Invoice reporting

[Hillside]

Need a way to see tax in a report for unpaid invoices since it doesn’t show in transaction report. Accountant needs it. 

Also need ability to merge/combine invoices. 

Print all invoices quickly. One step or button. 

[RHatch]

Sorry, at this time none of that exists.

To figure out tax you will have to go Invoice by invoice.  don't know what your accountant needs that information.  Mine just asks for the total outstanding.  You don't pay tax on it until it is paid.

You can't merge.  You can edit an existing invoice and add the new items.

You can print all invoices quickly, you have to do them one by one.  Square invoices were meant to be emailed not printed.

[Hillside]

Not very helpful. 

[Capstay]

So I am new to square retail and I did my first customer invoice sale.  For the life of me I can't find where that sale got recorded.  I don't see it in my daily sales report.  Does it not get recorded until it is paid?  

[Minion]

Hey @Capstay 

Once the sale is finalized, you will be able to view that from the Dashboard under Reports.

In the Meantime, you can view the pending status of that invoice, under the Invoice>Reports section.  Hope this helps.