I’m curious how other Square sellers handle this.
If a business or corporate customer asks for the invoice as a PDF attachment instead of the standard Square invoice link:
How often does this happen for you, roughly in the last 30 days?
What steps do you currently do manually?
Roughly how many minutes does it take per invoice?
What type of customers usually require it?
Does the customer specifically require Square’s official downloaded PDF, or would a PDF containing the same invoice number, customer details, line items, tax, total, and due date be acceptable?
I’d be interested to hear how others handle this.
