Receipt - “This is not a tax invoice”.

[AVO_Australia]

When I sell something, either by Virtual Terminal over the phone, or by a card reader, the receipt states “this not a Tax Invoice”.  I have GST turned on, and if I issue an Invoice, all is good, its just the Receipt. 

For those who need a Tax Invoice, I have to then issue an invoice - that is emailed, and shows unpaid - then confirm its payment.  It’s annoying to the client.   

Is there some way to fix this?

[pastimeparadise]

Seamus, thank you for reply but I think you need to look at your own system. I can go into my dashboard and click on any INVOICE and click "Download PDF" this is what we are missing on "Transactions".

A receipt for any transaction that just says "tax invoice" is not enough for many business customers. We need to be able to click download PDF for all transactions so that business customers can easily add to their accounting software.

[Seamus]

@HOPandSNC The same will apply for a card present transaction run through Square Point of Sale at 1.9% Most people use Virtual Terminal for manually keyed payments so I assumed this is what you were trying to do, however I take it you may rather be using the Virtual Terminal integration with Square Terminal?

If you wanted to issue a tax invoice in this instance, rather than running the card payment via Virtual Terminal you'd want to run the payment through Square Point of Sale on the Square Terminal itself!

"Card not present" (eg manually keyed) payment fees tend to be higher than card present transactions industry-wide. This is because more fraudulent transactions occur when a card is manually keyed vs the card being present at the time of the transaction with the PIN entered. You'll find this is the case with most card payment processing facilities, Square or otherwise! It simply costs payment processors more to process "card not present" transactions than card present transactions, which is reflected in the difference in fees.

[Seamus]

@pastimeparadise this is again due to the difference between what a Square Invoice is vs what a receipt/tax invoice is. To clarify:

Receipt/tax invoice (given to a customer at receipt of payment as proof of payment, after the payment is made) - no PDF option available

Square Invoice (an email/document outlining how much a customer is to pay for goods/services prior to the payment being made) - PDF option available

Because you were looking at a PDF tax invoice, not a PDF Square Invoice, this should still be correct.

I understand it would be super handy to be able to print a PDF receipt/tax invoice! I'll pass this feedback forward, it's something I hear from time to time and agree this would be handy to do. If I hear of any updates I'll message back via this thread!

[Ethro]

Seamus, I think everyone agrees this is a really key spot we are finding difficulty. When we get petrol and they ask if we want a tax receipt they do not charge us extra and it is part of the software. 100% of my customers would like a tax receipt and in my case the workload to produce and email those tax receipts post event is just not worth whatever else Square provide. At this point, if I find something similar that does provide this service as a built-in (not an extra or multiple extra steps) it is a no-brainer to change.

[pastimeparadise]

agreed, square was fantastic when i was a hobby business, now i have simply grown too large for a lot of it's little quirks.

Sending these really unprofessional looking mobile sizes receipts just looks bad to other big businesses who are spending a ton with me. Their accountants call me and ask for a pdf and i have to manually make one up in word as I am not telling a million dollar business "sorry all you get is the little mobile receipt that has a big smiley face on it for feedback" because you paid in store I don't have this option.

I have been thinking of looking at xero. I already use it for all my accounting, shouldn't be hard to switch to it for POS. Just costs more.

[Seamus]

@Ethro Sorry if things have gotten a bit confusing here - they may appear to be more-so than they actually are!

Square definitely does not charge to send receipts/tax invoices. Processing fees are the cost of processing a card payment. It's completely free to send a receipt/tax invoice via Square Point of Sale and Square Dashboard or any other square product capable of sending a tax invoice/receipt.

The issues folks are having in this thread cover a few different feature requests - eg the ability to send a receipt/tax invoice via the Virtual Terminal product. As above, this product is designed with a different use case in mind than other Square products that do send receipts/tax invoices. 

Please let me know if you need clarification on anything else, but I can unequivocally state that Square doesn't charge to send a receipt/tax invoice 🙂 

[Ethro]

When using square point of sale I can send receipt automatically (smiley face 'how'd we do'-needs to change), not tax invoice, correct? To send TI I have to fill out and send via another process. And I take a lot of virtual terminal payments from o/s for which I cannot send tax receipts? I have to do those manually, external to Square. That is the rub.

[Seamus]

Hey @Ethro,

On Square the receipt is the tax invoice - they're the same thing. This is why I keep referring to it as a receipt/tax invoice, to try and avoid this point of confusion!

You'll see the words "Tax Invoice" are written on Square receipts and this is what your customer needs once a transaction has taken place:

You can either issue a digital receipt via email/SMS or print a physical receipt with a compatible receipt printer. 

"Invoices" with Square are a different product, that once paid by a customer, will also involve your customer receiving a receipt/tax invoice as they would with a payment made via Square Point of Sale.

Hope this helps clear things up!

[Shannon80]

So when I generate a square invoice and it is sent to the customer, the email contains a payment link that they can click on to enter their credit card details without me involved?

[Arie]

That's right, @Shannon80, with Square Invoices your customer can enter their details directly to make a payment. You'll receive a notification once they've made the payment, too.