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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

Thank you for the update 

I'm glad to hear that. As I mentioned above, there is alreading a shipping line for items sold through the online store. So hopefully it would not be difficult to expand that to allow manual addition of shipping items to invoices and direct sales.

In addition to the previous comments, this feature would also be useful to allow tracking for order where deposits are necessary which require use of invoicing rather than the online store.  

I agree, this feature is what I am looking for. I would like to be able to provide status updates and tracking numbers for invoices to move them through the fulfillment process. 

Square Community Moderator

Thanks for adding your voice in support of this Feature Request, @jpaulson! As soon as we have more info to share in regards to launch, we will reach back out to everyone here and update accordingly.

 

Cheers!

Hello, It would be really fantastic to have a separate line after the subtotal for shipping amounts to be added in. Currently it is not possible to offer a discount on an entire order that has shipping on it, because it automatically applies the discount to my shipping line as well. It is tedious to add the discount line by line and more often than not...I screw up and either short change my customer or myself. Thanks.

Square Community Moderator

Hi @WireExpressions! Thanks for posting and welcome to the Seller Community. Can you show me a screenshot of what you are referring to? Is this with the online store, or are you adding shipping and discounts to an invoice?

Beta Member

Yes. Please square, this would be super valuable for me! I actually created an item to include my shipping fee for invoices. I would love to see it in the total box. 

Looking back, it's been years since this simple, common sense feature has been requested.  Is anyone listening? Does anyone at Square care?  Please provide an answer why it CANNOT be done. 

 

@AshleyK I've attached a screen shot for you. 

I hope this image makes sense. Either enable a line where the shipping can be added so it is not discounted in the total invoice amount. Or make it possible in the item creation to toggle on a NO DISCOUNT feature that always stays toggled on. (this would actually be a nice feature because I have a couple items that I never offer discounts on - so those I have to do line by line too, but shipping is the line I most frequently add) Thanks 🙂

 

Invoice Capture.PNG