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On the advice of several sources, my contract asks for half the payment in advance and half on completion of the work. I've been reading the payment options, and selling my services via a subscription looks to me like the only way to split the payments that way. Am I right, or has someone figured out another method? How do others do this?
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Hey there @ElizabethRoy. If you invoice a customer, you can state in the invoice terms that 50% is required before work can begin. Customers can make partial payments to your invoice at any time, as they wish. They just need to change the amount they are paying when they submit the payment. It should be as simple as that, unless I’m missing something critical here. If I am, feel free to reply and enlighten me!
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Hey there @ElizabethRoy. If you invoice a customer, you can state in the invoice terms that 50% is required before work can begin. Customers can make partial payments to your invoice at any time, as they wish. They just need to change the amount they are paying when they submit the payment. It should be as simple as that, unless I’m missing something critical here. If I am, feel free to reply and enlighten me!
Square Champion, Innovator & Expert
Piper’s Ice Cream Bar, Covington KY USA Website Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!
If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps people who find this thread in the future.
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@ElizabethRoy was @TheRealChipA able to answer your question?
Here are the steps to creating an Invoice that can be broken up into different payments.
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In Square Invoices Overview page, select Send an invoice.
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Select a customer from your Customer Directory, or enter a new name and email address.
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Add line items, and apply optional modifiers, notes and taxes by selecting Customize.
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Select Add Payment Schedule.
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Toggle on Request initial deposit and/or Split balance into milestones.
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Enter the amount or percentage you have scheduled, select a due date and select Save.
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Click Send.
This Support Article will also provide some insight into this process as well.
I hope this helps!