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Feature Request: Invoice groups

Hillside

Feature Request: Invoice groups

A simple way to help those who print invoices is to automatically link those with unpaid invoices as a group in the customer directory— like card on file and regulars. 

 

This will allow quicker ability to mail merge for labels to place on envelopes. 

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Verified Answer

Re: Feature Request: Invoice groups

Hello @Hillside

 

This is an interesting feature request. I went ahead and moved it to our feature request board so other seller's with similar ideas can view it! I don't have a timeline on when this feature might be available, but if I hear anything I'll make sure to update this thread! 

10 Replies
Admin

Hello @Hillside

 

This is an interesting feature request. I went ahead and moved it to our feature request board so other seller's with similar ideas can view it! I don't have a timeline on when this feature might be available, but if I hear anything I'll make sure to update this thread! 

Hillside

This is becoming very frustrating!!!!!! It takes me forever to print my labels because square doesn’t put address on invoices!!!! 

 

Get on this please!!!!

Hillside

Please fix!!! These are huge!!!!

 

-Ability for customer to partially make payments on invoices 

-Ability to group under customers for unpaid invoices 

-Abilty to print all unpaid invoices 

-Address on invoices 

-Ability to merge invoices or when creating invoices click add to invoice #

 

FCR

We would love the ability for customer to make partial payments. When I have a customer that wants to pay only part of their invoice, I have to create smaller invoices in those amounts. Luckily, it only takes a few seconds to create each invoice, but it would be great to have the partial payment option.

Admin

Hi @Hillside

 

It sounds like you're looking to request Shipping Address for your customers through a Square Invoice.

 

This is something that's currently available, as you can check the "Request Shipping Address" box when you create a new invoice. 

 

Let me know if I'm misunderstanding your post, or if you have any other questions. 

Hillside

We send our bills through mail and some emails. A lot of our customers do not have emails. We use to use Quickbooks for statements but wanted to do everything through Square. The problems are--- 

 

-You can't print all invoices at once or pick a group of them (They need a print all or certain ones option)

-When I "mail merge" to print labels for those who owe because you have to add and subtract them from a group each time. Takes tooooo much time. Need a group that updates on its own when people owe. Just like reachable, card on file, etc. 

-Need ability to partially pay invoices. TOOOOOOOO much time to seperate and resend. We have sooooo many customers that only pay half or they send a check for the incorrect amount. Need to figure this out!!!! 

-Need ability to add new charges to previous invoices through POS platform!!!! When you click add customer, they should have an option to add to invoice # or something like that! 

 

I wish someone would take these issues seriously!!! I am trying to make the platform better for everyone, so they in turn can get more customers. 

Admin

Hi @Hillside - I've merged your requests over here so that we're able to track all of them in one place. 

 

Unfortunately, I don't have any updates to share with you at this time. However, we will post information as we learn more. 

 

Are you able to elaborate a bit more as to how you would envision all of these features working? That will help when I share these with the invoices team. 

Hillside

I would love to ellaborate:

 

-You can't print all invoices at once or pick a group of them (They need a print all or certain ones option)

A lot of businesses still need the option to mass print invoices. I understand that emails are becomming more popular, however, a lot of people prefer a printed invoice mailed to them. Currently you only have the option to print one at a time. Well if you print 300 like we do, it takes more than eight hours. So if you could please add a print all/ print a group of unpaid invoices, that would be great. This is huge! It would help the platform tremendously. 

 

-When I "mail merge" to print labels for those who owe because you have to add and subtract them from a group each time. Takes tooooo much time. Need a group that updates on its own when people owe. Just like reachable, card on file, etc. 

Due to the lack of custiomization on invoices, we are not able to have addresses on invoices. Due to this, our team has to print lables for each envelope. To do this, we must update a group we've created every month because some people only owe for one month. This takes an additional three hours. So either make a group for unpaid invoices or make the option to have address on invoices available so you can put them in window envelopes. Thanks!

 

-Need ability to partially pay invoices. TOOOOOOOO much time to seperate and resend. We have sooooo many customers that only pay half or they send a check for the incorrect amount. Need to figure this out!!!! 

This is the no brainer! I don't know how else to explain myself and the other hundreds of people talking about this. Square needs the option to partially pay an invoice. So if someone owes $100, you need the option to take a payment of $50 from them without having to seperate the invoice. Making sure they don't pay taxes twice. I saw a beta for this two months ago and it was great, just release it !! PLEASE PLEASE. My boss would give me a raise! Some customers like to pay over as well. It would be cool if you could add a credit to their account. 

 

-Need ability to add new charges to previous invoices through POS platform!!!! When you click add customer, they should have an option to add to invoice # or something like that! 

We ring up all of our orders through the POS system, even for invoices. We would like the option when you click charge and invoice, that you could add the new charge to a previous invoice. You could click add to invoice # ____. This would be so simple and great for businesses. 

 

Lastly, It would be great if each item had its own date on invoices. We add multiple orders to one invoice and businesses need those dates.

 

Thanks so much! The only reason I provide feedback is to help the future of this company and to get less complaint. Thanks for listening!!!

 

Hillside

Our employees are truly suffering from Square NOT updating their inovice features! Everything else seems to work great, however, the invoices are becoming outdated and so unefficent.

 

I've submitted request several times and received no answer in return. 

Please take the request seriously on the community boards. 

 

Partial payments should be a top priority and release soon. 

 

I will be glad to discuss with anyone! I feel this would be easy to fix.

Admin

Hi @Hillside - Sorry our team wasn't able to answer your other post. I've noticed that you've posted a few times about Invoices feature requests. I really appreciate the time you've taken out to share your use cases and ideal feature functionality for Invoices. However, after a certain point, we don't have any more updates to share because we don't have any more information or can't share timelines.

 

Feature requests are definitely tricky because we've seen frustration for many different reasons when something isn't implemented or isn't built quickly enough. Our Invoices team is very aware that there is a long list of feature functionality our merchants, including yourself, desire. I've shared your comments with our product manager for Invoices a few times in fact. 

 

Partial payments is actually a pretty complicated feature to implement (I think Rohini went into the process in a previous thread I shared with you) and that's why we haven't had any timeline update for a while. Since this is such a long standing feature request, we will definitely share any updates that we receive. Thanks for your patience.