How to create invoice for items already paid for

[Tailwinds]

Hi,

Thanks in advance, but I couldn't find the answer to this and i'm fairly new to square.

How do I create and send an invoice to a customer that has already paid for an item? I know how to create an invoice from scratch but is there any where of marking 'already paid' , rather than sending one that's actually asking for payment?

Or should I be sending a 'receipt' rather than an 'invoice'?

Its just so they have a record for tax purposes.

Many thanks,

Nick.

[Arie]

Hey Nick @Tailwinds 👋
 

Unfortunately, you can't mark an invoice as paid, until it's been sent. You could always let your customers know that they'll receive an outstanding invoice, but that it will be marked as paid from your end a few moments after. To mark an invoice as paid after it's been sent:

1. Head to your Invoices Dashboard. 

2. Selected the three ellipses next to the invoice you'd like to mark as paid. 

3. From the drop-down, select Add Payment. 

4. Scroll to Method and select record payment > Payment type. You can choose between Cash, Cheque, Square Point of Sale, or Other. 

5. Click confirm to save these changes. 

I hope this helps! 

[Tailwinds]

Fantastic thankyou!

Yes, they paid me already via bank transfer, but I just want to send them something so they have it for their (and mine) records.

But that sounds like it will work perfectly!

Cheers.