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Recurring invoice with different initial payment

Is it possible to create a recurring invoice that features an initial payment that is a different amount than the remaining payments? If so, how?

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Square Community Moderator

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Hey @Slingshot

 

With Recurring Invoices, you can make edits to the initial price of the sale. Sounds like you want to create a Recurring Invoice with an initial rate and then update this as your customer pays, is that correct?

 

To edit a Recurring Invoice head over to your Square Dashboard > Invoices > Recurring > Select the series you want to edit > Click on the three horizontal dots on the right corner > Edit. You can also refer to this article with more details. 

 

Sayra
Community Moderator, Square // Moderadora de la Comunidad, Square
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Square Community Moderator

Best Answer

Hey @Slingshot

 

With Recurring Invoices, you can make edits to the initial price of the sale. Sounds like you want to create a Recurring Invoice with an initial rate and then update this as your customer pays, is that correct?

 

To edit a Recurring Invoice head over to your Square Dashboard > Invoices > Recurring > Select the series you want to edit > Click on the three horizontal dots on the right corner > Edit. You can also refer to this article with more details. 

 

Sayra
Community Moderator, Square // Moderadora de la Comunidad, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Inicie seción y haga clic en Marcar como "Mejor Respuesta" si mi respuesta contesta su pregunta.
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Not exactly. We are trying to allow a customer to pay a large invoice over time. they pay 30% upfront and then the remaining 70% in 12 equal installments. So, the first payment is larger than each of the remaining 12.

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@Slingshot deposits are not an option with recurring invoices. Best bet is to create the invoice with the deposit requested, then break the remaining balance up in milestones. More here

Justin
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