thread How do I link or assign an existing payment to a Square Invoice? in Community Corner

How do I link or assign an existing payment to a Square Invoice?

SavageFitnessBC — Fri, 24 Dec 2021 19:29:08 GMT

I took a payment using the square reader for my phone, but it was my first time using it. The payment processed without my linking it to a specific invoice. How do I do that now that I have received payment from my client's credit card?

The title of this post has been edited from the original: "I need to assign a payment to an invoice"

Re: I need to assign a payment to an invoice

JJ_ — Fri, 24 Dec 2021 19:22:29 GMT

Hey there @SavageFitnessBC

If you'd like to link your payment to a Square Invoice then you would only need to create the desired invoice with the amount matching the amount charged then once the invoice is created you can select to add a payment to the invoice and when prompted you will select that the payment was taken on Point of Sale.

Here are some screenshots to help with guidance:

Important Note: These steps need to be performed from the Square Dashboard.

I hope this information is helpful! P.S. Welcome to the Seller Community ✨

Re: I need to assign a payment to an invoice

SavageFitnessBC — Fri, 24 Dec 2021 19:26:40 GMT

Thanks so much!!!