Pay House Account/ Invoices with Cash

Cash should really be a payment option for invoices and House Accounts. Not everyone prefers doing things with cards, apps, and accounts.

I have a few customers that pay via cash on accounts and use house accounts and invoices and this is causing issues on my books to keep stock balanced since I can’t list their actual purchases accurately due to cash not being an option.

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Hello, @KeriSlashes

 

Thank you for sharing your feedback regarding the need for cash payments to be accepted for invoices and house accounts. Your point about accommodating customers who prefer to use cash is valid and important for businesses that deal with a variety of payment preferences.

 

At this time, Square does allow you to accept cash payments for invoices and house accounts. Please follow the steps below to create a house account invoice and payment. When manually paying an invoice you can "Add Payment" and record the payment as CASH (please see photos attached). If this is not what you are looking for please let us know. 

Create a House Account Invoice from Square Dashboard

  1. Log in to your Square Dashboard and click Payments > House accounts.

  2. Select the house account you want to charge.

  3. Click Collect Payment.

  4. Choose the delivery option. Select Manually to create a shareable link.

  5. Select the invoice send date and due date.

  6. Optional: Add a note to the invoice.

  7. Click Send.

 

Screenshot 2023-09-20 at 12.55.20 PM.pngScreenshot 2023-09-20 at 12.55.28 PM.png

Have a great day!

Sayra
Community Moderator, Square // Moderadora de la Comunidad, Square
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House Accounts should be able to be paid in part or in full with any available payment type.  We service clients and corporations that pay with cash, check, credit, debit, split payment, down payment, etc.  This is very necessary to make the house account feature useful.  If this feature will not be available, we need an option to delete the house account balances when the charge has been satisfied.

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We have to be able to select cash/check for a payment option for house accounts. Most house accounts in our business are with the older generation who do NOT pay with apps or credit cards. This is a rather useless feature without those options 

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I agree with these comments, I need a method to accept check or cash towards the house account. The steps provided does not allow me to use this feature. What am I missing? I don't need to send multiple invoices out, but to collect and record a cash payment.

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Seriously this is a problem 

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I don’t see cash as being an option for house accounts despite the instructions listed here… I hope something is done soon because this is proving to be troublesome. 

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The above description is incomplete.  You generate an invoice as above. You have to select a payment method - it won't let you proceed without an electronic payment method.

 

Then go over to Invoices in the Dashboard. Pick the invoice you just generated and click 'Mark Paid'.  There are cash and check option there.  Your house account customer should get an invoice, and a paid receipt.

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Staff, please reply to why this fix doesn't exist. please update the information. there is no Record payment

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Has anyone discovered how to accept cash payments to house accounts?  

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This method works, but does not allow you to pay more to the house account than what is due. We have customers all the time wanting to pay ahead so that as they come in they don't have to worry about paying. Why isnt this an option?!

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