Bulk invoicing

[MarshfieldCC]

Am I right in thinking that bulk invoicing isn’t available in Square? I’d like to send the same invoice to 150 of our Club members (annual membership subscription) but can’t immediately see any way to do this. Obviously I can duplicate the invoice and fill in the name, email etc every time, but this is incredibly time-consuming and frustrating. Is anyone aware of a work-around? Reading the discussion board it seems as though this feature has been requested by many people over some years. Any movement on this, Square? Thanks 

[Derosamusic]

Just started looking at square appointments and Yes this is a game changer! I have 600 clients invoiced 3 times a year so if I cant bulk invoice its a no to square!

[Breffni]

Hey @MarshfieldCC and @Derosamusic, thanks for your post and insights. 

We have a bulk editing tool for Square Invoices but not a bulk-invoicing tool as you would require. We are always working on improving our features, so hopefully this is something we'll be able to offer soon. I'll be sure to come back to this thread if I get any updates. 

In the meantime, I'll leave some information on bulk-editing invoices below - maybe it can help you in some other way. 

From the Invoices tab of your online Square Dashboard, you can complete bulk actions to multi-select invoices and mark as paid, cancel, or archive. You can also bulk delete invoices in draft status.

To complete bulk actions, you can manually tick the checkboxes next to the relevant invoices.

Note: Once you bulk delete invoices, this action cannot be undone. The ability to multi-select invoices to print is not yet available. We are working on a solution in the future.

[MarshfieldCC]

Okay, thanks Alegra, but I really don’t understand why this feature hasn’t been developed… it seems to have been requested so many times down the years and would make Square so much better for many users. Square appears to be unresponsive to Customers’ needs… not a good look! 

[Derosamusic]

There are 2 issues here, bulk invoicing and then bulk invoicing appointments.

For me the problem is if you use scheduling software there has to be a link between what your scheduling and what you are invoicing. As I understand, if I were to schedule a customer for 12 appointments using the recurring tool I then have to go into the invoicing module to raise an invoice. However what you are invoicing has no relationship to the appointments scheduled. Then try

multiplying that by 600 customers that we have booked on recurring appointments every week....its fundamentally floored and open to human error. So even if you had a bulk invoicing option, how can you audit who has or hasn't paid against the appointments they have booked. Or flip it, how can you tell who has or hasn't been invoiced for the appointments they have booked.

In my opinion the starting point needs to be a relationship to invoice appointments that are being scheduled. 

[Breffni]

Thanks both, I can assure you our product teams do their best to provide our sellers with what they need. New features take time for our team to build. Our Product Managers take a lot of things into consideration when developing new features or updating features that already exist. But I do understand where you are coming from as a bulk-invoicing tool is essential to your business. 

Currently the options for accepting payments for Square Appointments are: 

- The Appointments app

- Online booking site

- Through the Appointments Dashboard 

Unfortunately, there isn’t an automated sync with Appointments and Invoices, but I think it’s a great idea and can see how it would be beneficial. I’ve shared your feature request with our product team so they can look into this for the future.