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Hello, is there a way to upload invoices into Square Invoices? Say, from an excel file?
We currently have our orders taken on phone, email, and via google forms. We haven't moved to online yet. In the meantime, we want to upload the invoices to Square Invoices so that the customers can pay online.
Can you please advise?
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Hi there, @Kanma 👋 Thanks for reaching out to us here on the Seller Community! Happy to have you join us here. Welcome!
At this time, we do not offer a way to import external invoices into our proprietary Invoicing system. If you'd like to create a historical list of Invoices for your customers in Square, you can create paid invoices for recording keeping purposes. You could also attach documents to customer profiles through Square to keep record of previous Invoices - the only caveat here is that these amounts will not reflect in customer reporting.
I am more than happy to pass your feedback along to our Product Teams for visibility! Feel free to reach out if you have any clarifying questions - we are here to help!
Community Moderator, Square
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