Solved: Batch Invoice Creation?

LLResort · ‎09-01-2023

I signed up for Invoices plus as I saw that it allowed the option to create invoices in bulk with the batch feature. I tried to follow the instructions on the "Get Started with Invoices Plus" page, but when I hit "Create Invoice" I don't see any option for batch?

Cole Rodriguez

LLResort · ‎09-05-2023

Square support informed me that the option does not appear until you have processed at least 1 credit card transaction. We processed a $1 transaction and the option appeared, problem solved.

Cole Rodriguez

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TheRealChipA · ‎09-02-2023

Hi @LLResort. I‘m assuming that you are having problems with the Invoices app, and not the online dashboard. After you do major account changes like upgrading subscriptions, it is always a good idea to sign out of any Square apps and sign back in. This usually fixes issues like this. If, however, that doesn’t work then you’ll need to get on the phone with Square Support on Tuesday (this being a holiday weekend).

Regards,

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 possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.

LLResort · ‎09-05-2023

Square support informed me that the option does not appear until you have processed at least 1 credit card transaction. We processed a $1 transaction and the option appeared, problem solved.

Cole Rodriguez

TheRealChipA · ‎09-05-2023

How interesting. And are I say strange? But, ok! Thanks for posting that so that future sellers can see it.

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 possible "best answer." I hate the term, and wish we could just mark posts as "helpful." But this is our only mechanism at the moment. Just remember "Best answer" should be interpreted as "helpful," and nothing more. LOL. "Best" (ugh) answers help folks possibly find solutions to similar problems they are hoping to solve.