"Add Payment" Option removed

[Randem]

in our online account, What happened to "Add Payment" Now we can only take a credit card payment? This is ridiculous that we cannot take cash and checks anymore. Why is this so? I created an estimate with a deposit converted to an invoice then want to add a payment because the customer has already paid a portion of the invoice (deposit) with a credit card. We used to be able to go in and add the payment that we have accepted and Square would reconcile it with the invoice. Now that has all been taken away and we can only charge a credit card no matter the transaction. This is hurting business and making book keeping a nightmare. Please put it back. We don't need "Take A Payment" it was already included in "Add Payment". You are just making this more difficult than it needs to be for no known reason!

We still need to be able to take deposits before and after the estimate!!!

[Minion · Accepted solution]

Hi @Randem 

I normally don't convert estimates into invoices, so I'm not sure of the "normal" workflow or what may or may not have changed .  

I did create and an estimate, converted it to an invoice. When I click on the "mark as paid" option I can set in any custom amount I want to, and still choose from cash, check, POS etc.  If it is still less than the total, it will show up a s partially paid. 

I'm not sure if they recently updated it and changed the wording from Add Payment to Mark as Paid, but if so then I agree that at least that wording should be reversed.  

[Randem]

Hi Minion,

I tried again this morning and it will only allow me to make a partial payment if I choose "Other". Other wise I get the message that "Partial Payments are not allowed in Square POS" Which is rather dumb for I used to be able to do this. Now I chose "Other" and was allowed to record a partial payment but I believe it does not seem to reconcile with the actual CC payment. I used to be able to select "Square Payment" or something of that nature, then it would reconcile with that cc charge, now I have no idea of where this transaction will go. The wording is terrible and the change of operational procedures is sketchy at best. Now I have to worry about this payment amount being posted twice.

Yes, the wording used to be "Record a Payment" which made much more sense...

[Minion]

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@Randem wrote:

Hi Minion,

I tried again this morning and it will only allow me to make a partial payment if I choose "Other". Other wise I get the message that "Partial Payments are not allowed in Square POS" Which is rather dumb for I used to be able to do this. Now I chose "Other" and was allowed to record a partial payment but I believe it does not seem to reconcile with the actual CC payment. I used to be able to select "Square Payment" or something of that nature, then it would reconcile with that cc charge, now I have no idea of where this transaction will go. The wording is terrible and the change of operational procedures is sketchy at best. Now I have to worry about this payment amount being posted twice.

Yes, the wording used to be "Record a Payment" which made much more sense...

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Ahh, I didn't catch that it was being done in the POS part.  Yeah it must have been a recent update.  I use invoices solely and it must have been second nature I never even caught on to thee changed wording. 

Keep us posted though about the reconciling part and if you end up seeing duplicate transactions.  This way we can let the Square Invoice team know that it caused an error posting twice. 

[DinaLRosenberg]

On register all payment forms can be accepted. Did you try rebooting?

[Randem]

There is no need to reboot an online system. We are talking "Virtual Terminal"...

[DinaLRosenberg]

sometimes things get weird and turning off and on solves the problem.... it's the first thing I do when things don't behave as normal. It can do with the cache... who knows- but it's easy and worth a shot.

[Randem]

Yes, but a Square programming change can't be solved with a restart...

[mvedones]

Hey, Randem! I am experiencing the SAME issue! We can no longer "Add Payment" which I agree should be record payment but we can only take a payment and that is with a credit card which is not helpful because we have many customers pay in other ways besides a credit card. We also exclusively use square invoicing so we never use and iPad or phone when doing a sale because our needs are on a computer. Here is what I see This is not going to work. I told my rep over the phone respectfully that if this is not fixed we are out and using someone else for invoicing software because this is ridiculous. Also, you can't just change the front end of the user interface without telling people.

[RobynR]

Hello @Randem & @mvedones,

Thanks for reaching out to the Community.

I hear your frustrations with the recent changes and would like to look further.

Can you provide a screenshot of the options you see after you select mark as paid?

[Randem]

Hi Robynr,

In none of the posts did it say that was the problem... Why not start where the problem actually is. It is in our posts...

However it is a logical problem that should be addresses as noted in various posts...

[Minion]

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@Randem wrote:

Hi Robynr,

In none of the posts did it say that was the problem... Why not start where the problem actually is. It is in our posts...

However it is a logical problem that should be addresses as noted in various posts...

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Hey @Randem 

Can you provide me with a step by step workflow of how you use invoices?  I use Invoicing solely as well, but I have never bothered to touch the POS side of it, since I can do everything from the Invoice section of the Dashboard.  

We all know things were changed, and are unsure of why they have changed.  I would just like to see how you and it seems @mvedones  use Invoicing so I can better understand .  

Your time is appreciated. 

[DinaLRosenberg]

It seems our invoice has changed as well via online (running Mac- Safari). This wasn't an issue when the thread originally began but we are experiencing the same issue. Please see photos of what we're now seeing.

[Minion]

@DinaLRosenberg   On that screen within the invoice section of the dashboard, if you  choose the "mark as paid" option, it will then actually give you the option to choose cash, check, POS, other.  You can add the partial amount received, or full amount. 

Why they changed that from "add payment" to its current status is beyond me.