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! ✨ 

[cmusicshop]

Sometimes I have an invoice sent out and the customer comes to pay in person (usual for me) and wants to add to the total with additional items.  Editing and resending an invoice is too much, often it is just a small add on.  Without doing 2 transactions, is there a way to merge a due invoice with a current sale?

[kellyj]

@cmusicshop

Thanks for the question!

There is no way to merge an invoice, other than editing it  and resending as you've mentioned. 

You could just build a cart for the new items in the Point of Sale App, and add the balance of the Invoice as a custom amount. 

Once the balance is paid, you can mark the invoice as Paid > Method Square Point of Sale.  This option will record the Invoice as paid but it will not double the payment in your Sales Reporting. 

[cmusicshop]

OK, that sounds like a pretty reasonable solution.  Might I add, as I posted on another thread, there is a problem of someone making a partial payment on an invoice in cash and it takes away the option to process the balance on credit card.  Though the solution is really for Square to allow it (as it makes no sense not to) if we could process the balance individually and have the option to mark it as "Paid > Method Square Point of Sale" that would at least give us a workaround.  As it sits now there is no option either way.  Thanks for the answer to this question.

[kellyj]

@cmusicshop

We've definitely heard feedback around this, and the Product Team is looking into it.

If I'm understanding right, you want the ability to resolve a deposit as a Cash Payment. You'd process/record the payment in the POS, and mark that Balance Paid on the Invoice?

Just want to make sure I am correctly understanding what you'd like to see so that we can get understand how you'd like it to function.  Here is a little information on our Feature Request process as well. 

[cmusicshop]

Here is the thread link: https://www.sellercommunity.com/t5/Questions-How-To/Paying-invoice-part-cash-part-credit-card-anyway...

In a nutshell: customer comes in to pay previously emailed invoice, wants to pay part in cash, the rest on credit card.  Square does not offer anyway to do this, which doesn't make any sense.  You can do split pay on a regular sale but then marking the invoice paid doubles your day's end totals.

Edit to add: Once you add a cash payment on an invoice you can only do cash/check/other, there is no 'paid through Square option.  If you choose 'other' than it adds to the daily total, which means processing it separately, as in your example above, will double the amount for the day.  If you need to charge a card you have to send a payment link (?) which it doesn't do through Square (which it should considering they have that info).  This means the customer has to get an email and pay through that, which is many extra steps and might not even be possible in person depending on what the customer has setup on his phone.  It is just super clumsy.  I just can't fathom why Square would take out the ability to pay a balance through Square.

This thread and the one posted are about having more flexibility with invoices.  About 95% of my invoiced customers pay in person and they often want to add to the sale or sometimes want to split it.

[cmusicshop]

Posting this to add: the "Paid by Square" option only exists on the PC so using the sale that I just finished as an example - customer picks up invoiced item and adds item to it.  I ring it up as suggested in the checkout screen at the counter when the customer is paying, which keeps the sale moving, but still have to go back to the PC, find the invoice, mark paid by Square.  It is a broken process that there seems to be no reason why it exists this way.

It also means, at the counter with the customer, that I have to pull up their invoice, remember the amount due and add it to the checkout screen as a 'balance due'.  I'm wondering how the itemized sale of the invoice and the more broad 'balance' item works when I am looking at category reports.

It really is a case of Square adding functionality that they already have but in piecemeal - can split payment in check out but not invoice, can show "paid by Square" on PC but not tablet POS, etc.

[kellyj]

@cmusicshop

We're constantly building and updating these products to work for all business.  I'm sorry that this is a frustration for you.  

The invoice system as it is right now, is really meant to be used to as a way to generate a payment from your Customers without having to check them out in the POS- and a way to collect payments when your customer is not in the shop.  

We're always evolving these products to better serve how you use it, so this feedback is valid and passed to the product team so we can iron out the kinks. Doesn't make the experience smooth right now, but it exposes where we have an opportunity to make it better for the future.

[cmusicshop]

Thank you.  This is one reason I've posted several times on various topics, I realize that Square can not forsee all the ways businesses will use their products.  For me most of my invoices are paid in person (95%) as they are usually repairs and parts which are dropped off and picked up in person.  Many people want to see the finished work in person before paying, in my situation, which is fine by me.  I was cautious using invoices for my services since this was always the case for us but many customers have praised getting them even if they do not pay them in advance and it is the way I collect more customer information than just a regular sale when people might be more in a hurry and less inclined to give their address, etc.  Also a way I can add a lot more detail to their invoice (which serves as a receipt too) this way over trying to do it at the time of pick up.

I think most of the hurdles I have right now with Square are the inconsistencies of certain processes as mentioned - marking something "paid by Square" only on PC but not POS, ability to split a sale but not an invoice, etc.  For these, they already have the feature, just not across the platforms or services.  I really hope Square takes these requests to heart.  Thanks for your time!

[kellyj]

@cmusicshop 

Absolutely. This is how change occurs, by these conversations. We appreciate your feedback and more than anything your patience! 

[BudgetBins]

I agree completely. This would be very hepful. It's been like 8 months, is anything in the works yet?