Guide to Using Square for Small Business Invoices
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- Опубликовано: 29 авг 2024
- In this video, I show you how I utilize Square to send invoices for my small business. I go over everything you need to know to set invoicing up properly to get you up and running immediately.
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What is Fifteen Hats?
Hi I'm Ashley, and I was a successful corporate tax CPA. After years of long hours, moving across the country, and a son, I wanted more. So I got into direct sales on the side to connect with old friends and fell in love with being my own boss.
Then I decided to do it full time, and also have our son at home, and also grow my personal brand. Needless to say now I wear a lot of hats throughout the day as a mom, business owner, team leader, wife, chef, maid, and on and on....and so Fifteen Hats was born.
It's a lifestyle brand of sorts catered to the motivated, get it all done, pursue her own happiness, professional woman. Here you will find valuable content to help you grow your own business while learning how to do so much more than you thought possible.
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#square #smallbusiness
Best tutorial I've seen today!! You're great at explaining and showing things!
Wow, thank you! I'm so glad it was helpful!
Been using Freshbooks for years and thinking of switching to square. Thanks for the video.
Glad it was helpful!
This was helpful thanks 😁!!
You are so welcome! I'm glad it helped. If you ever have any other questions don't hesitate to reach out. :)
Super helpful, thank you so much for making a clear and informative video on how to use this software, I'm putting my store together today!
🙌🙌
@@AshleyCejka Really great, you were clear and made it fun, you obviously use the software and explained things in a work a day kind of way, I apprenticed that, thanks again! Do you have a clip about how to create and populate the store?
Best of luck with your store! So glad this video was helpful. 😁
I do have a video on setting up inventory you may find helpful. Here is the link ruclips.net/video/kfRBCHRow-M/видео.html
@@AshleyCejka Do you have a vid on the Contracts section or the SquareUp page?
Thank you so much for this video it helped me a lot. There is so much square offers but don't understand how to use them. I am definitely going to subscribe to your channel. I believe your videos will give me clear understanding on how to navigate and use services square provides
I'm so glad it was helpful! I really need to get back to filming the list of Square videos I have that I think might be helpful.
Thank you for replying. I am looking forward to your square videos. This will help me move forward in selling on social media platforms. I want to but just don't understand how to go about somethings. As a mature woman in age it has been frustrating. God bless you for taking time to help others to succeed ❤
Hey Ashley! Great video! I hope you can answer my question. How do you send an invoice to customers instead of a receipt after they have paid? Reason being, an invoice looks much more professional than a receipt and all of my customers pay in person. Thanks!
Hi Ashley! Are you doing your invoices from a phone or computer?
Computer: On your dashboard, on the far right there is a button that says send Invoice. When you click that and fill it out it will email to your clients if you have that selection setup. You can also click Invoices from the three lines and then create an invoice from that screen as well. Once you fill it all out scroll down and under communication section see how you have selected to share the invoice. Also, note sometimes the emails go to spam so you will want to let clients know you sent it.
Phone: There is an invoices app you can use. If you are in the main app though click more then invoices then create invoices.
Let me know if you need any other help with this. :) Hopefully that helps!
This was so informative! thank you!
Thanks Kiani, Glad it was helpful!
Thank you that was very helpful
I'm so glad it was helpful! Have a wonderful day. :)
I plan on using your link soon!
Awesome! Excited for you to start your business.
@Fifteen Hats Thank you for the videos they are very help and I am excited for when you do the shipping one that ties to Square.
Question: You are a party based business as well. Do you track your parties in square for hostess credit? I am trying to figure out how to best filter my invoices to calculate hostess credits.
Thank you again.
Hi Lindsey! Since each company is a little different I would guess it would depend on how you do hostess credit. For me, when I am hosting a party and sending the invoices I write in the notes section of the invoice "Renee's Party" or "Sarah's Party" so I know the invoice total belongs to the party. From there I can calculate the credit the hostess earned. Does this answer your question?
