Re: Is there a way to make partial payments towards an invoice?
Posted
05-28-2020
Hi there, @LiaJmt - thanks for adding your voice here and checking in on this feature! Good to hear from you. Same to you, @BIONICONE - welcome!
You may be looking specifically for our newly introduced Deposit Feature for Invoices. This will also allow you to create a single invoice to track multiple payments and reduce the amount of time you have to spend reconciling multiple payments (deposit, follow-up payments) to a single transaction or sale.
I would also love to see a feature where a customer can make a partial payment. Editing it the way it is suggested is bit tedious and makes it harder to keep track of what has been sold.
Came here to ask this very question. Right now, it looks like I can sort of do this by keeping track of deposits received by customer separately, and then applying a split payment for that amount. This requires me to track my client's deposits, though. It'd be nicer if I could track deposits paid on an invoice within the Register app.
Hi Everyone, right now partial payments aren't available with Square Invoices. I'd suggest taking a look at Sean's work-around mentioned in this post.
In the meantime, rest assured that I'm sharing your feedback with our product liaison team. We'll announce any developments, but please don't hesitate to reply with any other insight.
To encourage customers to commit to their event space reservations, I have a 50% deposit policy to reserve the space. If they cancel less than 48hrs before the event date the deposit is then forfeited.
This is my workaround at the moment. I create the invoice in full to reflect all charges, titled "EVENT DATE SPACE RENTAL - 50% DEPOSIT". Then under the discount section I apply a Customized 50% discount that says "DEPOSIT" in the description. Save draft. Create Duplicate of the first invoice. Then Edit the title of the duplicate to "EVENT DATE SPACE RENTAL - 50% FINAL PAYMENT". Also, edit the Customized 50% discount to reflect "FINAL PAYMENT" in the description. Send customer both invoice.
Don't forget to adjust the due date accordingly. The Deposit invoice, due upon receipt. The Final Payment invoice, due date of event.
Hi @CRR — It looks like another seller had a similar question, and I answered above. Please check out my post, and then let me know if you still have any follow up questions!
