How do we send a receipt for a partial payment?

[amjessey]

Hi @tranguyen 

How do we send a receipt for partial payments? Nearly all our sales are done on Square Invoices and using payment schedules (50% deposit and then the balance about 6 weeks later). We have the setting for Communication as "Share via manually".

Regarding payments made by the client, we feel it is not always clear in the various circumstances if a payment receipt has been automatically sent to the client or not. The circumstances include: customer not present and he enters his card details in the web interface; customer not present and we enter his card details in Square Terminal, or Square Dashboard; customer pays using "Other" payment option, e.g. "bank transfer" etc. 

Feature Request: every time a client receives a payment receipt, confirm this has been actioned by sending a notification to us and recording it in Transactions; similarly, every time he does not receive a payment receipt, confirm this has not been actioned by sending a notification to us and recording it in Transactions, so we can choose to manually send him one if required.

Regarding this last point (manually sending payment receipt) why is this not possible on partial payments? We had a client today who made a payment (manual card entry in Terminal; using Invoices; and the customer was not present). We wish to send him a receipt after the transaction so we go to Transactions; from there the option to "Send receipt" is not available. 

Feature Request: allow payment receipts to be sent from Transactions for partial payments.

Thank you

[tranguyen]

Hi @amjessey, thanks for your post! I'll do my best to clarify some of the points here.

With regards to sending receipt:

- If the customer is not present and entering their details through the Square Online site, they won't be send a receipt. Instead, they'll get an order confirmation email.

- If the customer is not present and entering their details via an Invoice, they'll get an email notifying them they've made a payment for an invoice. This is also sent when customer made a partial payment on an invoice. However, this is only being sent when the invoice is sent automatically via email/text and not when it's shared manually. 

- If the customer is not present and you are entering their card detail on the Terminal or Virtual Terminal, you will have the option to manually send a receipt to the customer after the transaction.

- If the customer is not present and you are recording the payments as 'Other Tender' on the Virtual Terminal, you'll have the option to manually send a receipt/confirmation to the customer after the transaction.

At the moment, while it is not possible to manually send a receipt for a partial payment on an invoice, if you have sent the invoice via email automatically, the customer will receive a payment confirmation for their partial payments as well.

I hope this will help somewhat, but I'll share all your suggestions to the appropriate Product team as well.