Square appointments and invoices

How do I connect my appointments to invoices to be linked?

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Square Champion

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HI @walkbyfaith 

 

There are a couple ways that this can be done. If you are using the Appointment App, you can check out this answer here .for taking an invoice payment through the app.  If you are doing so from a browser and your dashboard, you can check out this answer here for a step by step. 

 

The browser version doesn't allow you to "connect" the invoices like the App version does, (odd yeah) but they will all still be connected within the users profile.  

 

Hope this helps. 

Dan
CoatingWorx
Square Super Seller
Check out Square support center for additional help.




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Square Champion

Solution

HI @walkbyfaith 

 

There are a couple ways that this can be done. If you are using the Appointment App, you can check out this answer here .for taking an invoice payment through the app.  If you are doing so from a browser and your dashboard, you can check out this answer here for a step by step. 

 

The browser version doesn't allow you to "connect" the invoices like the App version does, (odd yeah) but they will all still be connected within the users profile.  

 

Hope this helps. 

Dan
CoatingWorx
Square Super Seller
Check out Square support center for additional help.




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Square Community Moderator

Hello @walkbyfaith  and welcome to the community!

 

Thank you, @Minion, for sharing these helpful resources. I hope this answers your question, @walkbyfaith! If you need further assistance, don’t hesitate to reach out—we’re here to help.

MayaP
Square Community Moderator
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Just sharing here as well — you can now use the Appointments Invoicing app from the Square App Marketplace to automatically generate Square invoices for appointments. I’ve been using it myself and it works great.

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