thread Re: Create a report for upcoming sales in Archived Discussions (Read Only)

Create a report for upcoming sales

awa — Thu, 31 Oct 2019 19:05:38 GMT

Most of my sales are scheduled monthly charges.

Customer saves a card on file. I create a recurring invoice - Same time. Same Amount. Each Month. Till canceled.

How to I see a report showing the total of my upcoming - scheduled - sales total?

Yes, I see all other types of reports, but I want next months totals.

Thanks!

Martial arts studio owner

PS, I love Square!

Re: Create a report for upcoming sales

Joe — Fri, 01 Nov 2019 12:59:36 GMT

HI @awa 👋 Thanks for dropping in here! So glad to hear from you again.

The ability to generate a future report like what you are describing is currently not something that we offer. I can totally see how this would be helpful to you though - so I will, in turn, pass this over to our Product Team as a future Feature Request.

As of now, reporting will only collect data on transactions that have been fully completed. If this changes in the future, I will be sure to post an update here on this thread so that you will be notified.

Thanks, again!

Re: Create a report for upcoming sales

MrsElizaWalker — Mon, 22 May 2023 20:17:46 GMT

Is this feature still not an option? As easy as square is to use I would think this would be available.

Re: Create a report for upcoming sales

Arie — Wed, 24 May 2023 04:10:42 GMT

Unfortunately, I don't have any news on this feature request yet, @MrsElizaWalker. We'll be sure to share an update if there are any movements on this!