Item list making a invoice

When making a invoice and I go to add item it pulls up my whole item list. I want it to show just categories. why did I spend all that time categorizing every thing if it is just going to list all items anyway? Is there anyway to change it

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Hi @Jbetter119 

 

So I don't believe that there is a way to change it to just show categories.  I think that when categorizing all the items, it shows up more specific in your reports on which items>categories are your top sellers etc.

 

Now, I'm not sure how many categories that you have,, but I suppose you could add your categories as a "service" if you only want your category to show up on an invoice and set it to variable price or something of that nature.

Dan
CoatingWorx
Square Super Seller
Check out Square support center for additional help.




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Square Champion

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Hi @Jbetter119 

 

So I don't believe that there is a way to change it to just show categories.  I think that when categorizing all the items, it shows up more specific in your reports on which items>categories are your top sellers etc.

 

Now, I'm not sure how many categories that you have,, but I suppose you could add your categories as a "service" if you only want your category to show up on an invoice and set it to variable price or something of that nature.

Dan
CoatingWorx
Square Super Seller
Check out Square support center for additional help.




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