How do I help a customer to pay their final balance early via Square Invoice?

[jav]

Hello,

I'm a wedding DJ and love the new feature of requesting deposit! Although, we would like the term "Retainer" as we don't like to refund deposits. On another note, some of my customers want to pay off early their balance months before the wedding. As the first transaction, I sent a Credit Card invoice with request deposit but how do I send for final balance early ? Say the wedding is December 2019 but they want to pay the balance today. Do I change the final balance to today's date ? I'm sure it's a simple answer but I just wanted to make sure. So I'm not making duplicate invoices.

Thank you in advance!

[Helen]

@jav Great question! If a client would like to pay their balance early then yes can change the due date from the existing invoice. That way your customer will receive an email right away with a link to pay the balance.

To update an invoice from your Dashboard:

1. Sign in and head to the Invoices section > click on the invoice you want to change > click Edit.
2. Scroll down to the Total section and click Balance (highlighted in blue.)
3. You'll see a calendar and you can change the date to today's date > click Save > then click Update. 

When you click Update a new email will be sent to your customer with a link to pay the balance of the invoice.

Or from the Square Invoices app (new!)

1. Tap Invoices from the menu > tap on the invoice you'd like to edit > tap Edit (upper right).
2. The tap Balance > tap Due date and change the due date to today's date (to send the email immediately) > tap Save.
3. Tap Update (upper right again) and an email will be sent to your customer with a link to pay the balance of their invoice.

If you have any questions about this let me know.

I'm delighted to hear you find this feature so useful! I'll also share your feedback about preferring to use a different name for invoices with the Invoice team. Thank you!