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leahsmith1

How does invoicing work with Square?

How does invoicing work with Square? Do they pay upfront or?

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VanKalkerFarms Super Seller

Re: Invoices

Best Answer

Sending an invoice with Square is just like sending an invoice in the mail. You have to set the terms of payment (due before shipment, due on receipt, net 10, net 30, etc) and they can pay as soon as they get the email with a credit card online. 

Message 2 of 15
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VanKalkerFarms Super Seller

Re: Invoices

Best Answer

Sending an invoice with Square is just like sending an invoice in the mail. You have to set the terms of payment (due before shipment, due on receipt, net 10, net 30, etc) and they can pay as soon as they get the email with a credit card online. 

Message 2 of 15
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Tianne

Re: Invoices

I make custom pottery, so there can be up to 3 weeks before shipment. I don't know what the shipping cost will be until it is packaged for shipment. So I have been waiting to that point to contact my client and take their payment via Square on the phone. With the "pay prior to shipment" invoicing on my new Wordpress website using Square, does my customer input their credit card information when ordering, and then I input the shipping and charge their card? How safe is this? I ask, because my site was hacked several years ago and I am very paranoid about customer credit card info not being stored on my website. Thank you.

Message 3 of 15
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Admin

Re: Invoices

Hello @Tianne

 

Welcome to the Seller Community! Since your question is about the invoicing feature on WordPress, I recommend reaching out to their Support Team. They can walk you through the features of their invoices.

 

When it comes to payments on Square, I recommend checking out our Support Center Article on Secure Data Encryption

Message 4 of 15
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Tianne

Re: Invoices

Thanks for your reply. I am actually inquiring as to the Square Invoicing as found here https://squareup.com/dashboard/invoices/new

 and referenced by VanKalkerFarms as "pay before shipping." I don't see how that works.

Message 5 of 15
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Admin

Re: Invoices

Hey @Tianne, I haven't been able to find the post that you're referring to I'm afraid! Can you share the link here or a screenshot of the post? 

 

In the meantime, we recently added a couple of features to Square Invoices that might help you to manage your orders.

 

  1. You can now send an estimate to a customer from your online Square Dashboard. This would make it clear to the customer that the total amount will change after you've calculated the shipping. When you've finalized the details you can convert the estimate to an invoice, which is sent to your customer to pay online.
  2. Or you could request a deposit to accept a partial payment and then edit the deposit/invoice total when you know how much the shipping will cost.

I'll keep an eye out for your reply! 

Message 6 of 15
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Tianne

Re: Invoices

Here is my original question:  "I am setting up a WordPress WooCommerce website.  My client makes custom pottery, so there can be up to 3 weeks before shipment. He don't know what the shipping cost will be until it is packaged for shipment. So, on his old site, he has been waiting to that point to take their payment via Square on the phone. With the "pay prior to shipment" invoicing on my new Wordpress WooCommerce website using Square, does my customer input their credit card information when ordering, and then I input the shipping and charge their card? How safe is this? I ask, because my client's site was hacked several years ago and he is very paranoid about customer credit card info not being stored on the website. Thank you."

 

Helen, I am interested to learn more about the 2 new features you speak about (send an estimate and request a deposit) to see if those could be answers to the pay prior to shipment issue.  My client is insisting that he wants their credit card info when they place their order, but he does not use it until he ships so that he only charges once. And he does not want the cc info on our site at all. It does go directly onto the Square site protection when his customer inputs it, right?

Message 7 of 15
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Admin

Re: Invoices

@Tianne Yes, any time a customer pays you with Square, via the app, online or through an invoice their card information is sent to Square, encrypted and securey stored. With Square Invoices you also have the option to allow your customer to save their card information on file, and then you can use the saved card. 

 

It sounds like you might be building website for this client? I just want to clarify that Square Invoices is a separate feature and at this tiem Square Invoices do not currently integrate with eCommerce partners.

Message 8 of 15
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Tianne

Re: Invoices

Yes, I am building a new WordPress WooCommerce website. My client has had an old website for years, but was hacked and now very hesitant about connecting his Square account online. He only uses it via his phone, and sometimes it can take weeks for him to complete an order and know the full amount of the invoice. He requested that I set up his new site to receive an order, with notation of shipping to be determined, and customer input credit card info for him to charge (possibly a month later) prior to shipment. 

 

So, if I'm understanding you correctly, Square Invoice is not an option for us yet? Do you have any other suggestions?

Message 9 of 15
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Tianne

How can I set up delayed payment to process prior to shipment?

This reply was created from merging an existing thread: How can I set up delayed payment to process prior to shipment?

 

In 2017 you wrote:  "Sending an invoice with Square is just like sending an invoice in the mail. You have to set the terms of payment (due before shipment, due on receipt, net 10, net 30, etc) and they can pay as soon as they get the email with a credit card online. "  I do not see how to set up delayed payment. Custom-made pottery can take up to 3 weeks to create and package before I can add shipping cost. I would appreciate knowing what steps to take on my new Woocommerce website and connected to Square for payment. Thank you.

Message 10 of 15
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