Every sale is unique, just like every customer. From a custom cake order to donation information, the ability to add a custom note to sales through Square Register has been there to help add any unique information you need.
Our Invoice team has been working hard to bring one of our most popular features in Square Register to our Invoices, custom notes. All you’ll need is one click and you can add any information to your items in your Square Invoices. Let’s get started!
To add a custom note to your Invoices, first you’ll to create an invoice:
- Visit the Invoices tab of your Square Register.
- Select a customer from your Customer Directory, or enter a new name and email address. You can enter up to 9 recipients.
- Add your items.
- To add your custom note select Customize and scroll to your note section. Be sure to hit save once you’ve selected your price point and taxes and added your note.
- Click Send. Or, if you’re charging a customer’s payment card on file, select a payment card from the drop down list below Payment, select a date to charge the card and hit Charge.
That’s it! We hope this change will help bring more detail and control to your customer invoices and allow you to keep making the sales you need.
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See you next time!
Kelly and The Square Invoices Team