A practical catering workflow
Start with a menu or custom estimate, capture the client’s requirements in the invoice or project record, and set a deposit plus later milestones. Once the estimate is accepted, convert it to an invoice and use reminders for the remaining balance. For recurring corporate orders or simpler drop-off menus, a direct online ordering profile can handle pickup and local delivery while keeping the order in Square POS. Use Dashboard reporting to review paid and overdue work rather than relying on separate spreadsheets.




