thread Re: Invoice appearance and print options. Square should not allow it in Archived Discussions (Read Only)

How do I delete an invoice?

Markley21 — Sat, 01 Oct 2016 17:03:30 GMT

How do I delete an invoice ? She paid with her card and then decided she didnt want the item, I refunded her cash instead of using the refund on square (being new to this), but now its still showing paid under invoices and I want to just delete it. Help!

Thanks in advance!

Re: How do I delete an invoice?

Spenser — Tue, 04 Oct 2016 14:00:02 GMT

Not sure we know what you mean, @Markley21. Was the invoice completed with a card payment? If so, there isn't a way to delete the sale.

Here are the steps to refund a payment, if you'd prefer to do that in the future! Let me know if there is anything else I can clarify.

Re: How do I delete an invoice?

dorth001 — Wed, 11 Jan 2017 21:45:21 GMT

I closed it out on other. I then opened another invoice and paid that one with a card.

For my report tracking I'd like to delete the first invoice.

Will that just go away after some time?

Re: How do I delete an invoice?

dorth001 — Wed, 11 Jan 2017 21:47:45 GMT

I did refund the Other payment

Re: How do I delete an invoice?

Sean — Wed, 11 Jan 2017 22:33:09 GMT

@dorth001 - Since deleting isn't currently an option, refunding is your best bet. Glad to hear you found this option.

Invoice appearance and print options

yashimac — Thu, 26 Oct 2017 17:53:21 GMT

how can i delete an invoice that is showing as failed?

Re: Invoice appearance and print options.

Helen — Thu, 26 Oct 2017 18:10:29 GMT

Hello @yashimac! I've moved your post here as other sellers have asked the same question. There isn't a way to delete an invoice if it was successful or if it failed!

While this isn't something we have a timeline for I'll share your interest in being able to delete invoices with the Product Team.

Re: Invoice appearance and print options. Square should not allow it

cicorp — Wed, 04 Jul 2018 02:07:17 GMT

Square keeps its credibility as a neutral arbiter and fair credit card processor as it is. Merchants should NOT have the ability to delete a paid invoice, to avoid temptation to deny being paid. A deleted paid invoice would leave the customer with no way to prove that the invoice is marked Paid. Now he can simply click the URL. Square should protect both the Merchant and Customer. Square is just fine the way it is now for maximum trustworthiness in the globalmarket place..

Re: Invoice appearance and print options. Square should not allow it

janaeelisa — Wed, 01 Aug 2018 01:09:42 GMT

I dont agree. I accidently marked an invoice "paid in cash" when it wasnt (I was trying to adjust the amount. So now I have no way to delete it from my system and it shows i made more money than i actually did so its definity an issue.

Re: Invoice appearance and print options. Square should not allow it

puka — Wed, 01 Aug 2018 17:49:27 GMT

Hey @janaeelisa - Sorry to hear about your issue. If you'd like to balance your books after an accidental charge like this, you would just need to press Refund for that transaction and the system should reflect an accurate balance from there.

How do I delete an invoice

DimensionDrywal — Mon, 04 Mar 2019 16:58:53 GMT

This reply was created from merging an existing thread

How to delete an invoice

Re: How do I delete an invoice

Carrx — Mon, 04 Mar 2019 16:14:32 GMT

You can't delete an invoice, but you can cancel it. Canceling it will void it out. Click on the invoice you wish to cancel. Then scroll down to the bottom. Click "more" then cancel.

How do I delete an invoice?

bolivarcomplete — Tue, 02 Apr 2019 18:47:37 GMT

I was playing around learning the square and accidently created an actual invoice thinking I could delete the whole thing. But I can't figure it out.

Re: How do I delete an invoice?

puka — Wed, 03 Apr 2019 14:06:48 GMT

Hey @bolivarcomplete - I've merged your post with a thread on the same topic. Check out Carrx's answer above for more information.

How do I delete an invoice that keeps going out to buyer's email?

saltwatercrow — Thu, 05 Dec 2019 18:04:00 GMT

How can I permanently delete an invoice and keep it from going out in a daily email to buyer?

Re: How do I delete an invoice that keeps going out to buyer's email?

ashc — Sat, 07 Dec 2019 12:40:07 GMT

Hi @saltwatercrow!

I moved your post to an existing thread in the Community with the same question.

Check out @Carrx 's best answer for more details.

In the future too- don't hesitate to search your question first within the Community because it's likely that it is already answered by us or one of our sellers.

New to square made a mistake please help!

DannCoServices — Sat, 28 Dec 2019 00:31:46 GMT

I sent an invoice and everytime we try to run the card it would decline. So I was trying to see if I could take 1/2 of the invoiced amount. But what happened was I wrote that 1/2 the invoice was paid by other. So how can I delete this? I did send another invoice for the other 1/2 of the invoice and both are paid via credit card that he paid himself via invoice sent to him. But it shows that I received more because of the paid amount I manually put.

Please help!!

If feel like an idot!!

Re: New to square made a mistake please help!

Kassi_ — Sun, 29 Dec 2019 21:50:55 GMT

Hey @DannCoServices -

I moved your post over to a board with answers to your question.

Check out the best answers on this post by @Carrx about canceling the invoice since there isn't a way to delete them.

Remove test invoice

Devonedwards_ — Sun, 17 May 2020 19:02:42 GMT

Hi, I sent myself a test invoice so see how it would show up for other customers and marked it as paid. I then refunded the fake “balance” but it still shows up in my paid invoices. Is there anyway to remove this charge? I would hate for a test invoice to affect my taxes for next year. Thanks!

Re: Remove test invoice

AshleyK — Tue, 19 May 2020 13:20:16 GMT

Hey @Devonedwards_ Thanks for reaching out about this. I've merged your post with an existing thread that will help answer your question. In case you're short for time, I will mention that you cannot delete any transactions or invoices, but you can always refund them and label the payments as test payments for your records. Thank you!