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How do you add shipping to an invoice?

Is it possible to collect the shipping address from a customer when they pay their invoice? 

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Square

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Update: We know that this has been a very popular feature request from y'all and I'm happy to announce that we just recently launched the ability to request and collect a customer's shipping information during Invoice payment.  Now when you're creating an Invoice from the Square Dashboard or from our mobile app, you'll have the option to check off "Request shipping address." Here's a screenshot:

 

Screen Shot 2021-10-12 at 4.14.23 PM.png

 

This will require your customer to provide these details during the time of payment. You'll see this information reflected in the Invoice details from the Dashbaord once it's been paid. 

I can't wait for y'all to test things out and share your thoughts/feedback! 


Sean
he/him/his
Product Manager | Square, Inc.

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Alumni

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Hi @Horsefeathers - I wanted to provide you an update on this! Now when you print, shipping information should be included on the invoice.

 

Thanks for your patience.

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Hi VickiO, I hope you were able to solve this issue by now, 2019 :), but maybe someone else has the same question. Click on your "shipping" item and it takes you the the Details page. Unclick on "taxes" and it disables the tax fee.
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This is super frusterating. I when you apply a discount to sale, it discounts the shipping "item". UGH. We need a real solution please! 

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Admin

Hello @EKpopup

 

If you apply a dollar discount it will apply to the entire sale. If you use a percentage discount you can apply it directly to an item! This is true for sales made in person using the Point of Sale app. 

 

If you apply a discount to an invoice, whether it's a dollar discount or a percentage it will apply to the entire invoice. 

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How do you apply the percentage discount to certain line items and not others? I'm trying to avoid my shipping being discounted and see no way of doing this. Could you please post the instructions? 

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Admin

Hello @OLL! This is a great question. 

 

Currently when you apply a discount to an invoice it will apply to the entire invoice. So a discount applied to a specific item within an invoice would be a feature request. I will flag this post so the Invoices Team can to take a look at your feedback! 

 

My previous post is referring to sales in Square Point of Sale. I can see how this could be a little confusing so I will make some edits to that post. 

 

If you have any other questions please let me know. 😄

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Thanks for the clarification, Chad!

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Admin

@OLL you're welcome! Also sorry about the confusion earlier, if you ever need help feel free to @ mention me. 😄

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I'm frustrated as well. I have to double ( or triple) the shipping cost so it is accurate when the discount is given. Also, sales tax on some orders, not on others- I have to keep going back and forth to the tax page in advance. Yikes- this is awful. I just swithed from Paypal- please go there- their invoices have everything on one page- you just click. Please.

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Admin

I'm so sorry for the frustration @Nadispencer and I really appreciate your feedback. I will share this with the Invoices team, I agree it would be very useful to be able to add a shipping cost.

 

As for adding Sales Tax, if you apply a tax to an item (from your Item libray) each time you add that item to an Invoice you'll see the option to remove the tax from the Invoice. That might help speed up creating Invoices as you won't have to keep going back to the Items section to apply or remove taxes!

 

I hope this helps but if you have any other questions or feedback please let me know! 

Helen

Seller Community Manager, Square

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Message 72 of 211
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Following - as I am having the same difficulty.  I have items that are recieving a percentage discount.  I do not want the same discount applied to the shipping.

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Message 73 of 211
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Frankly, that is a problem that Square needs to address. Why would I discount a shipping charge. A standard shipping line item should be available now. Considering going back to my other credit card processor because this is unacceptable.

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Message 74 of 211
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Square

Best Answer

Update: We know that this has been a very popular feature request from y'all and I'm happy to announce that we just recently launched the ability to request and collect a customer's shipping information during Invoice payment.  Now when you're creating an Invoice from the Square Dashboard or from our mobile app, you'll have the option to check off "Request shipping address." Here's a screenshot:

 

Screen Shot 2021-10-12 at 4.14.23 PM.png

 

This will require your customer to provide these details during the time of payment. You'll see this information reflected in the Invoice details from the Dashbaord once it's been paid. 

I can't wait for y'all to test things out and share your thoughts/feedback! 


Sean
he/him/his
Product Manager | Square, Inc.
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Message 75 of 211
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When do you think you will have this feature added to the mobile app?? 

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Admin

Hello @heatherwylie, this feature is already available in the mobile app!

 

When you go to create an invoice you'll see the toggle under the more options section. Please let me know if you're having trouble finding it! 

 

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I already have her shipping address.  Not sure how this works so we can send the invoice once instead of twice for the address then again with the actual total.  

 

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Admin

Hello @Susieg! The intention of this feature is to collect shipping information from the customer if you don't already have it. If you have it on hand you won't need to enable this option. 😃

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OK I get that.  But where do we add the Shipping cost on the invoice?

 

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Message 80 of 211
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Admin

@Susieg, for that you would create another item called shipping costs and add it to the invoice as an additional charge. 

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Message 81 of 211
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If you create a custom item called "shipping costs" and add the cost for the shipping, I noticed that it will be taxed. Is there a way to add shipping costs after the Subtotal cost for items is calculated?

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Admin

@modernrose you have the ability to pick and choose which items are taxed in your library. You could just not enable it on your shipping item. 🙂

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Message 83 of 211
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Just noticed this is now available in the Android app! <Insert happy dance!> Now to find a customer to try it with.  😜

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