Can i create an order and opt for payment on pickup/delivery

[MKMDesigns]

Hi community, 

We sell custom products and my husband tends to get the sales whilst I create them. He works interstate and I'd love for him to be able to create an order so I can begin processing it. Most customers won't pay until the product has been completed as custom jobs can vary and change during processing. 

I have added open tickets but I can't mark them as 'processing' or 'complete' or 'ready for pickup' which would be useful to know where im upto without having to go through each one and check notes. 

Is there another way to put through orders without payment, or have the ability to invoice when complete so our customers can pay online before pickup or shipping?

Thanks!

[Laurie_ · Accepted solution]

Hi @MKMDesigns,

Thanks for writing in with your question!

I can recommend two options that might work for you here. 

1. Use Invoices Instead of Open Tickets

Since your customers don’t pay until the product is completed, you can:

Create a Draft Invoice for each custom job when the order is placed (your husband can do this from anywhere using the Square app or dashboard).

Edit the invoice later to reflect any changes during production. Once the item is complete, finalise and send the invoice, allowing the customer to pay online before pickup or shipping.

This method also timestamps the process and avoids relying solely on open tickets.

2. Enable Order Management in Your App

If tracking order status is important to your workflow, enabling Order Manager in the Square app might be the best way to go here. With it, you can create orders and update their status as In Progress, Ready, or Complete.

To get started, have a read of how to set up order manager in your app. Once that's done, you can learn how to create orders in your app.

I hope these suggestions give you some helpful alternatives to try! If you have any questions or need help setting things up, feel free to reach out, happy to help!