Invoices

Create, configure, and publish invoices for orders that were created.

Table Specific Information

Select

The add-in uses the Square API to process search criteria that refer to the Id column, while other filters are processed client side within the add-in.

Retrieve all invoices from a location specified in the filter.

SELECT * from Invoices where locationid = '92BYHNBR6W77E'

Retrieve an invoice by invoice ID.

SELECT * from Invoices where id = 'inv:0-ChCEwgC9pIyJcHaTpPUDOxHLEL0M'

Insert

To create a draft invoice for an order, you will need to specify OrderId, DeliveryMethod columns and PaymentRequests pseudo columns.

INSERT INTO Invoices(OrderId,AcceptedPaymentMethodCashAppPay,DeliveryMethod,PaymentRequestsRequestType,PaymentRequestsDueDate) VALUES('ASXK4JVIMPx33BTJ2iLEzaTXwxZZY',true,'EMAIL','BALANCE','2024-10-12')

Update

To update an invoice, you will need to set current version number of the invoice in the query.

UPDATE Invoices SET Title = 'Testing@001', Version = 7 where id = 'inv:0-ChC4p4-kE0gkhzWD2-NPhXiuEL0M'

Delete

Delete the specified invoice.

DELETE from invoices where id = 'inv:0-ChCFV-a1tLofCBvdpj5UA4qgEL0M'

Columns


Name	Type	ReadOnly	Description
Id [KEY]	String	True	The Square-assigned ID of the invoice.
Version	Int32	False	The Square-assigned version number, which is incremented each time an update is committed to the invoice.
LocationId	String	False	The ID of the location that this invoice is associated with.
OrderId	String	False	The ID of the order for which the invoice is created.
PrimaryRecipientCustomerId	String	False	TThe ID of the customer who receives the invoice.
PrimaryRecipientGivenName	String	True	The recipient's given (that is, first) name.
PrimaryRecipientFamilyName	String	True	The recipient's family (that is, last) name.
PrimaryRecipientEmail	String	True	The recipient's email address.
PrimaryRecipientAddress	String	True	The recipient's physical address.
PrimaryRecipientPhoneNumber	String	True	The recipient's phone number.
PrimaryRecipientCompanyName	String	True	The name of the recipient's company.
PrimaryRecipientTaxIds	String	True	The recipient's tax IDs. The country of the seller account determines whether this field is available for the customer.
PaymentRequests	String	False	The payment schedule for the invoice, represented by one or more payment requests that define payment settings, such as amount due and due date.
DeliveryMethod	String	False	The delivery method that Square uses to send the invoice, reminders, and receipts to the customer.
InvoiceNumber	String	False	A user-friendly invoice number that is displayed on the invoice. The value is unique within a location.
Title	String	False	The title of the invoice, which is displayed on the invoice.
Description	String	False	The description of the invoice, which is displayed on the invoice.
ScheduledAt	Datetime	False	The timestamp when the invoice is scheduled for processing, in RFC 3339 format.
PublicUrl	String	True	The URL of the Square-hosted invoice page.
NextPaymentMoneyAmount	Int64	True	The current amount due for the invoice. In addition to the amount due on the next payment request, this includes any overdue payment amounts.
NextPaymentMoneyCurrency	String	True	The type of currency of the current amount due for the invoice, in ISO 4217 format.
Status	String	True	The status of the invoice.
Timezone	String	True	The time zone used to interpret calendar dates on the invoice, such as due_date. When an invoice is created, this field is set to the timezone specified for the seller location. The value cannot be changed.
CreatedAt	Datetime	True	The timestamp when the invoice was created, in RFC 3339 format.
UpdatedAt	Datetime	True	The timestamp when the invoice was last updated, in RFC 3339 format.
AcceptedPaymentMethodCard	Boolean	False	Indicates whether credit card or debit card payments are accepted.
AcceptedPaymentMethodSquareGiftCard	Boolean	False	Indicates whether Square gift card payments are accepted.
AcceptedPaymentMethodBankAccount	Boolean	False	Indicates whether ACH bank transfer payments are accepted.
AcceptedPaymentMethodBuyNowPayLater	Boolean	False	Indicates whether Afterpay (also known as Clearpay) payments are accepted.
AcceptedPaymentMethodCashAppPay	Boolean	False	Indicates whether Cash App payments are accepted.
CustomFields	String	False	Additional seller-defined fields that are displayed on the invoice.
SubscriptionId	String	True	The ID of the subscription associated with the invoice.
SaleOrServiceDate	Datetime	False	The date of the sale or the date that the service is rendered, in YYYY-MM-DD format.
PaymentConditions	String	False	France only. The payment terms and conditions that are displayed on the invoice. For countries other than France, Square returns an INVALID_REQUEST_ERROR with a BAD_REQUEST code.
StorePaymentMethodEnabled	Boolean	False	Indicates whether to allow a customer to save a credit or debit card as a card on file or a bank transfer as a bank account on file.
Attachments	String	True	Metadata about the attachments on the invoice.

Pseudo-Columns

Pseudo column fields are used in the WHERE clause of SELECT statements and offer a more granular control over the tuples that are returned from the data source.


Name	Type	Description
PaymentRequestsRequestType	String	Identifies the payment request type. This type defines how the payment request amount is determined. The allowed values are BALANCE, DEPOSIT, INSTALLMENT.
PaymentRequestsDueDate	Datetime	The due date (in the invoice's time zone) for the payment request, in YYYY-MM-DD format.

Excel Add-In for Square