thread Re: How can I accept partial payment or split tender with Invoices? in Archived Discussions (Read Only)

How can I accept partial payment or split tender with Invoices?

VBBakery — Wed, 26 Jul 2017 19:54:28 GMT

Hi,

I sent an Invoice from the Point of Sale app to a customer for $72.00. The customer paid half of her order through the Cash app... which was something new to me.

I tried to make a note in the invoice, but I ended up marking it as paid. If I issue a refund, will it refund her the full $72? She has not paid her entire invoice, nor has she cancelled her order, so a refund is not necessary. I need to void it somehow. Is there a way to void a paid invoice?

Re: How can I accept partial payment or split tender with Invoices?

Russell — Tue, 24 Sep 2019 23:06:25 GMT

Hi there @VBBakery - welcome to the 👥 community and thanks for making your first post.

We don't currently offer a direct way to accept split tender payments through Square Invoices - it is all or nothing. There are still ways for you to accommodate customers looking to make payments or split tender on an Invoice.

First, I recommend refunding this Invoice (note: since you accepted payment through Cash App marking the Invoice as refunded won't cancel the existing payment).

Then, to accept partial payment or split tender:

Create a first Invoice for the first payment (in this case, $36 and mark is paid as "Other" tender that way you have record of the existing Cash App transaction).
Create a second Invoice for the remaining balance. Your customer can pay this by credit card online, or you can arrange payment by a different tender and mark it as paid.

I know this method creates a little extra work, but it will definitely clear this up for you. Please let me know if you need anything else.

Re: How can I accept partial payment or split tender with Invoices?

859wraps — Sat, 12 Aug 2017 02:07:36 GMT

This feature desperately needs to be added.

Re: How can I accept partial payment or split tender with Invoices?

3r-technology — Thu, 17 Aug 2017 21:02:04 GMT

I agree... This is a very important feature for our business as well. We often sell a computer that we have to order in and we take a down payment with the balance due at pick-up. Currently there is no way to create an invoice and post the down payment. It would be very useful to many, many businesses....

Re: How can I accept partial payment or split tender with Invoices?

chefrex509 — Thu, 14 Sep 2017 21:37:49 GMT

agreed, i take down payments w balance due later.

the seperate invoice is a pain and doesnt handle the sales tax issue.

by this method i have to charge partial sale stax on a down payment.

not good

Re: How can I accept partial payment or split tender with Invoices?

Computiverse — Fri, 13 Oct 2017 20:31:55 GMT

Is there any timeline for a feature like this to be added to Square? This is a big deal for my uses.

Re: How can I accept partial payment or split tender with Invoices?

puka — Sat, 14 Oct 2017 19:03:09 GMT

Hey @Computiverse - Thanks for checking in. Unfortunately, there is no ETA on if or when this feature might be implemented at this time. However, we will make sure to pass on all the feedback within this thread to our Product team. In the meantime, you can check out what brings a feature request to life.

Re: How can I accept partial payment or split tender with Invoices?

thirstywhale — Thu, 15 Mar 2018 04:22:27 GMT

Any updates on this? I just switched to Square invoicing and if there's not a way to accept partial payments, I'll be switching back to my old system. I think it's ridiculous that so many people need this feature and it hasn't been added!

Re: How can I accept partial payment or split tender with Invoices?

TesEss — Tue, 10 Apr 2018 06:01:43 GMT

I’m also wondering if there’s any change in the status of this request? This would be so helpful. I decided to try your invoicing system so I could keep everything in one place, and now I’m regretting it. My client made a partial payment in cash, so now I have to either edit the existing invoice, and then send another one with the new balance, or just not acknowledge the in person payment until the rest is paid. I did give a written receipt for the partial payment, but as for the invoice, neither of those options looks very professional from the customer’s point of view. I will have to stick with “that other site” for all of my commission work, as well as any large projects that will require multiple payments..

