thread Invoice Deposit in Orders, Menu Items, Catalog & Fulfilment

Invoice Deposit

AnnRocheCasual — Sat, 20 Sep 2025 11:33:21 GMT

Hi, I'm setting up my Square Retail from a handwritten Invoice system. I have open Invoices to enter that have Deposits that have already been made with another system. How can I enter in the deposit previously received on a Square Invoice? I tried the discount option, but this does not work correctly because of previous discounts and sales tax.

Thanks, Dave...

Re: Invoice Deposit

sayra — Sun, 28 Mar 2021 00:56:39 GMT

Hey @AnnRocheCasual - Welcome to our Seller Community! Not sure I understand your question. You want to create/enter Invoices in Square from another system you are currently using, is that correct? Can I please get more details?

Thank you.

Re: Invoice Deposit

jewelcam — Tue, 03 Aug 2021 01:11:20 GMT

HI did you find a solution i will be doing the same thing?

Re: Invoice Deposit

Minion — Tue, 03 Aug 2021 09:09:25 GMT

@jewelcam

Depending on your situation and if you still have open invoices and would like them to start/continue payments on open invoices via square you could try the following.

Create an invoice with customer.info

>Add item or service

>Choose add Payment Schedule

>Insert the amount of the original deposit

>Set schedule for remaining balance

>Send invoice to customer

>Click the 3 dot menu next to invoice, and then "Add Payment" . Record the deposit and method of it and click save. You will now have a record of deposit and a scheduled invoice for remaining balance.

There may be an easier method , just depends on your scenario. Hope this helps.