Welcome to the Seller Community, glad to you have you!
You're on it! If you entered a new start date for your recurring invoice, and it overlaps with the cancelled invoice, that is totally okay! The new recurring series will start up and replace the one that was accidentally canceled.
I love the new feature of collecting Deposit for Square Invoices however sometimes at the last minute clients decide to mail in a check. I canceled the invoice thinking I would send them a new one with the adjusted balance but didn't realize I can just Record Payment and the invoice auto-updates. Is there a way to reinstate the canceled invoice or would have to make a whole new one with the adjusted recorded payment ?
Currently you cannot reinstate a canceled invoice. There is a warning stating that this action cannot be undone before you cancel. In this case you will have to create a new invoice. 🙂
If you have any other questions, please feel free to @ mention me.
The easiest way to do this would just be to issue a refund on a transaction. You can do so from the Transaction page, and refund to Cash. It will take the payment off that invoice and leave it with a balance due.
So I know there is no way to undue an invoice marked as paid when it wasn't, but how can I convince the recipient that it was in fact not paid. They are arguing with me about it.
This reply was created from merging an existing thread: "I credited a check payment to the wrong invoice. How do I correct my error?"
I have two invoices, one for Client A and one for Client B with similar company names. I received a check from A and accidentally credited the payment to B. I've already credited the payment to client A, but need to take it off of B's invoice due amount. What's the best way to correct my mistake?
@Willyb50 I moved your post here so you can see Tom's Best Answer - these are steps you'll want to follow to correct the mistake. Please let us know if you have any additional concerns or questions!
