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How do I end a recurring invoice series?

When I drop a customer or the customer goes else where how do I end the recurring invoice series?

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1 Best Answer
Alumni

Best Answer

Are you trying to cancel the series from your Square Dashboard?

You'll start by looking at your recurring series in your Square Dashboard.

  1. Click the 3 dots next to the series you want to cancel.
     
  2. Select End Series


     
  3. This pop-up will appear:



     

If you are doing this in-app, follow these steps:

  1. Navigate to Invoices.

  2. Tap Filter > Active Recurring Series > select the series.

  3. Tap Edit or End Series.

Valentina
Community Moderator, Square
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Square Community Moderator

Hi @OnPointLawCare

 

You can end a recurring invoice series from your Square Dashboard in the Recurring Invoices section. (Sign in >click Invoices > click Recurring from the menu.)

 

Click on the invoice series you want to cancel, and in the bottom right corner of the invoice details you can click End Series

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I ddi end the series but Square keeps billing them every month.

I want to cancel Square now because I can't make it stop

 

 

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Alumni

Hi again @GodismyProvider 👋

 

Have you had a chance to take a look at my response to your question here?

 

If you still have concerns, please get in touch with our team.
They can take a look at your account with you to help a shine light here.
Please reach out by phone or email when you have a moment by logging into your Square account and heading here.

Valentina
Community Moderator, Square
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Message 4 of 20
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I’m having trouble removing a current client from reoccurring billing. I have removed credit card info for now. So they don’t get charged. But it is still sending invoices 

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Admin

Hey @TD2-

 

Thanks for posting in the Seller Community. 

 

To cancel an unpaid invoice:

 

  1. Sign in to your online Square Dashboard and click Invoices.
  2. Select the invoice you’d like to cancel.
  3. Click More > Cancel > Confirm Cancellation. For a recurring invoice series, click View Series > End Series > Confirm.

Once you confirm the cancellation, both you and the recipient will receive a confirmation email, and the invoice will no longer be payable. It’s important to note that if you cancel an invoice series, no confirmation email will be sent for future invoices.

 

Does that work? Let me know! 🌟

️ Isabelle | she/her
Seller Community & Super Seller Program Manager | Square, Inc.
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Beta Member

I am having the same issue but when I click on the invoice there is no option to view series.  Does anyone why why this is happening 

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Admin

Hey @Lisa1980! Sorry, it looks a little different now.

 

When you login to your Dashboard, click the Recurring tab. Select the customer who you'd like to cancel the recurring series for and click End Series in the bottom right hand corner. Then Confirm.

 

Please let me know if you're still having any trouble!

 

Bea_
Beta Community Manager, Square
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im having a hard time finding CONFIRM after I end the recurring series....I've ended the series for 3 different clients and it keeps billing them every month.  They are furious.  I need HELP

 

 

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Alumni

Best Answer

Are you trying to cancel the series from your Square Dashboard?

You'll start by looking at your recurring series in your Square Dashboard.

  1. Click the 3 dots next to the series you want to cancel.
     
  2. Select End Series


     
  3. This pop-up will appear:



     

If you are doing this in-app, follow these steps:

  1. Navigate to Invoices.

  2. Tap Filter > Active Recurring Series > select the series.

  3. Tap Edit or End Series.

Valentina
Community Moderator, Square
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Message 10 of 20
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this doesnt work anymore. where is the new location of this button?

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Square Community Moderator

Hi @ermboca - Thanks for reaching out to us here on the Square Seller Community👋

 

You can find the instructions for managing or canceling a recurring Invoice here. There are a few different ways to do it, depending on your setup, so I wanted to make sure you had all the info available to you.


I hope this information is helpful but please do let me know if you have any additional questions 🙂

Violet
Community Moderator, Square
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Message 12 of 20
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How I I stop an invoice from reacurring 

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Message 13 of 20
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Square Community Moderator

Hi @PrincessBling1,

 

I moved your post to an existing thread where another seller asked this and it was answered.

 

In the future- don't hesitate to search your question first or check our Support Center articles for the quickest answer. 

Ashley C
Community Moderator, Square
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Message 14 of 20
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I am having the same issue. There are no invoices under Recurring Series to edit or cancel.

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After some tinkering, I have found the source of the recurring invoice under Subscriptions and was able to cancel the recurring payment from there. 

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how can I delete all invoices and start over.  The system does not want to let them go?????

 

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Square Community Moderator

Hello @Bcrp At this time invoices cannot be deleted. However, we do have an archiving feature that will hide these invoices from your view. 

 

To archive invoices follow these steps:

 

In your Square Invoices, go to Invoices and select the desired invoice.

  • Select More > Archive.
  • Select Archive Invoice to confirm.
  • To view all archived invoices, click on All Invoices at the top, and select Archive from the menu. To restore an archived invoice, select ... > Unarchive by the invoice in question when viewing your archived invoices folder.

Note: Archiving an invoice will not affect reporting metrics or reminders set for that invoice.

 

I hope this information is helpful!

JJ
Community Moderator, Square
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Message 18 of 20
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Hi I have two customers that each get invoiced every quarter. I set this up about 2 years ago. I think it was called "subscription" at the time. 

 

In the "Recurring Series" section there is NOTHING. It suggests I create my first "recurring series".

 

Yesterday I sepnt an hour trying to cancel one of the customers. I ened up changing his email to my own so he wouldnt receive the invoices. I cancelled his last 3 invoices manually.

 

Today a new one was created for him.

 

Each invoice is listed individually. There is no option to edit a series on any of them. There is nothing on each invocie indicating it is a series.

 

I am also thinking I will cancel square altogether.

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Square Community Moderator

Hello @ordinaryseller 

 

Sorry to hear about this experience. I would like to take a closer look at the situation. Have you taken a look at your Subscriptions? There is a chance that the answers you are looking for are there.

JJ
Community Moderator, Square
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