I marked an installment as Paid, when the customer paid via Paypal instead of Square. Now it shows up as a payment in Square- wasn't expecting that since I didn't run any card. I see the answer all the Square Admins are referring to- but when I go to refund- the screen says it will remove the funds from my Square balance or the associated bank account... which I do Not want to occur because the client is not due a refund. I just need to clean up the report so my numbers are accurate. Please help!
Hi there, @FantasticalKate! Great to hear from you again! Thanks for taking the time to ask your question here.
So sorry for the confusion here. If your Invoice is simply marked as paid (funds received outside of Square), you can refund the Invoice to balance your books. The only scenario in which funds will actually be pulled from your attached bank account, is if the transaction was actually taken through Square and we then deposited those funds into your bank account.
Let me know if you have any further questions! I am here to help
Your solutions to refund the invoice are good, but what if I DID collect a payment through Square Point of Sale from the customer? My Square terminal would glitch when I tried to use the "Pay invoice" option, so I simply ran the items through as a credit card transaction. I then marked the invoice as "paid", but accidentally hit the 'other' option instead of the "paid through Square Pont of Sale". Now it shows that I took in twice the amount of money that I did. If I try to refund the recorded payment, will it take that money out of my account?
the only way ive found to fix it is to go to the invoice and create a duplicate. after creating duplicate save it to drafts. that will allow you to edit the invoice anyway you need to. after that one is saved to drafts to keep your accounting numbers right you would have to go back to the original mistakenly marked invoice and issue refund.
im responding to this post incase anyone else needs the answer because in sure by now you figured it out. but the only way i have found to be able to do this would be to go to the invoice you mistakenly marked and create a duplicate. after duplicate is created save it to drafts. this will allow you to be able to edit the invoice if you happen to have any billing mistakes. after that one is saved to drafts in order to keep your accounting in order you will need to go back to the original invoice and issue a refund,. hope this helps anyone with the same issue
