Customers Names on Invoice non current

[Sifugary]

I do not understand that when I make a new invoice and I click the customer name line it still shows non active customers in the list. Making it a chore to scroll through them all.  I loved Square for its simplicity for small business owners but it seems it keeps getting more and more complicated for the 'little' guys. Maybe it's time to have a small business only department without so many non-applicable bells and whistles?

[_Violet]

Hi @Sifugary- Thanks for reaching out to us here on the Square Seller Community. We appreciate you bringing this to our attention.

I tested this out on a new Invoice and I do see the behavior you've described here: inactive Customers do populate on the select customer drop-down list.

I’ve shared your feedback with our Square Invoices Product Team, as they are constantly improving our products based on feedback like this. I'll be sure to report back to you here, once I receive more information from their team.

I appreciate your patience in the meantime! 🙏

[_Violet]

Hi again, @Sifugary 👋 Alanah here with an update from our Invoices Product Team.

The Product Team has offered a suggestion in order to work around this. You can create a filter to include only customers that have purchased within a specific time period (see screenshot below). Then, you can save the group and this would allow you to be able to click on specific customers and start an invoice from the Directory.



Unfortunately, there is no way to limit customers from the drop-down within the Invoices blade in Dashboard. However, this solution may be a better fit for you.

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