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Sending customer a statement of invoices
Our small hardware store loves using square for credit card processing and payroll. We want to upgrade to the Square for Retail POS system but Square lacks the ability to create monthly customer statements that summarizes the months invoices. Some customers charge many times a week and need to pay monthly to minimize the burden of paperwork caused by paying by invoice. A statement listing the invoices due is so helpful and an industry standard.
My company is looking at using Xero to create statements. It looks like invoices produced at the Square for Retail can be exported to Xero then statments can be generated from that. Am I correct?
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Hello @galestorms, welcome to the Seller Community!
I know that the sync imports your transactions, fees, tips, and refunds. On the app market place page it says track money owed as well. I recommend reaching out to Xero's support team for clarification on this bit. If it pulls Square Invoices that are overdue or in a draft you might be able to achieve this.
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