How can I delete an invoice?

I thought I could use the invoice as a receipt for an in person credit card payment, but it created a new sale instead.  How can I fix this? I am brand new to Square. Is there a tutorial video on how to use all the features of Square?

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Square Champion

Solution

HI and welcome @JenNCP 

 

To delete and invoice, from the dashboard, navigate back to Invoice Section, and click the 3 dot menu to the right o the invoice in question.  you will then have the option to cancel/archive it.

 

Here is a general overlook of Square and some products/services it offers.  

 

What product do you plan to use mostly of Square's for your business?

 

 

Dan
Square Champion
Check out Square support center for additional help.




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Square Champion

Solution

HI and welcome @JenNCP 

 

To delete and invoice, from the dashboard, navigate back to Invoice Section, and click the 3 dot menu to the right o the invoice in question.  you will then have the option to cancel/archive it.

 

Here is a general overlook of Square and some products/services it offers.  

 

What product do you plan to use mostly of Square's for your business?

 

 

Dan
Square Champion
Check out Square support center for additional help.




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Thank you! I am planning on mainly using Square for in person credit card transactions and send receipts for products or services purchased. Also to help me keep track of sales. I may at a later date use the scheduling portion. 

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I issued a refund of the invoice amount to hopefully get the correct account balance. There was only an archive button. There wasn't a cancel option since it was already marked as paid. Thank you again for your help. 

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Square Champion

not a problem. 

Dan
Square Champion
Check out Square support center for additional help.




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