How do I send myself an invoice and not get charged for it?

[kasherah]

Want to see how the invoice appears to my customers but since I can't send an invoice for $0, how do I send myself an invoice for free?

[kahml · Accepted solution]

Note that sending the invoice is free.   It is only when you pay the invoice that you incur any fees.

From the help center: "You can send an unlimited number of invoices for a fee of 2.9% + 30 cents. Fees are applied at the time an invoice is paid by your customer with their credit or debit card."

Article Link: Send Invoices Online with Square.

Afterwards you can cancel the invoice from your dashboard.

And thanks for reinforcing a good practice.

You should always A/B test anything that is sent to a client to see what they will be seeing.

[Sean]

@kahml - Thanks so much for the help with this one, and welcome to the Seller Community. Hope to hear more from you! It sounds like you've got some great advice to share. 

@kasherah -  Since kahml's answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find the answer in the future. 👍

[Macmonster]

I have a related question based upon my experience doing this prior to finding this answer. When I cancelled the test invoices I think I missed a step to remove the invoiced amount from the "register" of invoices so my invoice balance shows $430 more than it should.

Two questions:

What is the best method to avoid this issue?

Can I clear out the cancelled invoice test data?

Thanks!

JW

[Spenser]

Hi @Macmonster, thanks for posting. I'm not sure I fully understand what you mean, but hope to clarify. 

I think the best course of action in this example would be cancel the Invoice that you've sent, as opposed to marking it paid. If you've an issued an Invoice that you'd like to cancel, you can do so from your Invoices page. Select the invoice, click the "More" dropdown, and you'll see the option to cancel. 

This will prevent the Invoice from appearing in your Gross Sales for the day. Hope that helps, but let me know if that's not what you meant! 

[kasherah]

Thanks so much Kahml!

[BlueLine]

Thank you, kahml. I sent myself a test invoice and it was beautiful. I have been struggling to find and learn billing software/apps and it was right here all along. Just like the moral lesson in The Wizard of Oz.

$0.30 and totally worth it.

Thank you, Square.