How do I remove and outstanding balance on an invoice?

[TJ2]

[The title of this thread has been edited from the original: Removing an outstanding balance.]

I need to remove an outstanding balancing on an invoice. When I try to do this Square will not allow me to update. And tells me the invoice must be $1.00 or more and customer has already paid.

I was out on holidays and the staff took a payment without adjusting the invoice before taking the payment. The sale was finalized at the new price. Now I'm left with an open invoice that is owing and showing as a deposit instead of a final sale. Help?? 🙂

Suzanne

[Alex_]

Hello @TJ2,

Thank you for posting in the Seller Community.

To make sure i'm understanding, is the invoice in question a partial invoice? As in was there a deposit paid on the invoice, and are you trying to adjust the remaining balance afterwards? 

Please let me know by replying in this thread. I'll keep an eye out for your response.

[TJ2]

Right now it appears as a deposit. Which is not the case.

Staff gave a discount to the customer without adjusting the invoice to reflect this. Customer paid new balance. Staff added payment to the invoice. Sale is now final but the invoice is still showing a balance due when there is none. 

Is this better? lol Not sure how else to explain it. Your help is greatly appreciated.

[TJ2]

Yes I'd need to adjust the remaining balance as zero. I'm still unable to do so! 

[Alex_]

@TJ2,

Understood. If you have an invoice that has already been sent out, or that has a pending balance on it, we do not have the ability adjust or edit the remaining amount due on the invoice. 

We recommend cancelling the invoice, and sending a separate invoice for the remaining and corrected balance due.

[TJ2]

That is fine and dandy. I do appreciate your time in helping me out.

However, now I am unable to change the date of the actual sale. This screws up my accounting because if I do this today, the date of sale will now show July 25th (when the sale did not happen) instead of the 17th.  The daily report will be incorrect. 

Great program otherwise just very cumbersome to deal with minor issues such as this. I will manually adjust the sales in my accounting. I'm also training the staff as well to use the program as intended as it is not the same as our old system where errors could be easily fixed.  

Enjoy your weekend! 🙂

Suzanne