Square Invoices and Square Messages

Easily communicate with your customers about online invoices, estimates and recurring payments using Square Invoices. Send invoices or estimates instantly via email or text message with Square Messages to appear more professional to your customers, save valuable time by avoiding mishaps with email delivery and get paid quickly. There’s no fee to send an invoice with Messages; you only pay the standard Square processing fee of 2.9% + 30¢ when your customer pays the invoice.

Send an Invoice with Messages

To send new or existing invoices and estimates from the Invoices page:

1. Go to Payments > the Invoices tab in your Square Dashboard or the Invoices app on your mobile device.

2. Edit your invoice or estimate.

3. Under Communication, select Text message or Email as the “Share via” option.

4. Click or tap Send.

Your invoice or estimate will automatically show within a message to your customer in Square Messages. Your customers’ replies to their invoices will also automatically save in Square Messages.

To create and send an invoice or estimate to a customer within Messages:

1. In your Square Dashboard, select the Messages icon.

2. Click +.

3. Click Invoice or Estimate.

4. Create an invoice or estimate.

5. Click Send.

Note: The ability to send an invoice or estimate directly from Square Messages is only available in your online Square Dashboard.

Troubleshooting

If you have an issue with your mobile device or iPad:

• Check to see if your device is a supported mobile device.

• Make sure your Apple iOS is up to date and you have the latest version of the Square app.

If you encounter trouble with your online Square Dashboard, check out our video on browser troubleshooting steps.

You may see an error message giving a reason why you can’t text a certain customer. If your customer has unsubscribed from Square Messages, they will not receive the message. You may need to text or email them directly. If your customer’s contact information is not on file with Square, learn how to add it with customer information collection tools.