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Invoices for dues. Possible to upload a CSV of people to invoice?

I want to use Square to accept annual dues payment from 300+ people. I can't see how to upload a CSV of people to invoice.

 

I know I could set up a store or payment URL to do the same thing but I shouldn't have to pay 3.5% per transaction when invoicing is the same action and costs me 2.9%.

 

 

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There is not a way to send invoices automatically to a list of people, they need to be sent individually to people.   you can make it a Reccuring Invoice though so it will rebill them when it is due again. You can import all the customers in a file so you just have to select them at the time of sending an invoice.  You can upload customers here.

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Square Champion

Best Answer

There is not a way to send invoices automatically to a list of people, they need to be sent individually to people.   you can make it a Reccuring Invoice though so it will rebill them when it is due again. You can import all the customers in a file so you just have to select them at the time of sending an invoice.  You can upload customers here.

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can i import customers' payment info as well?

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Square Community Moderator

Hello @epikta - You can take a look at the Summaries and Reports that live in your Square Online Dashboard. 

 

Let us know if you have any other questions. 

 

Have a good day! 

 

Sayra
Community Moderator, Square // Moderadora de la Comunidad, Square
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