Feature Request: "Mark as Shipped" option and a space to add tracking number to paid Invoices

[BLyn]

The title of this post has been edited from the original: Invoice Feature Suggestion

I would like to suggest a feature for invoices that is already available for website orders. We currently have the ability to keep up with the progress of our website orders, add tracking numbers for shipments, etc. I do most of my business through invoicing, so unfortunately I do not have the ability to do any of these things. Would it be possible to apply the same features to the invoice tab on the app?  

[#2]

PLEASE add this feature to invoices. It's ridiculous to have to e-mail our customers separate from the invoice to inform them of their shipping and tracking info, and not be able to see myself the same information from the invoice itself.

Similarly, why can't we create shipping labels for invoices? I'm really hoping we're just overlooking the obvious here. Instead, we've had to create a hidden page for our store and, for every invoice, log into that hidden page, put in a bogus order for "Shipping Label", then go to Square Online (Weebly), to create the label. That's a TON of extra and disconnected steps, not to mention the need to even set up the additional page, fake item, etc.

I really don't understand how features like this (a) don't exist and (b) take an inexcusable amount of time to implement.

[#3]

If you are using a Square Online website to allow customers to purchase items from you online, you are able to mark orders as ready for pickup or mark as shipped, @alfoster163.

It isn't possible to take these actions using Square Invoices. If something changes, we'll update this thread!

[#4]

You are correct that there isn’t a specific shipping option and that you have to enter shipping as a line item. Hopefully this will be fixed quickly. 

For the the time being, for wholesale discounting, you can have line item discounts. From the dashboard, click on the customize link (if the screen doesn’t pop up immediately when you enter the item) and manually add the discount here. For the Point of Sale or Invoices app, you can tap on the item and scroll down to add a discount. This does add some time for invoice creation versus one discount at the end, but this way your shipping isn’t discounted. 

[#5]

There isn't a native way to do this yet, unfortunately.

What I do for flat rate shipping is have an item named Shipping with a variable price. I add this to the invoice when needed.

[apadon01]

I completely agree.  I can't believe you can't change a transaction status to from "shipping" to "shipped". 

[Printing]

I understand this feature is offered via the online store. I also understand I can "send a message" as a "workaround". But shipping product post payment is a very basic business operation so common there should be functionality built into the platform that supports it.

cc: @ELITEAUTOACCESS @dgk

[tailorcostumes]

I also have the same problem.  My customers pay quickly, but I have no way of noting on my invoices which has shipped and which is waiting for product completion.  Also, I can't change the title of an invoice after it is fully paid, so that isn't an option.

What does moving to Archive do to an invoice?  Would that remove it from the main screen?  Maybe an option?  I don't want to do it if I can't "undo" it.

Kerri

TailorMade Garments

[Carebear0308]

Is there a way to request this from Square? This is an option i really need too. its about impossible for me to stay organized without a feature like that, even paypal has an "archive" feature that allows you to remove it from the "active" screen so that you can keep track of what you still need to fulfill

[nika]

Hi @Carebear0308! Our Product Team is actually actively working on this. I unfortunately don't have a timeline to share right now, but we will definitely post here in the Community when we've launched the "Archive Invoice" function!

[nika]

@tailorcostumes Thanks for resurfacing this! We're still waiting on this feature request to be put into action (marking invoices as "shipped"). We'll be sure to post an update whenever this becomes available.

We haven't launched Archiving of Invoices... yet. But that is a request that is actively being worked on by our Product Team. We'll absolutely keep you updated when this officially launches!

[Tom]

Hello—I wanted to check in here and let you know that I was able to surface your post with our Invoices Team.

Thank you for sharing why this feature is important for your business. We are keeping track of this request, though there aren't any developments or specific timeline that we can share out for when it may become available.

 Hopefully, the workaround helps for now. Please keep in touch!

[Printing]

cc: @Mike_Farlow 

[williamwm1]

how can i track customer invoice when customer order some items. when is ready to pick up. 

[williamwm1]

How to create a box in invoice can tracking customer order is picked up or still pending ?

if i create a invoice, my warehouse will prepare it, so we need to know is ready to pick up or still pending, or is already picked on sometime.