Feature request for Invoices: Inventory is updated when an invoice is created (not when it is paid)

[JHruby]

This reply was created from merging an existing thread: Square invoices now syncs with Square Inventory

Thanks for adding this feature, but I agree with TomLittle above.  The feature is not usable until there is a way to reduce the inventory on CREATION of the invoice.

The whole point of having inventory tracking is to know how much you have left to sell.  You can't have an accurate idea if inventory that is actually "sold" is still included in the "available" category.

Please complete this functionality ASAP.   

[#2]

It's a money grab it's never going to happen it hasn't happened in all these years and years and years. we know it works in other systems.  Square wants the invoice to be paid, so they get their cut, which is fine but give us the ability to take it out of inventory.  You're biting off your nose to spite your face.

[#3]

So you mean to tell me that Square did all this work on INVOICES and didn't work on the Invoicing and Inventory issue with people SCREAMING FOR YEARS to have inventory reduced after invoice is created.  You have got to be kidding me.  I've been patient, but have had enough.  GET SOMEONE THAT CAN MAKE THIS HAPPEN!!!!  THIS IS ABSOLUTELY UNACCEPTABLE AT THIS POINT.  PRETTY MUCH STUPIDITY.  Adding all the fluff that we don't need is crazy.  WE NEED THIS INVOICE ABILITY NOW!!!!!!   Get the word to anyone and everyone.  Post their emails so we can bombard them directly.  I feel our voices are NOT BEING HEARD!!!  We want answers.

[#4]

Items added to invoices won't decrement inventory until the invoice is paid, not when it's created. From Dashboard, make to enable Inventory Management for Invoices within Items > Settings so stock amounts reflect accurately with each Invoice sale. 

@blessednaildiva

[dotdotsmiledp]

This is a catch22 because what happens if that invoice is cancelled? the system would then have to put that item back in inventory and adjust accordingly. Until that invoice is paid, technically it is still in your inventory. It's not sold until the invoice is paid. Maybe this should be a user preference option. 

[SassEverlasting]

I don't really see it as a catch22 - if the invoice is canceled - the item should be returned to the inventory count.  Or maybe a popup could happen when the invoice is canceled - "Would you like to return these items to inventory?  Yes or No" type thing!  For many people - once the invoice is created - those items are already "spoken for" and need to be removed from the inventory count.  The number of invoices that need to be canceled should be minimal.  Especially with the option to send estimate invoices.

[Joe]

Thanks so much for adding your voice here @dotdotsmiledp. 

@SassEverlasting - our Product Team is following this thread closely. We hear each of you, and we can totally see how this would be helpful for our Sellers utilizing the Invoice feature.

We appreciate you hanging tough. We will be sure to update here whenever we have more to share. 

[QualityCBD]

I am adding my comment to this thread for how important this is - If an invoice is created we need to have the option for that product to be immediately reserved for that customer and taken out of sellable inventory.  Especially since the likelihood that the invoice payment might not be due for the 7 days, 15 days, or 30 days in the future for wholesale ordering - the product will be taken out of inventory up to a month before it might get paid.

Thank you

[jreiter]

We currently place items "on hold" for customers that call in until they can come pay and pick item up.  This is working fine - but we are about to launch online store via weebly.  If we continue this practice of placing an item "on hold" - it remains active in our inventory but in actuality we cannot sell this item as it is being held for another customer.  Is there a way to remove these items from available inventory?

We do take some payments over the phone - at which time this is not an issue as the item is officially sold and removed from inventory count.  However, not all of our customers want to pay before coming in to see/try an item.

We need a feature that allows us to mark a sale as pending or on hold and remove item from inventory count.  

[cmusicshop]

@jreiter I don't know if using an invoice removes the item from inventory as I don't use Square for inventory, but you may want to look into that.  You could create an invoice with the item and save as a draft until they come in.

[AshleyK]

Hey there!! This is a feature you an choose to turn on. I have merged your post with an existing thread in which this feature was released from the request of our sellers, but I have also posted the answer below in case it is missed:

Great news everyone! Our Invoices Team just introduced the ability to enable inventory management for invoices. 🎉  If you head to the Settings within the Items tab, you'll now be able to turn this feature on (per location). Once enabled, item count will automatically decrement when an invoice is paid. Here's a screenshot: 

[cpatracey]

ANy updates?  I know this has been a question for Square for several years now.  Is this something you are really looking to fix?  I need this feature ASAP - my inventory is driving me crazy! 

We don't need the inventory to decrease once the invoice is paid - we need to do decrease was the invoice is PREPARED/CREATED!!! If this is NOT an option that you are looking into I will be forced to change platforms.

[Joe]

Hi there, @cpatracey. Thanks for adding your voice here.

I want to let you know that I hear you. I can definitely see how depleting inventory once an Invoice is created would be helpful - especially in situations like yours where a large assortment of inventory is being managed.

While I don't have any insight into whether or not this feature is actively being developed by our engineers, you have my word that I will continue to pass this feedback to them as a Feature Request. We are always looking for ways to broaden our customization of the Invoice feature; I think this would be a great addition that would offer a lot of flexibility. 

Thanks for hanging tough with us on this one. I will be sure to share any news or updates in the future here on this thread. 

[dannye]

Just chiming in with another vote to get this feature in ASAP. I sell one-of-a-kind items, and it seems insane to me that I can send someone an invoice, but the item stays available on my site for others to scoop it out from under them. That’s a recipe for upset customers.