thread Re: Closing out a invoice in Archived Discussions (Read Only)

Closing out a invoice

Sunstoppers — Fri, 11 Oct 2019 02:19:25 GMT

I sent a invoice to a customer and requested a deposit. They paid with CC via emailed invoice. When the job was done I had him pay at the counter.

When I went to ring him out it would not allow the final balance to be paid Via CC. my only options were cash and other. With the customer standing there I didn't know what to do so I rang his balance out as a transaction in POS.

I now have a Invoice with a remaining balance. I don't want to mark it paid if its going to think I took that payment and it shows up twice. I don't want to cancel it how do I settle this invoice?

Re: Closing out a invoice

cmusicshop — Fri, 11 Oct 2019 15:29:11 GMT

Yeah, this is a pretty big flaw with invoices, hopefully they'll correct it soon. Meanwhile, go to the PC dashboard and mark the invoice "paid by Square" which will not count double against your day's totals.

Why it isn't a feature on the POS, I have no clue but there's your workaround for now.

Re: Closing out a invoice

Sunstoppers — Fri, 11 Oct 2019 15:32:31 GMT

I would do that but from some reason the Square option is gray out.

Re: Closing out a invoice

cmusicshop — Fri, 11 Oct 2019 16:07:08 GMT

Even on your PC??? Not sure what to tell you then. I'd contact Square or hopefully one of the moderators here can help.

Re: Closing out a invoice

Sunstoppers — Fri, 11 Oct 2019 16:09:28 GMT

Yeah that screen shot is from the Web interface on my Mac

Re: Closing out a invoice

cmusicshop — Fri, 11 Oct 2019 19:14:01 GMT

Oddly enough, I just had an invoice paid that I needed to do separate from paying right off of the invoice. Not a deposit but they wanted extra stuff so I made new sale with the original invoice items as well as the new additional items and took the card as usual. Then I went to the PC dashboard and marked it paid by Square. Don't know if maybe it is a Mac thing or because there was a deposit. Either way, it shouldn't be that way and is broken.

Edit to add: is it the POS app on your Mac? Or signing into Square's online dashboard? It works for me from the online dashboard, not the app, just to be clear.

Re: Closing out a invoice

Sunstoppers — Tue, 15 Oct 2019 02:43:26 GMT

I am doing it from the web interface on my computer.

I did find this

"Please note the ability to take in-person payments (via a card swipe or keyed entry) towards a deposit or partial balance is currently unavailable. In-person payments can only be taken for the total invoice amount. "

So with this in mind I think if you take a deposit from a emailed invoice the only way you can take the balance is the same way. Email the invoice for the Balance?

Re: Closing out a invoice

cmusicshop — Tue, 15 Oct 2019 14:38:15 GMT

Hmm, guessing the deposit is the 'issue' that breaks this function. Such a big flaw, I can't for the life of me figure what prompted the whole "pay from a link" concept over just paying the balance as expected.

I'm not sure if you can cancel the invoice once a deposit is made but if so, cancel and redo an invoice for the balance. Or let the original invoice sit open until hopefully a fix happens. Not much help I know.

Re: Closing out a invoice

isabelle — Tue, 15 Oct 2019 23:08:00 GMT

Hey @Sunstoppers! Thanks for your post.

Yes, as of right now, the ability to take an in-person payment for a deposit or partial payment is not available. We realize this isn't ideal, so we're working hard to make this feature available in the future.

If you'd like to take both a partial payment and the remaining balance in person, I would suggest creating two different invoices.

If you choose to cancel an Invoice that still has a remaining balance, that's okay. It will not automatically refund the first payment, so you are free to create another Invoice for the remaining balance.

Please reply back in this thread with any additional questions. Additionally, I appreciate your help @cmusicshop as always! Sorry I was late to answering this one.