Feature Request: Merge invoices to allow customers to make a single payment for multiple invoices

[Hillside]

Title changed from "invoice HELP" to "Is there a way to see all of one customer's invoices together?" 

Do you think Square will make invoices where you can see all of one customers invoices together? I would like the option to see all of their invoices on their square profile. That way they can pay their full balance together, instead of seperate. They also need more options under the invoice feature. More detailed reports and more. With a couple of updates to invoices, it would be a great feature! Do not currently use because of this!!! 

[#2]

Let's see if this would work for you, @ericinLA!

From your Dashboard > Invoices > Reports. You can select up to 10 invoices for a customer and send a customer statement.

Locate the customer, then click the three dots to the far right of that line > select Send reminders

This will allow you to include up to 10 outstanding invoices in 1 email, and your customer can click each link to pay.
This is an example of what your customer will see:

Let me know if this is more what you are looking to do! ✨ 

[DaniB3]

I use square to email invoices and I'm wondering if there is a way to add previous outstanding balances to their next invoice so they can pay all of them in a single transaction without it throwing off my numbers. 

For example:
Invoice A = $10

Invoice B = $15

Invoice C = $5 

Invoice D = $10

If they are behind and I sent Invoice D for 10 plus the outstanding 30, the total invoice would be for 40 dollars which is great and they can pay it in one transaction.  However, that causes a problem because I now have 70 dollars worth of invoices for them (10+15+5+40) when they really only owed and paid a total of 40 dollars.

Is there a way to add previous balances to the next invoice and pay it all in one transaction without causing this problem?  When I first made this mistake I realized my totals showed I was earning far more than I was, or, to avoid that, I would have to leave Invoices A, B, and C permanently marked as OWING/UNPAID and then I had all these unpaid invoices.

Thanks!

[nika]

Hi @DaniB3! Thanks for posting in the Seller Community.

I've moved your question over to this thread, because right now, we don't offer the ability to merge invoices or add previous balances all to one main invoice. This is a feature request that we're tracking and sending over to our Invoices team. 

If anything changes on this front, we'll be sure to update you and everyone else here in the Seller Community.

[PuraVerde]

Hello,

I have another scenario where this would be very useful for business.

We deliver to restaurants weekly (some more than once a week) and invoice for those deliveries.  It is VERY common for restaurants to let a few invoices stack up.

It would be great to be able to combine these overdue invoices to send them one invoice listing all of the transactions and invoices that are unpaid.

It would make it not only easier on my part, but on my customers as well.

[Valentina]

Hi @PuraVerde - and welcome to the Seller Community! Thank you for dropping by to bring your take on this to the table. Our Invoices Team appreciates the detailed explanation about how your business would benefit from this feature.

If we have anything new to share related to this feature request, we will definitely let everyone know right here!

[PuraVerde]

Hello @Valentina -  Thank you for the response and for bringing this to your Invoices Team.

I literally just looked it up this week as a local restauranteur that has multiple restaurants in the area, two fo which getting deliveries from me, let some invoices stack up.  He had asked if I could combine them into one invoice with the line items for each previously existing invoice.

He, unfortunately, had to go through and pay each one individually.  Which was complained about.  I offered to make a new invoice with one total and cancel the others, however, this would not work in his restaurant's scenario. For the books per week and keeping track of what product the individual restaurants used he needed the separate invoices to still exist and show paid.

If your team is able to view my invoices I give permission for them to review my invoices and payments made if that would help.  Feel free to reach out to me directly if there are any specific questions, or you need further permissions to review my account.

Thank you again,

[OBRV]

I'd certainly like to see this feature also.  I have customers who charge all month and want to pay their invoices with a credit card, but it takes too much time and effort to pay each one individually.

[1hbomb]

We are new to square and in a trial period, to learn all the ins and outs. This feature is actually a make or break for our business. Luckily so far the were able to bring us cash or checks as a work around.

[1hbomb]

Have your customer pay by cash or check. Old SKool.

[HPLS]

I use square invoice mostly, the most common thing I deal with my repeat clients that I bill at a net 30 want to pay all their invoices at once, but the app only lets them pay one at a time, is their someone at square that can maybe develop a system where a client can see and pay all invoices in one go instead of one at a time, it’s really annoying

[Valentina]

Hi there, @HPLS! Thank you for posting in the Seller Community.

It is currently not possible to accept one payment for multiple invoices at the same time - each invoice will need to be paid individually. I've moved your post over to this thread where we are currently tracking this feature request for our product team.

We don't currently have an update on this request, but we'll be sure to post here if we do.