Guides

Connecting Square Invoices

The Square Invoices integration turns your wholesale customer orders and event bookings into invoices in Square, so customers can pay you online by card — it's a separate connection from the Square POS integration.

Before You Start

You need an active Square account.
Connecting requires Settings access (access level 27).
This is not the same as the Square integration used for syncing in-person sales — if you use both, you'll connect and configure them separately.

What This Integration Does

This is an outbound invoicing tool: it takes orders you create in BarSight and sends them to Square as invoices your customers can pay online. It covers:

Wholesale/distribution customer orders.
Event and booking deposits.
Event ticket purchases.

When an invoice is paid or updated in Square, BarSight is notified automatically and updates the order — you don't need to manually check for payment.

Connecting Square Invoices

Go to Settings → Integrations.
Find the Square Invoices tile and click Activate.
Log into Square and approve access to your customers, orders, invoices, items, and payments.
You'll be sent back to BarSight, and your existing customers are automatically matched to Square by name.

[SCREENSHOT: Square Invoices tile on Settings → Integrations]

Configuring Invoice Behavior

Open Options to set:

Invoice Title — what appears at the top of the invoice (defaults to "Invoice").
Send Invoice Immediately — whether invoices email to the customer automatically, or stay as a draft until you publish them.
Payment Due — due window (7/10/30/60/90 days, or due on receipt).
Charge Card on File — automatically charge a saved card when the invoice comes due.
Square Location — which Square location invoices are created under, per BarSight location if you run more than one.

[SCREENSHOT: Square Invoices Options page]

Tips and Limitations

Once an invoice has been sent/published in Square, it can no longer be deleted from BarSight — only draft invoices can be removed.
The Sync Data button only re-matches customers by name — it doesn't create or update invoices. Invoice and payment updates happen automatically through Square as they occur.

Related Features

See the full list of available integrations on the API Integrations overview.