I have a question about generating legally compliant tax invoices for completed sales on Square Register.
Background:
My Square Register is in Spanish and I am located in Spain.
Requirement:
When a customer makes a purchase in store and pays for it immediately, I want to be able to provide them a legally compliant tax invoice at that moment. That tax invoice must contain his information, my company information, the details of the sale, and the breakdown of tax on the products.
Problem:
Square uses the words “invoice” and the Spanish word factura interchangeably, and while the direct translation may be similar/correct, the concepts and the purpose they serve are quite different.
As far as I can see, Square’s Invoice functionality is primarily designed around issuing an invoice to a customer for payment, rather than generating the legally compliant fiscal invoice associated with a transaction that has already been completed and paid for at the POS. This is different from a factura, which is a legal requirement to be able to provide, which shows exactly who bought what, from who, the base price and the tax collected against the items.
When I go to create a factura according to Square’s definition, I do not get the legally compliant fiscal invoice I need.
Currently, in order to get the factura, I have to:
- Complete and take payment for the transaction.
- Go into Transactions afterwards.
- Find the relevant sale.
- Select New receipt → Create invoice.
- Enter all of the customer’s details.
- Generate and print the invoice.
(This is translated to English for this post. The original post and steps in Spanish can be read at https://community.squareup.com/t5/Foro-de-la-Comunidad-Square/Facturas/td-p/848124)
And if the customer wants it by email or WhatsApp, there is no way to send it to them directly either.
It seems like an absurdly complicated process for something as common as issuing a tax receipt.
On top of that, even if the customer is saved in my customer list, there is no way to import that data and I have to re-enter all of the customer’s tax/billing details every time.
Am I overlooking some functionality, or is there a simpler way to do this?
This seems like a fairly basic and necessary function for any retail business using Square in Spain. How are other people handling this?
