Is the ability to merge invoices available yet?

MenzDenBarbers — Sat, 10 May 2025 23:34:09 GMT

It’s such a hassle to either cash clients out together or Jimmy-rig the bookings so I can cash out multiple appointments at once. I would love the ability to merge invoices.

Re: Is the ability to merge invoices available yet?

Summer2024 — Tue, 13 May 2025 14:34:02 GMT

Hi, @MenzDenBarbers !

As of now, Square still doesn't have a direct "merge invoices" feature, but there are several workarounds you can use to handle multiple appointments or services for the same client:

Group Bookings Method:
- Create a single booking/appointment
- Add multiple services to that one booking
- This creates a single invoice for all services
Cart Feature:
- Use Square's cart feature in Point of Sale
- Add all items/services to the cart
- Process as a single transaction
Custom Item Method:
- Create a custom item that includes multiple services
- Use this for regular clients who often book multiple services
Alternative Solutions:
- Use Square's "Add Item" feature during checkout to combine multiple services
- Create package deals for commonly combined services
- Use modifiers to add additional services to a single item

Best Practices for Now:

For Scheduled Appointments:
- Try to schedule multiple services under one booking when possible
- Use the "Add Service" feature within a single booking
For Point of Sale:
- Keep the transaction open
- Add all services to the same cart
- Process once with all items included
For Regular Clients:
- Create custom packages that include their usual combination of services
- Use these preset packages to avoid multiple invoices

Hope this helps!

thread Re: Is the ability to merge invoices available yet? in Online Store

Is the ability to merge invoices available yet?

Re: Is the ability to merge invoices available yet?