Request Deposits from Clients with Square Invoices!

[Seamus]

We’ve heard your requests and we’re excited to announce that Square Invoices now allows you to request partial payment for a portion of your invoice upfront as a deposit, and set a separate due date for the remaining balance. This allows you to create a single invoice to track payments and reduce the amount of time you have to spend reconciling two payments (a deposit and a follow-up payment) to a single body of work.

To request a deposit:

1. Go to Invoices in your online Square Dashboard > Create Invoice.
2. Select a customer from your Customer Directory, or enter a new name and email address.
3. Under Line Items > Customize you can add items, apply modifiers, notes, and taxes.
4. Click Request Deposit, enter the amount or percentage, select a due date and click Save.
5. Click Send.

To request a deposit from the Square app:

1. Go to the Invoices tab > Create Invoice.
2. Select a customer from your Customer Directory, or enter a new name and email address.
3. Under Line Items you can add items, apply modifiers, notes, and taxes.
4. Tap Request Deposit, enter the amount or percentage. Select a due date and tap Save.  
5. Click Send.

Please note the ability to take in-person payments (via a card chip, tap or manually keyed entry) towards an invoice deposit or partial balance is currently unavailable. In-person payments can currently only be taken for the total invoice amount.  

To edit a deposit:

1. Go to Invoices in your online Square Dashboard and select an invoice.
2. Select Edit > Deposit to edit the deposit amount or change the due date.
3. Select Send.

You are able to edit a Square Invoice at any time from your Square Dashboard, even after a partial payment has been made.

Once your customer receives the invoice, they’ll be able to pay the deposit first, and then the remaining balance at a later point in time.

You can read more about Square Invoices in our Support Center.

As always, thank you for reading this far and being a part of the Seller Community. Updates like this are made possible thanks to the feedback we hear from you every day, so keep it coming. Also, let us know what you think about this release and ask us any questions you have in the comments below. Have a great day 👍