Apply or void a refund.

[RPenman]

I overcharged a client so I went back into the invoice and issued a refund.  The client was making another purchase so I wanted to apply that refund to the new invoice and can't find a way to do that.  I can't void the original invoice, can't void the refund, and now there is a new invoice for his new purchase he has paid the difference on, but still shows there is an outstanding balance on it.  When I run my reports, it shows he has an open credit, and a new invoice with a balance.  There is no way that I can see to apply the refund, void it, do anything with it except let it sit out there in perpetuity.  

Someone help me to understand why a program out there that has been around for years has no way to fix this issue.  Or please someone tell me how I can fix it.

[BrainArtist · Accepted solution]

If it were me, I would record an "other" payment to the open invoice, and type in the refund reference.

Accept Payments for Invoices from the Square POS App

You can use the Square POS app to complete any invoices sent from your app or Dashboard.

1. Tap More from the navigation bar at the bottom of your screen and select Invoices from the navigation menu.

2. Click on the invoice from your list or learn how to create an invoice on your mobile device > tap Add Payment.

3. Swipe, Insert, or Tap your customer’s card, charge a saved card on file, or select a separate tender type (Cash, Gift Card, Check ➡️or Other.)⬅️

4. You’ll see a final screen that reads Invoice Paid after the payment completes.

Your customer will automatically receive payment confirmation to the email or phone number (if you chose to share manually) entered for their Invoice. Taken from: https://squareup.com/help/us/en/article/5781-invoices-on-your-square-point-of-sale-app