Split invoice into payments

[ryjollc]

How do I split invoice into payments? It used to be easy but now I don't see an option.  Please advise.

[Minion · Accepted solution]

Hey @ryjollc 

You will be able to split payments by clicking the "add payment schedule".  You will need to be on the Invoice Plus plan also though to enable milestone payments. Here is a link comparing the free version and Invoice Plus. 

[ryjollc]

I've been trying for an hour to figure out how to add that feature.  I used to be able to do payment plans so I assume Square decided to charge for it all of a sudden.  How do I add the service??? I need to break invoices into payments and it shouldn't be that hard to do so.

[Arie]

Hi @ryjollc,

Sorry to hear you've had trouble finding this feature! You can add items, or services to an invoice, and select "Add Payment Schedule", to break the payment into several installments. Just keep in mind that you need to be subscribed to Invoices Plus to see this option. You can compare the features of Invoices Plus, to Invoices Free, here. 

[ryjollc]

Yes I know that.  I'm asking how do I subscribe?  How do I add that feature?  How do I get that service on my account?  I don't need to compare.  A link was already provided above for me to compare.  Again- I need to break invoices into payments like I was once able to do so.  I need to do so again.  How do I add service ASAP?

[Arie]

Sorry about the confusion, @ryjollc! You can subscribe here - click on Plus to get started. 

[ryjollc]

that just takes me to my invoice settings and I don't see any option to upgrade or to subscribe or to change anything...this is ridiculous...I've been trying to add this for a week... doesn't seem to be an option

[Frida]

Hello @ryjollc,

Stepping in for @Aurie while she is away at the moment. What do you see when attempting to click that link she provided? 

Just to confirm this is what you'd like to activate below correct?

[ryjollc]

Yes- just like it used to have as an option.  What's the price to subscribe to this now upgraded feature?  And yes- How do I actually add the feature?  As stated, it simply takes me to the invoice settings page and I don't see how to add/subscribe anything from there

[Minion]

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@ryjollc wrote:

Yes- just like it used to have as an option.  What's the price to subscribe to this now upgraded feature?  And yes- How do I actually add the feature?  As stated, it simply takes me to the invoice settings page and I don't see how to add/subscribe anything from there

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Hey @ryjollc 

You can try clicking on this link  This will have the feature descriptions and price breakdowns of them.. At the bottom there will be alink to start a free 30 day trial as well.  GIve that a go, and see if that works. 

[ryjollc]

As stated- it simply takes me to my square account 'invoices' section when I click start trial.  And from that section, there's no way to add or subscribe and nothing has changed with my invoice options.   Silly.  I no longer care.  Trying to add a service and pay money and there's no way to do it.  Hilarious.

[DZManor]

When did THAT change? Now we have to pay for something we've used for years???

[DinaLRosenberg]

they took that feature away and added it to a paid subscription,. we don't do it that often so we actually just do multiple invoices and do half one, half two.

[Chefjjens]

Even with the comparison and benefits can you split payment with a sent invoice? I have an invoice for a wedding that half is being paid by each family. Split check scenario.  

[kevinf]

So Square is going to charge me for something that up until recently was free?  Splitting invoices into milestones.  And you want $20 a month for this IN ADDITION to the thousands of dollars a year you get from my business?  Time to look for another point of sale vendor.  Anyone in the community have any input?

[suitecurls]

Unfortunately, I am experiencing the exact same issue. I've subscribed to Invoice Plus and the "Upgrade to Invoice Plus" banner is still up as if my subscription has expired. All payment methods are up to date and I still do not have the option to split the payment. All links lead back to the same place, it's definitely frustrating. I will probably cancel the original invoice and send 2 separate invoices instead.

[JJ_]

Hey there @suitecurls

Firstly, welcome to the Seller Community + sorry to hear that you're here because you've run into trouble. 

II was able to confirm everything looks correct on the billing end so this might need to get escalated to be addressed. If you haven't already, your best bet is to get in touch with us directly, so that a member of our support team can dig in with you and correct this issue. When you have a moment, please reach out directly by logging into your Square account and heading here.

[tracy143]

On the help page where it tells you how to split payments, and in the note, it says we get two milestone payment options excluding the deposit. If we subscribe to Invoices Plus (which is ridiculous), we get up to 12. I need to split an invoice into two milestones (which I should be able to do) but I don't get the option to. Please Advise.

[JJ_]

Hey @tracy143

I was able to confirm that indeed there seems to be an issue that needs to be looked at by our Advanced Support team. They will be able to take a look and fix what might be missing from your Invoice creation flow. I hope this information is helpful and sorry for the inconvenience. When you have moment please reach out here. 

[DZManor]

I am having the exact same issue. I need a deposit and TWO milestones but it is not an option.

[dezignerx]

Well, that is just interesting. So, for a business that literally rarely use 1 feature, like the split invoice feature, it now costs to use? I literally just searched left & right for that feature to come to this feed & read that it now costs to split an invoice. I have been a square POS user for years, as in roughly 6-7yrs, this is crazy. So, just to split one invoice it will cost my company & what after that because I don’t believe that feature will be used “everyday”. It’s like an unused gym membership that one forgets to unsubscribe from. SMH