So helpful. Thank you.
You are very welcome! I’m so glad you found it helpful.
Hi thank you for this video. I've linked my bank account to my square invoices, does that mean the payment will go straight into my bank account that is linked to the square account I am sending my invoices from? Hope that makes sense. So I've made up an invoice and linked my account, but I havent sent it to my customer just yet because Im afraid the payment won't come into my account. First time using square invoices.
Hi Grace! There are a couple things you can do to verify everything is setup correctly. First, under Account & Settings->Account->Bank Accounts you should see your bank account listed and it should say 'Active'. When setting this up you should have seen Square do a test deposit of a couple pennies, or at least that is what happened when I set mine up. Second, you can go to the Balance tab and click the gear icon to get to Transfer Settings. You can adjust things here but I have mine set as 'Automatic' and '1-2 Business Days' as this doesn't have any extra fees involved. Otherwise, when you send an invoice and they pay, you will see this amount on your Dashboard Home page. If for some reason your bank is not setup correctly, the money should still just sit in your Square balance for you to then transfer. Hope this helps!
Also, if you are really unsure if the setup is right, I have had great interaction with Square support so I am sure they can verify things for you.
@@AshleyCejka Thank you for this. I really appreciate your help. I'll go and check it out now. But just incase my account isn't linked correctly, and the payment just sits in my square balance, does it show me how to transfer to my account?
I think it would prompt you to set up the bank account so you can then do the transfer.
hey question....once a invoice is PAID ....where does the money go to? and how do u set that up??
Hi! I'm not sure why this didn't reply as I had a detailed reply so let me try this again!
The money will deposit to the account you have setup on your Square account based on the transfer settings you have selected. To see your transfer schedule go to Balance> Click the location > Click Transfer Settings. There you will be able to see when the amounts will transfer to your bank account and the schedule you have selected.
The account your Square money will deposit to can be found by going to Account & Settings > Business Information> Bank Accounts! The account you have there should have a status as active and verified. :)
I hope that helps. If not let me know, happy to help further!
Very informative, thanks! Is there an option to let/ask the customer cover the credit card fee?
So sorry I'm just responding! I didn't get a notification that I had a comment. I don't see where you can ask your clients to cover the credit card fee, but you can enable to have them add a tip.
There is also an option to add a surcharge, but that seems like it doesn't ask it just charges. squareup.com/help/us/en/article/5671-can-i-apply-a-surcharge-to-square-sales
@@AshleyCejka Thank you!!!
You are very welcome!
Can u go over adding after pay
Hi! Not sure if you figured this out already or not, but let me help you with that! I don't always get notifications for comments and didn't see yours. If you have setup on Square to accept payments then afterpay should already been enabled.
When you go to send invoices if you scroll down to payment options you can click the checkbox to allow clients to pay with credit/debit cars, ACH transfers, Cash App, Afterpay, and giftcards. Just mark the checkbox before sending to clients.
If you want Afterpay turned on for all invoices, so you do not have to check it each time you create an invoice, do the following:
1. Go to Invoices
2. Click Settings - Invoices
3. Click your default Square Invoice Settings. Should be right under the New Template Button. Click Edit in lower right on computer.
4. Then you can make any changes you would like to your standard invoice. This is how it will show up each time you create an invoice. Scroll to the payment section and check to turn on Afterpay and save template.
Let me know if you have any other questions! Happy to help! :)
Great video! I saw you making invoices and collecting the shipping address, I can't seem to print a shipping label through invoices? How do you do that? If I have an "order" it allows me but not from an invoice...
Hi! Are you trying to use Square to print shipping invoices? I collect their addresses, but I actually use Ship.com to create and print labels. It imports the information from Square Invoices for me so I just log in to purchase the label. Here is a video, I have more coming, but this will give you an idea. ruclips.net/video/fbc2TyQthME/видео.html
Do you have the paid Square subscription (Square for Retail)? It sounds like you might from what I am reading. It looks like there isn't currently a way to create a shipping label from an invoice with Square for Retail. There was a recommended work around though that might work for you listed on this community page for Square. One user setup an inventory item called 'shipping' with a $0 price so he can 'purchase' it himself and then Square would allow him to create a label.
