x
Highlighted
Admin

Product Update: Take In-Person Payments for Invoices

Hi Community! I’m thrilled to share a new feature that lets you accept payments for invoices straight from the Point of Sale App. So if you’re ever with your clients in-person and they’d like to pay off an outstanding invoice with you, you can do so directly from Square Point of Sale.

 

 

Here’s How it Works

 

  1. Select Invoices from the navigation menu (the three horizontal lines in the corner).
  2. Click on the invoice from your list. Or if you don’t have an outstanding invoice, create one from your device.
    • Check out our Support Center to learn how to create new  invoices.
  3. Tap Take Payment.
  4. Swipe, Dip or Tap your customers card or select a separate tender type (Card on File, Cash, Gift Card, Check or Other.)
  5. You’ll see a final screen that reads Invoice Paid after the payment completes.
  6. Your customer will automatically receive payment confirmation to the email entered for their Invoice.

 

Invoice-Take-Payment-Demo.gif

 

 

Pricing 

 

 

Pricing for Invoices Paid in Person

The processing fee for invoices paid in person is the same as our standard card-present rate: a flat 2.75% using your Square reader. If you manually enter card information for the invoice, the fee will be the standard card-not-present rate of 3.5% + 15 cents.

 

Pricing for Invoices Paid Online

There’s no change here - a 2.9% + .30 cent processing fee is applied at the time the invoice is paid online by your customer.

 

We’re excited to have you try this feature and help you manage your invoices from anywhere! Also check out some benefits to mobile invoicing on our Town Square blog.

 

Feel free to comment below with any questions, thanks!

Tags (1)
Message 1 of 24
1,260 Views
23 Replies
JHruby

Re: Product Update: Take In-Person Payments for Invoices

Bug Report:   This is a great addition and much needed, but there are a couple of bugs to do with invoices and inventory.

 

1.   Taking payment in person for an invoice does NOT correctly reduce the inventory of the items on the invoice.  If I have 30 Widgets in stock, I invoice a customer for 10 Widgets, then the customer pays the invoice in person, I'm still left with 30 widgets showing as in stock even though 10 of them were just sold and paid for.

 

2.  Inventory should (for most businesses) be reduced when the invoice is created and sent to a customer.  Since the customer has been invoiced, this inventory has either been delivered to the customer already or should be "allocated" to that customer, so the inventory should show what is "available" for other sales.  

 

Could we please get fixes for these bugs?

 

Many thanks.

 

Jay

Message 2 of 24
1,210 Views
Admin

Re: Product Update: Take In-Person Payments for Invoices

Hi @JHruby. Glad to hear you're enjoying this feature. It's definitely been a popular request from our sellers. As far as your feedback, while this isn't technically a bug, this is absolutely another feature request that we hear from folks. In general, inventory management doesn't currently integrate with Square Invoices, but it would be an awesome improvement! Subscribe to this thread for future updates on this feature! Thanks for taking the time to share your feedback! 🙂

Message 3 of 24
1,204 Views
JHruby

Re: Product Update: Take In-Person Payments for Invoices

I viewed it as a bug because of the functional expectation that I had and I would think many users would share.  

 

When I'm adding inventoried items to an invoice, then receiving payment for those items/that invoice, my expectation was that the inventory would be reduced by those sold (and now paid for) items.   POS works this way, I couldn't see why it would be a "feature" over in invoicing, so I assumed it was a bug.

 

Please add it soon!  The new in-person payments feature is not usable to me because of this missing feature.  To keep my inventory straight, I cannot use the feature as designed.

 

 

Message 4 of 24
1,192 Views
Wedding_Guy

Re: Product Update: Take In-Person Payments for Invoices

.

Message 5 of 24
797 Views
Admin

Re: Product Update: Take In-Person Payments for Invoices

Hey @Wedding_Guy

 

Just here to provide some clarification. If you choose to take an invoice payment in person on the App the fee will be 2.75% if you swipe a card, not 2.9% + $0.30. So there is no pricing change for using the in person method. You can read this at the bottom of @nlin's post. 

 

Taking an in person payment for an invoice has been one of the most requested features over the past 6 months. We love listening to our Sellers feedback and coming up with solutions. If you have any other questions regarding this feature I would be happy to answer them. 😀

Message 6 of 24
787 Views
RCT

Re: Product Update: Take In-Person Payments for Invoices

I can't seem to download the updated app from the Google Play store

When I select Update a screen pops up and says (Authentication is required. You need to sign into your Google Account)

I'm able to update other apps I have, but not Square :(

I have my first show of the season this weekend, so would like the update.

 

PS:  Also, I can't seem to start my own thread. I searched everywhere and no option to start a new topic.

 

Thanks

Message 7 of 24
1,010 Views
Admin

Re: Product Update: Take In-Person Payments for Invoices

@RCT Sorry to hear about the trouble!

 

Have you tried signing out and then signing back into your Google Play Store account? Or maybe removing that account in general and then adding it again?

 

There's not a lot of troubleshooting I can suggest for the Google Play store itself.

 

You might need to contact the Google Play Store Support Team directly for this, as everything seems to be working with this app update as normal. 

 

In regards to creating a new thread in the community:

 

How to: Start a New Thread in the Community

Message 8 of 24
996 Views
RCT

Re: Product Update: Take In-Person Payments for Invoices

thank you.  But, my Google Playstore account is fine because I can download any new apps and update all current apps, except for Square.   I've never had that happen before

Message 9 of 24
989 Views
Admin

Re: Product Update: Take In-Person Payments for Invoices

@RCT I was able to do some digging around and found this thread in the Google Community in which one of their Community Managers responded with some tips:

 

Authentication is Required.You need to sign into your Google Account. by Safina Tee  4/30/15 

 

 

Message 10 of 24
986 Views