Can Square produce a monthly invoice after a customer purchases several items throughout a month?

[jerrykallen]

Can Square produce a monthly invoice after a customer purchases several items throughout a month?

[Helen]

Hey @jerrykallen! Yes you can use Square to to set up monthly invoices using recurring invoices. You'd have to create a series of invoices for each customer, it sounds like you're looking for something that happens automatically? Can you let us know what you're looking for or a bit about how your business works so we can understand what you need? Thanks! 

[jerrykallen]

We have a Marina business that includes boat storage, boat repairs, fuel purchases, and convenience store items such food and beverage items. Can square list these items on monthly billing statement by the date of purchase so the customer has a complete history of purchases by date? Thanks jerrykallen 

[kd_aggie]

We run a retail safety supply company and we have multiple employees from a corporate customer coming in and they pay once a month by check. Some require a statement of open invoices in order to pay (or for us to discuss when they're behind on payments). Making a statement is a huge plus of all open invoices for a customer that can be sent.

[jerrykallen]

Thank you for your response. One last question if a person your business purchase one item on July 5th another item July 10th another item July 12th and so on will each item have the date of purchase eaxh month. Because we are new to square someone indiacted the date of purchase was not recorded. Frankly we cannot believe that response, but we are trying to find out. Thanks jerrykallen

[Helen]

Thanks for your reply @jerrykallen and for your post @kd_aggie.

Hmm, it sounds like you're both looking for a way to provide an invoice as a record of payments already completed — correct? Square Invoices works a bit differently to other invoices: You can add as many items as you need to an Invoice, but the Invoice Paid date will be the date that the invoice is paid by the client or recorded as paid by you if they've paid you by check outside of Square for example. 

I'll share this post with the Invoices team to show them that you'd like to send an Invoice statement of payments made on different dates. In the meantime you could add a custom note to the invoice if you need to add specific information, e.g. an item was paid for on a different date. I hope this helps! 

[WhattaGlow]

We have a corporate customer whose employees get services throughout the month from us. They do not have to pay when they get the service but rather we need a way to record the service against that corporate customer and then invoice them once a month showing all line items of all employees who showed up during the course of the month. Is this possible.

[AshleyK]

@WhattaGlow Great question and welcome to the Seller Community. The best way to do this is to have a running invoice that you add to each time one of the corporate customers come in. At the end of the month, you can hit "Send." In order to do this, you will need to keep the invoice as a draft until you're ready to send the final bill.