I would go on there and request that you need this feature added as well so they know more people would like this feature.
www.sellercommunity.com/t5/Questions-How-To/Can-I-create-a-shipping-label-without-an-order/m-p/323275#M95913
We are using square and our problem is we have our inventory in the program. We do 30 day accounts so we don't get paid right away but dont need our inventory showing available when it has been shipped out of our warehouse for 2 weeks. So how do we get Square to reduce inventory immediately when an invoice is generated instead of it showing in stock for 30 days until invoice is paid when it has been shipped for weeks?
Hi! To my knowledge it isn’t currently available, but it would be super helpful if they added it. I know I have run into this issue myself. I added the community request link below if you want to add your request to it as well. :)
www.sellercommunity.com/t5/Square-Invoices-Feature-Request/Feature-request-for-Invoices-Inventory-is-updated-when-an/idi-p/50851#comments
Hi, thank you for your content.
My question is Square Up charge a transaction fee when you use or type the credit card, that transaction fee how do you charge it to your client?
Yes! They do charge you a fee when you swipe, type, or invoice clients. If you want to pass that on to your clients and it is not already included in your sales price you can set it up as a surcharge for your accounts. I attached an article that walks you through setting it up!
www.sellercommunity.com/t5/Product-Updates/New-Service-Charges-on-Point-of-Sale-app/ba-p/290752
Does it take time for a payment a customer made through invoice to show up on my balance?
When a client pays an invoice you should see the invoice marked paid on the invoice dashboard. On your main dashboard you should see the total that you could instant transfer, but yes it should show up pretty quickly on that main login screen. For it to show up in your actual account depends on your settings but usually 1-2 business days is how I have it setup.
@@AshleyCejka thank you. I just sent out my first invoice for 200 dollars that was paid on the customers end within 10 minutes. Its showing as paid but the money hasn't popped up no where. I figured it may take over night.
Did it pop up for you?
I am looking at multiple products for credit card payment. I there a way on Square the customer can pay when the invoice is sent. Perhaps a payment link or some kind of link that the customer can pay the invoice.
Thanks
Hi! When you create the invoice if you scroll down there is a section called communication. You can select how you would like it to send to the client. For me, it seems to be set to send via email automatically. Sometimes that goes to spam though. To send a direct link to your client once you have sent an invoice on the invoices dashboard click the three dots on the right hand side, click share, and then a direct link to that invoice will pop up that you can send to your client as well. Hopefully that answers your question! If not, let me know. :)
Lets say you have sent one customer 3 bills, on 3 separate dates, and they are unpaid, does square have a feature to combine all of the bills into one invoice? For example, instead of sending them 3 separate invoices for $20, sending them one itemized bill - listing three dates & $20.00 charges with a total of $60?
Hi Michael! I don't believe you can currently merge invoices together with Square they would have to pay them separately. However, I did find a thread where you can request to have this feature. It looks like there are others that might need this feature as well. www.sellercommunity.com/t5/Feature-Requests/Merge-invoices/td-p/65107
A work around is you can create one invoice with each of the bills and list the dates on the line items and then cancel the older invoices for the convenience of your client. Hope that helps!
Hi, So nice! Is there a way to automate the invoice number to another sequence? for example if I need it to start on 100 and not on 001? And that from them it start automatic number? Thanks in advance
Hi Lina! I believe if you just change the invoice ID on your first invoice to 100 then the next invoice will auto-populate as 101. Let me know if that works! I think when I first started my account that worked for me.
