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How do I link or assign an existing payment to a Square Invoice?

I took a payment using the square reader for my phone, but it was my first time using it.  The payment processed without my linking it to a specific invoice.  How do I do that now that I have received payment from my client's credit card?

 

The title of this post has been edited from the original: "I need to assign a payment to an invoice"

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Square Community Moderator

Hey there @SavageFitnessBC 

 

If you'd like to link your payment to a Square Invoice then you would only need to create the desired invoice with the amount matching the amount charged then once the invoice is created you can select to add a payment to the invoice and when prompted you will select that the payment was taken on Point of Sale.

 

Here are some screenshots to help with guidance:

 

 

Important Note: These steps need to be performed from the Square Dashboard.

 

I hope this information is helpful! P.S. Welcome to the Seller Community 

JJ
Community Moderator, Square
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Thanks so much!!!

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