Re: How can I accept partial payment or split tender with Invoices?

puka — Wed, 11 Apr 2018 19:19:34 GMT

Hey TesEss! Thanks for chiming in here. Partial Payments is definitely a popular feature request which the Invoices team is tracking in this thread. In the thread, Rohini, the product manager for Invoices, provided an update about it which I've copied below:

"Hi everyone! Thank you all for taking time out of your busy schedules to write in and tell us what you need from Square Invoices. I’m a Product Manager for Invoices, and can promise you that I personally read every single one of these messages. They do not go unnoticed, and they do help us to better understand your needs so that we can build a product that works best for you.

I realize that you all have been waiting for us to deliver the ability for Square Invoices to support partial payments, and I’m appreciative of your patience. Our team has been working on this feature for you, but it’s a major overhaul of how Invoices is currently architected in our backend systems. We need to build a new solution that is scalable, secure, and accurately reports all of the transactions within an invoice. Our teams are working as fast as they can in order to get the core components ready, but it will still take some time. Please know that this high priority feature request has not fallen off our roadmap, and as soon as it’s available for beta, I’ll reach out to those of you on the thread for an early preview. Thank you!"

Re: How can I accept partial payment or split tender with Invoices?

TesEss — Wed, 11 Apr 2018 19:32:40 GMT

Awesome! Thank you so much. I’ll go hop on that thread instead. 🙂

Re: How can I accept partial payment or split tender with Invoices?

feistyflavors — Wed, 18 Apr 2018 23:07:18 GMT

It looks like Square may want to start listening to their users...this question has been posed for at least 2 years now.

I'm a Caterer, and I frequently have to send invoices that require a deposit, then final payment. I always have to go back to Paypal to do this.

Re: How can I accept partial payment or split tender with Invoices?

puka — Thu, 19 Apr 2018 22:53:16 GMT

Hey @feistyflavors - Just wanted to give you a heads up that this feature is actually in development and you can track the status of it in this thread.

In the same thread, the Invoices Product Manager, Rohini wrote the following:

Hope that helps reassure you that we are indeed listening to the feedback of our Sellers. 🙂

Re: How can I accept partial payment or split tender with Invoices?

Fleurimond — Thu, 10 May 2018 22:15:08 GMT

patiently waiting this. I invoice a lot through paypal instead for this very reason

Re: How can I accept partial payment or split tender with Invoices?

reneebitinas — Thu, 17 May 2018 19:27:32 GMT

I'd like to be a part of this beta testing! I also am in dire need of a partial payments feature on my Square Invoices! 🙂

Re: How can I accept partial payment or split tender with Invoices?

Thefitnessstore — Sat, 19 May 2018 12:24:34 GMT

Looking forward to this upgrade. This issue has created problems for us since day one of using Square Register. Please hurry.

Re: How can I accept partial payment or split tender with Invoices?

hudson2001 — Tue, 22 May 2018 21:19:37 GMT

I just ran into this issue today. And it was embarassing to not be able to do what I wanted with the customer standing right there and trying to wing it on the spot! I ended up accidentally taking a fake payment with the Other category, then had to duplicate the invoice and try again. Now I have to figure out how to delete a paid invoice! I'm glad to see it may be coming soon!

Re: How can I accept partial payment or split tender with Invoices?

meros — Tue, 22 May 2018 22:39:56 GMT

We take catering orders and we have customers who want to pay in half and pay the rest when they pickup. We don't use invoice so please add this feature to tickets.

Re: How can I accept partial payment or split tender with Invoices?

Meggrolls81 — Wed, 20 Jun 2018 12:10:12 GMT

This should not be considered a "popular feature" but a critical issue. Not being able to apply partial payments or customer deposits causes Sales Tax issues.

Re: How can I accept partial payment or split tender with Invoices?

JLFva — Tue, 03 Jul 2018 22:06:14 GMT

Square... we continue to wait on the backend fix so that we can run our services related businesses! We NEED to be able to accept partial payments on invoices. This should be a standard feature on such a robust platform.