invoice has been canceled. Leave the box unchecked if you don't want your customer to receive an email notification!

Re: How do you delete a "failed" invoice?

RHatch — Tue, 28 Nov 2017 21:07:22 GMT

You can't remove a failed invoice. You can adjust your filters so it doesn't show up, but you can not delete it.

Re: How do you delete a "failed" invoice?

Farmhousechicbo — Tue, 28 Nov 2017 21:59:59 GMT

Tried that. That option is not available.

Re: How do you delete a "failed" invoice?

sake81603 — Tue, 09 Jan 2018 14:47:52 GMT

There is no "more" option but only "duplicate" and "done" I want to get rid of them because I have already duplicated them and they are now paid.

Re: How do you delete a "failed" invoice?

Farmhousechicbo — Tue, 09 Jan 2018 16:03:15 GMT

How do you adjust your filters so the failed invoice doesn't show?

Re: How do you delete a "failed" invoice?

sake81603 — Tue, 09 Jan 2018 16:32:48 GMT

If you find out let me know. I have no idea.

Re: How do you delete a "failed" invoice?

RHatch — Tue, 09 Jan 2018 17:12:21 GMT

On your invoice screen at the top it has a search box, and next to that is says all invoices. Click on that and you can filter by one of the option. I use outstanding to see what needs to be paid. You can then enter your customers name in the search box to look at all invoices for a customer.

Re: How do you delete a "failed" invoice?

uniquethink — Tue, 30 Jan 2018 18:59:05 GMT

How can we make this a feature request to be able to delete it. This seems like a no-brainer to remove it. Am I missing something?

Re: How do you delete a "failed" invoice?

Chad — Wed, 31 Jan 2018 22:32:59 GMT

Hello @uniquethink! You're more than welcome to get a feature request thread started for this. Just tag me with an @ mention or send me a private message and I'll move your thread to the features board once it's created.

Re: How do you delete a "failed" invoice?

ACMInc — Wed, 20 Jun 2018 23:56:22 GMT

The same is true with an 'Undelivered' invoice. If an email address is entered incorrectly, Square cannot deliver the invoice HOWEVER we cannot edit the email address on the Undelivered Invoice nor can we Delete it.

I agree, it seems like a no-brainer that these types of invoices should be able to be deleted.

Chuck

Re: How do you delete a "failed" invoice?

tpprovocateur — Fri, 20 Jul 2018 21:44:04 GMT

Unique...I am with you. I can't delete a failed invoice and it has been paid (via the phone app). I like to see what has been paid and what's outstanding. I find it annoying that you can't delete it.

The Plant Provocateur

Re: How do you delete a "failed" invoice?

vanmeterstudio — Mon, 30 Jul 2018 15:16:44 GMT

Dealing with a failed or undelivered invoices should not be difficult. Square needs to develop an option to delect an invoice for any reason. I'm surprised they didn't. This is a serious oversight on their part.

Re: How do you delete a "failed" invoice?

ACAS — Sat, 26 Jan 2019 21:47:07 GMT

Im on board with you. I created reoccuring invoices but needed to change something. I was able to delete but it still shows in the account. I want them to disappear alltogether! But I guess with accounting it doesnt work that way 😞 super frustrating!

Re: How do you delete a "failed" invoice?

Marcohere — Sun, 24 Feb 2019 14:18:20 GMT

I had a fake invoice, created on the first day I signed up with Square, it was simply a Test. Unfortunately, it is now there. I want to delete it, but after reading this thread that is 1 year old as of today, it seems there is no solution. However, I went to the invoice and clicked "Refund" and then refunded it in cash. Now the account seems to be back in order.

Re: How do you delete a "failed" invoice?

AmEdgeDesigns — Tue, 25 Jun 2019 15:50:30 GMT

I'm sure Square keeps the failed invoices there for Accounting purposes, just like you would keep VOID checks in the registry. Always have a trail of what happens!!

Re: How do you delete a "failed" invoice?

seasonseatings — Mon, 21 Sep 2020 01:59:16 GMT

As of Sept. 2020, you can archive the invoices you don't want to have to deal with any longer. I archived a bunch that I cancelled as test dummies. Solved my problem, hope it works for you too.