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 sesión en el Panel de control de Square y ve a Pedidos y pagos (o bien a Facturas y pagos o Pagos) > Facturas.
- Hay tres formas de aceptar pagos desde el Panel de control:
- Junto a la factura, haz clic en (•••) > Aceptar pago.
- Selecciona la factura y haz clic en Más > Marcar como pagada.
- Selecciona la factura, baja hasta Pagos y haz clic en Aceptar pago.
- Confirma el importe, el método de pago y, si quieres, añade una nota personal y otra para el cliente.
- Haz clic en Cobrar.
- Desde la aplicación Facturas Square, pulsa Facturas en la barra de navegación. Desde TPV Square, pulsa ≡ Más > Facturas.
- En Pagos, selecciona Añadir pago.
- Elige Importe restante u Otro importe para registrar un pago parcial y selecciona Siguiente.
- Elige la forma de pago.
- Una vez que se confirme el pago, pulsa Nueva venta para volver 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) > Facturas.
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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.