I have just completed my first full year with Square for my business. It's been great in a lot of ways, lacking in a few others... I thought to start the new year I would give you all my "Wish List" for features that I would love to see implemented, and open up the thread for anyone else who had items they would like to see added in 2018.
1/24/18: Updated to add Invoice Backdating
PARTIAL INVOICE PAYMENTS - Probably one of the biggest lacking features that we have run into. It seems like a basic function, so I'm surprised that Square hasn't made this a higher priority, especially with all the requests for this feature I have seen in the community. Every basic invoicing system out there has this ability. (Sadly, we use PayPal for any invoice transactions that require partial payments (which is most of them) since their system has had this ability since day one. Would love to have this all under the Square umbrella.)
BACKDATING OF INVOICES - Being able to enter old invoices or invoices that were created in other systems and date them for when they where actually created would be extremely helpful and would ensure that the sales reporting in Square was accurate. Right now you can't enter invoices into the system and date them for anything in the past. We run into this a lot and it creates a headache when trying to get sales reporting for a month when some invoices should actually be recorded in the month prior, but for any number of reasons, were not able to be and Square does not provide a way to correct invoice dating.
STORE CREDIT - Again a feature that is talked about a lot in the community. As a service business, I often reward customers for referrals with store credit. Because of the nature of our business, it is also impractical to issue a gift/egift card. (Besides, "gifts" are not the same as credit and should be listed separately on reports.) Being able to issue a credit to a customer that can be applied to direct sales or invoices would save me from having to keep a separate journal of credits for customers. Again, this is an extremely basic retail function, so I'm surprised that this hasn't already been implemented.
CUSTOMER NAME ON REGISTER RECEIPTS - Seems trivial, but having known customer's names print on receipts without having to add it in the notes every time, even if it's just first initial, last name, would be extremely helpful.
REGISTER PRINTED ANNUAL REPORTS BY CUSTOMER - It would be FANTASTIC if a report can be run and printed from the register receipt printer that shows a summary of all of a customer's transactions for that year from every payment method. Some customers use multiple cards, so aggregating this at the register is extremely valuable information for us when looking for past transactions, generating quick reports for customers for tax purposes, or considering discounts based on a customer's sales history.
ABILITY TO DELETE OR HIDE TRANSACTIONS FROM REPORTING - As mentioned in the comment below, when a transaction is refunded, or if a mistake was made in ringing the transaction, the amount of the sale remains in the sales reports. So for example, if someone makes a mistake and rings a transaction for the wrong amount and closes the sale, from that day forward, your sales records will forever be off by the erroneous sales total no matter what. Have 2 or 3 erroneous transactions, and your Square reports are pretty much useless.
