Create and Manage Recurring Invoices
Create Recurring Invoices
If you need to set up recurring invoices with your customers, you can do so with Square Invoices.
- Go to Invoices.
- Click on the Recurring Series tab > Create Recurring Series.
- Customer information: Select an existing customer, or enter a new name and email address or phone number.
- Invoice details: Add custom invoice details, such as a title, custom invoice ID to match your records, a message and an optional date of service.
- Recurring schedule: Select how often the recurring invoices will be sent. You can include a custom start date, end date and recurring invoice due date.
- Automatic payments: If you’d like to let your customer opt in for Automatic Payments using Card on File, toggle Allow Automatic Payments on. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Line items: You may add items from your item library. Once added, you may adjust the quantity or customise by adding a note or tax. To add a discount to the entire recurring invoice, click Add discount.
- Payment options: Select the payment methods you accept. Toggle on Allow Customer to Add Tip to add the ability to add tips to the recurring invoice.
- Store payment method: Toggle on Allow Customer to Save Card so customers can save their card when paying the invoice, so you can charge it for future invoices.
- Communication: Select how you would like to share your recurring invoices. In order to send via email, your customer’s email address must be provided. To share via text message, your customer’s phone number must be provided. You may also add additional recipients.
- Reminders: If you want to customise the cadence or number of reminders your customer receives, select Edit Reminders.
- More options: Toggle on Request Shipping Address to make entering a customer’s shipping address mandatory. You may also attach any custom attachments or add in custom fields.
- Once finished, you can Preview what the invoice will look like on your customer’s end, Save as Draft or Send.
- When your client receives the recurring invoice, they can complete the payment securely online. If their card was already on file, it’s charged automatically. Your funds will be deposited according to your transfer schedule.
- Select the + sign from the navigation menu > Recurring Series.
- Bill to: Select an existing customer, or enter a new name and email address or phone number. Toggle on Request Shipping Address to make entering a customer’s shipping address mandatory.
- Line items: You may add items from your item library. Once added, you may adjust the quantity or customise by clicking the item and adding a note or tax. Toggle on Request a Tip to add the ability to add tips to the invoice.
- Payment schedule: Select how often the recurring invoices will be sent. You can include a custom start date, end date, recurring invoice due date and date of service.
- Automatic payments: If you’d like to let your customer opt in for Automatic Payments using Card on File, toggle Allow Automatic Payments on. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Payment method: Select the payment methods you accept. Toggle on Allow Customer to Save Card so customers can save their card when paying the invoice, so you can charge it for future invoices.
- Details: Add custom invoice details, such as a title or custom invoice ID to match your records. You may also attach any custom attachments or add in custom fields.
- Click Continue to preview.
- Delivery method: Select how you would like to share your recurring invoice. In order to send via email, your customer’s email address must be provided. To share via text message, your customer’s phone number must be provided.
- Payment reminders: If you want to customise the cadence or number of reminders your customer receives, select Payment Reminders.
- Once finished, you can Preview what the invoice will look like on your customer’s end and Send recurring invoice if everything looks good. To save as a draft, click the ‘…’ in the upper-right corner.
- When your client receives the recurring invoice, they can pay you securely online. If their card was already on file, it’s charged automatically. The money is usually transferred into your bank account in one or two business days from the processing date.
- Tap More from the bottom navigation bar and select Invoices > Create Invoice.
- Bill to: Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to nine recipients. Toggle on Request Shipping Address to make entering a customer’s shipping address mandatory.
- Line items: You may add items from your item library. Once added, you may adjust the quantity or customise by clicking the item and adding a note or tax. Toggle on Request a Tip to add the ability to add tips to the invoice.
- Payment schedule: Select Make This Invoice Recurring > Recurring. Enter how often the recurring invoices will be sent. You can include a custom start date, end date, invoice due date and date of service.
- Automatic payments: If you’d like to let your customer opt in for Automatic Payments using Card on File, toggle Allow Automatic Payments on. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Payment method: Select the payment methods you accept.
- Details: Add custom invoice details, such as a title or custom invoice ID to match your records. You may also attach any custom attachments or add custom fields.
- Click Continue to preview.
- Delivery method: Select how you would like to share your recurring invoice. In order to send via email, your customer’s email address must be provided. To share via text message, your customer’s phone number must be provided.
- Once finished, you can Preview what the invoice will look like on your customer’s end and Send recurring invoice if everything looks good. To save as a draft, click the ‘…’ in the upper-right corner.
- When your client receives the recurring invoice, they can complete the payment securely online. If their card was already on file, it’s charged automatically. The money is usually transferred into your bank account in one or two business days from the processing date.
If you schedule a recurring payment for a future date with the Card on File feature, your customer’s card will be automatically charged at 10:00 a.m. (in your time zone) on the date you’ve selected.
Note: If your customer’s card on file has changed and the customer has a recurring invoice, you will need to edit that invoice series to ensure the right payment card is being charged.
Manage Recurring Invoices
Edit, end and manage a recurring series from your online Square Dashboard, Invoices app and the Square Point of Sale app.
Manage a Recurring Series
Managing a recurring series will impact all recurring invoices in that series.
- Go to Invoices from your online Square Dashboard.
- Click on the Recurring Series tab.
- Click the ‘…’ on an active recurring series.
- Selecting Edit Recurring Series will allow you to edit the recurring series.
- Selecting View Recurring Invoices will allow you to see all the recurring invoices in the recurring series.
Manage a Recurring Invoice
Managing a recurring invoice will only impact a single invoice. To manage the whole series, follow Manage a Recurring Series instructions.
- Go to Invoices from your online Square Dashboard.
- Click the ‘…’ on an active recurring invoice. Recurring invoices will have a status marked Recurring and will follow an ID convention similar to 000001-R-0001.
- To edit the information on a single invoice, click Edit Recurring Invoice.
- To cancel a single invoice, click Cancel Recurring Invoice.
- To view the details of a recurring series, click View Recurring Series.
- To duplicate a single invoice, click Duplicate Recurring Invoice.
Manage a Recurring Series
Managing a recurring series will impact all recurring invoices in that series.
- Open the Square Invoices App and tap the Invoices tab on the bottom navigation menu.
- Tap the Filter: All Sent link.
- Scroll to the bottom of the filter list and select Active under Recurring Series.
- Tap on an active series.
- To make edits to the recurring series information (customer information, line items, payment method, etc) tap the Edit link in the upper right-hand corner.
- To view recurring invoices in the recurring series, click the View Invoices in Series button at the bottom of the page.
Manage Recurring Invoice
Managing a recurring invoice will only impact the single invoice. To manage the whole series, follow Manage Recurring Series instructions.
- Open the Square Invoices App and tap the Invoices tab on the bottom navigation menu.
- Tap on an active Recurring Invoice. Recurring invoices will follow an ID convention similar to 000001-R-0001.
- To make edits to the single invoice information (customer information, line items, payment method, etc.) tap the Edit link in the upper right-hand corner.
- To cancel the single recurring invoice, scroll to the bottom of the page and tap the Cancel Recurring Invoice button.