Segmented Invoices based on renewal date

Bcrp · ‎07-13-2022

I have about 500 annual memberships with different renewal dates. Can I send scheduled invoices based on date?

TheRealChipA · ‎07-13-2022

@Bcrp Are you wanting something more than you can get by setting up recurring invoices? You can set up a recurring series, even different ones for different types of memberships/renewals, save them as templates and then use them to create invoices for each customer. I don’t know of a way to do that for multiple customers at once, so it will be labor intensive at first. But, after that, it should take care of itself.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

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Bcrp · ‎07-14-2022

Sounds like i would have to create a new separate invoice for each customer, time consuming but only have to do once. They would be custom invoices.

i wonder if i should create separate csv files for each membership date and type?

TheRealChipA · ‎07-14-2022

I’m not sure if that would help you. I know of no import function for invoices, currently. I could see where that could be a very useful feature in situations like yours — download a template, fill it in on your spreadsheet app, then upload it. You should put in a feature request, for sure — https://www.sellercommunity.com/t5/Feature-Requests/ct-p/Beta-Feature-Requests

As I said, you could create templates for each membership type, filling in the stuff that stays the same. Then create invoices from templates, adding customer info, dates, etc. That’s all I can see that would speed the initial work up a little.

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

Was my post helpful? Take a moment to mark it as a solution. Marked solutions help other sellers find possible resolutions to similar problems. Also, if you find your solution elsewhere (say, through Support), it is helpful to come back to your post and tell us about it, then mark that as a Solution. Solutions are what this Community is all about!