Invoicing and taking a deposit

[LowVisionBC]

Hello: I am fairly new to Square. I have three locations for a clinical service. At one of the locations today, the Doctor saw a patient and created an invoice on the terminal. It then turned into a bit of a clusterf**k. There didn't seem to be a way to simply make a deposit, so he entered "split payment". He took the patient's credit card number, then realized the error after she left. Not wanting to completely cancel the transaction, we put the rest on my own credit card. It appears one can make an invoice on the web portal, but it doesn't seem to be connected to the terminal - is that correct? When I go to make an invoice, it seems to only be set up to email the invoice, which is not helpful - the patient is right there in front of me! haha. Help! 

[Ellie_]

Hi there, @LowVisionBC,

Thanks for reaching out, and welcome to Square! We’re glad to have you on board, and I completely understand how things can feel a bit tangled when you're getting set up, especially in a busy clinical setting.

It sounds like the doctor began a sale using Split Tender on the Square Terminal, which is typically used when a patient wants to pay with multiple payment methods (e.g., part credit card, part cash). Since card numbers can’t be manually keyed in after the patient leaves, and split payments are processed immediately, there unfortunately isn’t a way to “pause” or save that kind of transaction once started. In this case, using your own card to complete it was likely the quickest workaround, though definitely not ideal!

As for the questions about Square Invoices :

• Invoices created via the Square web Dashboard (or mobile app) are not directly linked to the Terminal’s point-of-sale activity. They’re sent via email or SMS for the patient to pay later.

• The Square Terminal is designed for immediate in-person transactions — it's best for checkouts, not invoicing.

Let us know if you'd like help setting up a workflow that matches how your clinic operates. We’re here to support you and get things running smoothly!

[sgolemba]

Hello, Ellie:

Yes, I would really like some help in setting up a workflow. 

[sgolemba]

I just realized I didn't use the same username I used when I posted the question haha. It should have been LowVisionBC.