How do I remove my personal address & number from my contact information? I’m a graphic designer & I don’t have a physical location & I don’t have physical products. I need to set up bookings, but I can’t because my personal info is on it😩 please help
Hi Bri! I totally understand, I don't have my home address showing for the same reasons. I was able to have the address not show up by going to Account & Settings -> Business -> Locations and set your location as 'Mobile' instead of 'Physical'. This should hide it from invoices and receipts. You can also go down to the Receipt tab and uncheck 'Show Location'. To be extra safe for the instances where you need to show a business address, like with many client email services, I have a PO Box address to use for those so that may be something you may want to look into as well. Hope this helps! - Ashley
My husband and I have a small engine repair shop and have to charge labor where would I do that
Hi April! It looks like an easy method would be to add an item for labor and in the item settings you can change the unit from "per item" to "per hour". When you add the item to an invoice it will let you set the time and then it will calculate the total. Hope this is helpful.
I read about this method here:
www.sellercommunity.com/t5/Questions-How-To/Can-we-charge-based-on-hourly-use/m-p/22293
@@AshleyCejka yes it does thank you
@@aprilrichards4434 you’re welcome!
Thank you
You're welcome
Regarding Shipping, I read below that you just add it like inputting an item. HOWEVER, what about the tax? How do you Not Tax the shipping? Thanks!
Hi Jeanine! Sorry for the delay in my response, but I was at the hospital having my son. So if you login from a desktop and go to your items, search for shipping, then it will pop up that items details and under taxes click there and then unselect all or unselect the taxes you do not want to apply. That way when you select it no tax will be applied! :)
Hello,
I see that they just added. ACH PAYMENT which we have been waiting for...but it looks like this will not work for recurring payments...Is that correct???
Hi Yessy! I'm not familiar with this, but I did find where Square discusses it being a benefit so I am going to say yes you should be able to set it up. Here is an article I found that mention recurring bill payments and ACH transactions. :)
squareup.com/help/us/en/article/7209-create-a-recurring-invoice-series-online
Hope this helps.
Hi I have a cleaning business and I don't really know if I need and invoice yet I have it as my customers pay me $30 when they book but don't really know how I will get the rest of the money ?
Hi Maria! If they pay you a deposit are you collecting that through square? You will want to do an invoice for the rest of the fee so they can pay you the balance. I'm not sure how you have your business setup, but you can create recurring invoices if the cleaning is going to be a recurring event. They also have subscriptions you can do as well, but that might be an additional fee. Or if you want them to pay you with your credit card swiper while you are there you can enter the final bill right into the app and swipe their card. It really just depends how you want to operate your business. :)
i just need a simple way to do parts and service invoices. nothing gets done online only in person. i sometimes have vehicles for week or more and things will get added to the invoice, then it will get paid in person and printed. this seems complicated with square. or is it me that's just a knuckle head
You can add your parts and services as inventory items and then create draft invoices. You can continue to add things to the invoice and save as draft until you are ready to submit for payment! At least in my line of business I do that when clients are building their carts, but not quite ready to checkout. Would that work for you?
just wondering if you know how to adjust an invoice? deposit of $100 was made before invoice was created. Made invoice (still in draft) but only want to email customer for what is left to be paid, with no email going out on paying for deposit. Also, the tax is only taxing the balance and not the total amount
So if you are viewing the draft invoice there should be three dots to edit the invoice. Then from there you can make a line item to add a discount and label it whatever you would like. For example, deposit paid on 9.1.22 or however you would like to track for your business. That will take the amount off the invoice, but your sales tax will be for the discounted amount.
I don't usually operate my business with deposits, but this is a quick work around I thought might work for you. I'd just let your client know. So it looks like you can send the invoice for the full amount so the sales tax portion is correct. Once you send it you can then click the three dots to add payment. From there enter the $100 deposit and you can put a note in for however you would like to track it so the client an see and mark the payment as cash, check, other, however they paid you and click confirm. Then it should show the outstanding balance and your sales tax portion will be correct and not shown as a discount. Also, when you accept cash, check, or other no Square Fees will be taken. This is effectively how it will show when you use the deposit feature.
