When I export the .CVS file of the invoices it does not include the date of service. Can this please be included?
Either that, or is there a way to export the invoice date of services directly onto a calendar so that I can see the orders due on a single day?
Thanks
Hey there @sarahburns
When you say "date of service" do you mean when the Invoice was paid? or are you referring to a specific piece of information that you personally include on your invoices?
When I create an invoice there are 3 date options: 1) Date of Service, 2) Date for the invoice to be sent and 3) Date the invoice is due. I fill all of those in. My date of service is NOT the same date that the invoice is due. I'm a custom order bakery and require a payment in full ahead of the schedule date that the cake will be ready.
I'm looking for an easier way to get those custom orders onto my calendar instead of manually putting them in every time I create an invoice.
Does that make sense?
Thank you for this clarification @sarahburns!
At this time calendar sync is a Feature request on Square invoices. Based on what you're telling me, it seems that what you may be needing is Square Appointments Plus which would include the option to both have your customers pay in full at the time of booking and also provide you with the option to sync with Google Calendar.
I hope this information is helpful!
I've looked into the Square Appointments Plus but couldn't get it to work for me. I might have 8 orders all picking up at 8am on the same Saturday and I couldn't see a way how to make that work. It looked like I had to block out times for services and that's not what my business does.
I do custom orders and then I have Pop up sales where customers can pre-order for pick up on a specific date - can the Calendar do that?
I believe that this may be possible to accommodate with Square Appointments and the help of our Appointments team.
They can take a look at your account with you to help and work with you in order to accomplish your needs. Please reach out by phone when you have a moment by logging into your Square account and heading here.
This does not work with square appointments. We have tried this. Please try to look at the service date and incorporate it on the calender
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