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How do you mark an invoice as paid "Cash"?

The title of this thread has been edited from the original: paying cash on an invoice

If a customer wants to pay cash on an invoice, how do you mark that invoice as paid "Cash" so its considered paid and not overdue or outstanding.

 

Also do you get charged the square fees for that invoice since the customer paid cash?

 

Thanks

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Heya @ANoakes and welcome to the Community.

 

Hi @JADesigns

 

The Dashboard layout has changed a bit recently so to mark an invoice as paid, follow these steps:

 

  1. Log in to your online Dashboard and navigate to Invoices.
  2. Select the invoice you want to mark as paid.
  3. Scroll down to the far right where it says > More
  4. Select to Add Payment
  5. Select to Record Payment and then choose how it was paid. (Cash/Check/Other).

You can also mark an invoice as paid from the Invoices or Square Point of Sale app by selecting the invoice > click Add Payment >select Record Payment and then select the payment type.

 

You won't be charged fees as we don't process cash/check ourselves. This is just for recording purposes.

Ashley C
Community Moderator, Square
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Square Community Moderator

Best Answer

Heya @ANoakes and welcome to the Community.

 

Hi @JADesigns

 

The Dashboard layout has changed a bit recently so to mark an invoice as paid, follow these steps:

 

  1. Log in to your online Dashboard and navigate to Invoices.
  2. Select the invoice you want to mark as paid.
  3. Scroll down to the far right where it says > More
  4. Select to Add Payment
  5. Select to Record Payment and then choose how it was paid. (Cash/Check/Other).

You can also mark an invoice as paid from the Invoices or Square Point of Sale app by selecting the invoice > click Add Payment >select Record Payment and then select the payment type.

 

You won't be charged fees as we don't process cash/check ourselves. This is just for recording purposes.

Ashley C
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.
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Beta Member

Thank you, thats exactly what I was hoping. I just need it to track.  Cheers Anissa

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Does this apply to payments received via eTransfers (Canada) also?

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Hey there @Fuad-VreNord and Welcome to the Seller Community! 

 

Yes! This would totally apply to transfers or any type of payment received outside of a Square transaction.

 

 

JJ
Community Moderator, Square
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