thread How do you get a report for invoiced orders? in Archived Discussions (Read Only)

How do you get a report for invoiced orders?

TEHbosswoman — Wed, 26 Sep 2018 20:29:56 GMT

I have a small catering business where I take orders based on a menu that I put out and then cook based on the number of items ordered. I currently use square to invoice categories/items that I have setup in the app. It's working well, but I'm wondering if there's a smarter way to work. Ideally, I could create a menu that customers would order off of online at pay when they order (a storefront based on items that I select to be "active" for this menu) and then I could create a report that lists the customers who have ordered and what they have ordered so I don't have to manage that manually. A bonus would be if the customer could select pickup or delivery and select a preferred time for such.

I would settle for being able to get the invoice report for a time frame!

Re: How do you get a report for invoiced orders?

Tom — Fri, 28 Sep 2018 01:25:32 GMT

Hey @TEHbosswoman, welcome to the seller community!

I think that we have a few options that would be helpful for your order and reporting needs.

Firstly, I wanted to point out that the Transactions CSV does include payment type, so this would allow you to download a report for a given time period, then view the source of the payment (e.g. Invoice or Point of Sale). To view, head over to the online Square Dashboard > Transactions > Export > Transactions CSV.

Another option is with Square’s Online Store where you’re able to offer the fulfillment option of in-store pickup. For more details on how it works, have a look here: Manage Your Online Store Orders.

Hope this helps get you closer to where you need to be. If you have any further questions or would like us to take a deeper look into anything, please don't hesitate to let us know!