Why did square take the ability to accept a check for payment for an invoice off of the dashboard?

[ehflower]

Why did square take the ability to accept a check for payment for an invoice off of the dashboard?  We are very frustrated.   Currently the only payment via the dashboard invoice portion of square that we pay for additionally will only take a credit card payment from a client.  We cannot accept a check via the dashboard and be able to categorize that payment into other.  😡  Before the update we could take a check, cash, gift certificate payment or other on the dashboard and apply it to the correct client and invoice.

Square had an   On 2024-06-03 @ 19:00 UTC-07:00 , Square will be performing maintenance that will affect the usage of your customer directory. Creating, editing and managing your customers may be slower than usual.

[finnhillwinery · Accepted solution]

You may already know this, but I just got off of a 1-hour chat with Square Support and was able to determine that the "Mark as paid" option under Payments still allows you to select "check" (or cash or other) as a form of payment, and also allows partial payments since you can edit the amount accordingly.  It is pretty much the same as the old "Add Payment" function in previous releases but was presented in a new, confusing way.  I was concerned that tapping "Mark as paid" would do just that, and that only.  But it preserves the old "Add Payment" functionality.  Hope this helps.

[VanKalkerFarms]

you can still mark a invoice as paid with a check.

click on the invoice then in the side window that pops up click more, click add a payment, which pops up a new dialog box where you click record payment, then select check then select confirm.

I send the invoices with only ACH selected as payment options.

[ehflower]

@VanKalkerFarms with the new update as of yesterday it no longer gives that pop up option to select on my version.  I was on the phone with them this morning and my phone support rep Stuart acknowledged that they removed it from the desktop dashboard with the new update to the customer list.  However, Stuart said they have had multiple complaints about this change so they might make it a feature request on an update at a later date.  I can still go to the POS cash registers and record it there by pulling up the invoice and adding payment.  but what a pain our checks get mailed to us so it is received in the office.

My issue is I pay for a separate invoicing capability and it used to work yesterday.  😞

[VanKalkerFarms]

don't know about an update, but I just did it on the desktop in square dashboard 45 seconds ago.

[finnhillwinery · Accepted solution]

You may already know this, but I just got off of a 1-hour chat with Square Support and was able to determine that the "Mark as paid" option under Payments still allows you to select "check" (or cash or other) as a form of payment, and also allows partial payments since you can edit the amount accordingly.  It is pretty much the same as the old "Add Payment" function in previous releases but was presented in a new, confusing way.  I was concerned that tapping "Mark as paid" would do just that, and that only.  But it preserves the old "Add Payment" functionality.  Hope this helps.

[finnhillwinery]

I just discovered the same problem and received a check from a customer for tens of thousands of dollars that cannot be applied as payment to the invoice. What the hell?  

[ehflower]

Hello, I know they fixed this on individual invoices, square informed me.   However, on Bulk edits (marking several invoices) you can also mark them as paid, but it will not allow you to put in the check #, because there is no note section within that pop up.  I would like to use the bulk option but I would like to be able to put the check number in for record keeping.  Thank you

[Jwimbrough]

I just tried to record a payment by check and it is not available.

[ehflower · Accepted solution]

hello @Jwimbrough go to invoice that you want to pay.  click on invoice.  side bar will open.  scroll down to "Mark as paid"  (i know bad wording. ugh)  click on it.  "mark as paid" screen will pop up go to payment method click on check.  In the customer note i put the check number and if it is paying multiple invoices with one check I would list the invoices and the total check amount.  for record keeping (ie... #12345, #12569, #12698 $312.50, i would copy this exact wording for the other two invoices that will be paid with that one check then immediately mark those invoices paid.  I hope this helped.  It was very confusing when they changed it.  

[alphagc409]

Thank you! this has been a great help for me, even when is a nonsense to move a partial payment to the "Mark as Paid" for me that means that a full payment has been made. I think we are going backwards.