x

how to add invoice# while processing payment

I used to be able to post invoices# while processing payments but I do not use square invoices. In new updated version, there is no option just to input manual invoice #

683 Views
Message 1 of 2
Report
1 REPLY 1

If you use/create invoices via the online dashboard then you can override the invoice number with your own.  On the app is has a field for Custom Invoice ID.

 

You could also enter your invoice id in the Invoice title.  This will make it easier for you to search for the invoice in reports.

 

If you are just taking payments you can enter your invoice in the notes.  After you enter your amount click on it and add your invoice into the notes.

670 Views
Message 2 of 2
Report