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How do you cancel an invoice?

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Hi @sammysam2410, shouldn't be an issue. Just go to your invoices page in Dashboard and select the invoice you want to cancel. Click More and then Cancel. You and the invoice recipient will receive a notification and the invoice won't be payable.

 

Check out more details on invoices.

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Hi @sammysam2410, shouldn't be an issue. Just go to your invoices page in Dashboard and select the invoice you want to cancel. Click More and then Cancel. You and the invoice recipient will receive a notification and the invoice won't be payable.

 

Check out more details on invoices.

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I just set up an account, got the bank verified and sent my first invoice.

I recived an email reciept of the transactipon but I CANNOT find a record of the transaction anywhere in the dashboard. Am I crazy?

 

I don't see where I can even cancel it?

 

What is up with this site?

 

Help? 

 

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Square

You can find all of your successful and unpaid Invoices right from your Dashboard, @yanniF

 

Once signed in, in the left-hand navigation click on Invoices. Here you'll find all of your Invoice history (be sure to adjust the date range at the top to customize the view.) 

 

I won't be able to look into a specific Invoice here in the Community as these forums are public, but if you're still having trouble locating it, please let our Support team know!

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How do I cancel an invoice that was already paid in full, but the customer now wants to cancel it.

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Square Community Moderator

Hey @ascripts,

 

Thanks for getting in touch with us here in the Seller Community 👋

 

You can issue a refund for the invoice from your Invoice Dashboard. Select the invoice in question > select the the dots > choose "Issue Refund". Please let us know how you go!

 

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No, I don't need to issue a refund. The services were cancelled last minute, so they don't get their money back. I just need to know how to cancel the invoice after services have been paid and there is no refund applicable. I don't see any way to do it. It only let's me cancel if the services have not yet been paid, but once they are paid, it won't allow me to cancel.

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Square Community Moderator

Thank you for clarifying, @ascripts! Only unpaid invoices can be cancelled at this time. You can achieve this invoice instead, or leave it as is for your records. To achieve the invoice: select the the dots > select Achieve

 

 

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Thank you so much @Arie. I appreciate your getting back to me. 

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Archive?

 

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Square Community Moderator

Hey there @accent_coach I am happy to help but I don't fully understand your question. 

 

When you have a moment please provide more details. 

MayaP
Square Community Moderator
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how can I view all cancelled invoices?

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Square Community Moderator

Under your Invoices page, you will find a filter that shows "All Invoices", if you change that filter to "Unsuccessful" you will be able to see all the canceled invoices @tbianchino

 

 

 

I hope this information is helpful!

 

 

JJ
Community Moderator, Square
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