Request payment for goods or services with Square Invoices from your online Square Dashboard or from a supported mobile device.

Note: When using Square Invoices, make sure to follow our best practices guide.

What are Square’s Invoice Fees?

You can send an unlimited number of invoices for a fee of 2.9% + 30 cents. Fees are applied at the time an invoice is paid by your customer with a credit card or Visa co-branded debit card.

Create Invoices Online

  1. Navigate to Invoices in your online Square Dashboard > click Create Invoice.
  2. Select a customer from your Customer Directory, or enter a new name and email address. You can enter up to 9 recipients.
  3. You can add an optional Invoice Title and edit the Invoice ID to match your records.
  4. Add a personal message. If you would like to use the same message for all of your invoices, select Save as default message.
  5. Under Invoice Method, select whether you’d like to email your customer this invoice or manually share the invoice link.
  6. Select when you’d like to send your invoice and a due date.
  7. Select items and apply modifiers, notes and taxes by clicking Customize.
  8. Add any applicable discounts. Please note that any applied discounts will apply to the entire sale.

    Note: Before sending your invoice, select Preview in the top right-hand corner to view your invoice as your customer will see it. You can also click Save as draft to save the current version to work on later, or to keep it as a template to duplicate and send anytime.

  9. Click Send. Or, if you’re charging a customer’s payment card on file, select a payment card from the drop down list below Payment > select a date to charge the card > Charge.

Each recipient has the option to pay a Square Invoice with supported credit or Visa co-branded debit cards. Both you and your customer will receive a confirmation email once the invoice is paid.

Note: Before sending your invoice, select Preview in the top right-hand corner to view your invoice as your customer will see it. You can also click Save as draft to save the current version to work on later or to keep it as a template to duplicate and send anytime.

Add Attachments to Invoices

You can add an attachment, like a contract or images, directly to your Square Invoice, so your customer will have all of the purchase information in one place.

  1. When creating an invoice, click Add Attachments to upload documents or images from your computer.

    Note: Image files and PDFs can be uploaded with a total file size limit of 10MB with a maximum of 10 files.

  2. You may add additional attachments one at a time or remove uploaded attachments by clicking X.
  3. Click Send. Or, if you’re charging a customer’s payment card on file, select a payment card from the drop down list below Payment > select a date to charge the card > Charge.

Note: File attachment isn’t currently supported for recurring Invoice series.

Before sending your invoice, select Preview in the top right-hand corner to view your invoice as your customer will see it. You can also click Save as draft to save the current version to work on later.

Do not use this feature to upload any Personal Health Information, illegal content, or content in violation of Square’s Terms of Service. Content you upload may be reviewed and used by Square in connection with contesting a chargeback.

Request Customer’s Shipping Address

When you send an invoice through your online Square Dashboard, you can opt to collect your customer’s shipping address.

To do so, under More Options on the invoice details page, select Request Shipping Address.

When your customer receives their invoice, below the payment fields, they’ll see the option to enter their preferred shipping address. Once they submit, you can view their address along with the invoice payment information.

Schedule an Invoice

If you’d like to schedule a single invoice to be sent at a future date, follow steps 1-4 in the section Create Invoices Online, then use the steps below:

  1. Select Send Invoice by Email.
  2. In the Send field, choose a date the invoice will be sent > select a payment due date.
  3. Finish filling out the invoice and select Schedule or “Save as Draft.”

Note: If you select “Save as Draft,” your scheduled invoice will not be automatically sent, and you’ll need to select Schedule to determine when it will be delivered.

Scheduled invoices will be automatically sent to your customer at 10 am (in your timezone) on the date you’ve selected. You’ll receive a notification email once the invoice is paid, and funds will be deposited to your linked bank account following your deposit schedule.

Create a Recurring Invoice

If you need to set up recurring payments with your customers, you can do so with Square Invoices. Here’s how to get started:

  1. From Invoices, click Recurring in the top-right corner of your Dashboard > Create Recurring Series.
  2. Select the start date, the recurrence frequency and the end date
  3. Fill out the remainder of your invoice.
  4. Click Schedule.

If you set up a recurring payment with the Card on File feature, your customer’s card will be automatically charged at 10 am (in your timezone) on the date you’ve selected.

Keep in mind, if the Card on File is changed and the customer has a recurring invoice, you will need to edit that invoice series to ensure the right card is being charged.

Note: Only one recipient can be used for a recurring invoice. Additionally, you’re unable to edit the recipient email address once an invoice series has been created.

Save a Payment Card for Invoice Payments

With Card on File, save customer payment cards to your Customer Directory, immediately process invoice payments, and get paid faster. Saving a card on file comes in handy when using recurring invoices or sending multiple invoices to the same customer.

There are two ways to save a customer’s payment card:

Charge a Card on File for an Invoice Payment

When you create a Square Invoice, you can select a card on file to charge.

GST Compliance

When you send a Square Invoice, you customer will also receive a payment receipt when the invoice is paid. In order for the Square invoice to be GST compliant when you are selling to another business, you may be required to include several pieces of information in the Notes field:

  • Supplier’s business or trading name, or an intermediary’s name
  • The supplier’s business number (BN) or an intermediary’s BN
  • Your name or trading name or the name of their authorized agent or representative
  • Terms of payment

Source: Canada Revenue Agency

We are working to make Square Invoices compliant, but we do not have an exact timeline we can share just yet. Square Invoices can be used along side an alternative invoice provider, or by including the above information in the Square Invoices Notes field, in order to ensure that your invoices are GST compliant.