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.

[AshleyK]

@WireExpressions thank you!! That was extremely helpful and I definitely see how important that could be for our sellers. I have merged another thread into yours so we can keep all the feedback together. If I get any updates, we will share them there.

Let me know if you have any other questions. 🙂

[PLHLtd]

I would also like to see shipping as a separate section on invoices - it would make the invoice much less confusing to my customers!

Regarding discounts on an entire order, there is a work around if you're using Square POS:
- Make sure the discount you're using is set up in advance (so it creates a toggle option)

- Create a draft invoice in Dashboard (or POS if that's easier)
- Add the discount to the draft invoice in POS

- Select the items you don't want to be discounted and toggle that discount off

- Send from POS, or save as draft and send from Dashboard (don't try to edit the products once you've done this though, or it will turn the discount back on and you won't be able to remove it again)

It's really strange that this is possible in POS but not Dashboard - would be nice to see it work this way in both, so I don't have to keep switching back and forth for the same invoice!

[DrBK33]

Can you add tracking numbers to an order placed and paid by an invoice similar to purchases on the online side?

[ashc]

Heya @DrBK33 and welcome to the Community!

I moved your post to a thread where this feature request has been brought up before by another seller.

Check out the Best Answer above for details. 

In the future, don't hesitate to search your question first here or on the Support Center for your quickest answer too!

[fwbling]

Can we PLEASE revisit this? This would help so much in the way of my business. I use square to invoice for my live product sales on social media. An area for shipping is very much needed. 

[Printing]

@Tom What's the good news on this?

[Printing]

Any updates on this to share?

[Valentina]

Adding a tracking number to a Square Invoice in the Paid state is still considered a feature request, @Printing.

I did go ahead and merge some related threads together, then bubbled this up to our team again - thanks for checking in!

[tailorcostumes]

I archive invoices once they are shipped or delivered.   That is the only work around I've found.

[rachk2008]

Still think this would be a great added feature. Even if I had to manually mark each invoice & add in tracking just having the option would help so much. @Valentina Any chance this can change in the future, maybe an option with the new invoice plus that just rolled out?