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Collect partial payment on an invoice?

I am suggesting the addition of the feature to edit invoice options when you are sending an estimate. Example: I am sending an estimate and would like to request only a 50% deposit when accepted. 

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Message 1 of 26
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1 Verified Answer
Verified Answer

Re: Can I collect partial payments from the app?

@ARS25901 

 

You should have this option available now for use on your device. Please let us know if you have any furthers issues.

 

To process an in-person card payment for a deposit or partial balance, follow these steps: 

 

  1. Open the Square Point of Sale or Square Invoices app
  2. Select the desired invoice
  3. Tap Add Payment
  4. Enter or Select the payment amount 
  5. Tap Next
  6. Select the appropriate payment method
  7. Continue the check out flow


Note: Currently, tipping is only available as a percentage of the final invoice payment.

2 Best Answers
Admin

Best Answer

Hey @kate_taflinger-

 

You can add a payment schedule, as partial payments towards an invoice:

 

 

 

 

Is that what you're referring to? 

Isabelle she/her

Seller Community Manager, Square

Learn about the Super Seller program!

View Best Answer >

Message 4 of 26
3,219 Views
Admin

Best Answer

@ARS25901 

 

You should have this option available now for use on your device. Please let us know if you have any furthers issues.

 

To process an in-person card payment for a deposit or partial balance, follow these steps: 

 

  1. Open the Square Point of Sale or Square Invoices app
  2. Select the desired invoice
  3. Tap Add Payment
  4. Enter or Select the payment amount 
  5. Tap Next
  6. Select the appropriate payment method
  7. Continue the check out flow


Note: Currently, tipping is only available as a percentage of the final invoice payment.

kellyj
Beta Community Manager, Square
Join the Beta Community
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View Best Answer >

Message 16 of 26
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25 REPLIES 25
Admin

Hey @kate_taflinger-

 

Thanks for posting in the Seller Community. 

 

I'm a little confused by this feature request. Are you able to include a message in the estimate clarifying that you would like to request only a 50% deposit when accepted? 

 

Let me know what you're looking for so I can look into this further. 

Isabelle she/her

Seller Community Manager, Square

Learn about the Super Seller program!
Message 2 of 26
3,059 Views

@Isabelle_ I'm not sure what you mean by that. When creating an invoice, I'm able to specify that I am requesting a 50% deposit. As far as I'm aware, customers can't make partial payments. So I need an option in sending a quote that allows me to set that 50% deposit setting for the invoice that will be created when they accept.

Message 3 of 26
2,984 Views
Admin

Best Answer

Hey @kate_taflinger-

 

You can add a payment schedule, as partial payments towards an invoice:

 

 

 

 

Is that what you're referring to? 

Isabelle she/her

Seller Community Manager, Square

Learn about the Super Seller program!

View Best Answer >

Message 4 of 26
3,220 Views

I need this feature! It was there before, and now it isn't. I always accept 50% to book a specific date for my catering services, and then have the customer pay the balance at the time of the event. But this feature isn't showing up anymore. Help!

Message 5 of 26
1,355 Views

Good morning, I am not seeing this option when creating an invoice. Please help. Thank you

Message 6 of 26
772 Views
Square Community Moderator

Hi, do you have ACH Bank transfer enabled in the Invoice payment info options? If so, partial payments aren't allowed with this feature turned on. 

 

@Lici

Justin
Community Moderator, Square
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Message 7 of 26
711 Views

Yes, I figured it out once I sent it to a client. There wasn't a clear description on how the process works, but I see it now. Thank you for your help!

Message 8 of 26
2,956 Views
Admin

So happy to hear that @kate_taflinger! Sorry about the confusion. Let me know if there's anything else I can answer for you. 

Isabelle she/her

Seller Community Manager, Square

Learn about the Super Seller program!
Message 9 of 26
2,950 Views
Beta Member

Hi @Isabelle_. It looks like we cannot accept partial invoice payment through the POS app or Square for Retail POS App. I set up the deposit schedule on an invoice and a client wanted to pay an invoice in person, but the POS app will only let me accept a full invoice payment, even though I see the deposit schedule on the invoice when looking at it on the Square for Retail POS app. I have included a picture of a fake invoice to help, but it is really throwing us off because we then have to do a separate transaction to charge for the deposit, but have no way of tying it back to the invoice.

