thread Re: Generate repeat invoice from sales to a specific discount category in Payments Troubleshooting

Generate repeat invoice from sales to a specific discount category

Radio1 — Sun, 21 Sep 2025 06:33:30 GMT

We collect monthly sales to a neighbor customer who gets discount on all their purchases through the month.

How can we generate an invoice in Square that is based on that specific customer's discount category?

Re: Generate repeat invoice from sales to a specific discount category

sayra — Thu, 27 Jan 2022 00:44:02 GMT

Hello, @Radio1- Have you tried to create a Recurring Invoice Series for this customer? Sounds like you may benefit from it. You can also add a discount percentage or amount at the time of creating the invoice under Line Items.

Re: Generate repeat invoice from sales to a specific discount category

Radio1 — Thu, 27 Jan 2022 01:22:16 GMT

We do have a recurring invoice setup but we need to accurately enter that months total sales. We track sales to this customer by looking at their discount code. They get 100% off each purchase and then we invoice the business owner each month. So we simply want to link monthly sales that used this discount code to an invoice to the customer.

Re: Generate repeat invoice from sales to a specific discount category

JJ_ — Sat, 29 Jan 2022 17:17:57 GMT

Hello @Radio1

This would be considered a feature request at this time.

I will make sure to pass this feedback to our product team for their visibility and consideration when working on future updates.