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

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

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?  

4 Verified Answers
Verified Answer

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

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.

Verified Answer

Re: Item shipped option on invoice

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!

Verified Answer

Re: adding shipping cost

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. 

Verified Answer

Re: Where can I add flat rate shipping to invoice?

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.

136 Replies

I know this is months old but now they have thankfully and finally fixed this issue and you can accept payment for an Invoice from the app! Maybe you are aware but I was just revisiting this thread and thought I'd mention it.

Alumni

Thanks for the update, @ccorona!

Most everything I invoice is paid before an order ships. It would be great to update, or somehow tag, a closed/paid invoice with the tracking number of the shipped order. With that, it would also be great if the customer received a notification that the order has shipped and possibily pull shipment activity/status from the shipper. Thanks in advance.

I am having the same problem!  We are dealing with a large volume of paid invoices and we need to mark them as shipped.  It's also frustration when you can't sort the invoices in numerical order.

Numerical  batch printing would be beneficial.

I use Shipping Easy to ship, but square is not compatiable, how in the world can we organize invoice to see what has shipped and what needs to ship ect. 

Admin

Hello @ohsewfancy I've moved your post to this thread where we are tracking this request. It's not possible to mark an Invoice as shipped/view Invoices by a 'Shipped' filter at this time. I see how that would be very useful and I'll share your request with the Invoices team.

 

Hopefully in the meantime another seller can share a workaround they've found using reporting or other integrations. 

Please add my vote for this feature request.

This reply was created from merging an existing thread: How to include shipping charge when creating invoice

 

I created an invoice for a product that was shipped to a customer but the flat shipping cost is not being added to to invoice automatically and not included in the total amount due. How do I add the shipping charge to the invoice?

You could create an Item called "Shipping Charge" and add modifiers if you need different charges for different areas.  That's what I've done with my delivery fees.

 

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