Track partial invoice payments as transactions.

[LLResort]

Currently Square Invoices does not report partial payments as transactions in Square POS until the invoice is marked paid in full. This creates some headaches on the accounting side as we have now received money but it can not be tracked in a friendly way. 

The following tweaks/options to how Invoices handles partial payments would be incredible:

1.) Have a partial-payment show up as a transaction with a printable receipt in Square POS/ Square Register immediately after the payment happens, not after the invoice is paid in full. And in turn show up in the end-of-day transaction report.

2.) Allow this partial-payment transaction to be synced with Quickbooks; currently only paid in full invoices can sync.

3.) If a partial payment is made with cash, have that cash reflected in the Cash Management add-on for Square Register immediately after the payment happens, not after the invoice is paid in full.

[LLResort]

Upon cancelling an invoice, I noticed that a transaction was created with the title "Partial Invoice Payment". So it appears the functionality to display partial payments already exists, it just isn't being used unless the invoice is in the PAID status or CANCELLED status. Can we please get this functionality for the PARTIALLY PAID status? It would make our reporting and accounting so much simpler. 

[sayra]

Hello, @LLResort. 

Thank you for pointing out this discrepancy. Your insight is valuable, and we understand how important it is to have consistent functionality across different invoice statuses. We appreciate your suggestion to extend the "Partial Invoice Payment" feature to invoices in the PARTIALLY PAID status.

At this time, we will leave this feature as "Open" for other Square sellers to chime in as well to ensure that your feedback is passed on to the relevant team at Square. Your input helps us enhance our services and provide a better experience for our users. If you have any more details to share or if there are other aspects you'd like to discuss, please feel free to let me know. We're here to assist you further.

[gou]

You can get a report on this. Transactions > then the filter default "Complete" change to "Partial Paid"

I just don't know how to get reports on invoices that had a partial payment and are paid in full now.

[LLResort]

@sayra It has been a little over a year since I created this post. Has partial invoice payments made it onto any future roadmap for Square Invoices?