Paper Check Payments

[grateful24]

(New to invoicing with square) We receive paper checks from customers by mail and in person on job sites. Other than ACH, is there not a way to post a check payment for recording purposes and still have an invoice number for tracking when you collect a payment by paper check?  

[Minion · Accepted solution]

HI @grateful24 

If you are referring to recording a payment for an invoice from a check received, you can do so by

Navigating to Invoice section.  Once you find the Invoice that you are looking for, click the 3 dots to the right of the price (on web browser).  Then choose Add Payment.  A new screen will popup and you'll want to choose Record Payment, and then you'll see the option for a check.  I usually add the check # in the note section of that screen as well.

If that isn't what you were looking for, my apologies as I'm on my first cup of coffee. 🙂

[grateful24]

Thank you! 1 cup of coffee in for the WIN!

I wish I didn't have to send an invoice with another payment selection first (I chose debit card) but as soon as I sent it - I found the invoice - went back in - chose check - made a note - and all is right in the world with my Invoice numbers staying on track.

Thank you again!

[Minion]

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@grateful24 wrote:

Thank you! 1 cup of coffee in for the WIN!

I wish I didn't have to send an invoice with another payment selection first (I chose debit card) but as soon as I sent it - I found the invoice - went back in - chose check - made a note - and all is right in the world with my Invoice numbers staying on track.

Thank you again!

---

Amazing!

Yes I can relate to that.  It's counter productive sometimes, but the extra steps are a small trade off for still being able to sned/share an invoice.  

Welcome to Square Community.

[grateful24]

Hello Again. Hoping you might have a suggestion for another concern. 

I sent an invoice to a client and I entered the email incorrectly.

There is a place to audit the customer information but it does not change/update the email on the Invoice that has already been sent.

Suggestions on how to change the email address so I can send it to the correct person? 

Thank you!

[Minion]

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@grateful24 wrote:

Hello Again. Hoping you might have a suggestion for another concern. 

I sent an invoice to a client and I entered the email incorrectly.

There is a place to audit the customer information but it does not change/update the email on the Invoice that has already been sent.

Suggestions on how to change the email address so I can send it to the correct person? 

Thank you!

---

Hello again!

I think I know what you are referring to, and it seems like a glitch.  I've had this problem before when I enter an email wrong, and its pretty tedious given such a simple fix. 

What I end up doing in this situation is, going to the Customers tab, and edit their information, and then save.  I then go back into the invoice section, and duplicate their invoice by clicking the 3 dot tab menu on the right side.  Once it is duplicated, select the duplicated invoice to edit it.  Remove that customer, and then re add them and double check that the new updated info is correct.  Then hit send.

IF this wasn't what you were referring to, just let me know!