thread Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid. in Archived Discussions (Read Only)

How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

AllInOne1 — Sun, 04 Dec 2016 05:48:22 GMT

How do I delete or CANCEL an un-paid Invoice ?

Customer declined to complete the sale once I sent her an invoice -but invoice still appears in our unpaid folder.

There is no "CANCEL Invoice" button .

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

Chad — Mon, 05 Dec 2016 22:44:41 GMT

@AllInOne1 Hey great question! We're excited that you came to the Seller Community for this question! 🎉

You do have the option to cancel an un-paid invoice from your Square Dashboard. Navigate to Invoices and select your desired invoice.You should see a pop-up on the right side of your screen. From here select the more option and select cancel from the drop down list.

If you have any other invoicing questions please feel free to reply back! ✌️

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

hdihnen — Thu, 08 Dec 2016 21:10:55 GMT

I also need to delete / cancel 2 invoices that were created in error when your site was not working right. I had created an invoice and posted it, but your site kept giving me an error saying it could not send the invoice. But it did. It created 3 of them.. I canceled 2 of them, but they still show as overdue and owed in my lists. They are not owed as I canceled them. Please allow me a way to remove these and to stop showing as still overdue and owed even after canceled... Annoying that you don't allow us to delete are own invoices that were entered wrong or never completed by customers.

Heidi Ihnen

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

EJ_ — Thu, 08 Dec 2016 21:31:59 GMT

@hdihnen While you're able to cancel any invoice from your Square Dashboard, there isn't a way to delete an invoice entirely from the Invoices tab.

Once you cancel the invoice, you can choose to uncheck the "Cancelled" category of listed invoices so they no longer show in your Invoices tab.

I agree that the ability to delete invoices sent by mistake would be useful. If we make this change we'll definitely update everyone!

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

vectyr — Fri, 24 Mar 2017 21:06:19 GMT

I created some invoices as a test and then cancelled them but they are still there. I'm trying to get rid of them completely, is there no way to do this? Same thing with my test recurring invoices, are they there forever now?

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

EJ_ — Mon, 27 Mar 2017 16:54:06 GMT

@vectyr Unfortunately you can't delete an invoice from your Dashboard.

Cancel the invoice and then uncheck the "Cancelled" category of listed invoices so they no longer show in your Invoices tab.

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

MelanieKeller — Fri, 23 Jun 2017 20:47:40 GMT

Hello! I have figured out how to cancel an invoice in the dashboard. However, the total at the top is still including the cancelled invoices. Is there a way to remedy the total? Thanks!

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

EJ_ — Mon, 26 Jun 2017 19:04:43 GMT

@MelanieKeller Unchecking the "Canceled" box in the Invoices drop down will remove the canceled invoices from the number total.

How can I clear the unpaid/overdue amount on my dashboard from a invoice that has been cancelled.

perezsmanuel — Sat, 12 Aug 2017 23:34:32 GMT

I tried testing the invoice feature by sending one to myself. The total amount of the invoice was $64.35 and it was overdue. So I cancel it because it was just a test. Now the invoice appears as canceled. But there is still the $64.35 showing in my dashboard as Unpaid/Overdue. How can I get rid of this so my books are clear? When I click on the canceled invoiced the only options are to Duplicate, Share and Print.

Please, help me.

Re: How can I clear the unpaid/overdue amount on my dashboard from a invoice that has been cancel...

Helen — Tue, 15 Aug 2017 22:53:49 GMT

Hello @perezsmanuel and welcome to the Seller Community!

I've moved your post here so you can see EJ's answers. It's important to make sure that the the "Canceled" box in the Invoices dropdown is unchecked. This will remove the canceled invoices from the unpaid/overdue number total at the top of your Dashboard.

Also, heads up, it can take 10-15 minutes for the unpaid/overdue dollar amount on your Dashboard to update after you mark an invoice as canceled.

Let me know if you're still experiencing this issue, happy to help!

Re: How can I clear the unpaid/overdue amount on my dashboard from a invoice that has been cancel...

perezsmanuel — Wed, 16 Aug 2017 02:31:48 GMT

Thanks Helen. The issue was solved effectively after a few minutes. I'm new in this and I'm exploring every feature before I start the business. Now I have $216.00 showing in my dashboard as "Drafts" I don't know where that came from or how to erase them. If you can tell me how to clear I would appreciate it.

How do I delete an invoice and customer

Kirsty — Wed, 26 Feb 2020 14:30:31 GMT

I choose to delete an invoice and customer - how do I do this?

Re: How do I delete an invoice and customer

Kassi_ — Thu, 27 Feb 2020 18:47:58 GMT

Hey there, @Kirsty -

Welcome to the Community!

I moved your post over to a board with a similar topic and tips. Check out EJ's post on canceling your invoice because they cannot be deleted.

Also, here is a link to help manage your Customer Directory.

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

CommonGroundCT — Fri, 05 Aug 2022 17:12:01 GMT

Iam trying to cancel a customer subscription (they get charged weekly) and there is non "Cancel" option in the drop down menue on the right when I look at the invoice. How do I cancel their invoice?

Re: How do I delete a an un-paid Invoice ? Customer declined sale but invoice still appears unpaid.

frances_a — Sun, 07 Aug 2022 17:24:07 GMT

Hello @CommonGroundCT

and welcome to our Seller Community, we're always excited to see new faces!

Are you looking at your invoices from an internet browser? If so, follow the instructions below:

From your Dashboard, you'll want to go to Invoices, then select Invoices to the left to see a list of all invoices. Once there, select the invoice you wish to cancel and either click the three dots on the right or click the invoice then click More (bottom right area of the screen).

If you are trying to cancel from the Invoices app, select Invoices at the bottom of the screen, then tap the desired invoice, scroll down to "More" and tap "Cancel Invoice"

Let me know if that works.

Thank you.