thread Re: Adding postage to final invoice that has a deposit in Archived Discussions (Read Only)

Adding postage to final invoice that has a deposit

flamingomtn — Sun, 10 May 2020 16:31:30 GMT

I did search for previous answers but can't find what I'm looking for. I apologize if this has been answered. I request a 50% deposit for my invoices. My problem comes at the end when I add the postage at cost and try to send the final invoice. The invoice only allows the customer to pay 50% of the postage and states that it's overdue, which is offensive, IMO. What am I missing? Thanks so much in advance.

Re: Adding postage to final invoice that has a deposit

Kassi_ — Mon, 11 May 2020 22:05:14 GMT

Hey @flamingomtn -

I just want to make sure I am understanding what you're asking.

You have a 50% deposit required on your invoice and on the final invoice you're adding a postage. When you add that - asking for another deposit on that? Is that correct?

I will keep an eye out for your reply👀.

Re: Adding postage to final invoice that has a deposit

flamingomtn — Mon, 11 May 2020 22:24:09 GMT

Yes, basically. The first time it happened, the customer had paid their deposit. I added $20 for the shipping and sent the final invoice. It showed the customer that he had $20 overdue and it would only let him pay $20, not the entire balance. Another time, it wanted the customer to pay half of the shipping, like a deposit, and it would only let him pay that portion.

Re: Adding postage to final invoice that has a deposit

AshleyK — Tue, 12 May 2020 12:48:06 GMT

@flamingomtn thanks for explaining that! I think the issue arises in the fact that you are editing the invoice after the first deposit was sent. You will need to either send a separate invoice, or include the $20 in the original invoice. Are these things you are able to do with your business?

Re: Adding postage to final invoice that has a deposit

flamingomtn — Tue, 12 May 2020 21:59:28 GMT

Adding the postage before the deposit is difficult...generally not even possible, because I charge exact shipping and that's based on weight and size of the package. I request the deposit before I start the work so obviously don't know the weight until it's finished and packed. The things I do are not repetitive so I don't know weight ahead of time. I've just been creating a new invoice at the end but it seems like something I shouldn't have to do. If I were interested in invoice numbers, I'd be sunk since every transaction requires two numbers. It's just a clumsy way of handling things and I would expect something a bit more professional from Square. In my opinion, there's something that could be done on the programming side to fix this. I thought that I was doing something wrong.

Re: Adding postage to final invoice that has a deposit

AshleyK — Wed, 13 May 2020 12:50:45 GMT

I hear you @flamingomtn and I agree that there should be an easier method to adding inventory to an existing invoice that hasn't been paid fully. I will bubble this feedback up to our Development Team for further consideration as I do understand that creating a second invoice just for shipping feels like an extra step when it would be easier to keep it all in once invoice/place.

Thank you for taking the time to share this and I will post any updates I have as they come.