Open Tickets/Orders - okay to use it for tracking orders without applying any payments

Open orders/tickets - is it possible to mark them as in progress, ready, picked up even though unpaid? Are there any issues with using it this way?

For payments, we invoice customers for these orders. Since Square does not have any interface between Orders and Invoices (ideally orders generated from invoices), we have to enter the order information twice but at least, it will allow us to keep track of orders. Thanks!

844 Views
Message 1 of 4
Report
3 REPLIES 3
Square Champion

Hey @Simple-Delights.  That will not work.  Open tickets is a POS feature that was not set up to allow this for unpaid orders — only paid.  Other than what you are doing, I can’t think of a work-around.  So all I can do is suggest is that you head over to the Ideate Board and submit a feature request to the Invoices Team.  It is always helpful to explain more about your business, how you are doing it now, etc, so that the team can properly evaluate your request and make an informed decision about whether or not they wish to add this to the future product roadmap.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!
807 Views
Message 2 of 4
Report

Open tickets/orders can be save without any payment information or actually applying payment for it.  I can change the status as the order progresses.  It maybe that we have set the After Pay option.  In any case, this does not create any transactions, so no financial implications.  Can you see any other implications?

 

I saw that several others requesting the Order/Invoice integration already and considered as future feature but who knows when it will be ready.

767 Views
Message 3 of 4
Report

Update:  Since the post, we have been creating orders and scheduling them for future dates without any payment information since payments are handled by invoices; otherwise, sales will be double counted.  Once the order is picked up, then we simply choose the "cancel order" so that they do not stay as active order.  Other than entering the same information twice (once for invoice and once for order), It's been working well for us because we can see all of the orders in one place now - online orders customer enter and orders we enter (these are typically orders via email/phone call).  Square really needs to work on the integration between Estimate/Invoice/Order.

657 Views
Message 4 of 4
Report