Send Square Invoices Online
With Square Invoices, you can request payment for goods or services either from your online Square Dashboard, the Square Invoices app, or the Square Point of Sale app using a supported mobile device. You can send an unlimited number of invoices, all with a flat 2.2% processing fee applied at the time an invoice is paid with a credit or debit card. If your customer pays with a physical or electronic gift card, the fees will be applied when the gift card is sold (but not when used as payment for the invoice).
Before sending an invoice, you can view and customise your default settings in Settings > Invoices by setting your default payment options, and choosing to add in custom fields and messages. Learn more about customising your receipts and invoices.
Learn how processing fees and rates are calculated.
Be sure to also follow best practices for Square Invoices to make the most of this product.
Send Invoices Manually through Dashboard
Navigate to Invoices in your online Square Dashboard > Create Invoice.
|Bill To||Select a customer from your Customer Directory, or enter a new name and email address or phone number.|
|Invoice Title||Add an optional Invoice Title and edit the Invoice ID to match your records.|
|Message||Add a personal message.|
|Payment methods on file||If the customer has signed a Card Authorisation form, you have the option to Add a card on file, Charge the existing card on file, or Do not charge a payment method on file.|
|Payment Method||Select Credit or debit card which is 2.2% per transaction. Alternatively, you can select Gift Card where you only pay processing when a customer buys a gift card from you.|
|Frequency||Select the Frequency for this invoice. It can be sent as a One-Time or Recurring invoice. If you’re creating a recurring invoice series, select start and end dates, along with frequency and due dates.|
|Send||Choose to Send the invoice immediately or select a date from the calendar to schedule.|
|Due||Choose to Send the invoice immediately or select a date from the calendar to schedule.|
|Line Items||Select items and quantities, then apply modifiers, notes, discounts and taxes by clicking Customise.|
|Add Discount||Add any applicable discounts:
- To add a discount to the entire invoice, click Add Discount.
- To add a discount to a specific item, click Customise next to the item.
Note: Only existing, fixed-percentage discounts can be applied to an item. You must set up taxes and create discounts prior to adding them to an invoice.
|Add Payment Schedule||You have the option to Add Payment Schedule where you can request an initial deposit from the customer for a percentage or set amount. With progress invoices, you can allow your customer to make up to 12 milestone payments, not including the initial deposit payment if one was requested. Learn more about progress invoices. You can also Split Balance into milestones so the customer can pay the full balance in multiple instalments.|
|Share via||Select the Communication channel to generate an automatic email or you can create an invoice link to manually share the invoice through your own communication channels.|
|Additional Recipient||Add extra email addresses to cc (optional). You can enter up to 9 recipients.|
|Reminders||Set payments reminders with an optional message.|
|Shipping Address||If you need to ship or deliver an item for the goods or services purchased, tick the Request delivery address checkbox.|
|Tipping||Customers can tip up to 50% of the invoice total. To enable tipping, tick the Allow Customer to add a tip checkbox.|
|Card on File||If Allow Customer to save a card on file is ticked, customers will have the option to save their payment card when paying the invoice. If they do, you will have the option to charge future invoices to the saved card instead of sending the invoice for payment.|
|Attachments||Add an optional attachment of up to 10 files totalling 25 MB. Supported file types: JPG, PNG, GIF, TIFF, BMP, and PDF. Do not attach sensitive personal information or illegal content. Square may use content you upload to fight chargebacks on your behalf, such as signed contracts.|
|Custom Fields||When creating an invoice, select Add a custom field after Payment Options. Indicate your custom field title, text and placement, and press Save. From here, proceed to review and send your invoice as normal.|