thread Re: I want to total all the bills my customer accrues and bill them at the end of the month. Poss... in Archived Discussions (Read Only)

Customer Bill | Charge

HugsSupport — Wed, 20 Mar 2019 20:33:13 GMT

I have a customer that will be ordering but will be paying by invoice later. How do I set-up a "payment method" for this specific customer and then identify all the amounts owed to bill at the end of the month? Can Square do this?

Re: Customer Bill | Charge

ryanwanner — Wed, 20 Mar 2019 20:56:20 GMT

If I'm understanding correctly, I believe the easiest way to do this is by Invoicing the customer. You can add items to the invoice as the month progresses, and then the customer can pay it at the end of the month. Just set the Due By date to 30 days out from your first addition to the invoice.

You can do this through the dashboard or apps. As a bonus, you can give the customer the option to have their card on file so you can run the card at the end of the month automatically.

I want to total all the bills my customer accrues and bill them at the end of the month. Possible?

AE4 — Thu, 10 Sep 2020 16:05:33 GMT

I want to total all my customer's charges and present them with one bill at the end of the month. Is that possible?

Re: I want to total all the bills my customer accrues and bill them at the end of the month. Poss...

AshleyK — Sat, 12 Sep 2020 12:57:26 GMT

@AE4 I've merged your thread with an existing one that will help answer your question. This is currently a feature request and the only workaround(s) would be to use invoices as @ryanwanner suggested or to use Open Tickets on the app. With open tickets you can add items or orders to your customer's bill and then charge them at the end of the month either in person or by sending them an invoice.

Let me know if you have any other questions. 🙂