In the future, when you go to send invoices you can select add payment schedule under the total. Then you can setup your deposit with a due date and avoid the payment after the fact. If they don't pay the deposit through square you can add the payment as stated above to keep your records correct.
squareup.com/help/us/en/article/6581-request-deposits-with-square-invoices
Hopefully this helps! If not, let me know and I'm happy to help you further.
Also, you can turn off the email being sent to the client for the invoice, add the payment for the deposit, and then push an email for the remaining balance. I'd think that would work in this situation as well! Either way, if you explain to your client what they are seeing with the invoice I think they will fully understand! :) But I'd use the payment schedule for the deposits in the future to make your life easier lol
How do I add tracking info? I can’t find it and I didn’t see it in your video 😞
When you say tracking information do you mean so your inventory items adjust within square? That would be in my Square Inventory video ruclips.net/video/2PsVdOE8rTk/видео.html
When you login to square and click items> settings > inventory > then click to turn on Adjust inventory levels through invoices.
If that isn't what you meant let me know and I can help!
I didn't where you showed how to add a shipping to invoice
Hi Michelle! I actually add Shipping as it's own line item to my invoices. So when I imported my inventory that was one of my inventory items. Then if you do discounts you would not apply the discount to that line item.
How much is Square a month for invoicing and adding payroll?
Invoicing is 'free' you just pay the processing fees. Those depend on how you are processing your credit cards so I'll leave this here, but it'll be for each transaction ran: squareup.com/us/en/payments/our-fees
Payroll looks like it is $35 a month and $5 for each employers/contractors or if no employees then $5 for each contractor.
squareup.com/us/en/payroll/pricing
How would u put a shipping charge on the invoice
Hi! I have shipping listed as an inventory line item. So I just add it as an inventory item.
how do you mark it paid, if it is not paid thru square
Hi! Too funny, because I just recorded a short on this I just haven’t uploaded it yet.
So once you send the invoice:
On App: Click the invoice, click add payment, click next (or edit with Amt paid), then select how they paid. A lot of times I will mark it as other payment types and leave a note of where.
On computer: next to invoice click three dots, then add payment, then record payment, then select how paid. You can leave a note for the payment as well.
Hope that helps!
So I'm getting a realtor client, this will turn into multiple homes I'll be cleaning for her, so do I put the address of home I'm cleaning? And what does references id mean?
Where are you referring to put the address of the home you are cleaning? I would likely put the client name as who will be billed. So Suzie Q Realtor as the customer and then in my 'inventory items' I'd list out each address I clean. For example, 123 ABC St., 456 DEF Rd., etc. for whatever addresses were recurring. If you will only be cleaning a few times and do not want to have them listed in actual inventory items to have them auto-populate, yes, I'd still list the separate addresses on the invoice for billing the client. Hopefully that answers your question!
As for the reference ID, I do not personally use that in my business. It appears that it's use is to help sellers have an ID for the clients across multiple programs (like an outside CRM). I have included a link to Square's explanation on a thread that I found to help you determine if this would be useful for your business. :) www.sellercommunity.com/t5/Questions-How-To/What-is-the-purpose-of-the-Reference-ID-field-in-customer/td-p/170980
How do you add for shipping?
Hi Kathy, I actually just add shipping as an item I can add to any invoice.
How do I get free processing? I’m not sure I understood your directive. Thanks!
Hi Marguerite! If you have never signed up for Square before you just need to click this link to sign-ups and create an account. Then you will have the $1000 of free processing loaded to your account. :)
Process $1,000 without fees when you activate a Square account with my link: squareup.com/t/f_referrals/dt_android?route=i/FIFTEENHAT
Hello. Great video! Im having trouble adding the return policy to my receipt. I have set it up on the receipt page, however when an invoice is paid by someone, they dont get the extra text. Is this feature only available with the paid subscription? Im currently using the free one.
