x

Segmented Invoices based on renewal date

I have about 500 annual memberships with different renewal dates.  Can I send scheduled invoices based on date?

418 Views
Message 1 of 4
Report
3 REPLIES 3
Square Champion

@Bcrp Are you wanting something more than you can get by setting up recurring invoices?  You can set up a recurring series, even different ones for different types of memberships/renewals, save them as templates and then use them to create invoices for each customer.  I don’t know of a way to do that for multiple customers at once, so it will be labor intensive at first.  But, after that, it should take care of itself.

Chip

If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps people who find this thread in the future.

Piper’s Ice Cream Bar, Covington KY USA
Website
Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!

जो है सो है
371 Views
Message 2 of 4
Report

Sounds like i would have to create a new separate invoice for each customer, time consuming but only have to do once. They would be custom invoices. 

i wonder if i should create separate csv files for each membership date and type?

362 Views
Message 3 of 4
Report
Square Champion

I’m not sure if that would help you. I know of no import function for invoices, currently. I could see where that could be a very useful feature in situations like yours — download a template, fill it in on your spreadsheet app, then upload it. You should put in a feature request, for sure — https://www.sellercommunity.com/t5/Feature-Requests/ct-p/Beta-Feature-Requests

 

As I said, you could create templates for each membership type, filling in the stuff that stays the same. Then create invoices from templates, adding customer info, dates, etc. That’s all I can see that would speed the initial work up a little.

Chip

If my answer resolves your issue, please take a minute to mark it as Best Answer. That helps people who find this thread in the future.

Piper’s Ice Cream Bar, Covington KY USA
Website
Facebook
Click here to see a list of third-party apps I use to add functionality to my Square account!

जो है सो है
358 Views
Message 4 of 4
Report