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Use inventory tracking for Square Invoices

Who is this article for?
  • Sellers with general items permissions. Set permissions in the Square Dashboard.
  • About inventory tracking for Square Invoices

    Invoices Inventory Management allows variation availability counts—also known as "committed stock"—at selected locations to automatically decrease once an invoice is paid. This feature helps prevent overselling stock prior to the customer paying the invoice.

    Before you begin

    Enabling inventory tracking for Square Invoices is only available on Square Dashboard.

    To use this feature make sure that the inventory tracking setting is enabled for any items you want to use with this feature. Learn how to set up inventory tracking.

    Set up inventory tracking for Square Invoices

    Making a stock commitment will adjust the available to sell amount, but the stock on hand won't update until the invoice has been paid.

    1. Sign in to your Square Dashboard and click Items & Orders > Items.

    2. Click Settings > Inventory.

    3. Toggle on Adjust inventory levels through invoices.

    4. Choose applicable locations or select All Locations.

    5. Click Save.

    Once the inventory tracking for Square Invoices is enabled, when creating a new invoice, you will receive a warning if you do not have enough inventory available to sell.

    Identify stock committed to invoice orders

    Committed stock will show two values within your item library from your Square Dashboard, or by clicking on the selected item from the Square apps and devices: 

    • Stock: shows how much stock is available.

    • Available to sell: shows your stock on hand count. 

    You can identify which invoices or Square Online orders are attached to committed stock.

    Square Dashboard

    1. Sign in to your Square Dashboard and click Items & Orders > Items.
    2. Find the relevant item in your Item library and click the stock number under the Available to sell column.
    3. Click Committed.
    4. Click into the listed invoices to see what stock has been committed to each order.

    Square POS apps and devices

    1. Open the Square app and tap ≡ More.
    2. Tap Items > All items.
    3. Tap on the relevant item from the list.
    4. Under the Price and inventory section, tap the stock number next to Available to sell.
    5. Tap Committed.
    6. Review the listed invoices to see what stock has been committed to each order.

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