tax invoice

[pondplants]

hi people, I sell from home and have numerous instances were l have sold a product, the customer has paid for the product through the terminal , but afterwards has asked for a itemized tax invoice. now l go onto the desk top and create invoice and send to the customer then mark as paid trouble is this creates a second payment. l have asked the help desk and they said that is the only way to do it after payment has already been paid. hopefully l can get an answer in clear Inglish as the help desk person was so hard to understand l had to tell her to slow down as l could not understand a word she was saying.

[Laurie_]

Hi @pondplants,

Thanks for reaching out with your question here!

I can't specifically speak to the workaround that was offered to you by our Support Team. However, if the only way to achieve the desired outcome is to generate an invoice with the item and tax details as line items, then you can select the option to 'Record Payment' when marking the invoice as paid.

To do this, select the invoice on your Dashboard, then select Add Payment. On the window that appears, next to Method, select Record payment. In your case, since you processed the payment with your app, you can select Square Point of Sale. You'll see a confirmation next to this option that reads 'This paid invoice will not be recorded in your Transactions to avoid double entry. Refer to the Point of Sale transaction for details and refunding.' Lastly, hit Confirm to update the invoice to a paid status. 

I've attached an image of this window for your reference.

Let me know how you go with these steps on your end!