Hello all! Since the update that no longer allows us to convert open tickets to invoices with the click of one button, I thought I would share my manual work around process.
Step 1: Create a PDF from the Open Ticket
From your desktop dashboard go to Payments & Invoices -> Orders -> All Orders. Find the ticket you wish to invoice and click on it. A side bar appears with a print icon at the top right, click print and save the open ticket as a PDF.
Step 2: Void the Open Ticket.
Step 3: Create an Invoice from the PDF.
Step 4: Attach the Itemized PDF to the Invoice. This will save you from having to manually enter all the information on the open ticket throughout the week or month.
Step 5: Make sure to let your customer know in the notes of the invoice that the itemized invoice is an attachment link in the invoice. Some of our customers had trouble finding the link in the invoice but we walked them through it.
I have been doing these 5 steps for hundreds of invoices a month due to the ongoing en**bleep**ification of Square. If my business continues to grow, it will make more sense for me to switch point of sale away from Square than it would to continue to do all this extra labor every month.
