Get started with Square Invoices Plus
With Square Invoices Plus, you can choose from two plans: Free and Plus. Square Invoices Plus is our subscription-based option, and is recommended for growing businesses that want to streamline work and billing needs with advanced, time-saving features. This article highlights these features.
Get started by signing up for a 30-day free trial of Invoices Plus.
Key Invoices Plus Features
Save time and simplify your monthly billing process by emailing the same invoice to multiple customers at once instead of creating them individually each time.
To send a batch invoice:
Go to Invoices in your online Square Dashboard.
Click on Create Invoice.
Select Create invoice batch.
Create groups of customers that you charge regularly for the same service, such as membership fees, so you can invoice the entire group in one go.
To manually create a group of customers:
Visit Customers in your online Square Dashboard.
Click All Customers > New Group.
Name the new group > click Save.
Offer options with multi-package estimates
You can offer multiple packages of items and services from a single estimate.
To create a multi-package estimate from your online Square Dashboard:
Go to the Square Invoices Overview page and click Estimates.
Click Create estimate.
Fill in the customer information and estimate details. Click Next.
Enter the payment details and line items for the estimate.
Under Add package, click the + icon. You can add up to nine packages. Fill in an optional title and description and click Next.
Fill in communication options and preview the estimate. Click Send.
Note: Multi-package estimates have a two-package minimum and a nine-package maximum. You can duplicate or delete as needed. Package total must be between $1.00 and $50,000.00.
Create milestone-based payment schedules
Schedule multiple payments for any job or project by setting up a payment schedule based on specific milestones or phases of the job – all from one invoice.
To create a progress invoice with a milestone-based payment schedule:
Go to the Square Invoices Overview page and click Create Invoice.
Select a customer from your Customer Directory, or enter a new name and email address or phone number.
Add line items, and optionally apply modifiers, notes and taxes by clicking Customise.
Select Add Payment Schedule.
Toggle on Request initial deposit, if needed, and Split balance into milestones.
Enter the amount or percentages you’ve scheduled, select due date and click Save.
Fill in the rest of the invoice details and click Send.
Note: To customise a payment due date or reminder schedule, click the payment due date or reminder schedule on each payment. You can create up to 12 milestone payments for your customer.
Auto-convert accepted estimates to invoices
Instantly convert accepted estimates into invoices to easily request payment from your customers. To automatically convert estimates to invoices when a customer accepts:
Complete the steps above to create an estimate.
On the Details screen, toggle on Automatically convert estimate to invoice when customer accepts.
Choose Send invoice or create share link once accepted or Save invoice as draft once accepted.
Note: This feature is only available through Square Dashboard and on iOS devices. The auto-convert option is not currently available on Android devices.
Create and reuse custom invoice templates
Save and reuse existing invoice templates, so you don’t need to start from scratch each time. Build templates with pre-selected items, services, payment settings or notes that you can reuse for similar jobs or sales. You can set a default template that will always show up as your first choice when creating an invoice and rearrange the order of the rest of your templates.
To create an invoice template from your online Square Dashboard:
Go to the Square Invoices Overview page in your Dashboard.
Click Settings > Invoices.
Click + New template.
Enter the template name.
Fill in the invoice details and click Save template.
Add custom fields to any invoice or contract
Create and select the placement of custom invoice fields to provide additional details to your customers, including your terms of service, cancellation policy, return policy or any other personalised message. Learn how to create custom invoice fields.
In addition, create custom fields for contracts to optimise your workflow and ensure the highest level of accuracy for the terms agreed to by your customer. Introducing customisation around how you collect this information (e.g. text field, tick box) will also unlock the ability for creating more than a contract (e.g. intake form, questionnaire, etc.).
Organise files into a project workspace
Save time and organise all of your digital files related to your project. Keep track of contracts, estimates, invoices or recurring invoices in one workspace – all from your online Square Dashboard.
To create a Project folder:
Go to the Square Invoices Overview page in your online Square Dashboard.
Click Projects > Create project.
Enter the project name, project start date and optional end date. Click Save.
Click Add and choose to add existing estimates, contracts, invoices or recurring series. You can search by title, ID or status.
In the Projects tab of your online Square Dashboard and Square Invoices app, you have access to a pipeline board tracker so you can better track leads and payments. To view this, select the Board view filter. With this, you can categorise projects into different segments, including Inquiry, Proposal and Completed. You have three options to change a project phase:
Change in-line in the project list view.
When creating or editing a project, there’s a drop-down menu.
Drag and drop project tiles across phase columns in the pipeline/board view.
Once you associate a customer with a project, you can share it. To do so, open the project and click Share.