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

How do I accept payment for an invoice using the Square POS app?

Stellar732 — Wed, 12 Jun 2019 21:13:10 GMT

Please: how to apply payment to an invoice using the Square POS? We had a customer come in with their invoice and wanted to pay it in-store. How to?

We took care of it by creating a new sale with the items and discounts, just to help the customer and keep the store running smoothly. But when they come in and want to use their credit card, they want to pay it on the spot. AND they want a receipt. There's no option for paying an invoice in-person.

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

Xiosevents — Wed, 13 Apr 2016 04:22:12 GMT

Do to the nature of my business, clients do partial payments. How can I take and document partial payments. Thanks Glenda

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

pavvento — Mon, 16 May 2016 20:57:46 GMT

Is there any consideration in adding this feature? Due to the clientle that I work with I have to print many of the Square invoices and they pay with either cash, credit, or check. It's always a hassle to record who has paid what, and then go back to my computer and enter this information.

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

Kelly — Wed, 18 May 2016 19:19:21 GMT

@pavvento We make our product changes off of customer feedback, so the more we hear what sellers are looking for the better! I don't have a timeline on this for you but I will share it with our Product Liaison team to keep track of!

Paying an existing invoice via square app / walk in customers

HC — Sat, 21 May 2016 19:47:37 GMT

Is there a way to take an invoice that has been in draft mode / awaiting to be sent and apply credit card payment if a customer prefers to visit our physical location to pay?

For example: I created an invoice for a customer, rather than email, the customer came by during our walk-in hours and asked to pay. I couldn't see a way to view the drafted invoice in the app to process the payment via our ipad.

Re: Paying an existing invoice via square app / walk in customers

Debtandgone — Sat, 21 May 2016 23:27:54 GMT

I noticed that too. It's an on going issue lately. If we mark the draft as "paid" after the invoice has been paid in person it records the transaction as if the invoice was paid twice. Any way to better connect this for records? Any luck in updating this feature? At least a way of using the receipt number for the walk-in transaction to adjust to invoice draft ? OH COME ON SQUARE!!:)

Re: Paying an existing invoice via square app / walk in customers

HC — Sun, 22 May 2016 16:23:25 GMT

It would be a great functionality to add to the exisitng app. How are you handling it when it is showing as paid twice?

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

Ryan22 — Tue, 31 May 2016 20:49:34 GMT

I am also interested in this feature of applying a partial payment to an invoice...

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

Sean — Thu, 02 Jun 2016 21:06:35 GMT

@Ryan22 - Thanks for sharing. We'll be sure to express your interest with our product folks!

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

Krhodes — Fri, 03 Jun 2016 15:45:17 GMT

but if you take payment at the register, and then mark the invoice as paid, you end up showing that amount of money twice in your stats. It can significantly alter the "profit" appearance of the day. I have the same problem. People get an invoice, and then walk into the store to pay. We also just take payment through a new item, then I have to actually cancel the invoice. Now there is an option to not notify the customer, but still it is a problem because then I no longer have the invoice as a record. For example. Somebody ordered 3 dozen doughnuts with detailed speficiation for a week from now. I issue invoice, then two days later they walk into the store to pay. If I cancel out the invoice, I loose the details I took down when I took the order. So now I have to keep a paper record as well, which sort of defies the point of having a fancy electronic system like square.

Example two. My employee issues and invoice, then figures out they did it wrong, or customer decides to add more. Instead of accessing and editing the existing invoice from square register, now thye have to issue a new one, and I have to go in and cancel the old one if I remember when I get home at night.

The invoicing is good. But it needs to be more fully integrated into square register, not its own stand alone fucntion in the back office dashboard only. retail and food is more fluid then that.

cash payment on invoice

wendylamb — Thu, 16 Jun 2016 18:05:42 GMT

I have an invoice and the client paid with cash when I hit pay invoice it only has credit card how do I do cash

Re: cash payment on invoice

Kelly — Wed, 13 Jul 2016 17:26:12 GMT

Great question @wendylamb. Check out George's answer above.

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

Ttart — Fri, 15 Jul 2016 01:30:16 GMT

I would also like to see invoice payable through the register, my clients are sent an invoice when the order is places but then the pay the invoice when the order is picked up. Also I have customer that will come in and pay a deposit on an invoice and we have no way of tracking this either. Another issues I would like to see improved is when you have split payment. It prints a receipt after each payment

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

Kelly — Tue, 02 Aug 2016 20:09:25 GMT

@Ttart Thanks for taking the time to share those thoughts! I've definitely heard these requests before and I'll pass those along to our Product Liaison team. Square makes our product changes off of what we hear from our customers, so we appreciate you sharing what you are looking for!

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

LuSol_Lighting — Fri, 29 Jul 2016 20:20:15 GMT

To reinforce this comment we too also have expereince with this problem with receiving partial payment. This also comes up when a customer has store credit and would like to apply it to a new purchase.

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

dj7 — Tue, 02 Aug 2016 19:47:21 GMT

Agreed. Need to be able to pay Square Invoices with Square Register. Isn't that Square is about? Also, better reporting on invoices (i.e. how do I print a report showing unpaid invoices with customer email address?)

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

BlazinDesigns — Wed, 05 Oct 2016 02:56:15 GMT

Yes, Agreed. partial payments and paying an invoice at register is a must. It makes you look just silly when someone comes prepared to pay an invoice and have to stand there for 15 minutes while you reenter all the information.

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

Tom — Wed, 05 Oct 2016 18:27:57 GMT

Thanks for sharing your experience, @BlazinDesigns. We don't have a specific timeline for this feature, but I'll be sure this gets over to our Invoices Team. Keep in touch, and please don't hesitate to share any other insight!

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

ArcheryDirector — Mon, 31 Oct 2016 18:17:55 GMT

I have to agree with everyone in this thread. I don't think I will use invoicing again until we are able to accept payments at the register. Its just too much work.

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

Sean — Tue, 01 Nov 2016 18:42:38 GMT

@ArcheryDirector - Thanks for taking the time to share your thoughts. We'll be sure to pass them along to our product liaison team. As a workaround, you could consider pulling up the Square Dashboard on your tablet/smartphone. I'll also be sure to update this thread if I learn of any updates.