Send Square Invoices Online
With Square Invoices, you can request payment for goods or services either from your online Square Dashboard, the Square Invoices app or the Square Point of Sale app using a supported mobile device. Using these tools, you can create and send invoices, create a recurring invoice series or an invoice template, create and send estimates and schedule invoice deliveries.
From your Invoice settings tab, you can create templates automatically filled with your invoice information to help you save time. You can create up to 100 unique templates customized with specific invoice details payment information, and more. Learn more about creating invoice templates and customizing your receipts and invoices in our Support Centre.
Be sure to also follow best practices for Square Invoices to make the most of this product.
Send Invoices Manually through Dashboard
To send invoices manually online:
Navigate to Invoices in your online Square Dashboard > Create Invoice.
Select a customer from your Customer Directory under Bill To or enter a new name, and email address or phone number. You can enter up to 9 recipients.
Add an optional Invoice Title, and edit the Invoice ID to match your records.
Add a personal Message. If you would like to use the same message for all of your invoices, edit the message under this field in Settings > Invoices.
Set the Payment Method.
Select the Frequency for this invoice.
Choose when to Send the invoice, and when it's Due.
Select items and unit types, then apply modifiers, notes and taxes by clicking Customize.
Under Share via, choose to manually share the invoice link. This invoice and any attached files will not be emailed to your customer, but can be shared via link once it is created.
Add any applicable discounts:
If applicable, click Add service charge to apply a service charge for fees that will be added to the original invoice amount, such as shipping or handling expenses. You can create a new service charge while creating your invoice or select an existing service charge to apply. Default service charges can be created from the Account & Settings section of your online Square Dashboard.
Click Create if you’re sending a one-time invoice, or Schedule if you’re creating a recurring invoice series. Copy the invoice URL to your clipboard to share the invoice with your customer(s) via email, text message or any social media channel. If you’re charging a customer’s payment card on file, select a payment card from the dropdown list, then a date to charge the card. Choose Schedule for a future date, or Charge if sending immediately.
Add Custom Fields
You can add a customizable field to your invoice, such as your terms & conditions or a return policy, and decide the placement of the custom field on your invoice.
When creating an invoice, select Add a custom field. Indicate your custom field title, text and placement, and select Save. From here, proceed to review and send your invoice as normal.
Set Up a Payment Schedule
You can set up a payment schedule for invoices with your customers. With progress invoices, you can allow your customer to make up to 12 milestone payments, not including the initial deposit payment (if one was requested).
Learn more about progress invoices.
Locate an Invoice, Estimate or Recurring Series
Using the search bar found on the Invoices Overview page within your online Square Dashboard, you can search for a specific invoice, estimate or recurring invoice series. Search by inserting the customer name, email address, company name and more.
Learn more about searchable filters, and managing your Square Invoices.
If you already use Square Invoices and Square Online, you can use a contact form on a Square Online website to allow your buyers to contact you, and request custom quotes for the services they would pay for with your invoices.
Learn more about getting started with Square Online.
When you send a Square Invoice, your 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 such as the following:
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 hard to make Square Invoices compliant. Square Invoices can be used alongside an alternative invoice provider, or by including the above information in the Square Invoices notes field (in order to ensure your invoices are GST compliant).