thread Re: Customer pays invoice in cash, more than what is due in Archived Discussions (Read Only)

Is it possible for my invoice to display both the cash paid and the change provided?

Traveling-Joe — Wed, 08 Apr 2020 22:09:44 GMT

The title of this post has been edited from the original: Customer pays invoice in cash, more than what is due

Thanks ahead for your guys help!

So I get how to pay in invoice with cash, and when they pay a higher, I can put that amount in, after I pull up the invoice. But I can't see where ON the invoice (like when I print it) it shows the amount I recvd in cash.

I'd appreciate any help, pls (I've search thru here & haven't come across any questions for that, but pls FEEL FREE to point me in that direction)

Thanks!

Re: Customer pays invoice in cash, more than what is due

Valentina — Sat, 04 Apr 2020 23:41:28 GMT

Hey there @Traveling-Joe - it sounds like you're asking about situations in which customers are paying you with more cash than is required to pay the invoice in full.

IE: Invoice total is $90, customer pays with $100 bill, change is made in the amount of $10

If I'm understanding correctly, you're wanting to know whether it's possible to record an amount of cash received, as well as the amount of cash that you gave the customer back as change. Is that what you're asking here?

Re: Customer pays invoice in cash, more than what is due

Traveling-Joe — Sun, 05 Apr 2020 18:30:26 GMT

YES! Yes, pls!!! Basically the customer wants the extra amount to be on an "account" like & use it towards their next bill. That part is no big deal, I can do that internally (& don't expect Square to do that).

But I would like it to show that the invoice was $90, they paid $100, therefore there is $10 extra (like $10 in change back to them)

Oh my GOODNESS! This would be SO GREAT if you can help me!!

Re: Customer pays invoice in cash, more than what is due

Traveling-Joe — Wed, 08 Apr 2020 01:12:03 GMT

HEY! I figured it out!! @Valentina (and anyone else who will need to do this)

On the "Invoice" app-will you

*pull up the invoice

*Click "add payment"

*click the option "charge $.... now"

(that's where it was messing me up cuz it was cash, not a charge)

*click the 1st option, "cash"

*put in the full amt they paid (& it'll show on the recpt the amt they paid)

Cool beans!

Re: Customer pays invoice in cash, more than what is due

Valentina — Wed, 08 Apr 2020 22:05:54 GMT

Glad you figured this one out, @Traveling-Joe!

This is definitely possible when using the Square Invoices or Point of Sale app. I'll provide some screenshots of this flow, in case anyone else needs to be able to show their customers a cash amount paid, along with the change provided. You'd start by finding the invoice you need to take a payment for, then clicking Add Payment to get to this screen:

Once here, you'll click the Charge Now button, which will bring you to your check out screen. Here, you'll want to select the Cash option before moving forward:

Selecting Cash will allow you to enter a cash amount on the next screen, which can be greater than the amount owed. Once you click Tender, your app will automatically calculate the difference between the cash paid and the amount owed, and will show that amount on your screen!

If any other questions come up, let us know!