How to send invoice to show "PAID" initially and not "DUE IN 30 DAYS" etc...

[Float44]

Customer has already paid, i want invoice to show "PAID"initially and not "DUE IN 30 DAYS" or other drop down option. I have only been able to use the options in the drop down menu to send, and then follow up with an option to mark as already paid. 

Some customers have decided after the transaction has been completed that they would like an invoice.

Thanks to anyone who can please advise,

"Float 44"

[Sean]

Hi @Float44! We don't currently offer the ability to enter an invoice as already paid, but I'd love to hear more about how this would be useful for you. Also, have you thought about entering this sale through the Square Point of Sale app and ringing it out as other tender? This would at least get the transaction on your books. Look forward to hearing back! 

[khendrix]

Sometimes clients send me papers to serve in the mail.  They send payment by check before I even start the job.  I have to send them 2 emails showing "New Invoice" and "Invoice Paid."  This causes confusion sometimes, and it even caused a recent customer to cut a second check.  I would like to make this process as seamless as possible for my clients so they don't get frustrated with my accounting practices and decide to not use my services in the future.  

Ken

[Tom]

Thanks for taking the time to share your experience with this, @khendrix. I can certainly see how having more control over the email notifications would prevent confusion here. While we don't have access to a specific timeline for when this type of change would be implemented — I'll be sharing your workflow with our Product Liaison team. Please keep in touch for updates.

[StarWash]

Hi, @Seanand @Float44. I have something similiar this "Paid Invoice" scenario.  I have a customer that needs an invoice marked "Paid" before they can cut the check to actually pay me for the work completed. The customer's concern is that they will not get a "Paid Receipt" due to human or computer error. 

Currently I send the initial invoice and then mark it "Paid" so they receive the paid version they need.  Is there a way around this?

Also, I have another customer who pays me 30 days after the work is completed by check.  When marking the invoice paid, I would like to be able to change the day the invoice was paid to the day the work was completed/invoice generated.  My reason for this is so the sales are reflected in the month the work was completed.

Please let me know is there is a way around these issues.

[Chad]

Hello @StarWash, just hoping in for Sean here. 

Currently we don't have any workarounds for the invoice flow that you've described above. 

I will make sure to share your suggestions about having the ability to send an invoice that's already paid and to change the dates on invoices with our Product Team. 

[KKL1]

How difficult would it be to implement?  

[Iammetx]

Most of my customers pay on the spot and in cash. Due to the nature of their business, they request an invoice for their records. However, I can't find a way to make an invoice for a cash payment on the spot without it first sending that payment is due to my customer ,and then me going back and adding cash payment to invoice, in which the customer gets another invoice notifying their payment was received. I'd like to skip that first step if possible and just create the invoice with payment already included before sending it off. Is this possible?

[Helen · Accepted solution]

This reply was created from merging an existing thread: How to apply payment to an invoice using the Square POS App?

Thanks for your post @lammetx! I know what you're looking for but unfortunately there currently isn't a way to send a notification for a paid Invoice in the way you're describing.

I can see how this would be useful for your business, and I'll share your interest with the Invoices team. We'll post any updates in this thread! 

[KKL1]

How hard would they be to implement! 

[KKL1]

How hard would this be to implement? 

[sbitschy]

This is huge for me.  I would say 50 percent of my invoices sent have been paid on the spot.  Having to send an invoice, then mark it paid in the system, then resend to clients is confusing to them and an unnecessary step for me. 

They get confused when they have paid and get an invoice requesting payment.  They might get another one shortly after saying paid but we need to keep it simple for people.

[Joe]

Thanks for adding your voice here on this one, @sbitschy. And thanks for including how this feature could benefit your business. We will be sure to update you and everyone else here in this thread when we have new information to share regarding this feature. Thanks for your patience!

[alyssarodriguez]

I am wondering why this feature has not been added yet. It would seem very simple to add a button to check that says "PAID" to "receive payment now" and record the form of payment. It looks like users have been asking about this since 2018. Has this been implemented yet and I am just missing it or what is the plan to get this implemented. It would only make sense that business owners on occasion would receive payment immediately and need to provide a receipt. 

[KKL1]

So Joe, how hard with this be to implement?  

[JJ_]

Hey there @KKL1

At this time, this feature isn't planned and the only workaround would be choosing to Send Manually as the delivery method instead of via email or SMS.  Doing this your customer will not get an Invoice until you send it to them which can happen once you mark it as paid. 

[groundwire123]

Same. This should be implemented. Ridiculous...

[danglassphoto]

I am here for the same reason.  I need to be able to show the invoice has already been paid before I send to the customer.  What is the plan?  Why has this taken this long to implement?

[Arie]

Hi @danglassphoto,

Thanks for writing in and highlighting this feature request.

Card payment acceptance is at the core of Square Invoices, and while we provide the option to record other payment methods, such as cash or other tender, it's unlikely that this will change. At this time, the workaround would be to send out the invoice, and mark it as paid via other payment method immediately after. 

We continue to advocate for the requests we receive here in the Seller Community, and appreciate you letting us know which features you'd like to see. However, multiple factors are considered when new features are developed - take a look at this article if you'd like to learn more about how feature requests in the seller community work. 

[markjapan]

This is not good enough!

All of my customers pay and expect a paid invoice.

It seems that there are many of us with the same issue

Is it not time that you listened to your customers?

[JJ_]

Hey there @markjapan

The alternative for you at this time would be to send the invoice manually.  By doing this you would be able to create and settle the invoice and then send it to your customer. Just imagine that you are creating the invoice as they are paying you and you're providing them with a receipt. 

P.S. Welcome to the Seller Community