Feature Request: Merge invoices to allow customers to make a single payment for multiple invoices

[Hillside]

Title changed from "invoice HELP" to "Is there a way to see all of one customer's invoices together?" 

Do you think Square will make invoices where you can see all of one customers invoices together? I would like the option to see all of their invoices on their square profile. That way they can pay their full balance together, instead of seperate. They also need more options under the invoice feature. More detailed reports and more. With a couple of updates to invoices, it would be a great feature! Do not currently use because of this!!! 

[#2]

Let's see if this would work for you, @ericinLA!

From your Dashboard > Invoices > Reports. You can select up to 10 invoices for a customer and send a customer statement.

Locate the customer, then click the three dots to the far right of that line > select Send reminders

This will allow you to include up to 10 outstanding invoices in 1 email, and your customer can click each link to pay.
This is an example of what your customer will see:

Let me know if this is more what you are looking to do! ✨ 

[ndemtp]

I am looking for an option to send to a group of recipients instead of one person. I have an account that each invoice needs to go two the parts, service, and accounting department and the only way I find is to type each one in individually every time.

[JustinC]

Hi @ndemtp - found the thread you're looking for. I merged you to it. 

Thanks for posting in the Community! 

[Thnghbrhdtrdng]

It would be extremely beneficial to add a "Print Batch" option to orders. We are shipping out over 200+ Packages a week and Shippo does not tell us what items have been cancelled fo we have lost hundreds of dollars worth of product do to being misinformed. Please add this potion in the near future. We love having square but it just does not compete with Sqaurespace or Shopify and are looking into switching over if this is not resolved.     

[jenbrooke]

Any more consideration given to instituting bulk actions?  Would love to be able to select multiple invoices to send (if drafts), archive, cancel, remind, etc.

[Joe]

Hi @jenbrooke 👋 No update to share on this Feature Request just yet. As soon as we have an update for everyone, we will bounce back here and update!

Cheers.

[ericinLA]

I need to send a spreadsheet-style list of nonpayments to one client, and there doesn't seem to be an option to display invoices as line items. Currently we can see that one payee may have ten outstanding invoices, but choosing detail only displays each invoice in full with the option to resend. I don't want to resend ten invoices, I want to show the history of failed payments in one document for the client.

Can one create a multi-invoice report for one customer that shows on each line the service, the billed customer, the fee and the past-due date?

[Valentina]

It sounds like you're looking for something similar to what others have asked for within this thread.

If so, I recommend taking a peek at @RHatch's Best Answer here for a suggestion, as this would currently be considered a feature request. If this isn't quite what you're asking about, please let me know so I can take another look, @ericinLA!

P.S. Welcome to the Seller Community ✨

[ericinLA]

Thank you for your comment, Valentina.

I would say that I don't wish to create one payable bill for several invoices, as I understand that isn't how Square is configured, but I do want a report that is printable to send to a client who has more than one outstanding invoice. A line-item report coming from the app itself would add a lot of credibility to the process of explaining that multiple invoices remain unpaid over time.

As a feature request, I might benefit from a line-item bill containing multiple invoices, but understand that it would be a problem for the system to assign fully paid status to multiple invoices in one payment transaction.

[Valentina]

Let's see if this would work for you, @ericinLA!

From your Dashboard > Invoices > Reports. You can select up to 10 invoices for a customer and send a customer statement.

Locate the customer, then click the three dots to the far right of that line > select Send reminders

This will allow you to include up to 10 outstanding invoices in 1 email, and your customer can click each link to pay.
This is an example of what your customer will see:

Let me know if this is more what you are looking to do! ✨ 

[ehflower]

It would be great to be able to send a statement of outstanding invoices to  a client for the client to pay in one transaction or we as the vendor can apply a payment in one transaction.  Sometimes I have clients who will pay me with one check for multiple invoices.  MY Clients have requested this.  thank you,