Invoice Deposit

[AnnRocheCasual]

Hi,  I'm setting up my Square Retail from a handwritten Invoice system.  I have open Invoices to enter that have Deposits that have already been made with another system.  How can I enter in the deposit previously received on a Square Invoice?  I tried the discount option, but this does not work correctly because of previous discounts and sales tax.

Thanks, Dave...

[sayra]

Hey @AnnRocheCasual - Welcome to our Seller Community! Not sure I understand your question. You want to create/enter Invoices in Square from another system you are currently using, is that correct? Can I please get more details? 

Thank you. 

[jewelcam]

HI did you find a solution i will be doing the same thing?

[Minion]

@jewelcam 

Depending on your situation and if you still have open invoices and would like them to start/continue payments on open invoices via square you could try the following.

Create an invoice with customer.info 

>Add item or service 

>Choose add Payment Schedule 

>Insert the amount of the original deposit

>Set schedule for remaining balance

>Send invoice to customer 

>Click the 3 dot menu next to invoice, and then "Add Payment" . Record the deposit and method of it and click save. You will now have a record of deposit and a scheduled invoice for remaining balance. 

There may be an easier method , just depends on your scenario.  Hope this helps.