Invoice option no longer available?

[kmalley]

Why can we no longer send an open ticket as an invoice? This is slowing down things at my business. We don’t always know if a patient will be paying in person or via invoice. This makes no sense. Very poor decision by Square. Is there any way to rectify this???

[Stacelyn24 · Accepted solution]

I totally get the frustration — this change definitely added an extra step and can slow things down, especially when you don’t know ahead of time how the client will pay. 😕

From what I’ve seen, Square separated open tickets and invoices on purpose, so now the workaround is closing the ticket first and then creating the invoice, or deciding upfront which flow you’ll use. Not ideal at all.

I’d recommend sending feedback directly to Square through the dashboard — enough of us bringing it up does help push features back. You’re definitely not the only one feeling this.

✨ Automation tools (Zapier, Make, etc.)
You can set up a workflow that detects a new order/ticket and then automatically creates an invoice in Square. It won’t push the ticket data back into the invoice perfectly, but it reduces manual work by automating creating the invoice from a saved order.

[Summer2024]

Hi, @kmalley . @Stacelyn24 is right on the mark. Unfortunately, this change wasn't ideal and her point of making sure to provide feedback is important. Hoping this feature isn't gone for good and eventually comes back, because I know a lot of Sellers relied on it.