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Invoicing Feature Improvements

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Posted (edited)

Squarespace is dangerously close to being a perfect lite weight CRM with digital invoicing. There are 2 simple features that would make it perfect that are missing. 

1. When generating an invoice, it should be possible to populate line items from existing product/service inventories and have the relevant inventory update accordingly

2. When viewing a client/contact "profile" under the "contacts" tab, there should be a button to generate an invoice. 

If these things were implemented it would make the invoicing feature as good as anything in the industry

Edited by connectedlandscapes
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Posted (edited)

Honestly I think its a bit of a mess.

1. Custom Invoice numbering/labelling is needed. The jumbled code it generates doesn't help with file management.

2. The fact a client has to pay with either Stripe, PayPal or Square makes this feature a no go. We need the option of just including text with the users BIC and IBAN numbers.

3. The drag and drop feature of adding blocks like on your website should be a feature, even in a basic form like adding an additional text block as more text needs to be added to invoices when selling certain services.

4. Not sure if its on it as I haven't been able to issue an invoice as im not setting up a PayPal to test it,  but it seems there is no way to download the invoice for your own or your bookkeeper's record as a PDF or similar. 

5. I can't seem to create a test invoice for a client with an accent mark (they have headquarters in Ireland and Portugal so not sure how this was missed). Also I cant delete the test invoice so it's just a permanent draft invoice now. 

This is probably fine for ecommerce business selling products online, something I assumed would have been already on Squarespace, but does nothing for people selling a service in its current state. They have user data so not sure why they launched it without some pretty basic features. Hopefully they'll be quick to add to it over the next few months.

Edited by AODH

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