Package with Invoicing not showing

Hi there,

 

I recently listed new packages on my website. I had a client ask if I could sell them a 6-week package, but pay it over time (4x equal payments of 25% over 6 weeks) instead of up front all at once ($1200). 

I invoiced the customer for the Package, and split the invoice over the 6 weeks. However, it is not showing the package credits on his customer account.

Does the package have to be paid in full in order for the credits to be added? Is there a work around to just add 6 service credits from the package to his account? Please help!

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Solution

Thank you. If anyone is wondering for a workaround...

1. I am invoicing customer for the package, and splitting the payments into 4x bi-weekly payments.
2. I am selling them the same package, with 100% discount (aka free) and that will add the 6 credits to their account.

View Solution >

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Square Community Moderator

Hi @Purari thank you for waiting. This is a great question!

 

Check out this thread and the reply from @Stacelyn24. She does a really good job breaking down packages and credits. If you still have any questions or concerns, please feel free to tag me. I am happy to help! 😊

 

 

 

MayaP
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This thread was helpful, but it still does not answer my question of "Does the package have to be paid in full in order for the credits to be added?"

I would like to add the credits manually to their account while they pay off the remaining payments.

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Square Community Moderator

Sorry if this wasn’t clear, but as explained in the thread, there isn’t a direct way to set up recurring payments for packages and automatically or manually add credits along the way. It does look like the invoice has to be paid in full. At this time, it appears to be a feature request. 

 

@Purari 

MayaP
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Solution

Thank you. If anyone is wondering for a workaround...

1. I am invoicing customer for the package, and splitting the payments into 4x bi-weekly payments.
2. I am selling them the same package, with 100% discount (aka free) and that will add the 6 credits to their account.

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Square Community Moderator

I appreciate you sharing this workaround @Purari

MayaP
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