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]

Hey!! Thanks so much for checking in on this feature request. Unfortunately, we do not have any new information to provide, but I can see how this would help your business and give you the look you are hoping for. I will continue to push all new feedback over to our Development Team as well. 🙂

[TCRbean]

The e-commerce market is projected to be a $5Trillion dollar industry by 2021, when does Square plan on implementing "shipping" properly on the invoice (not by adding a line item)?  Thank you!

[Lkh]

Hello,  I am having trouble adding shipping to an invoice.  I found  some information here so I understand you can create an item line on an invoice "shipping charge" and turn off the tax on that item.  The problem I am having is shipping is being added into the total of gross sales.  For example:  

Product 100.00

Tax:            7.00

Shipping:  10.00

Square is reporting my sales as 110.00 and that is not the case.

Shipping charges should not be counted as revenue.  Square will also report this figure on tax documents.  Shipping should not be part of the "sale".  Is there any way to set it up so the sale and shipping charge are separated?  Any help would be greatly appreciated - maybe I am missing something .

Thank you.

[JustinC]

@Lkh

In your case, unfortunately there's no way to prevent shipping from being added to gross sales since it's technically being sold as an item. Sorry about that. 

[Lkh]

Thanks so much for your response, @JustinC.  We love using Square in our brick and mortar store but not having a way to separate shipping is a definitely a flaw for those trying to use Square for online sales.

[JustinC]

@Lkh Totally understand. Hopefully we an improve in this area down the road. 

[cooknkpl]

This serious "deficiency" existed years ago when I started my store.

It's a pain and confuses customers.  I ship FRB (flat rate box).  I should be able to put static shipping costs in the invoice based on item!

If a "mom & pop" storefront can get it right, why cant big 'ol deep-pockets Square get it?  

[Alex_]

Hi @cooknkpl,

We definitely hear you out on this. Please know we do escalate all feedback to the appropriate teams, and will be sure to update you if anything changes. 

[Cuteapples32]

This has been a request for a while now.  Is this a feature that is going to ever be available? It would be nice to be able to mark it shipped and provide tracking to invoices. 

[Joe]

Hi there, @Cuteapples32 👋 Thanks for taking the time to reach out to us here on the Seller Community.

While we don't have an accurate timeline to share as to when this feature will be available, we can assure you that we will continue to update this thread and everyone involved as soon as we have news to share. Thanks for your patience!