DEPOSITS ON INVOICES

[lillyandgrace]

Hey there!

I have a retail store and place custom orders for customer's on a regular basis. We require a deposit upon ordering and final payment on delivery. On occasion, we will take incremental payments as the order is in process if the customer desires. I need to be able to create an invoice and collect a deposit in person at the register when the customer is in my store and then manage the invoice until the order is ready for delivery, and at that time collect the remaining balance through the same invoice at the register.

I have read several threads regarding Square Invoicing and it seems Square is not able to do this at this time-- can anyone confirm and advise how they work around this issue? Square is great for our smaller retail items we have on the floor but a large portion of our business is special ordering in which we require a deposit and I need to be able to collect this while my customer is in store. 

Currently, I'm using square for payments and an additional platform to manage invoices for custom orders and it's a lot of extra work on the backend & we need a more efficient process. Any advise is greatly appreciated. Thank you! 

[Donnie-M]

@lillyandgrace try downloading the invoice app to your ipad.  It has the invoice functionality I think you are looking for to do the deposits and manage the invoice from the register.  You can send estimates and get deposits, and you can do everything I think you are looking for.  You can also manage the invoice from a computer in your square dashboard and print out full hard copies or pdf files of invoices if you need to (some people still want paper especially governmental agencies).

But yes, you can collect payment from the point of sale app, you can do partial payments, and set up recurring payments etc.

Hope this helps,

Donnie-M

[lillyandgrace]

Thank you! 

[Minion]

Hey @lillyandgrace 

If I'm following what you are looking to do with an invoice, it should be possible. 

You can set up an invoice, and request a deposit.  Furthermore you can also add a payment schedule to that invoice as well  (See attached Photos)

From the Dashboard, Navigate to Invoices.

-Create the invoice with customer info, item/service.

-Scroll down and click on Add Payment Schedule under Total

-Configure deposit options as well as future milestone payments.

Let me know if this will work for you. 

Edit: Ninja'd by @Donnie-M