thread Cannot view deposit for invoice in the transactions tab? in Archived Discussions (Read Only)

Cannot view deposit for invoice in the transactions tab?

jbjams — Tue, 29 Sep 2020 17:28:58 GMT

Hello,

We are new to utilizing the contracts, we have created the template and saved it. The only way I can make a new contract is to start with an invoice, then at the bottom, it says attach a square contract... so we do.

Broke the payment into two... deposit due now and balance two weeks prior to the event...

I have had both clients sign their contracts and pay their deposits, but I am not seeing that confirmation on the invoice or transaction tabs... where can I see all information together?

Thank you!

Judy

Re: Not seeing the deposit payment in invoice tab when I sent a contract

isabelle — Tue, 29 Sep 2020 17:27:47 GMT

Hey @jbjams-

Welcome to the Seller Community 🎉

When it comes to accepting deposits or partial payments with Invoices, unfortunately the transaction will not appear in Sales or Transaction report until paid in full. You can confirm that you received the payment by looking at the Invoice within Invoices in the Dashboard, or by going to Balance > Transfer Reports, and locating the paid amount on the date it was paid.

Is that what you were looking for? Sorry about this, I know it's confusing!