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Send Square Invoices Online

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

Before sending an invoice you can view and customize your default settings, set your default payment options, and choose to add in custom fields and messages to your invoices. Read more about customizing your receipts and invoices

Note: Follow our Best Practices for Square Invoices guide.

Send Invoices Manually through Dashboard

  1. Navigate to Invoices in your online Square Dashboard > Create Invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to 9 recipients.

  3. 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 Delivery Method, 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. If your customer has a card on file, you’ll have the option to select it from this menu.

  6. Select the Frequency for this invoice.

  7. Select items and unit types, then apply modifiers, notes and taxes by clicking Customize.

  8. Add any applicable discounts:

    • To add a discount to the entire invoice, click Add Discount.

    • To add a discount to a specific item, click Customize next to the item. Note: Only existing, fixed-percentage discounts can be applied to an item. You must set up taxes and create discounts prior to adding them to an invoice.

  9. 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 drop-down list below Invoice Method > select a date to charge the card > Schedule or Charge if sending immediately.

Custom Fields on Invoices

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 after Payment Options. Indicate your custom field title, text and placement, and press Save. From here, proceed to review and send your invoice as normal.

Locate an Invoice, Estimate or Recurring Series

From the search bar on the Overview tab in the Invoices section of your online Square Dashboard, you can search and quickly find a specific invoice, estimate or recurring invoice series. You can search by inserting the customer name, email address, company name and more.

Learn more about the searchable filters and managing your Square Invoices in our Support Centre.

GST Compliance

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:

  • 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 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.

Setting Up a Payment Schedule

You are able to set up a payment schedule for an invoice 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 in our Support Centre.

Learn more about: Point of Sale