Check payment/unpaid

[Dwarewoolf]

Good morning,

I am new to square and still trying to figure it all out. I made an oops. 
I had a customer agree to pay for products via check. I sent an invoice ( I thought… instead a receipt) to the customer via email — This customer never bought the products nor did she pay me. How can I delete it? 
Help would be appreciated. 

[crystalimages]

I'm a little unclear. Did you send the customer a receipt or an invoice?

If an invoice, just go to your dashboard, invoice, on the invoice in question click the 3 dots at the right and select cancel.

If you completed a sale and sent a receipt, I assume you selected check as form of payment, then you have to refund the transaction. I would choose Other as the reason and leave yourself a note as to what happened and the transaction was never completed on either end. Completed sales can't be "deleted", only refunded.

No completed sale can have any changes made to it period.

If a customer has a receipt, then technically you owe them and they could hold it against you. 

This sounds like it wouldn't come to that, and you would probably be able to fight it.

I wouldn't discard any communication between you and them, especially regarding any confirmation they didn't actually pay. 

[Dwarewoolf]

@crystalimages It was a receipt. Dang it. 
Just in case she decides to be an unpleasant human (again). What can I do as a preventative measure. Anything? 
thank you so much for your response. 

[crystalimages]

Document it in a refund and I would send an email with specific information.

If you can write a message in a way to get her to respond acknowledging she never paid and therefore the transaction was "refunded" to correct your books for the payment that wasn't received, that would be best.

Worst case, lesson learned, don't input a payment you haven't received.