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Get Started with Invoices Plus

With Square Invoices Plus, you can run your business more effectively with custom invoice templates, milestone-based payment schedules, multi-package estimates and other advanced features — available right from your Square Dashboard or Invoices app.

Pricing

Sign up for a 30-day free trial to see if this option is the right fit for your business. No payment information is required to get started. If you’ve signed up for a free trial and you wish to cancel the service, you will need to wait the full 30 days for the trial to complete.

If you choose to continue with Plus features, pay one flat rate of $30 per month per Square account. If you subscribe mid-month, you’ll be charged a prorated amount for the remainder of the month. Processing rates for Invoices Plus:

  • 2.2% per online card payment.

  • 1.9% per in-person transaction with Square Reader or Square Stand.

  • 1.6% per in-person transaction with Square Terminal or Square Register.

If you choose not to subscribe when your free trial ends, you can still edit any multi-package estimates, invoice templates, milestone-based payment schedules or custom fields you created in the past year. However, you won’t be able to create any new invoices using these features.

Invoices Plus Features

Multi-package estimate

You can now offer multiple packages of items and services from a single estimate, allowing you to spend less time on scoping and pricing projects with your customers.

To create a multi-package estimate from your online Square Dashboard:

  1. Go to the Square Online Overview page and click Estimates.

  2. Click Create estimate.

  3. Fill out the customer information and estimate details. Click Next.

  4. Enter the payment details and line items for the estimate.

  5. Under Add package, click the + icon. You can add up to nine packages. Fill out an optional title and description and click Next.

  6. Fill out 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 required. Package total must be between $1.00 and $50,000.00 AUD.

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:

  1. Complete the steps above to create an estimate.

  2. On the Communication screen, toggle on Automatically convert estimate to invoice when customer accepts.

  3. Choose between ‘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.

Custom invoice templates

Save and reuse pre-defined 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:

  1. Go to the Square Online Overview page and click Estimates.

  2. Click Settings > Invoices.

  3. Click + New template.

  4. Enter the template name.

  5. Fill out the invoice details and click Save template.

Custom invoice fields

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.

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 add and customise up to two field details on your invoices, all from your online Square Dashboard or Invoices app.

Learn how to create custom invoice fields.

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:

  1. Go to the Square Online Overview page and click Create Invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address or phone number.

  3. Add line items, and optionally apply modifiers, notes, and taxes by clicking Customise.

  4. Select Add Payment Schedule.

  5. Toggle on Request initial deposit, and if needed, Split balance into milestones.

  6. Enter the amount(s) or percentage(s) you have scheduled, select due date(s) and click Save.

  7. Fill out the rest of the invoice details and click Send.

Note: To customise a payment due date or reminder schedule, click on the payment due date or reminder schedule on each payment. You can create up to 12 milestone payments for your customer.

Start a free 30-day trial of Invoices Plus today.

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