How can a person who ordered automatically become a customer?

[taylormd]

How can someone who ordered automatically become a customer in Square so I can send them invoices without having to add them manually as a customer?

[Tom]

Hi @taylormd,

Welcome to the Seller Community!

With Square Invoices, you do have the ability to allow your customer to save their own payment details. To set this up, have a look at the video demonstration here: Is there a way for a customer to auto-pay recurring invoices?

As for automatically adding customers, I'd like to share a bit more insight with our Customer Engagement team. Can you provide a bit more information on what you'd like the process to look like? Thanks for your patience as we do make improvements based on seller feedback.

[taylormd]

Hi Tom,

Thanks for replying! I'm using a third party for my registration form for an event and it uses Square as the payment gateway. A registrant shows up in Square as an order but not as a customer, so I have to manually add them as a customer to send them an invoice for their remaining balance. I was hoping they would automatically be added as a customer so I don't have to manually add their info into Square in order to send them an invoice. Am I missing something? I wasn't expecting to have to add them in manually.

[kellyj]

@taylormd

Sounds like the third party integration may be the culprit here.  Could you tell us a little more about how you are set up for you ticket sales?

Usually when we have third party integrations, they do not fully pass the Customer Information from the site - the 3rd party App captures the information, and we process the payment. Which is why you are not seeing the customer information in your directory.

Let's take a deeper look into what you're using, and we'll see what we can do from there. 

[taylormd]

Great! I appreciate your help! I am using Brushfire as the registration for my event. https://brushfire.com

[Tom]

Hi @taylormd,

Thanks for your patience. I surfaced this thread with our API folks and they were able to have a closer look.

At this time, the ability to automate adding customers as you've described is a feature request for Brushfire. Basically, using our APIs—you can certainly create a customer and attach it to an order or a payment (or both). However, if Brushfire hasn’t built that into their integration, the additional information won’t transfer. Since it sounds like you're solely relying on Brushfire rather than creating an integration yourself, we aren't able to offer additional recommendations.

That being said, you could reach out to Brushfire to see if they’d be willing to add it into their integration—though this type of feature may take them some time to implement.

I realize that this isn't the answer we were hoping for, though I hope it helps clear things up a bit more. Please don't hesitate to let us know if anything else comes up, and keep in touch for updates!

[taylormd]

@Tom Thank you so much for clearing it up for me!