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Feature Request: "Mark as Shipped" option and a space to add tracking number to paid Invoices

Feature Request: "Mark as Shipped" option and a space to add tracking number to paid Invoices

The title of this post has been edited from the original: Invoice Feature Suggestion

 
 

I would like to suggest a feature for invoices that is already available for website orders. We currently have the ability to keep up with the progress of our website orders, add tracking numbers for shipments, etc. I do most of my business through invoicing, so unfortunately I do not have the ability to do any of these things. Would it be possible to apply the same features to the invoice tab on the app?  

4 Verified Answers
Verified Answer

Re: Feature Request: "Mark as Shipped" option and a space to add tracking number to paid I

PLEASE add this feature to invoices. It's ridiculous to have to e-mail our customers separate from the invoice to inform them of their shipping and tracking info, and not be able to see myself the same information from the invoice itself.

 

Similarly, why can't we create shipping labels for invoices? I'm really hoping we're just overlooking the obvious here. Instead, we've had to create a hidden page for our store and, for every invoice, log into that hidden page, put in a bogus order for "Shipping Label", then go to Square Online (Weebly), to create the label. That's a TON of extra and disconnected steps, not to mention the need to even set up the additional page, fake item, etc.

 

I really don't understand how features like this (a) don't exist and (b) take an inexcusable amount of time to implement.

Verified Answer

Re: Item shipped option on invoice

If you are using a Square Online website to allow customers to purchase items from you online, you are able to mark orders as ready for pickup or mark as shipped, @alfoster163.

 

It isn't possible to take these actions using Square Invoices. If something changes, we'll update this thread!

Verified Answer

Re: adding shipping cost

You are correct that there isn’t a specific shipping option and that you have to enter shipping as a line item. Hopefully this will be fixed quickly. 

 

For the the time being, for wholesale discounting, you can have line item discounts. From the dashboard, click on the customize link (if the screen doesn’t pop up immediately when you enter the item) and manually add the discount here. For the Point of Sale or Invoices app, you can tap on the item and scroll down to add a discount. This does add some time for invoice creation versus one discount at the end, but this way your shipping isn’t discounted. 

Verified Answer

Re: Where can I add flat rate shipping to invoice?

There isn't a native way to do this yet, unfortunately.

 

What I do for flat rate shipping is have an item named Shipping with a variable price. I add this to the invoice when needed.

136 Comments

It's been quite a while.  Is there an update on this option.

 

As the other seller mentioned, this may erroneously overstate sales when reports are run.  In some states, businesses are taxes based on gross sales vs net - erroneously increasing a liability.

 

It would be great to have a checkbox on the app and desktop versions of Square to select if shipping should be added.  It would also help with the Sales Report - we wouldn't have to run the report by item to determine our "true" gross sales.  Thanks.

Square Community Moderator

@takeishacpa I hear your frustration. I'm sorry to say we don't have any updates to share at this time. 

Comeon square this has been requested a million times. We should be able to update our invoices if an item has been shipped or is ready for pickup!

Alumni

If you are using a Square Online website to allow customers to purchase items from you online, you are able to mark orders as ready for pickup or mark as shipped, @alfoster163.

 

It isn't possible to take these actions using Square Invoices. If something changes, we'll update this thread!

You can't unfortunately 

Well you may escalate these concerns to the "right people" but nothing gets done about it.  Time to change from Square!

How many times do we need to request this to make it happen? Is Square not doing it so they can take the percentage cut from it? Its insane something so simple that can be found on every other invoicing platform, isn't available here, which leads me to think it's only due to Square wanting that cut from calling it a line item.

Very plausible.

Please, make a shipping line.  It looks like this has been asked about for years.  I started using square for all invoices for the past several months, but I will be switching if we can't get a shipping line that is separated for tax purposes.

Square

Hi, I'm on the Invoices product team. 👋  Thank you all for the feedback. While I cannot give a specific timeline yet, want to let you know that this feature is in active development.