How can I update the description of an item on an invoice?

[hifiguy]

Maybe there is a way to do this, but I have not yet found it.  Add items to the inventory, and adding them as line items is fine.  What I want to do is just have a generic item such as "resale item" and then add the description within the invoice.  I don't need to track each different item sold, but I do want to see what was sold by looking at a given invoice.  Is there anyway to do this without having to add the description in the inventory entry?  

If not, I would definitely like to throw this in as an enhacement request.  

[George]

Yes, you can add a description to your invoice. Here's how to do it: https://squareup.com/help/us/en/article/5137-send-invoices-online-with-square

Or do you mean "without having to add the description in the invoice entry," rather than inventory entry? If so, where would you add this info if not in the description of the invoice?

Hope this helps! If not, please write back. And then we can definitely pass along your suggestion to our team.

[purefct]

The OP wants to achieve the same goal I have - and this is entirely possible using PayPal invoicing. 

I want to create an invoice, add a generic titled item, and while creating the invoice I want to edit the item title to a more specific description.  

Because my invoices are somewhat unique every time I send an invoice (my items are services which require specific customer by customer item service details) I will never use an item more than once.

So in PayPal I have a saved invoice template where my item shows "Repair <device> on <date> for the following reasons:" and the I edit the draft invoice from my saved template to address the specific info and send the invoice.

The only way to achieve this with Square is to edit the item description, then create an invoice and choose the item  ... but when I edit the item description for the next invoice, will this affect the item description of the previously sent invoice?

[nika]

Thanks for jumping in here @purefct. You're correct- if you edit an item description from your Item Library, then that description will continue to carry over to each invoice when that item is added to it. You would need to adjust the description each time if you want it to appear differently on every invoice.

As a workaround, you could use the "Message" section when creating an invoice and type in the unique item description there. That message appears right above any items/services that are added to the invoice. I outlined in red where the description would show:

I hope this workaround can help!

[purefct]

It would be better to allow invoice editing the way PayPal and Quickbooks do it ... Square's method is substantially inferior and requires an unnecessary amount of additional work.

[Helen]

I'm sorry for the frustration! I'll share your feedback with the invoices team. I should also mention that you can save a default message for Invoices so that you don't have to re-enter it every time. To save a default Message sign in to your online Square Dashboard > click Invoices > Settings > Invoice Defaults.