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.
A great deal of my business is sale of custom made items. I ask for a deposit to begin the build, with remainder due on delivery. Need help with how to do that with Square.
I also would like to know this. If there is option to "Allow Customer to Add Tip" why is there not an option to "Allow Partial Payment" on invoice. This would eliminate the work around for lay-away issues and accomadate customers who wish to pay with multiple tenders i.e. cash and card, multiple cards.
I have currently been taking the payments via normal swiping or keying, and then using the "apply discount" feature and labeling it as "partial payment" so that I can send an updated invoice to the client with the payment reflected. Sort of like a statement of their account. But after looking at the monthly statements, that may be messing up bookkeeping. I will have to take the payment, cancel the invoice & resend a new one reflecting the new balance due. What am I missing?
Thanks for the question - this is definitely a popular feature request that I've heard from some of our sellers.
Currently the way things are set up, there isn't a way for your customers to pay a portion of an invoice - they can only pay the entire amount.
Having said that, you could consider editing the original amount and then resending the invoice. To do so, just follow these steps:
1. Visit your Invoices tab and select the invoice you’d like to edit. 2. Click Edit to update the invoice details before resending.
Only the updated invoice will be payable by your customer. Also, you may want to add a note to the edited invoice to point out that it's a partial payment. You can send your customer a separate invoice at any time for the remaining balance of the original amount.
I have multiple clients. Is there a way for them to set up an account with me and make payments towards their invoice. Say someone owes me 1200 and they give me a payment of 300 how do I keep their transaction open and on file? Can I use my ipad register?
