How do you mark an invoice as paid "Cash"?

[ANoakes]

The title of this thread has been edited from the original: paying cash on an invoice

If a customer wants to pay cash on an invoice, how do you mark that invoice as paid "Cash" so its considered paid and not overdue or outstanding.

Also do you get charged the square fees for that invoice since the customer paid cash?

Thanks

[ashc]

Heya @ANoakes and welcome to the Community.

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.

You won't be charged fees as we don't process cash/check ourselves. This is just for recording purposes.

[ANoakes]

Thank you, thats exactly what I was hoping. I just need it to track.  Cheers Anissa

[Fuad-VreNord]

Does this apply to payments received via eTransfers (Canada) also?

[JJ_]

Hey there @Fuad-VreNord and Welcome to the Seller Community! 

Yes! This would totally apply to transfers or any type of payment received outside of a Square transaction.

[ParklandFlatRat]

I would like to do this.  I used to be able to do this.  But now the Payments pop-up comes up greyed out.  If I click anywhere on it, it just goes away.  Why is this happening to me?  I tried a Chrome-based browser: Opera.  And a Mozilla: Firefox.  Same both places.

[Laurie_ · Accepted solution]

Hi @ParklandFlatRat 👋,

Sorry to hear you're running into some troubles updating the payment on your invoice. It looks like the steps have slightly changed since we last posted, so I'll provide the updated workflow below.

Via your online Square Dashboard, please ensure you're following these steps:

1. Navigate to Invoices > select the invoice you wish to update.
2. Scroll down under Payments > select "Mark as paid."

3. Choose "Cash" as the Payment Type and enter any other relevant details.
4. Select "Save."

You will then be taken back to your main page, and you'll note your invoice has now been updated to show as paid. If have any further questions about managing your Square Invoices, please don't hesitate to reach back out to us.