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, check, 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
- Inicia la sessió al Tauler de control de Square i ves a Comandes i pagaments (o bé a Factures i pagaments o a Pagaments) > Factures.
- Tens tres maneres de rebre un pagament des del Tauler de control de Square:
- Al costat de la factura, fes clic a (•••) > Accepta un pagament.
- Fes clic a la factura i, després, a Més > Marca com a pagada.
- Fes clic a la factura, desplaça’t fins a Pagaments i fes clic a Accepta un pagament.
- Confirma l’import i el mètode de pagament, i decideix si hi vols afegir una nota personal i del client opcionals.
- Fes clic a Cobra.
- A l’aplicació de Factures Square, toca Factures a la barra de navegació. A l’aplicació de TPV Square, toca ≡ Més > Factures.
- A Pagaments, selecciona Afegeix un pagament.
- Tria Import restant o Altres imports per marcar un pagament parcial > Següent.
- Tria l’opció de pagament.
- Un cop confirmat el pagament, toca Venda nova per tornar a la factura.
Mark an invoice as paid
If you receive a full or partial payment for an invoice outside of Square Invoices such as cash, check, 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) > Factures.
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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.