Squarespace is a very popular site-building program which also carries e-commerce tools and invoicing features. If you are a business owner who is managing transactions through Sqsp invoice, chances are that you will have to edit an invoice due to an error on your end or because of changes in client requirements. The direct editing of invoices is not feasible due to the Inability, thus, other alternative means may be resorted to.

Steps on Editing an Invoice on Squarespace

1. Look at the Existing Invoice

Look at the original invoice and establish which details need to be edited. The invoices can be found through the Commerce panel on your Squarespace invoice dashboard.

2. Cancellation of the Invoice

Altering invoices with this method is not possible after issuing one, we therefore suggest that you cancel that given invoice and create a new one instead.

• Commerce>>Invoices
• Choose the invoice that you want to edit.

• Click on Cancel Invoice to cancel the Invoice.

3. Editor of the New Invoice

From here, you can proceed with creating another invoice after canceling the one with the error.

• Commerce>>Invoices
• Click on Create Invoice, and give in the new details with corrections like the new price, item descriptions, or customer details.
• Examine the new invoice carefully one last time before sending it to your client.

4. Inform the Client

After issuing a new invoice, inform your client of corrections made so they can confirm their receipt of the right version. Communication is mostly required for professionalism and payment delays.

Alternative Solutions

Should frequent invoice editing be an apparent bane, third-party accounting software integration could be considered, whether QuickBooks or FreshBooks. An integration allows for a more flexible approach in handling invoices so that you can edit invoices when they’re still live and not canceled.

How do I change my invoice details on Square?

1. Editing an Invoice Before Sending Off

They have never sent an invoice; thus, it is also easy for them to edit the details:

Square Dashboard (Web Version)

• Log in to your Square Dashboard.
• Click on Invoices from the left-hand menu.
• Select Create Invoice or open from an existing draft invoice.

Edit the invoice details:

• Customer Information: Change the name, email or phone number of the recipient.
• Items & Pricing: Edit and add products or services, change quantities, or apply discounts.
• Payment Options: Change the due date, request deposits, or enable tipping.
• Invoice Number & Notes: Change invoice numberings, type memo or attach files.
• Click Send to finalize the invoice or Save as Draft to edit later.

Square App (Mobile Version-For iOS and Android)

• Get access to the Square templates, Point of Sale, or the sqsp invoice app.
• Tap Invoices and select the one you want to edit.
• Make the necessary changes regarding customer info, items, or payment terms.
• Tap on Save as Draft, or Send when finished.

2. Editing an Invoice After Sending

When an invoice has been sent, some of its particulars get locked, however, some elements can still be modified.

If the Invoice is Unpaid

• From the sqsp invoice Dashboard or app, go to Invoices.
• Find and select the sent invoice.
• Click on Edit Invoice (major changes may require nullification and recreation of the invoice).
• Change details such as payment modes, due date, and item descriptions.
• Click on Resend Invoice after editing.

When the Invoice is Partially Paid

• You cannot change details of the invoice such as total amount and items listed.
• However, you may add an invoice note and change payment terms or send a reminder if you wish.

What if the Invoice has been Fully Paid

• Fully paid invoices become locked by Square.
• Rectifications cannot be made to its contents; only receipts may be sent, or refunds may be issued.

3. To Void and Recreate an Invoice

In cases where an invoice has been sent and requires major changes to be made (like change of customer or total amount):

• Find it under Square Dashboard > Invoices.
• Select the invoice and click More Actions > Cancel Invoice.
• Confirm cancellation after this.
• Create a fresh invoice with the new details and resend it. 

4. Updating Business Information for Invoices

If you need to change all invoices concerning your business (name, address, logo):

• Open the Square Dashboard.
• Go to Account & Settings > Business Information > Locations.
• Choose your location and update the business name, address, phone number, or logo.
• Hit Save. These changes will apply to all new invoices.

Can I edit an invoice on squarespace after sending?

Yes, you can change invoices sent from Squarespace templates, but under certain restrictions. This is how it works:

After Sending an Invoice in Squarespace

Changes are possible after sending an invoice in the sqsp invoice depending on its status. 

1. Unpaid Invoice:

Changeable. Changes can be made to invoices after the client has signed and is being sent out for payment. Details such as due date, item description, pricing, and even information of the recipient can be changed.

Editing Steps:

• Sign in to your Squarespace account.
• Go to invoices under commerce.
• Make your changes.
• Save your changes to the invoice.
• You might need to send it to the invoice recipient again.

2. For invoices partially paid: 

You may not change the original one, but you may collect a credit amount or issue a new invoice against that amount.

3. Fully paid invoices: 

Absolutely no. Edits cannot occur because payments already occurred. Likely you, as a seller in case of an error, will have to refund or issue a revised invoice.

4. After canceling the invoice, the first one is created: 

If canceled, was an invoice that was sent via a link incorrectly, but not paid, go ahead and recreate a new one. For activating the cancellation, simply open the invoice and click on Cancel Invoice (this will void the invoice). After that, you will recreate a new invoice with all correct pieces of information.

Can I edit a paid invoice in Square?

Once an invoice is marked paid, it cannot be edited in the sqsp invoice. This feature of invoicing is designed by Square to ensure accuracy in financial record-keeping and so that once it has processed a payment, it locks the invoice upon it.

What Alternatives Exist Then?

If you have to amend a paid invoice, you have several options:

1. Refund the Amount

• In case of an invoice error, a refund can either be complete or partial to the customer.
• You can clean this up through the Square Dashboard or Square App.
• After that, you can prepare and send a new corrected invoice.

