Need $0 Invoice for customers who I trade my service to.

I have customers who I trade service with.    How do I create an invoice that shows $0 or 100% discount so that I can show their booking in the calendar, etc?

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Solution

you can create a specified payment and call it Trade for services credit.  

Create your invoice

apply at payment screen the trade for service credit  (this will be listed on your end of day report under total collected "Other"

 

however it will show up as total collected you will have to ask your accountant on how to reconcile it with your accounting software  it will also keep track of any sales taxes

 

go to dashboard

settings

payments toggle

payment methods custom payment method (i am in beta) so might not be released yet

add payment method

running:

 square  for retail plus and invoices plus

hope that helps  

 

 

Elizabeth
Owner
www.westendflorist.com
"Filling your life with flowers since 1908."
Small, Generational, Family Business

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Square Champion

Hi @MatRx 

Welcome to the Square Community.  An invoice must be a min of at least .01. I 

Dan
Square Champion
Check out Square support center for additional help.

"If you don't stand for something, you'll fall for anything"


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But, why?

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Square Champion
Solution

you can create a specified payment and call it Trade for services credit.  

Create your invoice

apply at payment screen the trade for service credit  (this will be listed on your end of day report under total collected "Other"

 

however it will show up as total collected you will have to ask your accountant on how to reconcile it with your accounting software  it will also keep track of any sales taxes

 

go to dashboard

settings

payments toggle

payment methods custom payment method (i am in beta) so might not be released yet

add payment method

running:

 square  for retail plus and invoices plus

hope that helps  

 

 

Elizabeth
Owner
www.westendflorist.com
"Filling your life with flowers since 1908."
Small, Generational, Family Business
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I was able to add one, thank you! 

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This was marked as the solution.   While it's definitely a workaround, it's not a solution.    This should be something that is built into the platform. 

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Square Champion

I schedule their service as if they were a normal client, then have a discount called GIVEAWAY or TradeForServices at 100% off. I mark that when the service is completed so it shows up in my service calendar and sends appointment reminders.

UV-Free Spray Tanning Salon Owner, Northern & Southern California (Campbell)
Square Champion - Expert
instagram.com/bronzepalms
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