Re: Beta Test Estimates for Square Invoices

Howard · ‎01-04-2019

I’m excited to announce that we’ve rolled out a beta for those of you that frequently invoice and want to send estimates to prospective clients.

We know this has been a top request and we are excited to share this feature with you.

By previewing Estimates you will be able to:

Send an estimate to your buyers
Notify your buyers to accept an estimate
Convert an estimate into an Invoice
Schedule an estimate to be sent later
Add attachments to estimates

Estimates is now available for all accounts on the Square Dashboard. If you choose to test on a mobile device. Please see the post below.

Please review our Support Center article to learn more about Estimates.

By testing Estimates and providing us feedback, you will directly influence and improve the product. So please share your reactions and input.

Cheers,

Howard, Square Beta Team

Howard
Beta Team Lead, Square
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ACAcatering · ‎01-04-2019

A couple of things off the top of my head as an Alpha tester. Maybe they will be fixed in the Beta. 1) I would love to have a "Message" template like the Invoices have. I'm back to having to copy and past the message from other Estimates. 2) There is a bug in the filter dropdown feature. Every time I try to filter according to "Pending," it tells me that I have "No Estimates for This Filter."

I have a few more things that I need to think through, but those are a couple off the top of my head.

Howard · ‎01-04-2019

@ACAcatering Thank you for your feedback I will share with our product team! I will look into the pending issue.

Howard
Beta Team Lead, Square
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utopiacsp · ‎01-07-2019

Yes, we would like to take part in your bata testing for payments/deposits

Tri-County-HVAC · ‎01-05-2019

Good morning!

Kudos on your efforts to implement the "Estimate" feature. While I am new to SQUARE (after using a competitor for many years) and in the Free Trial Period for the Square for Retail service, I will be a subscriber, I would love the opportunity to Beta Test The Estimate module. I am adapting the Retail offering to my Service-Oriented business and the ability to integrate estimates into SQUARE will be very useful.

Thank you,

Micheal

ACAcatering · ‎01-05-2019

Oh, and sign me up for the beta please!

Howard · ‎01-08-2019

@ACAcatering You have been invited to the beta if you were included within the Alpha.

Here are the updates including within beta:

A seller can enterer Estimate IDs that are alphanumeric characters. Previously we only allowed numeric characters
A seller can print an Estimate
A seller can preview an Estimate
A seller can see a timeline of activity in the Estimate details panel
A seller can manually mark an estimate as Accepted in the event the customer confirmed their acceptance over another channel (i.e. phone or in person)
A seller can manually mark an estimate as Canceled
A seller can add file attachments to an estimate
A seller can filter and search their list of Estimates by customer name, number or status to easily find a specific estimate
A seller can manage the email notifications that they receive for changes to an Estimate

Howard
Beta Team Lead, Square
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ACAcatering · ‎01-09-2019

@Howard Thought of another issue I've run across. It would be nice to be able to duplicate invoices as an estimate. I've run into this as a necessity a few different times.

ITUservices · ‎01-31-2019

Hi Howard!

Love the feature just started using it. I have a professional services company and would need it to say QUOTE rather than Estimate.

If that can be added would make a huge difference for me and am sure other service type companies.

Thank you!

Howard · ‎01-31-2019

@ITUservices Thank you for your feedback!

Howard
Beta Team Lead, Square
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djkinesi · ‎01-08-2019

I want to join, please!

JoboMaduro · ‎01-09-2019

Sign me up!!!

sgrose34 · ‎01-09-2019

When I try to print an invoice that is requesting a deposit, the header of the invoices says that the grand total is due on the due date of the deposit. This must be a bug.

For example, invoice created today for a grand total of $1000. Deposit requested is $400 due on 2/1/19 and the balance of $600 is due on 4/1/19. However, when I go to the invoice and choose the print option, the header of the invoice says $1000 due on 2/1/19 (meanwhile in the detail below it is in fact spelled out correctly). This is very confusing for my customers and needs to be fixed.

Chad · ‎01-12-2019

Hello @sgrose34! Since deposits for invoices is still in beta, we're tracking feedback on the main thread. I went ahead and merged your thread with the main one.

shassiebell · ‎01-10-2019

Would love to join this.

motortoys · ‎01-12-2019

please add MotorToys Snowmobile Tours for testing.

roque · ‎01-14-2019

i would like to test estimates.

Howard · ‎01-23-2019

We another update! Estimates is going mobile!

We are excited to announce you are now able to create and manage estimates on your iOS mobile device via the Square Invoices beta app.

With estimates on the Invoices app, you will be able to:

Send an estimate to your buyers
Notify your buyers to accept an estimate
Be notified when your buyers have accepted an estimate
Convert an estimate into an Invoice

To test estimates on a mobile device, click the TestFlight link below and follow the instructions to download the app on your iOS device. If you are viewing on a desktop, please send the link to your mobile device.

Download the Beta App:

iOS Invoices Beta App Instructions:

Click the link on an iOS mobile device to download Testflight and the Square Invoices Beta app.
Click View in App Store
Select Install to download Testflight
Accept to finish installation
Return to the beta link and Follow Step Two, click Start Testing
Select Install to download the Square Invoices Beta app
Open and Sign In

Android Invoices Beta App Instructions:

Follow the the Google Play Link and select Become A Tester
Download the app, by selecting the download link on the welcome page.

Please review our Support Center article to learn more about Estimates and upcoming features.

Please fill free to share any feedback about Estimates and the new mobile experience!

Cheers,

Howard, Square Beta Team!

Howard
Beta Team Lead, Square
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BaysideCPR · ‎01-27-2019

Yes, we would like to take part in your beta testing.

rsaer · ‎01-28-2019

Could you please sign us up

Carrx · ‎02-28-2019

Kudos Square team. I know you guys are working hard to launch this in your apps as well. I just want to let you know, I think its just what my company needed. I cant see anything else we would need. I would however reccomend adding square installment banner to each estimate so the customer knows they can recieve funding for it.