Need help with Square

Need help with Square

Hello,

I've read the Square integration documentation as well as old threads here on this topic and am still confused. We have enabled both Square integration and Square payment gateway, but from reading the forum I think we only want Square payment gateway. We do all our invoicing in Zoho Books, but we accept Square payments onsite with a Square card reader.

How are Square card reader transactions recorded in Zoho Books if we only have the Square payment gateway? How do we connect/reconcile those payments with a Zoho Books invoice?

Specifically, here is our current situation. A customer was charged $60 and paid our crew onsite using the Square card reader. This created a Square invoice (I think because we currently have Square integration enabled?). We later created a Zoho Books invoice for this same job, and marked the "I have received payment" box and chose Square as the payment type. We thought there would be a way to reconcile this payment with the Square invoice/holding account, but if there is we aren't seeing it. So now we have two invoices for the same job.
  1. Do we need to delete one of the invoices? If so, which one?
  2. Should we not have checked the "I have received payment" box when creating the Zoho Books invoice, and applied the payment separately? If so, how do we do that?
  3. Would it make sense to edit a Square invoice to change the customer from "Square Customer" to the actual customer name? The invoice would then reflect Square fees, so I'm guessing this isn't the right way to do this?
  4. When reviewing the Square holding account, is there a way to connect an individual Square payment to an existing Zoho Books invoice?
I hope this makes sense as I am thoroughly confused at this point! Thank you for any help.


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