View and manage invoices scheduled for cancellation
About invoices scheduled for cancellation
We recently updated our invoicing platform to make it work better with other systems and speed up the invoicing process. Because of these changes, some of your existing Square Invoices that either are partially paid or are outstanding and that were created before June 2024 will be affected by this update. You will need to take action on those invoices from your account.
Before you start
You can only view the list of your affected invoices from Square Dashboard. You can take action on your affected invoices from Square Dashboard and the Square Point of Sale app or Square Invoices app.
You have a few options for taking action to update these invoices:
Collect payment from your customer: Once the invoice has been fully paid, no further action is needed from you. Learn how to accept payment for an invoice.
Resend the invoice: Cancel the affected invoices and send a new invoice for the remaining balance to your customer or duplicate the cancelled invoice. Learn how to create and send invoices or create and send recurring invoices.
Take no action: Any invoices that are affected by this update will be cancelled automatically.
If any recurring invoices are affected by this update, the current series will be cancelled, and you will need to create a new series.
If you have multiple locations, you need to review all locations linked to your Square account to make sure the appropriate actions have been taken for all affected invoices.
Step 1: View invoices scheduled for cancellation
Only certain invoices need your attention and we created a sublisting of those affected invoices.
Click the following filtered invoice link: View your invoices scheduled for cancellation. Note: This list is only accessible on Square Dashboard.
If applicable, click the Location filter box and select the location where you send invoices from.
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View a list of your invoices that are scheduled for cancellation and require action.
If you want to take action on your affected invoices from the Square apps, you need to take note of the invoice number to search.
Review the options below and take action on your invoices scheduled for cancellation.
Option 1: Collect payment from your customer
- View your invoices scheduled for cancellation.
- There are three ways to take a payment from Square Dashboard:
- Next to the invoice, click ••• > Take a payment.
- Click into the invoice and click More > Mark as paid.
- Click into the invoice and scroll down to Payments and click Take a payment.
- Confirm the amount, the payment method, and an optional customer and personal note.
- Click Charge.
Your customer can also pay the invoice from their end. You can send them a reminder or share the invoice link.
- View your invoices scheduled for cancellation.
- Select an affected invoice and send a reminder or share the invoice link with your customer:
- Click Remind > enter an optional message > Send.
- Click More > Share > Copy > Done and then share the copied link with your customer (text, email, etc).
From your Square Point of Sale app with services mode enabled or the Square Invoices app:
- Open your app and tap Invoices or ≡ More > Invoices.
- Enter the invoice number in the search field and select an affected invoice..
- Under Payments, select Add payment.
- Choose Remaining amount > Next.
- Choose the payment option.
- Once the payment is confirmed, tap New Sale to return to the invoice.
Your customer can also pay the invoice from their end. You can send them a reminder or share the invoice link.
- Open your app and tap Invoices or ≡ More > Invoices.
- Enter the invoice number in the search field and select an affected invoice.
- Send a reminder or share the invoice link with your customer:
- Tap ••• > Send reminder > enter an optional message > Send.
- Tap ••• > Copy or select share method (text, email, etc).
Option 2: Cancel an affected invoice and send a new invoice
- View your invoices scheduled for cancellation.
- Select an affected invoice.
- There are two ways to cancel from Square Dashboard:
- Next to the invoice, click ••• > Cancel or Cancel recurring invoice.
- Click into the invoice and click More > Cancel or Cancel recurring invoice.
- Tick the box if you want to notify your customers that the invoice was cancelled.
- Click Cancel invoice or Cancel recurring invoice. Cancelled invoices will remain in the system, marked as Cancelled, and their payment schedules will be stopped.
- Create and send a new invoice or duplicate the cancelled invoice by clicking ••• > Duplicate as invoice or Duplicate as recurring series.
From your Square Point of Sale app with services mode enabled or the Square Invoices app:
- Open your app and tap Invoices or ≡ More > Invoices.
- Enter the invoice number in the search field and select an affected invoice.
- Tap ••• > Cancel or Cancel recurring invoice.
- Tick the box if you want to notify your customers that the invoice was cancelled.
- Click Cancel invoice or Cancel recurring invoice. Cancelled invoices will remain in the system, marked as Cancelled, and their payment schedules will be stopped.
- Create and send a new invoice or duplicate the cancelled invoice by tapping Duplicate.