How can I add my customer's billing address to a Square Invoice?

How can I add my customer's billing address to a Square Invoice?

The title of this thread was updated from its original title: “Customer's Info on Invoice”.

 

The invoices only show the person's name and email address on the invoice. Why does it not show the customer's company name, address, phone, etc.? How can I get those things to appear? Seems crazy that it isn't there nby default. Very unprofessional. 

1 Verified Answer
Verified Answer

Re: How can I add my customer's billing address to a Square Invoice?

Hey @staceeandco & @RHatch

 

Square Invoices are designed to be shared electronically, enabling your customer to pay online. 
I can definitely see where you're coming from and they you are used to seeing more information listed on the Invoice itself. I've flagged our Product Team so they will know you're looking for this feature. 

16 Comments

Square invoices are designed to be emailed to the customer so some of that information is not needed.  I agree that Company name should be on there.  I do a lot of invoices and have not had any customer complaints about the missing information.

 

I know this and has been brought up before so it is probably on the list of changes?  @Kpay?

 

 

Alumni

Hey @staceeandco & @RHatch

 

Square Invoices are designed to be shared electronically, enabling your customer to pay online. 
I can definitely see where you're coming from and they you are used to seeing more information listed on the Invoice itself. I've flagged our Product Team so they will know you're looking for this feature. 

This reply was created from merging an existing thread: “How can I add a customer address to invoices?”. The original author has been notified via email.

I've set up a customer with all their contact info but when I add them to the invoice only their name and email show. How can I add the customer's address and company name to their invoice?

Alumni

Hi @larryzed

 

At this time, this is a feature request. Square Invoices are a way to collect payments online, only your customer's email address is needed to collect the payment. 

I've gone ahead and let our Product Team know that this is something sellers are looking for. 

I understand that your invoices are used primarily to aid in online payments and you don't necessarily see the need for adding a client's company name and address, but from my experience many of my corporate clients actually request that detail. In a large corporation with many invoices to pay the accounting dept. needs to ensure the invoice is indeed intended for their company. They are sometimes hesistant to pay if the invoice only shows the company employee's personal name. It's simply unprofessional to send an invoice with personal names only. It's standard practice in business to include a company name and address on the invoice being sent.

The only work around I could find is putting all that information in the Message box when creating the invoice.  We ship our product so it's important to have the invoice be a way of verifying name, address, phone, etc. with the receiver.

Square Community Moderator

Thanks for sharing @cm4

 

That's the best workaround that I could think of as well. 

 

I'm all for adding more fields that businesses think would be useful. Hopefully we can get something implemented for you guys in the near future. 

 

 

Any update on adding an ADDRESS TEXTAREA to the Invoice Form?  I started using Paypal just to have this feature, but my payment processor of choice is Square.  Should I check back this year or sometime in 2018?

 

Alumni

Hello @seraaj! We do have a new feature so that your buyer can add their shipping address to the invoice at the time of payment: https://www.sellercommunity.com/t5/Questions-How-To/How-do-you-add-shipping-to-an-invoice/td-p/2624. Try it out and let us know what you think! Thanks

Hi, I like the new option of customer delivery information and was wondering if there was any progress on being able to automatically print a customers address on the invoice but use the address that is already in the customer database?

 

Thank you