Is the ability to merge invoices available yet?

[MenzDenBarbers]

It’s such a hassle to either cash clients out together or Jimmy-rig the bookings so I can cash out multiple appointments at once. I would love the ability to merge invoices. 

[Summer2024]

Hi, @MenzDenBarbers !

As of now, Square still doesn't have a direct "merge invoices" feature, but there are several workarounds you can use to handle multiple appointments or services for the same client:

1. Group Bookings Method:

   • Create a single booking/appointment
   • Add multiple services to that one booking
   • This creates a single invoice for all services

2. Cart Feature:

   • Use Square's cart feature in Point of Sale
   • Add all items/services to the cart
   • Process as a single transaction

3. Custom Item Method:

   • Create a custom item that includes multiple services
   • Use this for regular clients who often book multiple services

4. Alternative Solutions:

   • Use Square's "Add Item" feature during checkout to combine multiple services
   • Create package deals for commonly combined services
   • Use modifiers to add additional services to a single item

Best Practices for Now:

1. For Scheduled Appointments:

   • Try to schedule multiple services under one booking when possible
   • Use the "Add Service" feature within a single booking

2. For Point of Sale:

   • Keep the transaction open
   • Add all services to the same cart
   • Process once with all items included

3. For Regular Clients:

   • Create custom packages that include their usual combination of services
   • Use these preset packages to avoid multiple invoices

Hope this helps!