Can I use my items in a contract?

[kidimu]

Delving into to the contracts on square, and I would like to make sure that when the payments are processed they are for items I have already set up in my items list so that they are coded correctly in our financial reports?

[HC_Charlie]

Hello @kidimu thanks for your post. I don't think you can add ITEMS to a contract, but I'm not as familiar with contracts with Square. I know you can add ITEMS to an INVOICE. When you create an invoice, you can pull items from your Library. Do you think you can achieve the same result by using invoices instead of contracts? Or combine the use of both for your customers? You could create a contract for the sign-off and legal binding issue, and then in the contract reference the invoice where you can detail specific items in your library?

[Sineaid · Accepted solution]

Hi @kidimu!

Just to add to the solid advice from our Super Seller - Thanks @HC_Charlie!

You can link contracts to item specific payments through your online Square Dashboard, either from the Transactions tab for existing payments, or when creating a new Square Invoice.

To attach a contract from Transactions:

1. Go to the Transactions tab in your online Square Dashboard.
2. Select the transaction to open the Transaction detail.
3. Press the overflow menu, then select Attach a contract from the dropdown.
4. Use the search tool to select the Square Contract you want, then select Save.

To attach a contract to a Square Invoice:

1. Go to the Invoices tab in your Square Dashboard.
2. Select New invoice to create a new invoice.
3. Once you’ve filled out the required invoice details, select Attach a Square Contract at the bottom of the page.
4. Select between New contract or Existing contact and follow the steps.
5. Click Save.

You can also attach contracts to estimates and invoices from the Invoices App and the Square Point of Sale App on iOs and Android devices. You can learn more about attaching a contract to your invoices or estimates, here.

[kidimu]

Thank you this is exactly what I needed.