Turn open ticket into Invoices

[fran5]

Used to be able to turn an open ticket into an invoice, since the update I cant seem to do it, is there a way or do I have to do it manually? Also why in heavens name would they get rid of that feature, seems very strange and needless.

[AndyB72]

I'm having this exact problem, I'm waiting for a response from them. As you say it makes no sense to get rid of this, I've used it for the past 5 years and it worked so well. If it ain't broke don't fix it!!

[frances_a]

Hello @fran5 & @AndyB72 

And welcome to our Community! 

Can you please share which app you are using and on what type of device? 

This will help me send you the appropriate steps to send an Invoice. 

Thank you!

[fran5]

I know how to create an invoice it’s specifically charging a ticket, before you used to be able to select charge then invoice now you can’t 

[Sam_400º]

Hey @fran5 - it’s good to know what app you’re using as they behave slightly differently. 

I’ve just tested this myself - I went into settings, then checkout and added invoice to my options (worth checking yours somehow hasn’t been disabled!). I did then have to restart the app for it to show though. 

Then the option was available for me when doing both a standard sale and also when closing out an open ticket. 

If it’s not there for you can you share a screen shot of where it was before and what’s showing now? 

[fran5]

Hi Sam.  I’m using the iPhone app and the iPad app, I’ve done all those steps even deleted the app and reinstalled it but still isnt working 

[fran5]

 

 I’ve attached two photos one where invoice is an option on a regular transaction and the other is to close out a ticket 

[fran5]

Just checked my Square Terminal and it works fine on there, I can directly charge tickets to invoices.

[AndyB72]

It's still not working on the ipad app or android phone app. I had square get back to me and say that since they moved the open tickets Invoicing a ticket is no longer possible.  Which is clearly not true. Now i don't know what to do! 

I've done everything I can think of already including going into the payment settings. 

[fran5]

Yeah that’s not true at all as it works on the square terminal.  This is typical Square I got a nonsense email taking me through permissions and all such nonsense, I think it’s an oversight that they’ll correct eventually in all versions but not bother helping.  A few months ago my vat number was rejected & stopped appearing in invoices they didn’t respond they just suddenly put it back.  

while I was waiting for my terminal to update I did figure out a temporary solution I looked in on my laptop and printed an open ticket to pdf then saved it as an attachment to an invoice and just put invoice number as the product and the price which could work for you.  I’ll keep an eye on my iPad app and see if anything changes.  

[AndyB72]

I'm using a square stand with retail POS on and ipad. I have already gone into settings for the checkout and made sure that invoice is an option, as I said it is there for the normal checkout just not the open ticket. I've done an update, that didn't make a difference. I've turned the ipad off and the on again😁, that didn't do anything.  Apart from unistalling and then re installing the POS app (which i think is probably next) I don't know what else to try. Any help gratefully welcome.

[benh89]

Also having this issue, but across all devices, including Square Terminal. Waiting for a response from Support but I'll be miffed if they've just taken it away and it's not being replaced as we have customers who settle tabs at the coffee shop for their staff every month. Today it's taken half a day to recreate them manually, which is such a waste of time when there used to be a button that just did it all for us!

[fran5]

Hi Ben 

I had to update my Terminal then restart it & it worked.  

There is an option to download ticket to pdf, I basically sent an invoice of catering and the amount and included the itemised ticket as an attachment which is a useful work around instead of re entering things manually 

[benh89]

Thanks for the note - I did see your post above and it gave me a glimmer of hope, but I'm having the same issue on the Terminal. I've restarted them and made sure they're updated, but to no avail... Are you still able to do this since you posted 2 weeks ago then? Mine are on version 6.68so.

I've also tried adding a customer to the ticket before the checkout (which I thought may have been the problem) but that also doesn't work.

Maybe something magical will happen overnight and it'll work on them tomorrow!

Checkout on an Open TicketCheckout on a new transaction

[benh89]

@fran5 

Message from Square Support:

"I'm reaching out to you regarding the inability to close open tickets with the 'Invoice' payment method. After discussing with our product and engineering teams, I must inform you that this option is being phased out due to recent modifications in how orders and bills are processed. This change means that checking out an open ticket from the Orders tab and closing it with an invoice payment is no longer available."

I have shared my thoughts and opinions with them on this, and explained how impractical their suggested workaround is. I will attempt your solution though as I really can't spend that long each month just creating invoices! Not impressed but not much we can do about it unless there are more of us out there.

[fran5]

That is ridiculous, they’ll lose small businesses eventually which is what made them what they are today.   There is no reason to disable this feature 

[AndyB72]

I have been sending multiple emails back and forth with them about this. My main issue is that we deliver goods so have up until now put things on a ticket, print in out for delivery purposes and then send the invoice. Now we can't do that and as you can't print an invoice either we have now had to resort to writing the delivery info on a bit of paper.

One of their responses to me told me that they had disabled the invoice option due to changes 'designed to help increase efficiency and save time' and the 'improvements' where intended to 'streamline workflows and better support daily operations'.

Needless to say I sent back that they had totally failed in their aims and it was obviously whoever had decided on these changes didn't actually use the product. If you can finish a ticket through cash or card I don't understand the need to remove the invoice option. I would imagine its only tweaking a bit of code to put it back. 

They didn't reply to my last email, although I have had a request to fill in a survey! 🤔 not sure they really want me to do that🤬

[filletandbone]

We picked up on the removal of this feature when Square first started mentioning the migration to "Order Manager" and thought we'd misread it. 

Similar to you @AndyB72 @fran5 @benh89 we use this feature all the time and are in disbelief that it is being removed.  So far it has not been forced upon us but it sounds like we've some fun and games ahead. 

There's some reassurance now we've found this thread and realised we're not alone in our bewilderment, so thought we'd add our vote for @Square to reconsider the removal of this invaluable function.

[AndyB72]

Hi,

Most days I  still find it irritating that I can't do this.  It makes no sense to me especially as you can invoice from the checkout before you save it to a ticket but not after. Obviously changed by someone that doesn't actually use it. 

[benh89]

My two cents to anyone at @Square who might read this and do something about it.

I’m sure, as business owners, we’d all love to have this goldmine of free customer opinions for our own business development to actually use. It’s insane we’re ignored and instead @Square are building new features at speed that I personally don’t want/need right now, nor have time to investigate, as I spend a ridiculous amount of time on workarounds.

An example is the new Square AI which is there to “help with the mundane tasks” - I don’t want help with the mundane tasks, as the mundane tasks are all workarounds to fix a system that doesn’t work properly! It’s a plaster over the problems being called out time and time again.

You’ve got a world full of customers who want to grow - and are telling you how you can help. The better we do, the better you do. Leaving forums like this and the idea community up where it’s so publicly obvious you don’t listen to us, sometimes for years on end, is damaging your brand, and ultimately us as customers. I couldn’t imagine ignoring my customers - I’d have been out of business a long time ago!

Fix the basics (5 minutes on any of your forums will tell you what they are) before you start bringing more new things into the ecosystem that won’t integrate, as ultimately you’re developing more things we have to workaround.

I am desperate for Square to continue to be our POS partner for the years to come, but it becomes more and more difficult to justify against a backdrop of competitors whose systems just work.