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Use Templates with Square Invoices

Overview

With Square Invoices Plus you can create and save custom invoice templates. Creating custom templates lets you easily select invoice content
– such as invoice frequency, line items and payment options – that will automatically populate in your invoice.

You can create up to 100 templates for your business, and once you’ve created multiple templates, you can set a default invoice template for your business that will always appear as the first option when you start creating a new invoice.

Note: Templates can only be created from your online Square Dashboard. Templates cannot be created from the Square Invoices app on iOS or Android devices at this time.

Create an Invoice Template 

To create an invoice template:

  1. Go to the Invoices section of your online Square Dashboard and select Settings > Invoices.

  2. Select + New Template and name the template. The template name is only visible to you. 

  3. Provide invoice template details, such as:

    1. Invoice title, which is visible to your customer.

    2. A message to your customer. 

    3. Frequency – select either one-time or recurring. 

    4. For one-time invoices, select a send date. Choose from sending immediately or in 7, 14 or 30 days from when you created the invoice.

    5. For recurring invoices, provide schedule details, such as the start and end date, when the invoice is due and whether to allow automatic payments.

  4. Add line items that will be automatically included on the invoice template.

  5. Choose your payment options and the method you'll use to share your invoice, such as email, manual or SMS.

  6. Once you fill in all of the template details, click Preview to see how the invoice will look to your customers.

  7. Click SaveTemplate when you finish creating your template.

Note: Changes you make to items from your Item Library will not carry over to the items included in your template. You can include updated item information in your template by removing and adding the item back to the template after making changes in your Item Library. Learn more about how to create and manage items in our Support Centre.

Send an Invoice Using a Template

  1. Go to the Invoices section of your online Square Dashboard and select Create Invoice.

  2. Choose the template you want to use, and click Next.

  3. Select your customer or create a new customer in the Bill to field.

  4. Make any specific changes you need to the invoice, or select Preview to see how the invoice will look to your customer. 

  5. Select Save.

Select a Default Invoice Template 

Once you create multiple templates, you can choose one template that will serve as your default template when you create new invoices. Your default template will take the place of any previous invoice settings. To set a default template:

  1. Go to the Invoices section of your online Square Dashboard.

  2. Select Settings > Invoices

  3. From the Templates section, select the invoice template you want to use as your default and click Set as default.

Delete an Invoice Template 

To remove an invoice template from your account:

  1. Go to the Invoices section of your online Square Dashboard and select Settings > Invoices.

  2. Select the template that you wish to delete, and click Delete.

Learn more about Square Invoicesand get started with a free 30-day trial.

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