Well, I'm SO glad you asked me this because I did not notice that it was no longer sending it on my invoices. So I need to do some research to try to figure out why it is not currently sending. A quick fix for you is to include the return policy in the message section. It is frustrating because it will show up before the line items of the invoice, but at least you will have it included. I'll keep you posted on what I find because now I need to go digging.
Well, this is really silly and apparently it is only on the paid version to customize your invoice. Otherwise, the SENT INVOICES it doesn't included it. This is what I found.
"Note: Maps will not show on receipts from manually entered payments, and return policies will not show when you send invoices. The process for customizing invoices differs from receipts, and can be done from different sections of your online Square Dashboard."
squareup.com/help/us/en/article/5424-customize-digital-receipts-and-invoices
If you do not want to do the paid version, similar to me, here are two work arounds you might try to see what works best for your business. Go to Invoices > Settings > Invoices> Click Default Square Invoice > Click Edit in bottom right. From there you can either:
1. Type your return policy in the Message Section. This will show up over the line items of the invoice like I mentioned before, but at least you can guarantee it will be there.
2. You can attach to all invoices a return policy. If you scroll down there is an attachments section. I typed up my return policy in a word document, saved to PDF naming it return policy, and then attached it. It appears it will send and they can click on it to view the PDF and see the policy.
I hope this helps!
@@AshleyCejka no worries! I contacted square too and they’re working on it. In the meantime, I have added a PDF attachment to the invoice instead. I just ruled it up in Word. Better than not having anything!
@@AshleyCejka sorry *wrote* it up in Word
Agreed! Glad to know they are working on it, but I think having it in there somewhere is definitely better in the meantime. :)
Your tutorial was good, but I have a different problem with the invoice. Square charges me 2.9% plus $.30 per invoice. I run scouts. Parents pay set fees for camping, registrtion, handbboks, etc. I am nonprofit and I am a non paid leader. I am only trying to collect money faster for tired, hard working parents, who forget their credit cards or haven't any cash with them. I send invoices. How do I charge the parent, what square is going to charge me to transfer their payment to the bank. I am always losing money for the transaction from $0.01 to $.50. I have to pay the difference as if I made a math mistake. Is that why you wanted me to signup, I am already using square. But not breaking even on the invoices. Can you help Please . I am 70 years old and still scouting. Help
Hi Donna! So unfortunately the only way around the square charges is the referral fees. I did find a blog post that talks about adding surcharges or service charges. Honestly, the way Square calculates the fees on the total invoice it might be best if you use a different platform for your needs. Since I don't believe you are collecting much money and it really isn't for business purposes Venmo, Zelle, or PayPal friends and family might be a better option for you! I'd take a look into those and see if it works for the payments.
Blog Post on Surcharges & Service Charges with Square: squareup.com/help/us/en/article/5671-can-i-apply-a-surcharge-to-square-sales
When I click "customize" I don't have the discount or tax option. How do I add that?
Have you created discounts and taxes under items? If not, go to items from the main menu and then on the left hand side click discounts and add your discounts there. And then for taxes it is under sales taxes. Let me know if that doesn't allow it to pop up for you.
How do you cancel reoccurring invoices ?? I've tried everything
I don’t use this feature, but have you gone to invoices and select the invoice then click View Series > End Series > Confirm? Might be easier to do it from a computer if you have t tried that. Let me know and I’ll see what else I can find.
What if I just want to take cash, but i want to send them an invoice?
Hi! First, send them the invoice. From computer, click the three dots and select add payment, record payment, and then select cash. From phone, click on the invoice, click add payment, click next, then click cash. Hope that helps! :)
I guess i should ask how do i remove the credit card and check option form the invoice. Is that possible?
I'm not sure you can remove them. I think you would just have to let your client know how you accept payment and that you will send an invoice for receipt purposes only. Or put in the notes section that you accept payment by cash or check only.
Icone de QR sur le facture ?
