Square Invoices are available right from the Square app; you can view and manage invoices anytime, from anywhere. Request payment for goods or services, search for your customers by name, and even send reminders when an invoice is overdue – all from your mobile device or tablet. A flat 2.2% processing fee is applied at the time the invoice is paid – and you can send unlimited invoices.

Before getting started, make sure the Square app is up-to-date to use this feature. Also, make sure you follow our best practices guide for invoices.

Invoices in the Square app Landscape view

Note: If you have employees, they will need to have the Manage and Create Invoices permission enabled to send invoices from the Square app.

Create Invoices from the Square App

  1. Select Invoices from the navigation menu.
  2. Tap the Create Invoice button.
  3. Enter your customer’s name and email address > tap Add to Invoice.
  4. If you want to send this invoice at a later date, tap on the Send option and choose another send date.
  5. Tap Add Item to add items from your item library.
  6. Tap Send.

Your customers can pay Square Invoices using any supported payment card. Paid invoices will appear within your in-app Transactions and your online Square Dashboard under Transactions.

Invoice Creation Screen Tablet

Add Attachments to Invoices

  1. When creating an invoice, select Add Attachment.
  2. Choose an image from your photo library or take a photo.
    Note: JPEG is the only supported file format at this time.
  3. Edit image name if needed and tap Upload.
  4. To add additional attachments return to step 1.
  5. Tap Send.

Do not use this feature to upload any Personal Health Information, illegal content, or content in violation of Square’s Terms of Service. Content you upload may be reviewed and used by Square in connection with contesting a chargeback.

Accept payments for Invoices from the Point of Sale App

If you are using an Android device, you can complete your customer Invoices right from your Square App.

  1. Select Invoices from the navigation menu.
  2. Click on the invoice from your list or learn how to create an Invoice on your mobile device.
  3. Tap Take Payment.
  4. Swipe, Insert or Tap your customer’s card or select a separate tender type (Cash, Gift Card, Cheque or Other.)
  5. You’ll see a final screen that reads Invoice Paid after the payment completes.
  6. Your customer will automatically receive payment confirmation to the email entered for their Invoice.

Note: Invoice tipping is available and is configurable based on what platform (Android or iOS) you are using.

  • Android: If Tipping is enabled within the Point of Sale settings then customers will be able to tip for all Invoices and payments processed through the app.
  • iOS: Tipping will only be available if enabled when the Invoice is created. Point of Sale Tipping settings do not affect Invoices.

Note: Invoice payments do not support paper signatures and all card signatures will be on the device screen, regardless of whether the device setting Customer Signs on Device is disabled.

Edit, Resend or Cancel Invoices from the Square App

  1. Select Invoices from the navigation menu.
  2. Choose the invoice from your list that you would like to edit.
  3. Tap the Edit button in the top right corner.
  4. Make the updates necessary and Resend the invoice (top right corner) or tap Cancel Invoice in the bottom of the screen.
  5. Confirm or edit the list of recipients cc’d on the invoice to determine who (if anyone) will be notified of invoice edits and cancellations.

Send a Reminder for an Invoice from the Square App

  1. Select Invoices from the navigation menu.
  2. Choose the invoice from your list that you would like to send a reminder for.
  3. Scroll to the bottom of the invoice details and tap the Send Reminder button.

Duplicate an Invoice from the Square App

  1. Select Invoices from the navigation menu.
  2. Tap the invoice from your list that you would like to duplicate.
  3. Scroll to the bottom of the invoice details and click the Duplicate button.
  4. A new invoice page with the previous details will appear. Change the appropriate sections as necessary and tap the Send button in the top right corner.