thread Re: is there a way to mark an invoice paid if customer paid via other method than square? in Archived Discussions (Read Only)

How can I mark a Square Invoice as paid?

gingerfisher — Thu, 30 Jul 2020 21:29:38 GMT

Is there a way to mark an invoice paid if customer paid via other method than Square?

Re: is there a way to mark an invoice paid if customer paid via other method than square?

EJ_ — Thu, 30 Jul 2020 21:39:44 GMT

This reply was updated in 2020.

Hi @gingerfisher! There are two ways to record payment for a Square Invoice - from the app or from your online Square Dashboard. I'll outline the steps for both below.

Record a payment from your Square App

You can mark an invoice as paid if your clients have already provided a different form of payment. From the Square Invoices or Square Point of Sale app:

1. Tap Invoices from the navigation menu.
2. Select the invoice in question > Add Payment.
3. Select the amount and tap > Next
4. Select the payment type used. Tap Cash or More for other options.

You can also complete invoices right through your Square Point of Sale app.

Record a payment from your Square Dashboard

You can mark an invoice as paid if your client has already provided a different form of payment. From the online Square Dashboard:

1. Navigate to your online Square Dashboard and select an invoice.
2. Click Add Payment.
3. Select Record Payment and then select the payment type. If you processed your client’s payment with the Square app or Virtual Terminal, select "Square Point of Sale" to prevent duplicate reporting. Keep in mind, these will not appear as Invoice transactions in sales reports.
4. Click Confirm.

I hope this helps. Please reply below to let me know if you have any other questions.

Re: is there a way to mark an invoice paid if customer paid via other method than square?

ark — Fri, 01 Sep 2017 14:50:56 GMT

Do you know how to "unmark" an invoice as paid? This was done in error and I still need to process the payment. Also, if I mark it as paid and their credit card is on file did it charge their card? I don't want to double bill them. Thank you!

Re: is there a way to mark an invoice paid if customer paid via other method than square?

puka — Sun, 03 Sep 2017 18:08:30 GMT

Hey @ark!

Unfortunately, there is no way to unmark once you mark it as Paid. If you selected the card on file and pressed Charge, you would have indeed charged the card. You can check the Invoice to see where the payment originated from. If nothing indicates that the card was charged in your Transactions, then you would just need to resend them a new invoice and let them know you just made a mistake. You can always confirm with the customer if they have a charge on their statement as well!

Re: is there a way to mark an invoice paid if customer paid via other method than square?

ojaiflowers — Tue, 19 Sep 2017 20:16:39 GMT

There isn't any way to select 'MORE' on the dashboard or invoice. Any other way to do it. Or tell me how to find 'MORE'.

Re: is there a way to mark an invoice paid if customer paid via other method than square?

puka — Fri, 14 Dec 2018 22:41:49 GMT

Hi @ojaiflowers - When you're on your Dashboard, click Invoices from the menu on the left. Select the specifc Invoice and you will see the More option on the top lower hand side.

Re: is there a way to mark an invoice paid if customer paid via other method than square?

GreatMoose — Tue, 24 Oct 2017 16:57:07 GMT

If we mark the invoice as Paid in Square and have accepted another form of payment outside of Square, are we still charged the fee through Square?

Re: is there a way to mark an invoice paid if customer paid via other method than square?

Russell — Tue, 24 Oct 2017 17:38:38 GMT

Hi @GreatMoose - we charge fees for credit card processing. If you accept a different form of payment, we don't charge you any fees. 👍

Re: is there a way to mark an invoice paid if customer paid via other method than square?

GreatMoose — Tue, 24 Oct 2017 18:01:39 GMT

Thanks for the quick reply and thanks for this information!

Re: How can I mark a Square Invoice as paid?

will88 — Mon, 25 Dec 2017 16:44:25 GMT

That doesn't work. After I click on the 'more' button, there is no option marked 'paid' for me to click on. Is there another way that I can mark an invoice as paid?!?

Re: How can I mark a Square Invoice as paid?

FireCanyonBBQ — Wed, 21 Mar 2018 16:02:02 GMT

I know this came up a year ago but I just ran into it myself, and wanted to share one important detail that was left out of the resolution. The "More" button mentioned is correct, but it will not become an option unless you actually send the invoice first.

Fortunately, you can turn right around (reselect invoice if necessary) and the More button will appear with the option to mark as paid. It would sure be nice though if we didn't have to send an invoice first to mark it as paid.

Re: is there a way to mark an invoice paid if customer paid via other method than square?

kpuserhelp — Thu, 14 Jun 2018 21:09:30 GMT

Do you know if there is a charge for accepting cash/check for a Square Invoice? Thanks!

Re: How can I mark a Square Invoice as paid?

Chad — Fri, 15 Jun 2018 01:55:54 GMT

Hello @kpuserhelp! There is no fee for marking an invoice as paid and accepting a payment outside of Square Point of Sale. 😀

Re: How can I mark a Square Invoice as paid?

mjohnsonsa — Fri, 15 Jun 2018 02:06:18 GMT

Super. Thanks Chad!

How to market invoice paid

Daled5466 — Sat, 15 Sep 2018 16:20:51 GMT

How do I mark an invoice paid

Re: How to market invoice paid

EJ_ — Tue, 18 Sep 2018 22:10:58 GMT

Hi @Daled5466

I've moved your post over to this existing thread that answers your question.

You're able to do this from the Invoices section of your Dashboard when you click on the specific invoice itself.

Check out the Best Answer for a walk through.

How to mark an invoice as paid on square?

SmallTwnCleaner — Fri, 26 Oct 2018 16:06:11 GMT

I have received a check for payment on an invoice! When I click the invoice and click more...it does not give me the option for paid! It only said duplicate, share, or charge now! How do I get it to show paid l?

Re: How to mark an invoice as paid on square?

VanKalkerFarms — Fri, 26 Oct 2018 20:40:20 GMT

see this help article for more information. It is under the "Record Payment" section of the article.

https://squareup.com/help/us/en/article/6105-manage-your-square-invoices

Re: is there a way to mark an invoice paid if customer paid via other method than square?

ubzooming — Fri, 14 Dec 2018 21:03:02 GMT

There is no "more" . where do you find it?

Re: is there a way to mark an invoice paid if customer paid via other method than square?

VanKalkerFarms — Fri, 14 Dec 2018 22:17:43 GMT

the screen layout has changed a bit in the last few years. the option of more is in the lower right corner when you have chosen an unpaid invoice. the option to record a payment is also under the payments portion.