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Schedule Multiple Payments on a Single Square Invoice

Progress invoices let you schedule multiple payments for any job or project, so you can set up a payment schedule based on specific milestones or phases of the job. This feature makes it easy to manage payments and generate cash flow as the work progresses – all from one Square Invoice.

You are able to set up to 12 milestone payments on an invoice. This does not include the initial deposit on the invoice (if a deposit was requested).

Progress invoices are only available with Square Invoices Plus subscription. Get started with a free 30-day trial.

Create Progress Invoices from Dashboard

  1. In your Square Invoices, select Send an invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address.

  3. Add line items, and optionally apply modifiers, notes and taxes by selecting Customise.

  4. Select Add Payment Schedule.

  5. Toggle on Request initial deposit and/or Split balance into milestones.

  6. Enter the amount(s) or percentage(s) you have scheduled and select due date(s) and select Save.

  7. Select Send.

Note: To customise payment due date and/or reminder schedule, select the payment due date or reminder schedule on each individual payment.

Create Progress Invoices from the Square App

  1. From the navigation menu, tap Invoices > Create Invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address.

  3. Add line items, and optionally apply modifiers, notes and taxes by selecting Customise.

  4. Select Add Payment Schedule.

  5. Toggle on Request Deposit and/or Split Balance into milestones.

  6. Enter the amount(s) or percentage(s) you have scheduled and select due date(s) and select Save.

  7. Select Send.

Note: To customise payment due date and/or reminder schedule, click Edit on the individual payment you want to customise.

If you track inventory through Square, your items will only adjust when the entire invoice is paid. Paying the deposit will not change item counts.

When using Progress invoices, sales are not recorded within Sales Reports until the entire invoice is paid. Sales are attributed to the date the invoice is paid off and not the deposit or the date the invoice was sent.

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