INVOICE CREATION GREYED OUT ON SQUARE CHECK OUT SCREEN

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Hello all, I need help. I was on the phone with Square about this and they weren't much help unfortunately. I've been creating many invoices through the checkout screen for months now. All of a sudden now its not allowing me.

 

I do all my invoices through the checkout screen. Now as of today, when I create a custom amount and then ADD A NOTE or change the tax option on the custom new item, it greys out the ability to select invoice upon the payment screen. (On both iPad and phone apps). I'm so confused as this was not happening yesterday and I created lots of invoices in the checkout screen portal. 

 

They told me on the phone that's it's not an issue on their end, but the same glitch is happening on all my devices.  My iPad is up to date, Invoices are turned on in payment settings, I've tried uninstalling the square app, square is up to date. I've tried every trouble shooting thing possible. 

 

This is really distressing because I rely on creating quick invoices through the checkout screen for my live online sales.

 

Please help me how can I fix this. ๐Ÿ˜ž

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Square Champion

HI @PaperDollVTG 

 

So quick question, have you tried to create one as you normally would but without adding a note to see if it allows for the invoice button to appear?

Dan
Square Champion
Check out Square support center for additional help.

"If you don't stand for something, you'll fall for anything"


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It allows me to create an invoice if I don't add any description to the item, or touch the state tax options of the item. The minute I do that in check out, options for creating an invoice are greyed out. I can't send invoices to customers like this without describing what the item is. 

 

This was not a problem a few days ago. Something on Square's end was changed and bugged. 

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Square Champion

@PaperDollVTG wrote:

It allows me to create an invoice if I don't add any description to the item, or touch the state tax options of the item. The minute I do that in check out, options for creating an invoice are greyed out. I can't send invoices to customers like this without describing what the item is. 

 

This was not a problem a few days ago. Something on Square's end was changed and bugged. 


Thanks @PaperDollVTG .  Yeah I assumed it is most likely a bug with one of the most recent roll outs of updates.  I will see what I can do about getting this looked into for you. 

Dan
Square Champion
Check out Square support center for additional help.

"If you don't stand for something, you'll fall for anything"


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Thank you so much!

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Admin

Thanks for tagging me in @Minion!

 

To help me investigate this, I just want to confirm a few details with you @PaperDollVTG! Can you let me know:

  • The exact iOS version currently running on your iPad and iPhone, along with the Square app version
  • The model of your iPad and iPhone
  • From what you have described above, it sounds like the flow is: from Checkout screen, you are entering the amount, then adding a note & updating the tax setting, before clicking Charge, is that correct? I want to make sure I have the correct flow so that I can follow and try to reproduce this on my end.

The other thing I just want to check: are you login as the main account owner, or are there any employee-permission set on your account? Just want to rule out that this isn't related to permission setup! 

Tra | she/her
Community Program Manager, Square
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