thread Re: Is there a way to create invoice templates? in Archived Discussions (Read Only)

Is there a way to create invoice templates?

robhopper — Mon, 02 May 2016 09:15:49 GMT

I want to send a variety of similar invoices to hundreds of people. Is there a way to create a few templates that I could use and modify slightly for each order? Or, if they don't have invoice templates yet, has anyone figured out a workaround? Thank you!

Re: Is there a way to create invoice templates?

mremele — Mon, 02 May 2016 14:00:10 GMT

There is not a template option. However, you can copy any invoice then make changes to the new invoice. Then, repeat repeat repeat.

Re: Is there a way to create invoice templates?

bak5557 — Sun, 20 Jan 2019 16:55:38 GMT

The problem with this is, you have to enter a customer name. If you don't want to invoice a particular customer yet, but want to have the invoice ready to go, you are creating a fake billing situation. Not very clean for accounting purposes.

Recurring invoice or invoice template

Traveling-Joe — Tue, 31 Mar 2020 21:53:32 GMT

I'm new to Square & I just found this awesome Q&A. I've navigated through this & probably missed it. I'm wanting to create a "template" due to the fact all my invoices will be pretty much the same. The only way I saw to do that was to create a "recurring invoice". I did that with me as the customer (since that is the only thing that will change) and I thought when the time comes to create the invoice-I can just change it to the client. (& that would pretty much be the only thing I would have to tweak)

Most of my clients are elderly (therefore don't have email), so I selected "manual" delivery & I would print off their invoices.

They also mostly pay in cash or check (NOT card pymts), & sometimes they pay a tip. I think I got the tip thing figured out in the template & I don't even mind if I set it up to be emailed instead & I would just print it off my email. But the thing I'm stumped on is I can't figure out a "cash" pymt.

I know if your plain Square app, I can put the pymt in as cash, but then none of the invoice info shows up. It's just a pymt.

Can you help me with this pls (I have spent A LOT of time on this!-UGH!),

Thanks,

Joey

Re: Recurring invoice or invoice template

ashc — Thu, 02 Apr 2020 12:00:10 GMT

Hey @Traveling-Joe! Welcome and we're happy to have you.

I moved your post to one of the other existing threads where other sellers asked about invoice templates.

@mremele answered this above with not having templates but being able to copy invoices and edit per customer as needed.

As for your other question with cash- invoices are typically meant for card payments but if a customer pays you with cash you can mark the invoice as paid by selecting the 3 dots in the lower right corner of the Invoices screen on the online Dashboard and selecting > Add Payment.

I hope this answers all your questions!