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How to Sync All Square Invoices

Overview

By default, all Square invoices created in Shout will automatically be added and tracked on the Orders page. There may be instances when you create Square invoices outside of Shout. If you want those invoices automatically added and tracked on the Shout Orders page, you need to change your settings to sync all new Square invoices. 

You must connect your Square account to Shout before syncing. 


How to Sync All New Square Invoices

  • Go to Settings in the left navigation
  • Under Invoicing, click on Square
  • Click Sync All New Square Invoices

 

  • Click Save Changes

This will sync all new invoices, not historic invoices. To learn how to import historic Square invoices, go here.

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