How do I add a service to an Invoice in the Point of Sale app?

Hi!

I'm new to square and i'm trying to add a service (from the service library) and i dont see it on the app when i make a invoice (i only see it on my PC)

what can i do to see it?

(i can see Item but not service)

Thanks and have a nice day!

193 Views
Message 1 of 2
Report
1 Solution
Square Community Moderator

Solution

Hi, @Choby01 ! Welcome to Square and welcome to the Square Community! 

 

In your point of sale app, you will need to create the service as an item instead of in the service library. That is geared more towards our appointments software. Once you add it as an item, you can follow the steps below to add it to your invoice! 

 

  1. Enter a custom amount or select an existing item.
  2. Apply any discounts, if applicable.
  3. Tap Make this invoice recurring to select the invoice frequency—One-time or Recurring.
    • For One-time, enter the due date, send date, and service date (optional).
    • For Recurring, enter the recurring frequency or end date (Never, On a Set Date, or After number of invoices), or service date (optional).
    • Tap the back arrow to return to the invoice. From here, you can change the invoice due date, start date, and optional service date.
    • For recurring, you can also toggle on Allow automatic payments.

This Support Article also provides details on all things Invoices in the Dashboard as well as the App. I hope this helps!

View Solution >

177 Views
Message 2 of 2
Report
1 REPLY 1
Square Community Moderator

Solution

Hi, @Choby01 ! Welcome to Square and welcome to the Square Community! 

 

In your point of sale app, you will need to create the service as an item instead of in the service library. That is geared more towards our appointments software. Once you add it as an item, you can follow the steps below to add it to your invoice! 

 

  1. Enter a custom amount or select an existing item.
  2. Apply any discounts, if applicable.
  3. Tap Make this invoice recurring to select the invoice frequency—One-time or Recurring.
    • For One-time, enter the due date, send date, and service date (optional).
    • For Recurring, enter the recurring frequency or end date (Never, On a Set Date, or After number of invoices), or service date (optional).
    • Tap the back arrow to return to the invoice. From here, you can change the invoice due date, start date, and optional service date.
    • For recurring, you can also toggle on Allow automatic payments.

This Support Article also provides details on all things Invoices in the Dashboard as well as the App. I hope this helps!

178 Views
Message 2 of 2
Report