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Change Client Info On Invoice After It's Paid

I need to change the client name and email on a paid invoice so I can send them a receipt with the proper information. Is there a way this can be done? 

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Dang! Experiencing the same issue and can't find an answer. Hope someone knows.

Why can't we reach anyone at Square to answer questions at least in chat???

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Admin

Hey @realvoicela and @aprille!

 

Thanks for posting in the Seller Community. Sorry about the delay. 

 

You cannot change the client name or email on a paid invoice. Only on a drafted invoice. If you edit the customer information in the Customer Directory after the invoice has been sent, it will edit the customer profile, but not the contact information in the invoice.

 

Sorry about this. Ultimately there is no way to edit the contact information on an invoice once it has been sent or paid. Let me know if you have any questions about this. 

 

 

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This is a big problem for me! If a customer asks me to change their name in their customer profile so the invoice is addressed to the correct person, for some reason it doesnt change in the invoice. So i have to make them a new invoice, which reflects their correct  information. However, square doesnt allow one to completely delete an inovoice which is a problem because I'd like to use the some invoice ID, but I cant because its already used in the former invoice. So I have to use a new invoice ID number, and updated everything in various systems. 

So Square should allow customers info to be changed after making an invoice, and if not, at least allow me to delete the old one so I can use the same invoice number!

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Square Community Moderator

Hey @elelem thanks for reaching out and providing your feedback on this request. I understand your concern and would encourage you to provide this feedback on our Ideate Board, our new process of tracking feature requests. At this time this is not something Square has plans to implement but our Product Team can track the request. While we don’t have a solution right now for this I hope our other products and features will make you continue to use Square. If you need anything else feel free to reach back out.

MayaP
Square Community Moderator
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