thread Re: Does anyone know how to connect an invoice to an in person payment? in Archived Discussions (Read Only)

Does anyone know how to connect an invoice to an in person payment?

LadyFoxtrot — Thu, 04 Mar 2021 06:02:06 GMT

Does anyone know how to connect an in person payment to an invoice

Re: Does anyone know how to connect an invoice to an in person payment?

Photog — Thu, 04 Mar 2021 10:06:16 GMT

Go to the invoice view from a computer, select the invoice you'd like to add the payment to. Then there is an option to manually add a payment to an invoice.

Re: Does anyone know how to connect an invoice to an in person payment?

Joe — Thu, 04 Mar 2021 12:35:25 GMT

@Photog 👏👏👏 We appreciate you stepping in to help here! Way to go!

Re: Does anyone know how to connect an invoice to an in person payment?

thevintageflip — Thu, 04 Mar 2021 16:50:11 GMT

Hi, LadyFoxtrot. I like to connect my invoices to an in-person payment directly on my Square POS. From your Square POS menu, press "More" from your menu. Go to Invoices. It then takes you to a screen that lists all of your invoice details. Find the correct invoice and press the arrow on the right side of the screen to go to the next screen. The next screen allows you to add a payment and run it through your POS. I don't do this very often, but I do have one vendor who pays her invoice by check every month. I have found this is the best way to track the payment as well as balance my drawer at the end of the day. Hope that helps!

Re: Does anyone know how to connect an invoice to an in person payment?

Resi — Fri, 14 May 2021 06:05:59 GMT

@Joe any chance I can do just this WITHOUT sending the invoice?

this is my scenario: I run a dogminding business. There are times, I want to prepare payments via an invoice so that when the pooches are collected I can (or my husband) collect payment via tap at collection time.

so can I avoid having to send it?

thanks, Resi

Re: Does anyone know how to connect an invoice to an in person payment?

JustinC — Sat, 15 May 2021 18:47:03 GMT

@Resi - stepping in for Joe.

There isn't a way to prepare an invoice. Square invoices are designed to be sent. However, the customer can pay the invoice in-person after they pick up their pooch.

From the Invoices tab, select the invoice > Add Payment.

Re: Does anyone know how to connect an invoice to an in person payment?

gerichap54 — Sat, 08 Jan 2022 04:22:30 GMT

You can create a ticket for the customer with all the appropriate charges and save it and then when customer comes in -bring up saved ticket and collect payment. You have to turn on OPEN TICKETS in settings.

The only issue I find is that the ticket cannot be changed once saved. When you bring it up for payment, I think you can add to it but you cannot change an item already on the ticket.

Re: Does anyone know how to connect an invoice to an in person payment?

LadyFoxtrot — Sat, 29 Jan 2022 01:33:17 GMT

Thank you so much I have gotten better with the app but this definitely sounds like the best route I have heard so far Thanks Happy Selling🤑🤑🤑🤑🤑

Re: Does anyone know how to connect an invoice to an in person payment?

LadyFoxtrot — Sat, 29 Jan 2022 01:34:45 GMT

I wasn’t trying to make my thank you the best answer Thevintageflip def has the honor

Re: Does anyone know how to connect an invoice to an in person payment?

LadyFoxtrot — Sat, 29 Jan 2022 01:40:26 GMT

When you are referring to tickets this in in the POS App? Instead of using an invoice? Thank you

Re: Does anyone know how to connect an invoice to an in person payment?

LadyFoxtrot — Sat, 29 Jan 2022 01:41:58 GMT

Checkout Thevintageflip answer below …genius