Beginner's Guide to Invoicing on Squarespace (Squarespace 7.1 Tutorial)

[@lipbalmplease]

1. Custom Invoice numbering/labelling is needed. 2. The fact a client has to pay with either Stripe, PayPal or Square makes this feature a no go. 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. Also I cant delete the test invoice. Bit of a mess really. 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. Thank you for the video!

[@ChristyPrice]

Good points! As they don’t share a roadmap, it’s not clear what will be coming. But I definitely expect improvements!

[@Monedula]

thank you, first time working with square space ❤

[@cartereducation1]

Do new customers have to first go through thr process of setting up an account before they can pay?

[@ChristyPrice]

They enter their payment info on a secure page - no account setup required

[@denisewood9636]

is there a way to add shipping fees? Or do you need to add it as a line item?

[@ChristyPrice]

Nope, these are geared more for services, so you'd want to add it as a line item

[@lissetteholder7594]

Question. Once you create and send invoice, is there an option for the client to edit the payment amount? For instance, if I send an invoice for $700. And the client is only required to pay $150 for the deposit... Is there a feature where the client can make a partial payment towards invoice?

[@ChristyPrice]

Not yet. :(

[@lissetteholder7594]

That’s dumb.

[@Filasteen]

Is there a way to send recurring invoices through Squarespace? I want to bill a client monthly.

[@ChristyPrice]

Not at the moment but I hope they add this feature!

[@willhelliwell]

Shame that you can't have multiple contacts on a project. I want to send an invoice but I don't want to send it to the original product contact.

[@ChristyPrice]

Agreed. Another miss is that you can’t mark an invoice paid if they pay by check or another method.

[@willhelliwell]

@@ChristyPrice That's a good point. As I'm already using ClickUp for the project management and dashboard, I'm hoping Squarespace will be enough to add that professional touch.

[@ChristyPrice]

@@willhelliwell​​⁠they tend to roll out things early and then improve so I’m sure it will just continue to get better

[@JonathanStrickland-y3b]

Can you have invoices linked to inventory?

[@ChristyPrice]

Not at the moment

[@BradHaven]

How much is the credit card fees? How do they handle refunds? if you refund, are you still charged the credit card fees?

[@ChristyPrice]

Hi Brad. The fees and refunds depend on whether you are using a third party payment processor or Squarespace Payments. There’s a list here with fees under Invoices in this article: support.squarespace.com/hc/en-us/articles/213653237-Transaction-fees

[@lizbrewer5262]

This is great, thanks for this. Quick question, do you need to be on an Ecommerce subscription with Squarespace in order to issue invoices and to also receive Payment, say once you've integrated with PayPal ?

[@pangopup]

Great question! You can invoice with ANY Squarespace hosting plan, it doesn't have to be a Commerce plan.

[@lizbrewer5262]

@@pangopup Fantastic! Huge thanks :)

[@ChristyPrice]

Nope! Any plan. 🎉

[@bluesash10]

Thank you!