Solved: Record a payment to a draft invoice

AllDoneHW · ‎08-22-2024

I received an advance payment from a customer before I had created an invoice. Now I'm trying to record a payment (partial) while working in the invoice draft mode. I do not want to send an invoice that doesn't indicate that a payment has been received. Is this possible?

TheRealChipA · ‎08-22-2024

Hey @AllDoneHW. For now, it is not possible. Actually, as you probably already know, it makes sense that it isn’t there. I doubt this situation ever came up when Square was beta testing Invoices years ago. Anyway, the best you can do is email the customer acknowledging receipt of advance payment. Let them know they’ll be receiving the original invoice followed by a payment receipt on that invoice after you apply the payment. That’s the best you can do for now.

I’m not sure that there would be a lot of use for this, but if you want to you can head over to the Ideate Board and submit a feature request to the Invoices team. They’ll review it and get comments and see if there is enough interest to add it to a future product roadmap.

Best,

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!

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TheRealChipA · ‎08-22-2024

Hey @AllDoneHW. For now, it is not possible. Actually, as you probably already know, it makes sense that it isn’t there. I doubt this situation ever came up when Square was beta testing Invoices years ago. Anyway, the best you can do is email the customer acknowledging receipt of advance payment. Let them know they’ll be receiving the original invoice followed by a payment receipt on that invoice after you apply the payment. That’s the best you can do for now.

I’m not sure that there would be a lot of use for this, but if you want to you can head over to the Ideate Board and submit a feature request to the Invoices team. They’ll review it and get comments and see if there is enough interest to add it to a future product roadmap.

Best,

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!

AllDoneHW · ‎08-22-2024

Thanks! It seems to me that having to send the customer a 'heads-up' message about this is cumbersome. It is also not intuitive, at least for a new user, that the 'record payment' option cannot be found. I wasted a lot of time on this. When I called Square customer support, the rep seemed completely unable to understand what I was telling him (over and over again). Not an impressive experience there.