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Link Square Appointments to Square Invoices

Link Square Appointments to Square Invoices

Please link Square Appointments and Square Invoices so that the platform can automatically generate a monthly invoice that encapsulates all the appointments from a given month (rather than having clients pay at the time of service for each individual appointment).

I use Square Appointments to schedule multiple sessions with clients throughout the month, but I only want to send them one invoice at the end of the month for payment (rather than a bunch of individual payment requests through Square Appointments at each visit).  It would be great if Square would allow you to automatically convert multiple appointments from a given month and generate one invoice. As a seller with a personal relationship with clients, I don't want to remind my clients that they're paying me money over and over again -- I want them to be reminded of payments to me as infrequently as possible.

2 Comments

Please link Square Invoices and Square Appointments so that the platform can automatically generate a monthly invoice that encapsulates all the appointments from a given month (rather than having clients pay at the time of service for each individual appointment).

I use Square Appointments to schedule multiple sessions with clients throughout the month, but I only want to send them one invoice at the end of the month for payment (rather than a bunch of individual payment requests through Square Appointments at each visit).  It would be great if Square would allow you to automatically convert multiple appointments from a given month and generate one invoice. As a seller with a personal relationship with clients, I don't want to remind my clients that they're paying me money over and over again -- I want them to be reminded of payments to me as infrequently as possible.

Square Community Moderator

Thank you for sharing this suggestion, @FluentSF

 

This would be a feature request at the moment. While you can create an invoice for each individual appointment, it's not currently possible to compile multiple invoices into one invoice. I can see how useful this feature would be for businesses like yours. We'll track this request in this thread, and pass your suggestion on the Appointments, and Invoices teams for consideration. 

 

We appreciate you taking the time to share this suggestion with us - thank you for being a part of the Seller Community.