Accept payment for an invoice
About accepting payments for invoices
If your customer doesn’t pay an invoice online, you can take the payment manually and mark the invoice as paid.
Before you begin
You can mark invoices as paid by cash, gift card or certificate, cheque or other payment types, however, the amount recorded is for tracking purposes only. You won’t receive a deposit for these transactions.
If you requested a goods and services confirmation from the buyer, but you take a payment for an invoice without the buyer’s confirmation, the confirmation will be removed from the invoice. This will waive the defensive rights when you prepare documents to challenge disputes.
Take an invoice payment
- Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments) > Invoices.
- There are three ways to take a payment from Square Dashboard:
- Next to the invoice, click (•••) > Take a payment.
- Click into the invoice and click More > Mark as paid.
- Click into the invoice and scroll down to Payments and click Take a payment.
- Confirm the amount, the payment method, and an optional customer and personal note.
- Click Charge.
- From your Square Invoices app, tap Invoices from the navigation bar. From your Square POS app, tap ≡ More > Invoices.
- Under Payments, select Add payment.
- Choose Remaining amount or Other amount to mark a partial payment > Next.
- Choose the payment option.
- Once the payment is confirmed, tap New Sale to return to the invoice.
Mark an invoice as paid
If you receive a full or partial payment for an invoice outside of Square Invoices, such as cash, cheque or other, you can mark the invoice as paid from Square Dashboard. To do so:
Sign in to Square Dashboard and go to Orders & payments (or Invoices & Payments or Payments) > Invoices.
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There are three ways to mark an invoice as paid from Square Dashboard:
Next to the invoice, click (•••) > Mark as paid.
Click into the invoice and click More > Mark as paid.
Click into the invoice and scroll down to Payments and click Mark as paid.
Confirm the amount, the payment method, and an optional customer and personal note.
Click Save.