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! ✨ 

[straycatbrew]

Seconded.  I run a small coffee shop, and extend a small line of credit to some regulars (say, the middle school kids I allow to charge up to $5 until allowance day).  Right now, I keep track of this on pen and paper.  A house account system is much overdue.

[perkins2334]

It would be nice if all created drafts could be sent at once.  Similar to an email format where you can just click the "select all" button at the top and it would send all of them instead of having to go in to each one, edit and send.  I process probably 4-500 drafts a month.  Just looking for a simplier solution if there is one. 

[EJ_]

Hey @perkins2334

It sounds like you were referring to the drafting of Invoices within your Square Dashboard. 

I agree with you that a bulk action or send all option would be a huge help for sellers, especially those that do most of their business through this channel. 

I've moved your post over to this existing thread to keep track of interest around this, as it's not available at the moment. Keep an eye out for updates in the future, as this idea is sure to get some additional seller interest. 

[WindyJMusic]

I don't see this as a feature, so I'm putting it in as a request.

I would like to send a batch of invoices.  That is, I want to send an identical invoice to many customers.  How can I do this?

Thanks,

WindyJ

[Hillside]

any updates?

[Chad]

Hello @Hillside! 

Currently this feature request isn't on our road map. If you're looking to take an in person payment you would have to use the work around Officeheads mentioned towards the end of their post. It's not the prettiest, but it will get you paid with one swipe! 🙂

[Tom]

Welcome to the seller community and thanks for surfacing this, @WindyJMusic!

I'd like to share a bit more insight with our Invoices Team with regard to this request. Can you reply with some more information on why sending an identical invoice is important for your business? This will help us keep track of which kinds of sellers would benefit with this type of feature.

Please don't hesitate to reach out with any other questions or concerns.

[uscprint]

Hi, this is one of the checkout/invoicing features that's most needed for our business, too. For clients with credit accounts, being unable to sum invoices means a lot of extra work over a week or month. At the moment we either have to delete several invoices and make a new one, or keep all of our sales offline, manually tracking them elsewhere until we invoice at a later date- which defeats the purpose of having a service like Square in the first place.

I can imagine several other common business scenarios where this function would be useful- I don't think this is a fringe scenario. Just having a "sum+reissue invoice" option under oustanding invoices would be relatively simple to implement, surely?

Thanks and any updates would be hugely appreciated. I know you guys are usually great with this stuff.

Nat

[Tom]

Hey @uscprint, thanks for taking the time to lay out why this feature is important for your clients. I agree that the ability to merge invoices would streamline the workflow for a variety of business types.

I went to check for any updates related to this request, but there aren't any developments that I can access and share out. For now, I'll make sure that our Invoices Team sees your post and point out how this function would improve both you and your client's experience. Please keep in touch and don't hesitate to let us know if any other questions come up.

[RhythmandShoes]

There needs to be an easy way to combine invoices that’s NOT just canceling out old ones. It looks messy and unprofessional, IMO.