thread Re: How to apply payment to an invoice using the Square POS App? in Archived Discussions (Read Only)

How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

Float44 — Sat, 18 Mar 2017 18:49:33 GMT

Customer has already paid, i want invoice to show "PAID"initially and not "DUE IN 30 DAYS" or other drop down option. I have only been able to use the options in the drop down menu to send, and then follow up with an option to mark as already paid.

Some customers have decided after the transaction has been completed that they would like an invoice.

Thanks to anyone who can please advise,

"Float 44"

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

Sean — Tue, 21 Mar 2017 17:08:58 GMT

Hi @Float44! We don't currently offer the ability to enter an invoice as already paid, but I'd love to hear more about how this would be useful for you. Also, have you thought about entering this sale through the Square Point of Sale app and ringing it out as other tender? This would at least get the transaction on your books. Look forward to hearing back!

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

khendrix — Mon, 02 Oct 2017 18:09:20 GMT

Sometimes clients send me papers to serve in the mail. They send payment by check before I even start the job. I have to send them 2 emails showing "New Invoice" and "Invoice Paid." This causes confusion sometimes, and it even caused a recent customer to cut a second check. I would like to make this process as seamless as possible for my clients so they don't get frustrated with my accounting practices and decide to not use my services in the future.

Ken

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

StarWash — Sun, 08 Oct 2017 21:58:33 GMT

Hi, @Seanand @Float44. I have something similiar this "Paid Invoice" scenario. I have a customer that needs an invoice marked "Paid" before they can cut the check to actually pay me for the work completed. The customer's concern is that they will not get a "Paid Receipt" due to human or computer error.

Currently I send the initial invoice and then mark it "Paid" so they receive the paid version they need. Is there a way around this?

Also, I have another customer who pays me 30 days after the work is completed by check. When marking the invoice paid, I would like to be able to change the day the invoice was paid to the day the work was completed/invoice generated. My reason for this is so the sales are reflected in the month the work was completed.

Please let me know is there is a way around these issues.

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

Chad — Sun, 08 Oct 2017 22:33:47 GMT

Hello @StarWash, just hoping in for Sean here.

Currently we don't have any workarounds for the invoice flow that you've described above.

I will make sure to share your suggestions about having the ability to send an invoice that's already paid and to change the dates on invoices with our Product Team.

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

Tom — Sat, 14 Oct 2017 18:14:38 GMT

Thanks for taking the time to share your experience with this, @khendrix. I can certainly see how having more control over the email notifications would prevent confusion here. While we don't have access to a specific timeline for when this type of change would be implemented — I'll be sharing your workflow with our Product Liaison team. Please keep in touch for updates.

How to apply payment to an invoice using the Square POS App?

Iammetx — Sat, 09 Jun 2018 00:40:53 GMT

Most of my customers pay on the spot and in cash. Due to the nature of their business, they request an invoice for their records. However, I can't find a way to make an invoice for a cash payment on the spot without it first sending that payment is due to my customer ,and then me going back and adding cash payment to invoice, in which the customer gets another invoice notifying their payment was received. I'd like to skip that first step if possible and just create the invoice with payment already included before sending it off. Is this possible?

Re: How to apply payment to an invoice using the Square POS App?

Helen — Mon, 11 Jun 2018 18:48:34 GMT

This reply was created from merging an existing thread: How to apply payment to an invoice using the Square POS App?

Thanks for your post @lammetx! I know what you're looking for but unfortunately there currently isn't a way to send a notification for a paid Invoice in the way you're describing.

I can see how this would be useful for your business, and I'll share your interest with the Invoices team. We'll post any updates in this thread!

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

sbitschy — Mon, 23 Mar 2020 18:23:04 GMT

This is huge for me. I would say 50 percent of my invoices sent have been paid on the spot. Having to send an invoice, then mark it paid in the system, then resend to clients is confusing to them and an unnecessary step for me.

They get confused when they have paid and get an invoice requesting payment. They might get another one shortly after saying paid but we need to keep it simple for people.

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

Joe — Tue, 24 Mar 2020 13:02:02 GMT

Thanks for adding your voice here on this one, @sbitschy. And thanks for including how this feature could benefit your business. We will be sure to update you and everyone else here in this thread when we have new information to share regarding this feature. Thanks for your patience!

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

alyssarodriguez — Tue, 15 Dec 2020 13:51:09 GMT

I am wondering why this feature has not been added yet. It would seem very simple to add a button to check that says "PAID" to "receive payment now" and record the form of payment. It looks like users have been asking about this since 2018. Has this been implemented yet and I am just missing it or what is the plan to get this implemented. It would only make sense that business owners on occasion would receive payment immediately and need to provide a receipt.

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

groundwire123 — Fri, 09 Apr 2021 02:03:57 GMT

Same. This should be implemented. Ridiculous...

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

danglassphoto — Fri, 04 Feb 2022 03:14:34 GMT

I am here for the same reason. I need to be able to show the invoice has already been paid before I send to the customer. What is the plan? Why has this taken this long to implement?

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

Arie — Sun, 06 Feb 2022 21:51:29 GMT

Hi @danglassphoto,

Thanks for writing in and highlighting this feature request.

Card payment acceptance is at the core of Square Invoices, and while we provide the option to record other payment methods, such as cash or other tender, it's unlikely that this will change. At this time, the workaround would be to send out the invoice, and mark it as paid via other payment method immediately after.

We continue to advocate for the requests we receive here in the Seller Community, and appreciate you letting us know which features you'd like to see. However, multiple factors are considered when new features are developed - take a look at this article if you'd like to learn more about how feature requests in the seller community work.

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

markjapan — Sun, 14 Aug 2022 01:09:21 GMT

This is not good enough!

All of my customers pay and expect a paid invoice.

It seems that there are many of us with the same issue

Is it not time that you listened to your customers?

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

JJ_ — Mon, 15 Aug 2022 19:48:49 GMT

Hey there @markjapan

The alternative for you at this time would be to send the invoice manually. By doing this you would be able to create and settle the invoice and then send it to your customer. Just imagine that you are creating the invoice as they are paying you and you're providing them with a receipt.

P.S. Welcome to the Seller Community

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

KKL1 — Thu, 18 Aug 2022 07:19:45 GMT

I would also like to send an invoice that has already been paid? Like a receipt?

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

markjapan — Thu, 18 Aug 2022 08:26:56 GMT

How do I do this wirthin square?

Re: How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

BernadetteA — Sat, 20 Aug 2022 03:10:45 GMT

Hi @KKL1 👋

Please check out JJ's response here. If this is not what you are looking for, please let us know. Thanks! 😊

Re: How to apply payment to an invoice using the Square POS App?

KKL1 — Fri, 20 Jan 2023 00:09:27 GMT

How hard would they be to implement!