Get Started with Square Contracts
With Square Contracts, you can create and send contracts right from your online Square Dashboard. Establish clear service agreements with your customers, secure digital signatures and potentially avoid potential payment disputes – all in one place.
Choose one of Square’s predefined templates and customise it to meet your needs, or build an entirely new template from scratch for your business. With Square Contracts you can:
Create custom clauses from scratch.
Duplicate, edit and reorder any clause in the template to best fit your contract.
Include your business logo and receipt background colour in the contract PDF.
Send contracts in bulk to up to 20 recipients at a time.
Note: Square Contracts only provides sample templates for you to create your own contract. Square does not provide any legal advice, and we do not guarantee or advise that any contract is suitable for your purposes or enforceable in any jurisdiction. See Contracts Terms and Conditions.
Create and Send a Contract
Go to Contracts in your online online Square Dashboard.
Select New contract to select a standard or saved template and then click Create.
Enter the recipient’s name or email address. You can also search for a customer saved in your Customer Directory.
Fill out the customisable fields in your selected template, including:
Contract name (required)
Contract message (optional): This message will only be included in the email we send to your customer. It is not part of the contract.
Contract overview (optional): An overview is a great way to summarise your contract. If you write one, we will include it at the top of your contract.
Note: Click Save as draft at any point to save your changes and finish the contract later.
Under Payment, select from No Payment or Add payment information. If this contract requires payment, you can enter payment information here. You can also attach a Square invoice or estimate, even if the contract does not require payment information.
Click Next to select the clauses you want in the contract. You are able to reorder, remove or edit the clauses as needed.
You can also create a new clause for this contract. It will not be saved to your clause library.
Clauses are arranged in the order they will display.
Click Next to preview the contract.
Add the owner name and an e-signature and signed date will automatically populate.
Select Share to either email the contract directly to your customer or download it as a PDF to deliver it manually.
Send a Contract to Multiple Recipients
Spend less time creating and sending individual contracts by sending contracts in bulk. Create one contract and choose your recipients – then, we’ll create independent contracts for each recipient and send them separately for signature. You can send contracts in bulk to up to 20 recipients at a time.
Note: Bulk sending contracts is not for multi-party negotiations where multiple signers need to review and complete the same contract.
To send a contract to multiple recipients:
Go to Contracts in your online Square Dashboard.
Select New contract, choose a template and click Create.
Add your recipients to the contract. If a recipient is not an existing customer, you will be prompted to add the customer and their contact details to your Directory. Learn how to [manage customer profiles in your Directory](https://squareup.com/help/article/5498).
Continue filling out the customisable fields in your template. Keep in mind that Payment information cannot be tailored for each recipient and will be the same for all customers on the contract. Additionally, adding an invoice or estimate isn’t available when sending a contract to multiple recipients.
Click Next to select the clauses you want to include in the contract. Square provides predefined clauses that you can reorder, remove or edit as needed.
Click Next to preview the contract. You can view each contract for each recipient, and you’re able to choose from a dropdown list of recipients to flip between contracts.
You can save your contract for later by clicking Save as draft. If you save your contract as a draft, you’ll see one line in your Contracts Dashboard that indicates it’s a multiple recipient draft.
Select Share to either email the contract directly to your customers or download a PDF to deliver it manually. You can track the progress of each contract individually from your dashboard after you share it with your customers.
Edit a Contract
If an unsigned contract is in the ‘In review’ status, you can still make changes to it.
To edit a contract that’s ‘In review’
Go to Contracts in your online Square Dashboard.
Find the ‘In review’ contract you want to edit, select the ‘more’ icon (...) > Edit.
Once you finish editing the contract, send the updated version to your customer for signing.
When a contract is in the "Edit" state, your customer will automatically be locked out of the contract to prevent them from signing it as you make updates. Once you finish editing, share the edited contract with your customer – they’ll receive an email about the updated contract prompting them to review and sign the newest version.
Instead of creating a contract from scratch each time, you can create custom templates with your business-specific information to save time and easily update any future contracts. The next time you need to create and send a contract, you can start with a template already aligned with your business needs.
|Credit card authorisation form||This contract template gives you authorisation to store a customer’s card information and charge it as agreed upon. Use this for repeat customers or subscription services. Once a customer signs and submits this contract, their card information will automatically be added to their Customer Directory profile under Card on File.|
|Services agreement||Set clear expectations with your customers about your service.|
|Sale of goods contract||Set clear expectations with your customers about your physical or digital products with this template.|
|Completion of services contract||Use this template once your business completes any services sold to the customer. This agreement helps you obtain written acknowledgement from your customer that your services were successfully completed as described. It can also provide added protection during a payment dispute process.|
|Confirmation of delivery contract||Use this template to obtain written acknowledgement from customers that the products they purchased were successfully delivered as described. This agreement can provide added protection during a payment dispute process.|
Create a contract template
Build your own contract template or edit one of Square’s predefined templates to meet your business needs.
To create a custom template from scratch
- Go to Contracts in your online Square Dashboard.
- Click Templates.
- Select New template under Custom templates. Here, you can add your business details into the Template and Contract sections. Then, click Next.
- Add the clauses you want to apply to the contract. For custom templates, you need to include at least one clause.
- Click Next to save.
Note: You can clone and edit a standard template to create a new custom template. Your new templates will be saved under ‘Custom templates’ and in the template selector on your Contracts section of your online Square Dashboard.
Use the clause library to create and manage a set of custom clauses you can add to any contract or template.
Contracts support two different types of clauses: default clauses provided by Square and custom clauses created by you. There are three different types of custom clauses you can create:
Library clauses: Create a custom clause in your clause library to add to any templates or individual contracts. You can only create, edit or delete library clauses from within the clause library.
Template clauses: Custom clauses created for specific custom templates.
Contract clauses: Custom clauses created for individual contracts.
To add a clause:
1. Go to Contracts in your online Square Dashboard, and click Clauses.
3. Click + by ‘Add new clause’.
4. Enter the Clause Title (required) and Clause Description (required). You can also tick the box if you require customer initials.
5. Click Save.
As you add clauses, you can edit, duplicate or delete your custom clauses, and use the search bar to navigate your clause library.
Attach Contracts to your Square Payments
Attaching your contracts to the related payments allows you to keep track of all the important information about a particular sale in one place – it’s also a good dispute management practice if a customer ever disputes a payment. Collecting all the important details for a sale across your customer profile, transaction history and documentation organises your dashboard effectively and efficiently.
You can link Square contracts to specific payments in your online Square Dashboard, either from your Transactions page or when you create a new Square Invoice or Appointment.