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.

[BLyn]

I would like to add that in addition to the ability to mark invoices as paid and shipped, there should also be a feature that queues up paid invoices under the "orders" tab in the app. Alongside the orders from our online stores. (For those of us who also sell custom work that requires creating an invoice to collect payment.) Once the invoice is paid,we should immediately be able to file it under "active orders" which would allow us to streamline the packing, shipping, and marking "paid" and "shipped" all in one place. 

[ritzput]

Many of my orders are from out of state, so many of my deliveries become my customers.

I need a Delivery section with Name, address, home and cell section that can then be integrated into POS for email blasts.

[ritzput]

Orders that are delivery need a field for card message:

[ritzput]

This is for when I'm creating an invoice.  Also need it for online orders.

[ritzput]

This is for when I'm creating an invoice.  Also need it for online orders.

[IonaTeas]

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.

[JJ_]

Hey there @ritzput 

While you may be able to add custom fields to invoices using our Invoices Plus feature. In order to include these fields in Square Marketing, your customers would need to accept the consent for email marketing. This last part is not yet available on Square Invoices and is considered a feature request. I will pass this one over to our product team so they can take it into consideration when working on future updates.

[JJ_]

Hello again @ritzput 👋

Currently, the only field available for a message would be the one found in the checkout. I believe it's called Message Seller. If you need any other information from the buyer the best way to accomplish this would be by creating a custom text modifier and having the buyers enter the desired information there. 

Here's a screenshot of how to create the modifier with the text box so your customers are able to enter the needed information.

I hope this information is helpful!

[SoapyJo5]

I found the answer! Go to ACCOUNT, BUSINESS, SERVICE CHARGE, then create a service charge like ( USPS FIRST CLASS SHIPPING) or whatever want you use, save it. Then when making an invoice, click ADD A SERVICE CHARGE, the service charges will let you pick from all you have created. In completed invoice, mine only shows USPS FIRST CLASS POSTAGE not Add a service charge.  It is added after taxes and discounts and not in the items. I hope my directions are clear.

[heather62680]

@SoapyJo5 thank you!!