pre approved transaction

exhasbeen — Tue, 28 Mar 2023 02:38:12 GMT

I'm looking to pre-approve a transaction where we invoice post providing our services, so looking for a little reassurance the card transaction will be successful.

Is Square able to give theoretical "green light" to the card being successfully processed?

Or what options are out there please?

Re: pre approved transaction

Laurie_ — Wed, 29 Mar 2023 01:02:37 GMT

Hi there, @exhasbeen,

Thanks for touching base with your question. I noticed it's also your first time posting in the Seller Community - welcome! 🤗

While Square doesn't support the ability to pre-approve transactions at this time, another option could be accepting a deposit through Square Invoices.

You can send an invoice requesting a deposit payment directly from your Square Dashboard.

To do so:

1. Go to Invoices in your online Square Dashboard > Create Invoice.
2. Select a customer from your Customer Directory, or enter a new name and email address or phone number.
3. Under Line Items > Customize you can add items, and apply modifiers, notes, and taxes.
4. Click Add Payment Schedule, which will open a new page. Here, you can set up a deposit amount (percentage or fixed amount).
5. Click Save and Send.

Once your customer receives the invoice, they’ll be able to pay the deposit first, and then the remaining balance.

Note: You are able to request a deposit and partial payment per order total. The ability to split specific items for partial payments is unavailable at this time.

Let me know if this option would be suited to your needs!

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pre approved transaction

Re: pre approved transaction