Create an order feature

[Cranberrycreek1]

So I recently used the create an order feature in the Square for Retail app.  I liked its ability to add a shipping cost and then it loads into Shippo - but it requires payment as being in person or having the payment details to be entered manually.  There isn't an option to send a payment link or invoice to the customer.  So my spur of the moment idea was to ring payment in as Other - then send a manual invoice with my accounting software ( that uses a square payment link 😞 )  Well that basically shows it as a double sale in my transactions.  What is the proper way to do this?  I know I could have just done a Square invoice from the get go, but I liked how the Create an order function actually pulls the order into my shippo account.  I saw a thread here where a moderator mentioned using the payment link with a cart or order - but I can't seem to find more info about it.  Thanks

[crystalimages]

I think what you need to do is refund the "other" payment type.

For the future, I would do a $0 transaction for the order, and a separate invoice for payment.

You could add a note or modifier that reminds you of the payment, but if it's all under the same customer, you will see all the transactions. If you wanted it to be really clear, you could put the receipt/transaction number on the note of the $0 order, for future reference. Otherwise, I don't think there's a way to get a transaction to process in the orders area. Could you not send a link to your online store for your customer to create the order themselves and pay, which would also create an order?

The other payment will always show up in your total income and therefore you would be taxed on it.

[Cranberrycreek1]

Crystalimages, thanks for the reply.  When you say $0 transaction, would you be meaning discount sale to total zero?  That would effect the COGS report in reporting margin.  I'm not entirely clear on how to send a link to my online store or how that would work.   But occasionally we have customers that place phone orders.  Typically we would just do an invoice then ship and all is good.  But was interested in the create order function through the register as a streamlined way of placing the phone order.  From the sounds of it, the functionality as I wish it were, doesn't exist.  

[crystalimages]

Correct, it does not work the way you want it to, or for me either....

As far as I know, the transaction won't show up in Orders if it is paid by invoice.

I wouldn't discount the sale, but change the actual price to $0 for the Order, but then the invoice is charged the price. On almost all my items, I have a "special price" variation that doesn't have a price already. So, when I select special price, the keypad pops up and asks me to enter the price I need.

However, this could affect your stock/inventory, if you track those.

You could just take the card info over the phone and input it on the Order as a manual card entry.

I do understand some people don't like giving that info over the phone, but most people don't have an issue as far as our experience.

There is the option of sending the order as a checkout link. I don't know if this is an option on the Create Order, I can't use this because I have to have Dining Options. I can't say 100%, but I believe it will act as an online order then and still push it into the orders section.

I truly wish all transactions could be run through the Orders. It would help us mark off what we have or haven't completed.

This feature got me excited, but it's just not quite what I need. Hopefully more updates on it in the future.

[KLCOX03]

It would be nice to be able to link the invoice and order portions. When we invoice for social media posts, we then have to go back manually invoices on what needs to be orders that ship. 

[Candlestore]

@Cranberrycreek1 ;

 What I do is I get all the information from my customer,

Items Quantities they want to purchase,

Their ship to address:

and if they are in an area where my regional Rate USPS packages go at the lowest price for me,

I price have another item called Shipping which rings up as an Item in my Square Dashboard

For me a A-Box is $8.38  and a B-Box is $8.88, which is where most of my orders fall for shipping.  Now my Shipping Item has no price in it so I can enter any price when I find out what the shipping actually is.  I use the Save Cart feature then add the Shipping in and call the person right back or have someone else call them.

If the shipping is farther away I call them back or let them know about being able to enter all the information at my online store.

I know this is not an efficient way to handle this and sometimes while I have them on the phone, I ask for their information first and start entering their details into my computer to copy, paste it to USPS, UPS and FedEx so I can give them their shipping rates right away.

My other option I do is on my back office for my website I have a button for Phone orders, I just place the order through there and it calculates the shipping right away.  I am not sure if Squares Website has this function since I use someone else for my website.