x

How do you cancel an invoice?

8,425 Views
Message 1 of 13
Report
1 Best Answer
Alumni

Best Answer

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.

View Best Answer >

8,586 Views
Message 2 of 13
Report
12 REPLIES 12
Alumni

Best Answer

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.

8,587 Views
Message 2 of 13
Report

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? 

 

8,343 Views
Message 3 of 13
Report
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!

8,337 Views
Message 4 of 13
Report

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

3,995 Views
Message 5 of 13
Report
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!

 

3,947 Views
Message 6 of 13
Report

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.

3,902 Views
Message 7 of 13
Report
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

 

 

3,841 Views
Message 8 of 13
Report

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

3,839 Views
Message 9 of 13
Report

Archive?

 

2,039 Views
Message 10 of 13
Report
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. 

1,994 Views
Message 11 of 13
Report

how can I view all cancelled invoices?

3,482 Views
Message 12 of 13
Report
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
Sign in and click Mark as Best Answer if my reply answers your question.
3,441 Views
Message 13 of 13
Report