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Invoicing Clients


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Is Squarespace listening? There are a handful a common sense eCommerce features are missing here. E.g, create and send an invoice, change billing / shipping address.  I contacted the the CS, I wa

Is it possible to create and send an invoice to a client? I used to use square before I switched to square space and it let me invoice clients. 

Agreed, just done a search. I'm moving from Wix to Squarespace are there's definite functionality that I'm missing.

  • 3 weeks later...

Some other platforms offer this as a service, but this isn't something you can do with Squarespace.

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Hi, I'm Paul, founder of SF Digital, a specialist company helping Squarespace users by building the features that Squarespace didn't include.
Explore our range of Squarespace Extensions, including the Wishlist, and Datepicker Extension or book a Squarespace Expert for 1:1 help. Note that links in my posts may be affiliate links.

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  • 1 month later...
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  • 3 weeks later...

Is Squarespace listening? There are a handful a common sense eCommerce features are missing here. E.g, create and send an invoice, change billing / shipping address. 

I contacted the the CS, I was told that the way to change addresses is to ask the customer to cancel then reorder with the correct address. This is absurd. You are asking the seller to loss the customer for such a simple thing to change. 

It appears SS does not listen to their customers. Please, someone must try to order something on a actual eCommerce site and see it for themshelves.

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I would LOVE a way to invoice through Squarespace. Please let us know if we can look forward to this soon. I am considering the switch to Shopify because of this and the many more back end options they offer in B2B & B2C selling. Please update soon.

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  • 2 weeks later...

Agreed. We need the ability to invoice clients and an integrated shipping component.  I'm not sure why these two things aren't standard for squarespace as an e-commerce platform.  I switched over from Shopify (after 3 years) in March because I was frustrated designing my site on Shopify to Squarespace, which is fabulous for design, but lacking in every other area.  I'm kicking myself for paying for a year of Squarespace service after learning about these shortfalls.

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  • 2 months later...

We need this as an option badly. We can create custom pieces of furniture for our customers and would like to be able to send them a specific invoice instead of having to add it to our inventory every time. Has this been fixed yet on SS?

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Hey Guys!!!
 

This is nowhere near the kind of resolve that I was looking for, but "Stripe" the third-party company used to collect payments for items purchased in your store has the option to create invoices. It's a pretty annoying process that honestly is the same as just sending an invoice through any other third party, but if you want to do it so that accounts and Business Info automatically mirror what is happening with your store, you can use stripe. Just log in to your Stripe account and underneath "Customers" is an invoice option that you can use to create and send invoices. I just tested it. Creating and sending is simple. Pay is seamless for customers allowing them to pay by card, direct bank (routing/accounting number), or Apple Pay. Only downside is that the estimation is 7 days before I see the money in my account. 

Not all the solution I hoped for, but a compromise that might be slightly less annoying.

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I use a tool called Bonsai to manage all of my client intake forms, proposals, project management, emails, tasks, time tracking, automatic invoicing, and even contracts and e-signature. Everything all-in-one! 

You should check it out. If you like it and want to sign up, my referral link will give you a month free: CHECK IT OUT

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  • 4 weeks later...
On 8/7/2020 at 7:42 PM, Jamar425 said:

Hey Guys!!!
 

This is nowhere near the kind of resolve that I was looking for, but "Stripe" the third-party company used to collect payments for items purchased in your store has the option to create invoices. It's a pretty annoying process that honestly is the same as just sending an invoice through any other third party, but if you want to do it so that accounts and Business Info automatically mirror what is happening with your store, you can use stripe. Just log in to your Stripe account and underneath "Customers" is an invoice option that you can use to create and send invoices. I just tested it. Creating and sending is simple. Pay is seamless for customers allowing them to pay by card, direct bank (routing/accounting number), or Apple Pay. Only downside is that the estimation is 7 days before I see the money in my account. 

Not all the solution I hoped for, but a compromise that might be slightly less annoying.

I'm assuming using this workaround also means that your Squarespace analytics (total sales, revenue, inventory, etc.), all don't get accounted for in Squarespace either?

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  • 4 weeks later...

I need this too! I contacted customer support and was told the following:

At this time it isn't possible to generate a payable invoice with our platform tools. However, as part of our efforts to continue to innovate and update our product, I will gladly pass this on to our Development team as a feature request. This is a popular feature request among merchants who use Squarespace. While we can't guarantee implementation, this is an important part of how we continue to improve our platform, so we appreciate your input.

eCommerce is changing, especially with Instagram Live sales. Being able to send customers a payable invoice would make life so much easier. I hope they release a solution soon!

 

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