A partial payment with cash on an invoice does not show up in reports or transactions?

[Darren]

I have accepted a cash payment on an invoice.  it is a partial payment.  the amount does not show up in any reports or under transactions?  not sure why

thanks, Darren.

[nika]

Hey there @Darren! Thanks for joining the Seller Community! 🙌

Partial payments towards an invoice actually won't appear on your Sales Report until the invoice is paid in full. Once the final payment is made, the Gross Sales, Tax, and Tip rows will update. That's because when it's paid in full, that will confirm that the good was delivered or service has been completed.

You can always check to see what has been paid on your invoices on the Invoices page in your Online Square Dashboard.

Hope this helps clarify! Please let us know if you have any other questions. 

[Darren]

Okay thanks @NiKi i understand what you mean with the partial payments

Another question I have is related to an odd cash drawer report we just ran.  We run Square with a stand most of the time and then one day of the week pull the ipad and use just that with the card reader, ie no cashdrawer.  So I understand from that that any cash sales when the ipad is not in the stand is not recorded in the current cash drawer?   If that is correct then when we bring back the cash sales we PAY IN the cash to the current drawer.   Let me know if that is correct.

When it comes to paying an invoice, when the iPad is not in the stand - if the invoice is paid by cash, does that amount get tallied with regular POS transactions and then PAID IN to the drawer once ipad is back in the stand and hooked up to the drawer?

thanks, Darren.

Fireweed Community Market Society.

[Tom]

Hey @Darren, Tom checking in for Nika today—thanks for your patience.

I had a look at your post and I hope I can help surface the right information. Is your cash drawer connected to your Stand via USB or do you have an alternative/ethernet configuration? If the drawer is not connected to the iPad either way, it will not be able to register the activity. Out of curiosity, can you also let us know why you need to remove the iPad from Stand from time-to-time? This will help us get a better picture of how you're set up.

As for your last question about how invoice payments surface in reporting, have a look at this post and let us know if it helps clear things up: Why aren't Square Invoice cash payments showing up in Cash Drawer Management reports?

Please let us know if any questions remain and we'll be sure to take a deeper dive.

[Darren]

Thanks for getting back to me @Tom 

Our cash drawer is USB connected.  We take the ipad out of the stand/drawer set up one day a week because we use it at an outdoor market where we do not have power and we don't really need the whole cash drawer...  hope that helps.

I have read earlier the post on the two ways cash payment of invoices can be recorded and I think that is one of the issues we are having.  I will go over that with our staff.  I will also need to look at the dashboard report and see how it records the two different ways of paying.  Does it actually say it was a "record payment" vs "charge now"

thanks, Darren.

[Tom]

Got it—thanks for your reply. I'll be sure to surface your post with our Invoices and Hardware teams. Thanks for your patience as we work to improve our products based on seller feedback. If any questions remain, let us know!

[IcingandCake]

I understand your thought process behind the deposits not being included until it is paid in full, but with my type of business that does not work and it messes up my numbers for the month. I have deposits for wedding cakes and they may not pay the final balance for a year! I need the deposits to show up as part of my sales when it is made. I also may have a cancellation and my deposits are non refundable, so it is a sale at time of payment collection. The deposit option has made it a lot easier to send balances to my clients and that is why I am using it, but if this does not change then I will manually have to calculate every deposit and final balance and send new invoices every time. Please consider changing this. Thank you!