Hi! I am not sure exactly how you would use the QR code but I did find this relevant Square article that may point you in the right direction.
squareup.com/us/en/townsquare/qr-code-generator
I am in the process of setting up our custom embroidery business. I'm struggling with understanding some points on the invoice. I have put in two invoices. Addresses, emails, were provided. Each purchased a blanket/quillow from me. Our business name, description of item, cost, tax, shipping all entered correctly. Thank you message and return policy included. first customer did not understand to use link pay invoice. Somehow I created a link for her to simply click on that link in an email I sent to her. My problem--I couldn't find how to send the link even though square sent message that I had successfully created the link that I couldn't find. I guess I'm asking for re-assurance I'm done things correct so far and what did I miss in trying to send that link in a second email. sorry this is so long.
Hi Vicki! Hopefully I can help. :) So when you are creating your invoice if you scroll down is email selected or manually? If manually then you have to send the link to them if email it should email them an invoice. However, if you need to resend the link when you are on your main invoices page (Invoices and then click invoices again) there are three dots off to the right. If you click that and then click share the direct link to the invoice is there. You can share this with your client again and they will be able to access it. Or you can click the 3 dots and click remind and it will resend the invoice to your client. Once they have the invoice on their end it will have a blue button to click that says pay invoice. Hopefully that answered your question. If not, let me know! Happy to help!
@@AshleyCejka Thank you--yes it did help
@@vickifischer8619 Wonderful! I'm glad to hear it. :)
Can I print the invoice if my customer is here in person?
If you are on the invoices tab and click the 3 dots you can choose to print it from there and to share it with a link as well. Hope that helps!
I didnt see the part about collecting cash payments?
If you have sent an invoice and need to collect cash for payment, on desktop you would first click the 3 dots next to the invoice and click Add Payment. Then change the method to Record Payment, then select Cash for payment type.
On mobile, you would click on the invoice then there is a button that says Add Payment. Then you can select cash on the next screen. Please let me know if this works out for you.
How long do payments process ?
When you say process do you mean to show up in your Square Account? Or to your bank account? You can pay a fee to get a same day/instant transfer. Otherwise, with the standard transfer schedule it should be 36 hours or 1-2 business days.
You can find your transfer schedule by going to Balance > Click Account > Transfer Settings.
Hi is there anyway I can message you I have a question.
Hi! Sure, you can dm me on instagram @fifteenhats.
I m in transportation business how I can enter pickup and dropped off location? Thanks
Hi you can add it as a note to each individual invoice if you would like. Are they consistent locations that you could add them as inventory items? Likely the notes section would be my first thought. I guess it depends on how you need, or plan, to use the information after the initial invoice.
@@AshleyCejka every time is a different location that’s I was wondering even if I add manually? Thanks
You’re welcome! So yes you can manually add it. Or you can stick in the notes. At least those are my first thoughts on where to put it!
what if you cant find your money
Hi Kevin! What do you mean you cannot find your money? Have you set your banking information on the banking tab? If so, once you have collected money through invoices/transactions you will see it reflected in your balance. There is a schedule of when it direct deposits to your chosen account.
Long time qbooks user that recently switched to square. $ 50K Max ? Ugh. How about a "view invoice" button or a view estimate button. its almost like people from qbooks are now working at square. Also, doesn't the short description line bother you? That you can't glace at the order without clicking on it and side scrolling to see what you invoiced. Also, where is the blank or space to add a purchase order number or job name? Also, ACH payment can not take partial payments. Most of our business is taking 50 percent deposits. Only CC's can take partial payments. That's a huge negative. I'm trying to like this program, but.... Furthermore, under then quantity, there is no option to select the units. For example, we invoice in Square Feet, per each, and per linear foot. I have to make a note in the description to make the customer aware of the billing. I do like how quickly you can sign back in after you're kicked out for inactivity.
