thread Re: Converting check to Invoice - Is it possible? in Orders, Menu Items, Catalog & Fulfilment

Converting check to Invoice - Is it possible?

SVLFever — Wed, 11 Feb 2026 20:06:42 GMT

For the life of me, I can’t figure out how to do this, but it seems hard to believe it isn’t a feature.

I need a way to convert open checks into invoices that I can send to collect payment.

A common scenario is during a high school bowling tournament. A school might authorize their team to purchase lunch at my facility, but the coaches cannot pay for the tab themselves. In this case, we open a check under the school’s name. As the athletes order, we add each item to the check so it sends to the KDS.

Currently, the next day I have to create an invoice manually by adding each food item line by line, then void the original check. This process is very time-consuming, especially when several teams are ordering for 12–15 people each.

Ideally, I would like to either access the check and click “Convert to Invoice” or have an “Import Check” option when creating an invoice.

Do either of these options exist, or is there an easier way to accomplish this?

Re: Converting check to Invoice - Is it possible?

ehflower — Wed, 11 Feb 2026 21:51:26 GMT

hello

we have retail plus on square pos registers and invoice plus, I am not sure if that is similar to what you are running

on register

create your ticket

add client to ticket

save cart

open cart next day

charge

pick payment option invoice

this is how we do it

however, on our dashboard we have no access to saved carts. That would be a great improvement, because often times I run into similar situations that you described and it would be great to do it from my dashboard with a really large screen (because i am old and cannot see as well as i used too. I actually run two monitors)

thank you,

Re: Converting check to Invoice - Is it possible?

SVLFever — Fri, 13 Feb 2026 14:24:03 GMT

Thanks Elizabeth for taking the time to comment on this. I am running both Square for Restaurants and Retail, and yeah, you can convert a cart into an invoice. It seems like a logical step for Square to be able to convert a check into an invoice as well, as it seems that is not possible to do. It's strange that I can do it in one mode, but not the other.

I might need to put an ideate request in for this.

Thanks again for the help!