How to record a cash payment or bank transfer on a Square Invoice

[CSG83]

The title of this thread has been edited from the original: Editing invoices after a cash payment or bank transfer.

Hi all! I use to be able to note bank transfers or cash payments on the invoice so the invoice always showed my clients the current amount owing. I however have an invoice that the client paid their deposit via card, which has been captured on the invoice, and they have since done 2 bank transfers, but I can't figure out how to capture this on the invoice anymore. I use to be able to go to the invoice, take a payment, and then add details there - but I have no option to within this invoice? HELP!!

[Katie_SQ · Accepted solution]

Thanks for reaching out, @CSG83.

How you can record payments on your invoices has recently updated. You can now do this from your Square Dashboard, the Square Point of Sale app, or the Square Invoices app by following the steps below:

On the Square Dashboard

1. Sign in to your Square Dashboard (on a web browser), and go to Payments > Invoices.
2. Click the invoice you want to update to open its details panel.
3. Click Mark as Paid.
4. Enter the amount, choose the payment type, add any notes, and click Save.
   
   

In the Square Point of Sale or Square Invoices app

1. Tap the Invoices tab (second icon from the left on the bottom of the home screen).
2. Select the invoice, then tap Add Payment.
3. Enter the partial or full amount.
4. On the payment screen, to record a bank transfer or other manual payment, tap More > Other Payment Types, add any notes, and tap Save.
   
   

Hope this helps! Let me know if you have any other questions.