Hi! Sorry you are having so many issues with Square. I can definitely see where these are frustrating situations coming from QuickBooks and having the functionality. I never noticed the $50K max on an invoice as in my business I'd never have an invoice that high. :)
The short description line doesn't bother me as my descriptions aren't long. Maybe you could write in the message section if you need to be more descriptive on the invoice? I'm not sure what you are trying to include in that line.
For purchase order or job name perhaps you could add those by changing the Invoice ID or Invoice Title?
When you import your inventory you can select the unit from there. So it would be under unit, then click add unit, then you can select square feet and other unit measurements for each item.
I'd consider submitting some of these requests directly to Square in the Square Sellers Community so they know there are sellers that would like these features! www.sellercommunity.com/
Hi Ashley, is the currency fixed or are there options?
Hi Sylvia! I was looking it up and it looks like Square doesn't allow you to accept multiple currencies. It looks like Square charges the currency of the country selected when you set it up. You can have multiple Square accounts though. I'm not sure if this article helps, but it might start you on the right path. squareup.com/help/gb/en/article/5415-can-i-accept-multiple-currencies-with-square#:~:text=The%20ability%20to%20charge%20your,and%20select%20any%20supported%20country.
@@AshleyCejka thanks Ashley, will look into it. Haven’t find one that suit me yet.
How do you set taxes for online shop
Hi Sarah! When you are logged in to your Square Dashboard you can go to Account Settings, Click Business, Then Sales Taxes. You can setup your sales tax amounts there! When you setup your sales tax depending on how and where you operate your business you can select to have that sales tax amount automatically applied to all/some of your items. Then when you create your invoices you can toggle which tax you need applied. I hope that helps!
Where's the function in the software to just plain ol' take everything the customer has? Car, House Deed, Stocks..? Ten burritos is not enough sir thank you!
Not sure where you might find that functionality lol.
@@AshleyCejka These old deflection manouvers are old and wore out. We just walk out of the stores when the tip screen comes.
😂 good for you if that’s how you choose to live your life!
@@AshleyCejka You come back ten years!!!!!😒😒
Is there anyway I can invoice .50 in quantity?
Hi Lorraine - Sorry I haven't been receiving notifications of new comments. I don't have my invoicing setup this way since I cannot sell portions of the quantities. However, you can choose to setup your inventory with unity types that should allow you to do .5 in quantity! I found this article from Square that should help you get started with this. :) squareup.com/help/us/en/article/5115-create-and-manage-items-online?
thanks for the videos! you are very beautiful !!!!
Thank you so much for your kind words :)
can i use this outside of the States?
Hi! It looks like Square is available in the USA, the UK, Ireland, Canada, Australia, Japan, France, and Spain for accepting payments. It looks like the app is available in most countries listed in the Apple App Store and Google Play. I am attaching where they list out about International Availability! :)
squareup.com/help/us/en/article/4956-international-availability
@@AshleyCejka You're so cutee...thanks dear..
You're welcome. Best of luck!
How do you mark it paid if they pay in cash?
Great question! On Desktop --> When you click on the invoice, there will be a button that says 'More' in the bottom right. Click that, then click add payment. Select 'record payment' under Method, then select 'cash' under payment type. Then confirm and it should be marked paid. Let me know if that works for you!!
@@AshleyCejka thank you so much!
You are so welcome! :)
@@AshleyCejka I wish that feature was available in the Invoice App. I am new to Square. A lot of my customers pay in cash, but, this creates an easier way of tracking.
@@razz2o46 do you mean Square Invoices App? I use the regular Square app and you can click add payment there too! I agree on keeping everything in one spot. Makes life easier come tax time. 😁
Can u please help me
What are you needing help with? I can try.
another totally useless square video on how to create an invoice. doesnt show how to put products and prices into the library. that is the heart of the entire invoice. major waste of time.
I'm so sorry you feel that way. In this video I only cover Square Invoices. If you are looking for how to import items and prices into the library then that would be in the Square Inventory video also found on my page.
Here is the direct link for you: ruclips.net/video/kfRBCHRow-M/видео.html