Had a client want to pay with a card but I accidentally did it as a cash payment instead and it paid the invoice in full. How can I remove the cash payment from the invoice to be able to take the payment with their card info? Or do I have to issue the "refund" and create a new invoice to be able to take the CC payment?
@CHPLLC25 You definitely have to issue a cash refund. But after you do that, the invoice should revert to unpaid status, so you should not have to recreate it.
Issued the refund but the invoice remained paid in full.
Well, that is just plain silly. Still, it sounds like you are going to have to recreate it, then. My apologies, but it seems that it was designed that way (even though that makes no sense).
I agree completely. Yeah, I had to just recreate the invoice and pay it that way. Seems like it should just take it off since it was cash and leave the invoice open, but it doesn't. Thanks for your answers though!
Square Community
Square Products