EventPlanner Posted March 15 Posted March 15 Up to now, I have used Quickbooks for formal invoicing for our services after we receive leads from our Squarespace website. I decided to try Squarespace invoicing. I set up half a dozen Products, all Services, with descriptions of various length, and some with prices, which I wish to have appear on the invoice. When I add a Line Item to an invoice, it appears that I have to manually enter the name of the service, rather than choosing from the list of my Products. The description of the Product whose name I enter does not appear, nor does the price. In almost any invoicing system with inventory/products, I would expect to be able to choose from a predefined list and have the related information (description, SKU, price, etc.) entered automatically. Am I missing a step or am I creating invoices in the wrong manner? Any assistance will be appreciated!
EventPlanner Posted March 22 Author Posted March 22 I would really like to consolidate our invoicing into Squarespace, since SS works well for us so far and the integration might make our workflow much simpler. However, the Invoicing in SS that we have seen to date is far too rudimentary for our purposes. I understand that invoicing in SS is a relatively new feature, and arose in response to requests from site owners, and may not have reached full maturity yet. Any assistance will, again, be appreciated!!
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