Configuring your Square Connection for Invoicing

Configure how Brew Ninja and Square operate together for invoicing purposes.

Setup → Connections, then click the Configure button to the right of the Square icon.

Choose whether or not you wish to enable Invoicing Enabled.
- If enabled, you will be able to export sales orders to Square where they will become invoices.
- If not enabled, you will not be able to export sales orders to Square.
Choose whether or not you wish to enable Automatically Charge Card-On-File.

- If enabled, customers with a card-on-file in Square will automatically be charged when creating an invoice in Square from a sales order in Brew Ninja.
- If not enabled, customers with a card-on-file in Square will not automatically be charged when creating an invoice in Square from a sales order in Brew Ninja.

The grid displays a list of locations that you have created in Square.
For each location, select a Brew Ninja warehouse from the dropdown menu. This specifies which Square location an invoice will be created in from a Brew Ninja sales order.
Set Is Wholesale? to yes. This ensures that you are able to create invoices in Square from Brew Ninja sales orders created in this warehouse. Each wholesale warehouse must only be linked to one Square location.
Click Save.

Upon saving, keg deposits for rental materials will automatically be exported to your Square wholesale catalogue(s). If there is no dollar value for these deposits, they will be listed as 'free' on Square invoices. These keg deposits should not be edited in Square.
Any levies existing in your Brew Ninja account will be exported from Brew Ninja to Square. They will appear on Square invoices as Adhoc Service Charges.
Any taxes existing in your Brew Ninja account will be exported from Brew Ninja to Square.
Any customers existing in you Brew Ninja account will be exported from Brew Ninja to Square with their associated 'billing' contact.