Marking invoice as paid when paid by direct deposit

[PalomaC]

I have started using the invoice ap to generate needed invoices for sales to shops. Shops want to pay via direct deposit which is fine - however this means that the square invoice can not be market off as paid.

i have looked and looked and cant find a way to mark it off as paid if money does not go through ap as square payment. 

because of this problem i have been making the invoices in the ap and then screenshotting them and writing a new invoice number on each on by hand. Then I just delete the invoice. It’s frustrating as i have to keep track of invoices in such a convoluted way.

anyone know how to make an invoice as paid when NOT paid via PayPal or square or on line link? 
thanks

[Laurie_ · Accepted solution]

Hi @PalomaC, thanks for reaching out with your question!

The good news is that you can manually mark an invoice as paid when the payment is accepted outside of Square, such as via direct debit or check.

To do so from the Square Invoices or Square Point of Sale app:

1. Tap ≡ More > Invoices.
2. Select the invoice in question and tap Add payment.
3. Choose Remaining amount or enter Other amount, then tap Next.
4. Choose the payment type.

To do so from the Square Dashboard:

1. Sign in to your Square Dashboard and click Payments > Invoices.
2. Select an existing invoice or click (•••) next to the invoice and select Mark as paid.
3. Enter the amount.
4. Select the payment method; Cash, Cheque, Square Point of Sale, or Other. If you processed your client’s payment with the Square app or Virtual Terminal, select Square Point of Sale to prevent duplicate reporting. Keep in mind, these will not appear as Invoice transactions in sales reports.
5. Enter an optional customer note or a personal note.
6. Click Save.

If you have any other questions about using Square Invoices, let us know!

[PalomaC]

Thanks I tried the option in the point of sale ap with a test invoice.

please confirm- the quantity I marked as paid by this ‘other’method, while it is listed in transactions in square , is not added to the total square income report received?

so to be clear I need to record the sales marked in this way as paid out side of the ap but this just allows me to have continuity with my invoice # etc?

thanks-

i only use my phone for this so somewhat challenging