Managing In person websales

I presell photo prints at events.  Right now its handled via printed order forms and credit card machine.  We take cash, check and cards.  I want to use a QR code that will take customers directed to my website order form. There are a number of fields of information that I collect, I'd like to move all of this online so that I can easily recall and organize the customer data I collect.  This wouldn't be a problem if I only took cards, how can I still collect cash/checks in person and have the data fields entered and the order sent through the website.  No need for any inventory counting. Thanks

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Square Community Moderator

Solution

Hi @mwa7368 ! First, thank you @JTPets for providing a response here! I am going to outline some options below. 

 

Option 1: Square Online Custom Form : You would direct customers to fill out the form instead of "checking out" on the website 
  1. Create a Custom Form

    1. →Square Online
    2. →Website
    3. →Forms
    4. →Create Custom Form
      1. Add your required data fields
      2. Set up photo print options
      3. Enable customer information collection
Option 2: Square Invoices
  1. Create Invoice Template

    • Include custom fields for order details
    • Add photo print options
    • Enable customer information collection
  2. QR Code Process

    • Generate QR code linking to your order form (the one created above) 
    • Customers fill out details
    • Choose payment method:
      • Online payment
      • Mark as "to be paid in person" 

Let me know if you have any questions about these workarounds!

 

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Square Champion

I think unfortunatly via the website there is no way currently to capture this information - it would require a payment to go through

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Square Community Moderator

Solution

Hi @mwa7368 ! First, thank you @JTPets for providing a response here! I am going to outline some options below. 

 

Option 1: Square Online Custom Form : You would direct customers to fill out the form instead of "checking out" on the website 
  1. Create a Custom Form

    1. →Square Online
    2. →Website
    3. →Forms
    4. →Create Custom Form
      1. Add your required data fields
      2. Set up photo print options
      3. Enable customer information collection
Option 2: Square Invoices
  1. Create Invoice Template

    • Include custom fields for order details
    • Add photo print options
    • Enable customer information collection
  2. QR Code Process

    • Generate QR code linking to your order form (the one created above) 
    • Customers fill out details
    • Choose payment method:
      • Online payment
      • Mark as "to be paid in person" 

Let me know if you have any questions about these workarounds!

 

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