2. Create Credit or Discount for Future Transactions

If there is a minor alteration to be made, you can instead give a discount or credit to the customer on their next purchase instead of changing the paid invoice.

3. Enter a New Invoice

• If you made an error on the initial invoice, you can simply create a new invoice using that most recent correct information.
• You can even add an explanation note as part of the correction if you desire.

4. Add a Note for Keeping Records

• Although you cannot edit a paid invoice, you can place an internal note for reference.
• This should go a long way in bookkeeping as well as communication with the clients.

How much does Squarespace charge per transaction?

Squarespace templates will charge you transaction fees depending on your plan choice. Here is a list of their transaction fee structures.

1. Business Plan (3% Transaction Fee): 

• If you have the Business Plan, sqsp invoice takes away transaction fees of 3% from every sale done through your online store.
• This means, $3 is pocketed by Squarespace for every $100 sale.
• Further, these are over and above fees for payment processing, charged by third-party payment providers like Stripe or PayPal.

2. Commerce Plans (0% Transaction Fee):

• If you have the Commerce Basic or Commerce Advanced plans, you will not incur any transaction fees with Squarespace.
• Basic credit card processing fees still apply through Stripe or PayPal, however.

3. Payment Processing Fees (Stripe & PayPal):

• Payment processor fees are incurred upon using Stripe or PayPal, regardless of the plan you choose.
• Fees usually stand approximately at 2.9% + $0.30 per transaction (for USA transactions), but this may vary by country and payment method.

Clean & Professional (Business Help)

Name: InvoicerPro

Description:

InvoicerPro is a practical and user-friendly Squarespace template designed for business owners, freelancers, or budding entrepreneurs eager to breathe a little life into every single square of the way to having their invoices managed in Squarespace.

With a structured layout, bold call-to-action buttons, and an FAQ, visitors will find solutions to their queries about our billing. 

The site has:

• A tutorial page with all screen-by-screen steps that show how to alter an invoice
• A blog page wholly dedicated to troubleshooting common billing issues
• A contact form for inquiries about customized assistance
• A knowledge base where the searched phrases can lead one to all Squarespace invoice billing matters

Minimalist & Engaging (Tech Blog Style)

Name: SquareInvoice Guide

Description:

Guide is a minimalist and yet engaging site template specifically made for blogs about high-tech professionals, business consultants, and Squarespace themes users involved in the invoice regulation trade. Clean designed to enhance user-friendly website, works with simple content blocks to guide users through so many invoicing tutorials. The site boasts these extraordinary features:

• Some very special homepages with different guides for invoice editing and customizing
• A video tutorial section for visual learners
• A community forum for Squarespace themes users to ask and answer invoicing questions
• An email subscription form for notifications of new features for Squarespace billing

FAQs

Could I say that I can edit an invoice once sent? 

No, editing is not possible once an invoice is sent. You can just cancel it and create a new one with the changes.

How do you edit an invoice that is still unsent? 

If an invoice is not sent, editing can be done in the following manner:

– In your Squarespace themes dashboard, go to Commerce Invoices.

– Select the draft invoice you wish to edit.

– Click on the fields that you wish to change, such as the recipient’s information, item descriptions, or pricing.

– Save your changes before sending the invoice.

What happens if you want to modify something on an already sent invoice? 

For sent invoices, since changes are not honored, one should either:

a. Cancel the invoice- If not paid, the invoice can be canceled and the edited version sent

b. Send a new invoice, if already paid, a credit note may have to be issued or a rectified invoice sent instead of the original.

Can I change the payment details on an invoice? 

The answer is no changes can be made in payment details for a sent invoice. You will have to issue a new invoice with changes.

How can I cancel an invoice?

To cancel an invoice:

– Go to Commerce > Invoices in your Squarespace dashboard.

– Find the invoice you wish to cancel.

– Click on Cancel Invoice and confirm.

Can I resend an invoice after I make changes? 

Yes, if it is still a draft, you can edit it and send it. If it has been sent, you need to cancel it and create a new one.

How to duplicate an invoice for a fast edit? 

To duplicate an invoice:

Go to Commerce > 

Invoices, and open the invoice you want to copy. 

Click Duplicate Invoice. Edit and send the new invoice.

Can I add any notes or instructions for payment on an invoice? 

Yes, these additional notes or instructions can be added before sending the invoice: 

– Open invoice draft. 

– Scroll down to the Notes or Payment Instructions section. 

– Type in extra details of your convenience like the method of payment or terms. 

– Save changes and send invoice. 

Is it possible for me to send invoices in every currency I choose? 

Yes, you can send invoices with different currencies per the store settings in Squarespace themes. But prepare everything in advance, because: 

The payment processor that you use supports this currency. 

The currency must be set correctly, needed before the invoice can be sent out: it can’t be changed afterward. 

How can I track my overdue invoices? 

Go to Commerce > Invoices in the Squarespace themes dashboard. 

Filter invoices through the Overdue filter. 

Now click on an overdue invoice to view details and send reminders for possible payments.

Can I send automatic reminders for payments due for invoices that haven’t been paid? 

Yes, Squarespace does have manual reminders for overdue invoices, but it does not have built-in automated reminders. You might have to configure the setup through a third-party app. 

Will I be capable of creating recurring invoices with Squarespace? 

Squarespace themes do not issue recurring invoices by default. Sending recurring bills has to be manually duplicated and sent.

Conclusion

Though direct edit is impossible in the issued invoices in Squarespace themes, good ways to countercheck that is synonymous with cancel and reissue invoicing and holds a fair chance. Third-party integration can give a lot more flexibility in working with the sqsp invoice. The best record keeping and open communication with the clients allow your business to smoothly manage its finances.