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How to change payment method after recording a payment

Is it possible to change (or delete) a payment after being recorded in the invoice?

For example, I recorded a payment as "cash" but in reality it was a "credit card" payment

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Square Community Moderator

Hello @Claumota,

 

We see its your first time posting in the Seller Community, welcome! 😊

 

So while there isn't currently a way to retroactively change the transaction notated (even if it was just a recoded payment), I want to suggest the following:

 

1. Refund the mistaken transaction that way it evens out your reporting

 

2. You will need to run that credit card in the system for it to reflect.

 

I do want to gain a bit more context here though... if your customer paid with a credit card, but it was marked as cash, how did you receive the payment for that transaction? I only ask because once you mark the payment in any capacity, you can no longer run a card transaction since the system acknowledges it as paid.

 

I hope I'm making sense here lol. I look forward to reading your reply! ☺️

Frida
Community Moderator, Square
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