When your clients receive the invoice in their email, they can pay you securely online. For remote payments, Square offers invoicing, online checkout, payment links, and a virtual terminaleach of which can be managed in your Square Dashboard. Add the invoice details and any applicable discounts. The app can connect your device to Square’s card reader, create and send invoices and payment links, and allow customers to pay by scanning a QR code. Select a customer from your Customer Directory, or enter a new name and email address. Now that you understand how the invoice appears, your next step is to click on the images below for information about your payment and deposit activity. Go to Invoices in your online Square Dashboard. Create Stripe subscriptions, charge customers safely from Salesforce, track unpaid invoices, and more. On the Transaction tab, you can take a closer look at the invoice by double clicking on the invoice. Square, and Braintree using Breadwinner Payments. We find the easiest way to find the invoice information is to click on Customers at the top of your QuickBooks screen, then Customer Center, then you will select the customer you have set in your Commerce Sync Settings (the default is Square Customer). Refunds - are transferred separately as a credit memo that is closed out appropriately. ![]() Back in your Square settings in WooCommerce youll see. Sales tax - calculated from your taxable sales in Square will appear at the bottom of the invoice and associated to a Sales Tax item in your Sales Tax Payable account. Enable sandbox mode and then head to the section below where youll create an app in your Square account. This is usually a penny ($0.01) amount due to tax rounding differences. Tax Offset - if needed, Commerce Sync will create an account for offset amounts.FileMaker's built-in (and unchangeable) menus appear in square brackets. The Square Gift Card account Commerce Sync uses in QuickBooks is an Other Current Liability account type. Select the script named Create Invoice for Job, and then click OK. Gift cards - both the sale and redemption of Gifts Cards are tracked here.Discounts - taxable and non-taxable discounts are displayed on separate lines.The Square Tips account Commerce Sync uses in QuickBooks is an Other Current Liability account type. Tips - the total amount of tips is displayed on a separate line.Sales by Category - if you have this feature turned on, taxable and non-taxable sales by category are displayed on separate lines.Sales - taxable and non-taxable sales are displayed on separate lines. ![]() You'll see a line on the invoice for each of the following that you have in your sales: You can then report on these items and accounts in QuickBooks to get more value and insight from your daily transfers. Commerce Sync creates an invoice showing you a summary of your total sales information for the previous day of sales.Ĭommerce Sync creates and uses items and accounts in QuickBooks to create the invoice for you.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |