thread Re: How can I delete an invoice? in Archived Discussions (Read Only)

How can I delete an invoice?

JenNCP — Sun, 27 Mar 2022 14:30:04 GMT

I thought I could use the invoice as a receipt for an in person credit card payment, but it created a new sale instead. How can I fix this? I am brand new to Square. Is there a tutorial video on how to use all the features of Square?

Re: How can I delete an invoice?

Minion — Mon, 28 Mar 2022 10:54:20 GMT

HI and welcome @JenNCP

To delete and invoice, from the dashboard, navigate back to Invoice Section, and click the 3 dot menu to the right o the invoice in question. you will then have the option to cancel/archive it.

Here is a general overlook of Square and some products/services it offers.

What product do you plan to use mostly of Square's for your business?

Re: How can I delete an invoice?

JenNCP — Mon, 28 Mar 2022 16:06:11 GMT

Thank you! I am planning on mainly using Square for in person credit card transactions and send receipts for products or services purchased. Also to help me keep track of sales. I may at a later date use the scheduling portion.

Re: How can I delete an invoice?

JenNCP — Tue, 29 Mar 2022 05:37:08 GMT

I issued a refund of the invoice amount to hopefully get the correct account balance. There was only an archive button. There wasn't a cancel option since it was already marked as paid. Thank you again for your help.

Re: How can I delete an invoice?

Minion — Wed, 30 Mar 2022 09:07:42 GMT

not a problem.