How do you mark an invoice as paid?

[JADesigns]

How do you mark an invoice as paid?  There used to be an option on the invoice to "Mark as Paid", but that seems to no longer be there.

[ashc · Accepted solution]

Hi @JADesigns! 

The Dashboard layout has changed a bit recently so to mark an invoice as paid, follow these steps:

1. Log in to your online Dashboard and navigate to Invoices.
2. Select the invoice you want to mark as paid.
3. Scroll down to the far right where it says > More
4. Select to Add Payment
5. Select to Record Payment and then choose how it was paid. (Cash/Check/Other).

You can also mark an invoice as paid from the Invoices or Square Point of Sale app by selecting the invoice > click Add Payment >select Record Payment and then select the payment type.

[cmusicshop]

Adding to @ashc post.  If you paid the invoice through Square (in person, card over the phone, etc.) but not directly from the invoice itself you have to go to the PC dashboard and mark it "paid by Square".  This way it doesn't double the totals for the day.  If you mark it paid by "other" it will count the actual payment and then add the paid invoice to the totals and this can't be undone (please fix).  Now if it was paid cash or check then no problem.

For some baffling reason, you can not use the POS app to do this.

[KKL1]

Hi @cmusicshop  1) what do you mean by PC dashboard?  I cancelled and invoice after the client came in and paid with cash bc  I was in a rush and I didn’t know what else to do. 
I just wanted to mark it paid via cash, but I don’t know if 2) once I’ve cancelled it, can I go back in and edit it to “paid by cash”. . Can you speak to both questions please? 

[solcoach]

Hi.

I send invoices out through Square, but some clients pay through Paypal or Zelle.  How do I record these invoices on Square and/or edit the original invoice to show it's been paid.  There is no place on the 'more' tab under reoccurring invoice to mark PAID, and I can't find where to record the payment to keep my books straight.

Help please.

[JustinC]

From Dashboard > Invoices, select the invoice in question to expand the details on the right side of your screen. Scroll down to click Add Payment, then select Record Payment. 

I hope this helps! @solcoach

[maniswithmelvis]

If I hand deliver an item, the customer sometimes pays with cash or a check instead of paying through Square.  How do I close out the invoice or mark it PAID?

[ashc]

Hey @maniswithmelvis and welcome to the Community. 

I moved your post to an existing thread that goes over how to mark invoices as paid.

Check out my Best Answer above as well as the answers throughout the thread. 

[Utchenik]

I use Square for my teletherapy practice. A client has prepaid several appointments with a money order, but I do not know how to create an invoice, or "something" in Square, to show that these appointments have been paid. Please advise...

[sayra]

Hello @Utchenik - Welcome to our Seller Community! You can create an invoice directly from your Square App or Square Online Dashboard. However, you will need to send the invoice via email to your customer to review the charge. You will then have the ability to pay the Invoice and mark it as "Paid" with other tender. In your case, this will be done for proof of payment and to log the amount in your Square Online Dashboard to balance your books. 

[Utchenik]

Hi Sayra,

You said: “You will then have the ability to pay the Invoice and mark it as "Paid" with other tender.” Could you give me more details on how to do this? Is there a video showing this, or a different type of pictorial instruction?

Thanks, Utchenik 

[AshleyK]

Hi @Utchenik! I've merged your post to another thread where AshC details step by step how to do this. Let me know if you still need help after. I'm happy to do so. 🙂

[TJHomeDesign]

After I send an invoice - am I able to key in a card manually for payment? Many of my clients come into the office to make card payments on their invoices.

[ashc]

Hey @TJHomeDesign and welcome to the Community.

I moved your post to a thread where this question has been answered already on how to mark an invoice as paid for this situation.

Check out the Best Answer above for details. 

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

[mrandmrsbuyea]

I wish there was an option to pay on an invoice while in the square POS app. I can pull the invoice up but I cannot add a payment to it.