thread Re: Attach Square transaction to a customer in Archived Discussions (Read Only)

How do I attach a previous credit card payment with a new invoice to show the customer paid?

tallhatcatering — Mon, 17 Jun 2019 22:47:27 GMT

The title of this thread has been edited from the original: Attach Square transaction to a customer

First time using Square so trying to understand. I received a credit card payment on June 3rd but at that time I did not have the invoice created. Then the customer paid the remaining balance with a check but at that point, I had the invoice created. So how can I attach that previous credit card payment with the invoice so I can show the customer paid? Thanks!!

Re: Attach Square transaction to a customer

Helen — Mon, 17 Jun 2019 22:03:35 GMT

@tallhatcatering Hello! If you've already charged the customer's card you can mark the invoice as paid through Point of Sale. To do this:

Open an invoice > click More.
Then click Record Payment > select Square Point of Sale.
You'll see a message saying that this action won't cause a double entry in your Transaction history, and you'll have the option of sending a confirmation email to your customer.

If you have any other quesitons please let me know. Welcome to Square!