I need help with square invoices

[Organic1617]

I need help on how I can put that my invoice is paid on my end. It will not allow me due to the customer does not have an email on file or a phone number. The reason we did this was that a lot of our customers need PDF files. Instead of the email the square sends them. How can fix the setting so it dosent mater if they get the invoice or not please help 

[Minion · Accepted solution]

HI @Organic1617 

By design, there actually is no way to use Square Invoicing without having a customer attached to it that I am aware of. ( I have been wrong before).  You can however still use Square and the invoicing by attaching a customer to it, and creating a nice looking invoice PDF that you can send to them manually by doing the following steps below. 

To start,  I would change your default invoice settings If you haven't already done so. If you have, go ahead and skip these steps..  These are steps when doing so from a browser once you login to your Square dashboard. 

Start by navigating to Invoice section.  From there go down to Settings>Invoices.  Choose your template (or default one if that is the one you use.)., then click Edit. 

Scroll down to the Share section, and change that from email/text to Manually.  Then choose Save Template in the top right corner. 

Creating an Invoice

Choose your default template that you saved from above and add a customers name , email and/or phone number.  Then click Create it will give you a link to manually send the invoice. Click Done..  Now it will bring you back to the main invoice page, you can click the 3 dots that are to the right side of the total, and choose to Download PDF.  You can now send the customer the professional looking invoice from your own email in PDF format. 

To add a payment, simply click the 3 dots again to the right of the total, and choose Add Payment, and done.  

Hope this helps you!

[Organic1617]

Thank you so much! 

[Minion]

You're welcome!