Use Square to track corporate billing transactions

andrewyxm — Sun, 21 Sep 2025 12:44:27 GMT

We have corporate clients having accounts with us, instead of billing for each transaction of service, we are billing monthly with a report of services provided to their employees.

I'd like to know what would be the best way to track these transactions, then generate a report for billing.

I was thinking to comp the transaction then use "Corporate Billing" as the reason and leave the employee name in the notes field under the services, but I was having a hard time to generate a useful report to show all transactions for a certain month related to a corporate account, as well as showing transaction details (employee names entered in the notes).

Not sure anyone has this experience, or another solution to address this need. Thanks in advance!

Re: Use Square to track corporate billing transactions

LukeNieuw — Wed, 25 Sep 2024 16:55:09 GMT

I think there are 2 potential solutions for this.

One, keep an Open Ticket for the Corporate Client and add any transactions for services/items to it on an ongoing basis. Then Charge their card on file (this is important to have!) at the end of every month and send receipt.

Or, use Square Invoices. Have your team members bring up the Corporate Invoice any time you need to add any services/items to that client and then send the invoice to the Corporate Client at the end of the month.

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Use Square to track corporate billing transactions

Re: Use Square to track corporate billing transactions