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

[thibbysicecream]

I am happy that the inventory now syncs with invoices, but the fact that the adjustment doesn't happen until the invoice is PAID does not help our company at all.  We do invoices daily, most are paid within 30 days, but we order our supplies weekly.  So the fact that non of the items on the invoices are taken off of inventory means we still have to manually count our items.  The inventory system was the whole reason we chose Square over Paypal.  We are loving the rest of Square POS, but we are very disappointed with this inventory flaw (in our opinion).

[Helen]

@thibbysicecream Thanks for your post and for sharing exactly how this impacts your business. That's really useful feedback for our Invoices team who are looking for ways to improve Invoices and adding new features. 

One of our Community supersellers is also an ice cream store. 👋 @pessosices do you have any tips for @thibbysicecream, or do you order supplies outside of Square? 

[pessosices]

@Helen - Hmm, I'm not sure if I understand exactly what's happening.

We don't use invoices, we just sell by the scoop/pint in our shop.

We also make all of our ice cream ourselves, which we track by the tub when we make them and when we put a tub up front. We don't track our supplies via square inventory, since we use everything in such large quanitities and so fast that it's not really practical to track that way.

@thibbysicecream - So you are selling via invoices, and ordering the items you're selling based on your inventory count, but can't get an accurate count since the invoices don't update the inventory count until they're paid which sometimes doesn't happen in time for your ordering?

What are you selling via invoices?

[Helen]

Thank you @pessosices! I'm not sure if you both have the exact same type of ice cream business but you've got it: Inventory does not currently update until an invoice is paid. 

[thibbysicecream]

We own an ice cream truck and we do a lot of large corporate events. At those we give an invoice which the company turns into its billing department so aacheck can be sent to us (usuallyusually a few weeks). We order our supplies weekly.  So at a large event we sell 200 pieces of ice cream and it doesn't reflect in the inventory which really messes us up for knowing what we have on hand or what to order. We need the inventory to reflect what was sold regardless of if it is paid for on the spot or charged to an invoice. Hope that makes sense:-)

[LSM1234]

Same issue here, Square seems useless for managing inventory with invoices function if it does not deduct inventory when invoices are recorded, only when paid.  The invoices options should be:

Draft = items still in inventory

Recorded = items deducted from inventory because they are committed to an order that is waiting on payment - this is the case whether the items have been shipped and waiting on payment (terms) or the items are still in inventory waiting for payment in order to ship (prepaid).  In either case they are committed and should be deducted from available inventory

Paid = invoice closed

Any outlook for a resolution on this?

[Helen]

I don't have a timeline share @LSM1234, I'm sorry. Thanks for sharing what you'd need in order to make the switch. I appreciate your patience in the meantime.

[Heather_H]

We have really enjoyed using square until we started invoicing and realized inventory isn't deducted until after an invoice is paid.  We just want to add our two cents and say this is a necessary feature for our business, not just a useful tool.  We will also have to leave square behind if there isn't a planned update soon. Any new plans to include this in 2019?

[SassEverlasting]

I would just like to add my name to the list of people who would like inventory to update once an invoice is SENT.  For my small business if an invoice is sent - that item is “claimed” and I need inventory to reflect that.   It doesn’t happen often, but if the invoice goes unpaid I would just cancel it and hopefully that would trigger the inventory items to go back up.  Please pass this along to the team!!

[JHruby]

C'mon Square.  Time is up on this major gap.  When is this gaping hole in Square going to get fixed?

The fact that we've had no authoritative updates from anyone on anything tells me that nobody above low-level support people at Square are even aware of this functional failure.

Can we get someone at Square who actually has some decision-making authority to address WHEN this failure will finally be corrected?