thread Re: How to edit an invoice in Archived Discussions (Read Only)

Point of Sale - How to cancel an invoice?

Reneejgavin — Tue, 19 Sep 2017 22:44:16 GMT

I am needing to know how to cancel an invoice. A customer thought they hadn't received it so I sent another and now there are two, they paid one. Another customer wanted to pay through PayPal instead, so I need to cancel it too.

Re: How to cancel an invoice

RHatch — Tue, 19 Sep 2017 17:52:26 GMT

Go To Invoices Find the invoice and click on it. In the far right corner click "more" then click "Cancel"

How to edit an invoice

emoorehead — Mon, 06 Aug 2018 21:45:35 GMT

I created an invoice, manually delivered to the customer.. The customer asked that I edit or create a new invoice that had the specific words..."Pay to the Order of". Couldnt find a way to edit the exisitng invoice, so I created a new one. Now how do I cancel the origignal. In the fuiture is there a way to edit an existing open invoice?

Re: How to edit an invoice

puka — Wed, 08 Aug 2018 21:36:56 GMT

Hey @emoorehead! I've merged your post here where you can find more information on how to cancel an Invoice via @RHatch's response above. If you need to edit an Invoice, you would just need to select the Invoice and tap Edit to update the details. For requests such as your customer's where they need specific phrasing, I recommend adding it to the Invoice Title or Message sections. Hope that helps!

Re: How to edit an invoice

emoorehead — Wed, 08 Aug 2018 22:05:03 GMT

I see the list of invoices-I click the one I am interested in. It then disaplays only a summary of that invoice, no edit or cancel button is visible on the screen. What am I doing wong here? thanks in advance

Re: How to edit an invoice

emoorehead — Wed, 08 Aug 2018 22:19:42 GMT

Ok-the edit/cancel buttons are on the bottom of my scdreen--I didn't see them until I moved the page up. Now I am all set. Thanks

Re: How to edit an invoice

mightymissdsgns — Wed, 06 Feb 2019 16:37:24 GMT

@puka

I just accidentally recorded a payment for an invoice (Method: Square Point of Sale) I created when I actually meant to cancel it. I was doing too many things at once.... Is there a way to cancel that invoice? The only options I'm seeing at the bottom of that invoice are: Duplicate, Share and Print. I know it's not linked to my actual transactions, but I'm going to be off on my invoice totals if I can't get rid of it. Thanks!

Re: How to edit an invoice

Helen — Wed, 06 Feb 2019 18:56:26 GMT

@mightymissdsngs If you marked the invoice as paid you can refund it instead, you can't cancel a paid invoice I'm afraid!

You should be able to refund the invoice from your online Square Dashboard:

Sign in at squareup.com/dashboard > and navigate to the Invoices section.
To filter your invoices click All Invoices > the click Paid Invoices.
Click on the invoice you'd like to refund > from the lower right click More > Issue Refund.

Or, from the paid invoice click View Payment Details (this will take you to the Transactions section of the Dashboard) and click Issue Refund from the top of the next screen.

If you're still having trouble refunding this invoice reply here to let me know!

Re: How to edit an invoice

mightymissdsgns — Wed, 06 Feb 2019 20:00:50 GMT

@Helen

I'm not given those options with this invoice (see previous post). I recorded the payment method as Square Point of Sale, so there's no actual transaction tied to the invoice. Maybe that is the issue? I'm not sure..

Re: How to edit an invoice

Helen — Wed, 06 Feb 2019 22:06:55 GMT

Hello again @mightymissdsgns, I had to do a bit of research, thanks for your patience!

You are right — as there is no other transaction in the Point of Sale you don't need to refund this payment. I'm very sorry for my confusion!

When you select Record Payment and choose Square Point of Sale it's as if you're confirming that another transaction already exists for this payment. For example, let's say you had a retail store and a customer you invoiced decided to pay in store instead. Marking the Invoice as paid as Square Point of Sale will prevent you from recordring the payment twice.

Re: How to edit an invoice

talktometree — Wed, 15 Dec 2021 18:37:20 GMT

Hi Helen,

I have a follow-up question on issuing a refund. I would like to issue a refund in order to balance my books, but I'd rather not confuse the client by sending her a copy of this refund. Is there a box to check so that the client isn't notified? Thanks for your help.

Judith

Re: How to edit an invoice

JJ_ — Sat, 18 Dec 2021 17:39:47 GMT

Hey there @talktometree 👋

At this time if the Customer requested a receipt for their original transaction, refunding the same transaction will definitely trigger a refund email to be sent. This is part of our Service agreement to your customers. I hope this information is helpful!