Undo Invoice Action - Marked invoice paid by accident

[DesiraeCardenas]

How do I fix this?  I accidentlly marked an invoice paid.

[Tom]

Hi @DesiraeCardenas, thanks for reaching out — sorry to hear about the trouble with this invoice.

At this time, once an invoice is marked as paid, there isn't a way to "reopen" it or request a different form of payment. In order to balance your books, you can refund the invoice that was marked as paid from your Transactions tab. Then, you'll need to send a new invoice so that your client can complete the transaction.

Hope this helps get you in the right direction. Rest assured that I'll be sharing your experience with our Product Liaison team, who is always working to improve our products based on seller feedback. Please let us know if anything else comes up!

[Dsbestcare]

I cancelled an invoice by mistake.

I would like to "undo" the cancellation and preserve tha sequence of numbers.

Is there a way to do that?

Thanks

[RHatch]

No you can only create a new invoice, however you can change the invoice number.  As long as the system doesn't see it as a duplicat number it will work.

[effexagency]

This reply was created from merging an existing thread:  "Sales Question"

I marked a client as paying an invoice by check on accident. They have not paid. Is there a way to fix this?

[Helen]

@effexagency Take a look at Tom's Best Answer in this thread for the next steps. If you have any questions about this please let me know!

[bdg]

I have the same question, and a question regarding your answer. I don't want to refund the client as they didn't pay. But I do want to remove it from my sales records. If I issue a refund, won't the client receive the money?

Thanks in advance.

[puka]

Hey @bdg - If you didn't actually process a card payment and just marked it paid, your client wouldn't receive any money since you never accepted any funds from their card. Tom's suggestion to refund is just so that your records are accurate and show that no money actually came in from that sale.

[bdg]

Thanks Puka - I assume that’s the same for paid by check? Will the client receive a refund email?

[Chad]

@bdg your assumption is correct for checks. Currently the client won't automatically receive a refund email. You can resend the receipt after you issue the refund and they'll receive an updated copy reflecting the refund. 

[RebeccaZ]

I cancelled a recurring invoice by mistake.  It there an option for me that is different from recreating the invoice?

Thank you for your time.