Take payments for recurring invoices

pfab — Sun, 21 Sep 2025 06:17:16 GMT

We have recurring invoices for our customers who we monitor their security and fire alarm systems. Half of them send checks and sometimes they send a check before the next invoice is sent off. The only way we can add a payment to the customers account is if we change the "due" date of the invoice, making Square send them the latest invoice. However, they get notified that their due date has changed when it hasn't.

Is it possible for square to allow to add a payment to an upcoming invoice making that invoice "paid" before it was sent and due.

Another thing I would like to see is for us to be able to "give credit" to a customer if they over pay but they don't want the change back and want us to credit their account for future charges.

Re: Take payments for recurring invoices

MayaP — Fri, 24 Mar 2023 20:20:30 GMT

Hey there @pfab thanks for reaching out. There would not be a way to add a payment for a future invoice if it hasn't been sent yet. What you could do is create the invoice and then on your end mark the invoice as paid. We currently don't have a way to add credit to customer profiles, that would be something you would have to manage on your own. I do recommend submitting a feature request on our Ideate Board and maybe down the line, this would be something Square has implemented. I am sorry there isn't a solution right now. Please let me know if you have any other questions.

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Take payments for recurring invoices

Re: Take payments for recurring invoices