How to Send Invoices & Remove Items From Inventory

Invoices are used for two things in Direct Sidekick:

To remove items from your inventory. (Anytime you save an invoice it removes the items from inventory).
And/or to send invoices to your customers for items they purchased from you. You can connect your Square account to make it easy for your customers to pay you as

Sending invoices is an easy way to get paid, track who has paid you and who you are waiting on for payment. You can connect your PayPal account and allow you customers the convenience of paying you online anytime. Invoices paid via PayPal automatically show up as paid in your invoices page so you know at a glance what has been paid and what hasn’t.

Before sending your first invoice make sure you have the following setup:

Set up you email if you plan on sending the invoices to your customers for payment.
Add items to inventory using purchase orders. If you are direct shipping (meaning ordering and shipping directly from your company and not receiving the inventory) then this does not need to be done. Just click the direct ship checkbox in the invoice. Nothing will be added to cost of goods sold for the order then.
Add you contacts
Connect your Square account if you would like to provide your customers with a quick and easy way to pay you.

Sending an Invoice to Your Customer

Open the invoice from either the invoices page or directly from your customer’s profile (invoices tab) and simply click the email button near the top of the invoice. This will open an email that you can edit if you would like or just send as-is. You can change the default messages for the invoice email and paid emails in the email templates page.

The invoice is automatically attached to the email but if you only want to email your customer a Square payment link you can uncheck the box under the email showing the invoice number. Once that is done, just click send and you are done sending your invoice!