Add customers email to invoice

[JoeBerg]

It would be very helpful to us if we could add the customer's email to an existing invoice. Very often the customer supplies us with their email after we have generated the invoice from a Saved Cart.

[Donnie-M]

@JoeBerg From your online dashboard, you can go to the invoice  -->  click the 3 buttons to the right ---->edit invoice ---->  scroll down to communication ----->  Add recipient

Wamopamow, You now have that invoice going out to other e-mail addresses.  You can also share a link to a invoice.

[Friday]

I was able to ADD the email to my customer, but it seems that once the Estimate or Invoice is created, I cannot USE that email that I added. This is EXTREMELY frustrating, even though I know I can copy the link. Why doesn't this work right?

[nika]

Hey @Friday. I'm not sure I follow. Are you saying that after you edit a customer's email address that you're unable to use it in a new invoice?

[KristiH]

He's probably saying it won't let him go to a previously created invoice or estimate.  I'm having the same issue.  If you don't put the correct info into the invoice/estimate at the time it's created it will not let you go back later and do it (even if you edit your customer information). 

[_Violet]

Hi there @KristiH - Thanks for your reply on this thread here on the Square Seller Community👋😊

I'm not quite sure if this is expected behavior or not for Square Invoices so I'm going to consult with the Invoices Product Team on this one to get the best answer for you. I'll reach back out to you here once I gather more info! Thanks for your patience in the meantime.

[Donnie-M]

@Friday Yes, I have seen that, once the invoice/estimate is created, you cannot edit the original contact info.  What I have done is "duplicate" the invoice and cancel the original invoice and send the new one to the correct e-mail address.  Otherwise I have just added the e-mail to the pertinent party and had them pay it.

[_Violet]

Hi all! Thanks for your patience here. The Invoices Product Team got back to me and here's what they've let me know...

@KristiH and @Donnie-M are correct here. The customer cannot be changed after the invoice has been sent and this is expected behavior. You could also duplicate an already sent invoice and assign a new customer. Then, you can then cancel the original (incorrect) invoice.

I hope this information is helpful but please do let me know if you have any additional questions!