Navigate the Square Invoices Overview Page in Dashboard
You can easily create, send and manage estimates, invoices and recurring payments while monitoring organised invoice activity, helping you understand what you need to take action on next. You can also manage and organise all of your files and attachments by creating project folders.
The Overview Page for Square Invoices
You can use the search bar at the top of the Invoices overview page to search and view invoices, estimates and any recurring invoices. You are able to search based on the following criteria:
Customer billing address
Customer phone number
Customer company name
Line item names
Learn more about managing your Square Invoices.
Your feed will provide a well-ordered list of activity related to your estimates, invoices, recurring payments and reports. If you’re starting to take payments for the first time, you’ll start seeing activity in your feed after sending a few invoices.
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From the Projects tab, you can create projects folders and add invoices, estimates, contracts or recurring invoices. To get started, Projects > Create project.
Learn how to create and manage projects. Note: This is a Square Invoices Plus feature.
From Payments > Invoices tab, you can view, search, filter, create invoices or export existing invoices to a CSV file. To create an invoice, select Create invoice.
You can view series, duplicate, print, download PDF or archive by clicking ••• next to the desired invoice.
From the Payments > Invoices, you can complete the following bulk actions:
Bulk print (up to 30 invoices at a time)
Mark as paid
You can also multi-select to delete invoices in Draft status. You cannot delete invoices that have been sent to the customer or paid. Once you bulk delete draft invoices, this action cannot be undone.
To complete bulk actions, manually tick the checkboxes next to the relevant invoices. You can complete one bulk action at a time.
Learn about sending invoices online.
From Payments > Recurring tab, you can view, search, filter and create recurring invoice series. To create a recurring invoice series, select Create recurring series.
You can view, edit or end recurring series by clicking ••• next to the desired series.
From Payments > Estimates tab, you can view, search, filter and create estimates. To create an estimate, select Create estimate.
You can duplicate or archive an estimate by clicking ••• next to the desired estimate.
You can view a list of customers who have outstanding invoices and the total amount you are owed across all customers. You will also be able to view how many days each invoice is overdue, send your customers a reminder to pay the outstanding balance, or view a filtered list of outstanding invoices for a particular customer. This will help you keep track of your cash flow and view who owes you money and how much, all in one place.
To view your customer’s outstanding invoices:
Go to Payments > Invoices > Reports.
To view details for a specific customer, enter the customer name in the search bar.
Click ••• to send reminders, view customer details or view invoices.
You will also be able to download your reports as a CSV file. To do so, select Export and a file will download to your computer.
In your Square Invoices in Settings > Invoices, you can configure the default settings for new invoices. These settings can be overridden on individual invoices.
You can also create and customise pre-defined invoice templates. These custom templates will automatically include default information (e.g. an invoice message, accepted payment methods, etc.) when you create a new invoice. You can create up to 100 templates and choose the template you want to use when creating a new invoice.
You’re also able to configure additional customisable options for your invoices, including adding custom fields and setting your default payment methods. Learn more about customising your receipts and invoices.
Under Payments > Invoices > Settings > Estimates, you can configure the default settings for new estimates. These settings can be overridden on individual estimates.
Here you can set up your default title, message, delivery method, when the estimate is sent and when it expires.
Keeping your interactions with clients in order can be difficult to manage, but in Payments > Invoices > Settings > Notifications, you can toggle on different notifications for invoices and estimates.
Push notifications are automatically sent to your mobile device; while email notifications are sent to your email account. These notifications help keep track of things like invoice and estimate updates, your outstanding cash flow and your sales trends.
Learn more about managing invoices with Square.