Does recording a payment for an Invoice create duplicate transactions on my sales report?

[Amymcd]

Hey, I figured this out in case anyone else is looking...see the end.   

The question was:  If I take a payment in the square app and then Record a payment for the invoice as a square Point of Sale Method, when I generate a report of sales, is it falsely inflating my sales because it recorded that invoice twice? 

In Record a payment, under the Square point of sale option, it says:  "This paid invoice will not be recorded in your Transactions to avoid double entry. Refer to the Point of Sale transaction for details and refunding." 

[Chad]

Hey @Amymcd, welcome to the Seller Community! 🎉

Thank you for taking the time to create this thread and share the solution! I'm sure it will help other sellers with the same question. 😃

[skiibum]

I have been utilizing this feature, but I have one invoice where the option is grayed out (unselctable)?

I checked and my other open invoices have "Square point of Sale" as a possible option. Why? What is diffrent about this invoice?

How do I fix it?  

[Chad]

Hello @skiibum! 

There are two reasons this option isn't available on this invoice. 

If an Invoice is partially paid, you will not have the option to record a payment with Point of Sale as the method. The app will not allow you to process a card if an invoice is partial paid. The customer will have to complete the payment using the invoice link in their email. 

If you're trying to record a partial payment on your Square Dashboard, the Square Point of Sale method will be greyed out. Since you can only pay the total amount of an Invoice from the point of sale app. 

In short, these options are greyed out because the software recognizes that you couldn't have used this method to record a payment. 

[skiibum]

Thanks for responding.

We sent the email invoice, requesting a 1200.00 deposit, balance due on project completion. The customer arrived in the store to pay the deposit. The sales associate at the counter wasn't aware there was an open invoice and just ran the transaction for the deposit as simple manually entered card tranaction for 1200.00, based on our written contract. So we received the 1200.00 through the point of sale, but it wasn't attributed to the invoice deposit requested, so now I need to be able to mark it as deposit payment paid via point of sale. If I mark it any other method it will double enter the inbound money. I am pretty sure i have done this before, something changed. If this is the system now how do I make this balance?

[kellyj]

@skiibum

When you open the Invoice in your Square Dashboard, you can choose to Record Payment on your Invoice.

Since you've taken the payment in the Square Point of Sale, you can mark that as your payment option, and it will keep it from doubling the value of the transaction in your Sales Reports.

[skiibum]

I am aware of that function. If you read my first post you would note that on this invoice the "square point of sale" was grayed out and non-selectable as a record payment option. 

[kellyj]

@skiibum

Sorry about that, and my apologies for not seeing the earlier post. Completely my fault.

Since recording a partial payment on Invoices through current Feature Request, and since there have been no payments on this Invoice, it may be easier to cancel this it completely. You'd then re-make the Invoice and add in a line that shows a payment was made through a custom amount (recorded as a negative amount) and manually add the balance to the invoice so you have proper accounting on this.  

Not the best solution perhaps, but a work around that will solve the immediate issue on this particular invoice.

[cmusicshop]

This is somewhat a mirror to my thread - https://www.sellercommunity.com/t5/Questions-How-To/Paying-invoice-part-cash-part-credit-card-anyway...

Is there any reason Square doesn't give you the option to process the rest of the invoice balance by credit card?