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.
Square Invoices users with a Square Checking account can also accept paper check payments for an invoice from the Square Invoices app.
Before you begin
Invoices can be created, sent, and managed from your Square Dashboard, Square Invoices app, or the Square POS app using a supported mobile device.
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.
Mobile check deposits can fail and be returned if either Square or our banking partners determine that the check is ineligible. Returns are commonly due to mismatching check amounts, missing signatures or endorsements, or problems on the issuing bank side such as insufficient funds or account closures. Some of these rejections can be fixed by resubmitting your check deposit, but we recommend contacting your bank for more information. If a check deposit fails, you’ll be notified via email.
Square doesn’t process any funds for check payment types and functions only as an organizational tool. There are no fees for recording other tender payment types. You will not receive email notifications for cash, check, or other tender refunds.
When processing a refund for an invoice that was paid by check, no movement of funds will happen through Square and a refund must be handled with the check issuer directly.
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 POS app with services mode enabled or the Square Invoices app, you can receive a full or partial payment via credit or debit card (by connecting Square hardware or using Tap to Pay on iPhone and Tap to Pay on Android), saved card on file, Square gift card, manual credit card entry. To do so:
- 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.
Deposit a check for an invoice payment
Square Checking account holders can accept paper check payments for invoices from the Square POS or Square Invoices apps. To do so:
From the Square Invoices app, tap Invoices and select the invoice in question. From the Square POS app, tap More > Invoices and select the invoice in question.
Tap Deposit check and enter the check amount > Next.
Sign the back of your check and write For Square mobile deposit only below your signature.
Upload or take a photo of the front and back of your check on your mobile device > Next.
Confirm your check deposit > Done.
If an invoice check payment isn’t processed, the invoice will move back to unpaid or overdue. You’ll be notified of the status of your invoice check payment via email.
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) > 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.