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Create Custom Invoice Fields

With Square Invoices Plus, you can add custom fields that show up on your customers' invoices. You can provide additional details on invoices, such as your terms of service, cancellation policy, return and exchange policy, or any other personalised message.

Whether you're a health provider adding insurance information, a florist adding plant care tips, or a food grocer adding contactless pickup instructions — you can customise up to two field details and choose where to place them on your invoices, all from your Square Dashboard or Invoices app.

Note: This is an Invoices Plus feature.

Create Custom Invoice Fields Online

To add up to two customised invoice fields from your online Square Dashboard:

  1. From the Square Invoices Overview page, click Send an invoice.

  2. If you have multiple locations set up, select the location for the invoice.

  3. Add the basic invoice details, including customer details, line items and payment schedules.

  4. Select your default payment settings and communication method.

  5. Under More Options, find "Custom fields" and click Add a custom field.

  6. Add the field title (30 character limit) and optional text.

  7. Choose the field placement. You can have your custom fields appear above or below the line item.

  8. Click Save.

Create Custom Invoice Fields In App

To add up to two customised invoice fields from your Invoices app:

  1. Tap the "+" button > Invoice.

  2. Add the basic invoice details, including customer details, line items and payment schedules.

  3. Under Details, tap + Add a custom field.

  4. Add the field title (30 character limit) and optional text.

  5. Choose the field placement. You can have your custom fields appear above or below the line item.

  6. Tap Save.

Learn how to get started with Square Invoices Plus.

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