thread Re: Can I collect partial payments from the app? in Archived Discussions (Read Only)

Collect partial payment on an invoice?

kate_taflinger — Wed, 29 Jul 2020 21:16:50 GMT

I am suggesting the addition of the feature to edit invoice options when you are sending an estimate. Example: I am sending an estimate and would like to request only a 50% deposit when accepted.

Re: Feature Request: Edit Invoice Options In Estimates

isabelle — Thu, 30 Apr 2020 17:42:33 GMT

Hey @kate_taflinger-

Thanks for posting in the Seller Community.

I'm a little confused by this feature request. Are you able to include a message in the estimate clarifying that you would like to request only a 50% deposit when accepted?

Let me know what you're looking for so I can look into this further.

Re: Feature Request: Edit Invoice Options In Estimates

kate_taflinger — Tue, 05 May 2020 02:28:43 GMT

@isabelle I'm not sure what you mean by that. When creating an invoice, I'm able to specify that I am requesting a 50% deposit. As far as I'm aware, customers can't make partial payments. So I need an option in sending a quote that allows me to set that 50% deposit setting for the invoice that will be created when they accept.

Re: Feature Request: Edit Invoice Options In Estimates

isabelle — Thu, 07 May 2020 19:46:00 GMT

Hey @kate_taflinger-

You can add a payment schedule, as partial payments towards an invoice:

Is that what you're referring to?

Re: Feature Request: Edit Invoice Options In Estimates

kate_taflinger — Fri, 08 May 2020 04:54:01 GMT

Yes, I figured it out once I sent it to a client. There wasn't a clear description on how the process works, but I see it now. Thank you for your help!

Re: Feature Request: Edit Invoice Options In Estimates

isabelle — Fri, 08 May 2020 16:15:08 GMT

So happy to hear that @kate_taflinger! Sorry about the confusion. Let me know if there's anything else I can answer for you.

Re: Feature Request: Edit Invoice Options In Estimates

mike109 — Wed, 29 Jul 2020 21:03:08 GMT

Hi @isabelle. It looks like we cannot accept partial invoice payment through the POS app or Square for Retail POS App. I set up the deposit schedule on an invoice and a client wanted to pay an invoice in person, but the POS app will only let me accept a full invoice payment, even though I see the deposit schedule on the invoice when looking at it on the Square for Retail POS app. I have included a picture of a fake invoice to help, but it is really throwing us off because we then have to do a separate transaction to charge for the deposit, but have no way of tying it back to the invoice.

Re: Feature Request: Edit Invoice Options In Estimates

isabelle — Thu, 30 Jul 2020 21:39:43 GMT

Hey @mike109-

Thanks for your reply.

The ability to accept in-person payments toward a deposit or partial balance is currently unavailable. In-person payments can only be taken for the total invoice amount. We're working on making this available in the future. I'll make sure to update this thread when I hear something.

Can I collect partial payments from the app?

ARS25901 — Thu, 01 Oct 2020 19:29:45 GMT

I can partial payments from invoices created on desktop, but not from the POS tablet. What am I missing?

Re: Can I collect partial payments from the app?

ashc — Fri, 02 Oct 2020 11:53:16 GMT

Hey @ARS25901 and welcome to the Community!

I moved your post to an existing thread where another seller had the same question above.

This option isn't available on the app at this time.

Re: Can I collect partial payments from the app?

ARS25901 — Fri, 02 Oct 2020 15:42:26 GMT

I appreciate moving question. I was unsure of the best place. I know this question has been asked repeatedly. I may have to switch systems, which is a bummer but we really need this feature.

Re: Can I collect partial payments from the app?

ashc — Fri, 02 Oct 2020 15:44:33 GMT

Really sorry to disappoint @ARS25901. 🙁

Know that these requests have been passed along to the Product Team and hopefully it'll be something we're able to offer one day on the app as well as the Dashboard.

Re: Can I collect partial payments from the app?

kellyj — Tue, 13 Oct 2020 19:50:05 GMT

@ARS25901

You should have this option available now for use on your device. Please let us know if you have any furthers issues.

To process an in-person card payment for a deposit or partial balance, follow these steps:

Open the Square Point of Sale or Square Invoices app
Select the desired invoice
Tap Add Payment
Enter or Select the payment amount
Tap Next
Select the appropriate payment method
Continue the check out flow

Note: Currently, tipping is only available as a percentage of the final invoice payment.

Payment milestones

Nuggettheartist — Wed, 12 May 2021 06:43:37 GMT

I do mural work so my payment process goes : 1.art deposit , then upon accepted design work, 50% of The balance, then we paint their project. We want to collect the final 50% of the balance within 7 days of finishing the project. When I create estimates and send invoices the # of days all seem fixated on when I sent the invoice , although the creative process is not

i do not want the client to get a past due notice when I haven’t completed their work?

Re: Payment milestones

ashc — Thu, 13 May 2021 14:13:52 GMT

Hey @Nuggettheartist and welcome to the Community.

I moved your post to a thread where this question has been answered already on how to set this up.

Check out the Best Answer above for details.

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Re: Feature Request: Edit Invoice Options In Estimates

brookeybakes — Fri, 21 May 2021 15:33:40 GMT

I need this feature! It was there before, and now it isn't. I always accept 50% to book a specific date for my catering services, and then have the customer pay the balance at the time of the event. But this feature isn't showing up anymore. Help!

Re: Collect partial payment on an invoice?

sparkleoncustom — Tue, 08 Jun 2021 18:25:11 GMT

I have always been able to set up a payment schedule for my customers so that I can collect 50% down payment prior to starting a job. As of a few weeks ago that option disappeared. When I call in to talk to someone, they tell me I have to select reoccurring payment, NO.... I want 1/2 down not the same payment every month. Why has this feature disappeared?? or what has it changed to??

Re: Collect partial payment on an invoice?

kellyj — Tue, 08 Jun 2021 20:27:01 GMT

@sparkleoncustom

If you don't have the deposit option currently, this may be because you are allowing ACH payments on invoices. We're not currently able to accept ACH as partial payments at this time, although it is something we are working on for the future. So if you have ACH enabled + want to take a deposit, it will limit you to one or the other. and recurring payment options with ACH becomes the work around.

Re: Feature Request: Edit Invoice Options In Estimates

Lici — Wed, 21 Jul 2021 12:36:38 GMT

Good morning, I am not seeing this option when creating an invoice. Please help. Thank you

Re: Feature Request: Edit Invoice Options In Estimates

JustinC — Wed, 21 Jul 2021 22:01:45 GMT

Hi, do you have ACH Bank transfer enabled in the Invoice payment info options? If so, partial payments aren't allowed with this feature turned on.

@Lici