 

IMG_0496.PNG IMG_0497.PNG

Message 10 of 26
2,693 Views
Admin

Hey @mike109-

 

Thanks for your reply.

 

The ability to accept in-person payments toward a deposit or partial balance is currently unavailable. In-person payments can only be taken for the total invoice amount. We're working on making this available in the future. I'll make sure to update this thread when I hear something. 

 

 

 

Isabelle she/her

Seller Community Manager, Square

Learn about the Super Seller program!
Message 11 of 26
2,674 Views

I can partial payments from invoices created on desktop, but not from the POS tablet. What am I missing?

Message 12 of 26
2,506 Views
Square Community Moderator

Hey @ARS25901 and welcome to the Community!

I moved your post to an existing thread where another seller had the same question above. 

 

This option isn't available on the app at this time. 

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 13 of 26
2,421 Views

I appreciate moving question. I was unsure of the best place. I know this question has been asked repeatedly. I may have to switch systems, which is a bummer but we really need this feature.

Message 14 of 26
2,056 Views
Square Community Moderator

Really sorry to disappoint @ARS25901🙁

 

Know that these requests have been passed along to the Product Team and hopefully it'll be something we're able to offer one day on the app as well as the Dashboard.

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 15 of 26
2,054 Views
Admin

Best Answer

@ARS25901 

 

You should have this option available now for use on your device. Please let us know if you have any furthers issues.

 

To process an in-person card payment for a deposit or partial balance, follow these steps: 

 

  1. Open the Square Point of Sale or Square Invoices app
  2. Select the desired invoice
  3. Tap Add Payment
  4. Enter or Select the payment amount 
  5. Tap Next
  6. Select the appropriate payment method
  7. Continue the check out flow


Note: Currently, tipping is only available as a percentage of the final invoice payment.

kellyj
Beta Community Manager, Square
Join the Beta Community
Evaluate | Influence | Engage

View Best Answer >

Message 16 of 26
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Beta Member

HI this is wonderful.

 

When i am in Square for Retail on Square Register and i setup a new invoice, and i click to request an initial deposit of 10%.

What is the best way to collect that 10% if the person is in store at time of creating the invoice? Do i finish setting up the invoice and the Split balance into milestones, then send the invoice, then pull the customer invoice back up, then click "add payment"?

 

or

 

Is there a workflow while setting up the invoice that I can click to receive the deposit then they insert the card and pay the requested deposit then I continue and send the invoice to the email?

 

Message 17 of 26
559 Views

I do mural work so my payment process goes : 1.art deposit , then upon accepted design work, 50% of The balance, then we paint their project. We want to collect the  final 50% of the balance within 7 days of finishing the project. When I create estimates and send invoices the # of days all seem fixated on when I sent the invoice , although the creative process is not

 

i do not want the client to get a past due notice when I haven’t completed their work?

Message 18 of 26
1,506 Views
Square Community Moderator

Hey @Nuggettheartist and welcome to the Community.

 

I moved your post to a thread where this question has been answered already on how to set this up.

Check out the Best Answer above for details. 

 

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
Message 19 of 26
1,492 Views

I have always been able to set up a payment schedule for my customers so that I can collect 50% down payment prior to starting a job. As of a few weeks ago that option disappeared. When I call in to talk to someone, they tell me I have to select reoccurring payment, NO.... I want 1/2 down not the same payment every month. Why has this feature disappeared??  or what has it changed to?? 

 

Message 20 of 26
1,209 Views
Admin

@sparkleoncustom 

 

If you don't have the deposit option currently, this may be because you are allowing ACH payments on invoices. We're not currently able to accept ACH as partial payments at this time, although it is something we are working on for the future. So if you have ACH enabled + want to take a deposit, it will limit you to one or the other. and recurring payment options with ACH becomes the work around.

kellyj
Beta Community Manager, Square
Join the Beta Community
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Message 21 of 26
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