thread Re: Invoices for dues. Possible to upload a CSV of people to invoice? in Archived Discussions (Read Only)

Invoices for dues. Possible to upload a CSV of people to invoice?

ElJefe — Mon, 16 Oct 2017 00:12:39 GMT

I want to use Square to accept annual dues payment from 300+ people. I can't see how to upload a CSV of people to invoice.

I know I could set up a store or payment URL to do the same thing but I shouldn't have to pay 3.5% per transaction when invoicing is the same action and costs me 2.9%.

Re: Invoices for dues. Possible to upload a CSV of people to invoice?

VanKalkerFarms — Wed, 18 Oct 2017 00:42:35 GMT

There is not a way to send invoices automatically to a list of people, they need to be sent individually to people. you can make it a Reccuring Invoice though so it will rebill them when it is due again. You can import all the customers in a file so you just have to select them at the time of sending an invoice. You can upload customers here.

Re: Invoices for dues. Possible to upload a CSV of people to invoice?

epikta — Tue, 15 Feb 2022 23:25:41 GMT

can i import customers' payment info as well?

Re: Invoices for dues. Possible to upload a CSV of people to invoice?

sayra — Thu, 17 Feb 2022 20:46:51 GMT

Hello @epikta - You can take a look at the Summaries and Reports that live in your Square Online Dashboard.

Let us know if you have any other questions.

Have a good day!