how do I match an invoice with payment already taken

SavageFitnessBC — Thu, 23 Dec 2021 04:11:12 GMT

I took a payment using the card mobile reader for my phone. It was my first time using it, and I didn't know how to assign the payment to an invoice BEFORE processing the payment. Is there a way I can do this after the payment has been processed?

Re: how do I match an invoice with payment already taken

Ria — Fri, 24 Dec 2021 18:14:15 GMT

Hi @SavageFitnessBC - Welcome to The Seller Community, it's always nice to see a new face 😊

Great Question.

If you receive a payment for an invoice outside of Square Invoices, you can mark the invoice as “Paid” from your online Square Dashboard.

To do so:

Select the invoice.
Select ••• > Add Payment.
Under Method, select Record payment.
Choose the payment type, then select Confirm.

Learn more about managing invoices here.

I hope this helps.

As always, feel free to stop by The Community with question, concerns and even feature requests. We are more than happy to assist. ✨

thread Re: how do I match an invoice with payment already taken in Online Store

how do I match an invoice with payment already taken

Re: how do I match an invoice with payment already taken