Partial Payment Reports

[gou]

I'm looking to get reports on when a customer paid a deposit "partial payment" on Invoices including Invoices that have been fully paid but had a partial payment on it. Currently, the only way I can find them is by going to the Balance > View all transfers and then clicking each transfer individually which is not ideal. 

[Candlestore]

@gou ;

Since no one has answered you yet i will try, but I have never used or taken a partial payment.  Try going to your transactions, instead of Reports in your Square Dashboard.  You might be able to see it on that screen by choosing one of the light blue buttons to filter for your payment types.  Or maybe export your Transactions as a CSV file.  Once the csv is exported you can open it with Google sheets or excel then sort the payment type field High to Low or Low to High etc or ascending / descending order.  This should get all transactions of Partial together if that is in one of the cells.  

This is how I get all my Transactions Data into Quickbooks from the Transactions CSV files..... hopefully this data will get you what you are looking for.  You may need to download all three of the Export types from Transactions to compare and browse which one works best for you.

Under Export you have:

Transactions.csv

Summary.csv

Details.csv

[gou]

Thank you Keith,

This way does find "Partial Paid" transactions. I'm more looking for Invoices that have been marked complete that had "Partial Paid" to start. When an invoice has been fully paid these "Partial Paid" transactions or disappearing.

Thanks

[Candlestore]

@gou ;

That is because now they are fully paid would be my guess...

Squares Reports seem to lack some data us Business owners look for that Computer Programmers do not think is relevant.  So then when an invoice goes from Partially Paid to Fully Paid that is all you see.  Instead of being able to find both payments easily.  You may have to look at the Customers History to see both of these, but that is a pain remembering all your customers that make Multiple Payments for an Invoice.

[gou]

Link to a thread started in 2019 about Partial Payments

https://www.sellercommunity.com/t5/Read-Only-Archive-Invoices/Reporting-on-Partial-Payment-Invoices/...

@JustinC @Helen @katieand @isabelle @nika 

Around 5 years ago and still no reports for Partial Payments.

SQ Market Cap $29,420,000,000.00

SQ Employee Count 12,428 (2023)

[Cheesemonger]

This is a huge pain in the but. When doing daily reconciliations, there is no way to find any details about the source of partial payments. The partial payment does not appear in ANY of the sales reports. The only indication that it happened at all is that my sales report "total collected" is greater than my "total sales" on the day the partial payment was received. But there is no way to identify what invoice that payment was applied to short of reviewing every single invoice individually.

Partial payments used to show up in the transactions area, filtered by source = invoice and status = partially paid. But that does not seem to work any more.

[_Violet · Accepted solution]

Hi @gou and @Cheesemonger  - Thanks for reaching out to us here on the Square Seller Community👋 I took some information from this support article on Requesting Deposits with Square Invoices to share with you:

"When your customer makes a deposit payment or a progress payment on an invoice, those funds will be deposited to your account but that money won’t appear on your transactions report until the invoice is paid in full. Once the invoice is completely paid it will be marked as Done and the amount paid will appear as one line item in your Sales report.

To view partial invoice payments, go to the Balance tab of your online Square Dashboard and click your location, then View All Transfers. Then, select the date you would like to view."

I understand this may be frustrating, but I hope this information is helpful. Please do let me know if you have any additional questions.

[sclhtim]

This is the exact issue I am trying to fix.

Right now, when a customer partially pays an invoice, the money is deposited into our bank account, but there is no report that our accounting department can pull that shows where that money came from. 

What are we supposed to do when we are audited but have no way to account for thousands of dollars in our bank account?

We need an option to record partial payments as sales or partial sales.

Use case:

We sell advertising in our magazine. When an advertiser signs a year-long contract, they have the option to pay quarterly. To do this, we add milestones to the invoice so that the advertiser is billed quarterly for 25% of the invoice total.

I need a way for these partial payments to report as sales for the item in question. For example a partial payment toward a full-page ad should report as a sale of a full-page ad for the partial payment amount when that payment is received.

[RobynR]

@sclhtim @Cheesemonger Thanks for reaching out to share your feedback. Feel free to also share your suggestions in our Ideate Room here.  Our Product Team keeps an eye on this forum as they are constantly improving our products based on feedback like this.

[Sandyard4211]

The prior thread started in 2019, I cannot believe Square has not come up with a fix or work around. I bonus my  team on revenue goals and it has to be accurate. If a client has a partial payment of 3000 out of 6000 and it all shows up as revenue earned in the month of final payment our records are off and they may have missed a bonus in the month of first partial payment because it won't show up on the sales reports.  The 2019 thread said they were working on it. Its been 5 years....