How to mark a paid invoice (by check) unpaid if check doesn't clear?

[KGtoo]

I created an invoice to email to a client. She doesn't have a credit card, so she sent me a check. I figured out how to go in and mark the invoice paid and thought all was good. Well, the check didn't clear, and when I contacted her she said to send another invoice and she'd have her father use his credit card to pay it. I did, and that invoice went through as paid. How do I now go back to the original invoice and mark it for deletion so that my end of year totals don't show that I've been paid that amount twice?

[Joe · Accepted solution]

Hi @KGtoo 👋 Thanks for reaching out to us here on the Seller Community! Happy to have you join us. We hope this space can prove to be a valuable resource as you grow your business with Square.

Good question, here! The best way to rectify an Invoice paid by Check or Other Tender, to make sure that your books are balanced, would be to refund to the original Invoice altogether. This will return the Invoice to un-paid, at which time you can then Archive the Invoice since you've already been paid separately.

This should get you where you need to be! Feel free to reach out if you have any clarifying questions! We are here to help.

[KGtoo]

Thanks for the speedy reply. I was worried Refund would automatically generate a refund to the credit card ultimately used to pay the new invoice, but I see now that it won't. This has been very helpful. Thank you.

[sarahmic]

Just FYI, I accidentally marked an invoice as paid that wasn't. Issuing a refund did not return it to unpaid status, it just showed the payment and refund history. I then duplicated the refund to get it back into the outstanding column. This advice did not work.