Customize Invoices and Receipts
You can customize the appearance of your invoices and customer-facing receipts from your online Square Dashboard. To do so, visit Account & Settings > Receipt. The appearance of both invoices and digital receipts is managed from this page.
If you have multiple locations, you can customize your receipt and invoice appearance for each location.
Descriptive receipts and invoices help customers recognize purchases and prevent disputed payments.
|Option||Description||Digital Receipts||Printed Receipts||Invoices|
|Header Colour||Select a colour that best represents your business.||Yes||No||Yes|
|Business Name||Add your business name to help customers recall their purchases.||Yes||Yes||Yes|
|Logo||Select a unique graphic symbol or emblem that embodies your business. Choose from a Framed or Full-width logo for Square Invoices and Digital Receipts.||Yes||Yes||Yes|
|Item Information||Include item descriptions to help customers recall purchases.||Yes||No||Yes|
|Business Location||Help customers remember where a purchase was made by entering your business address. You can choose to show or hide a map of where the transaction took place by checking/unchecking Show location.*||Yes||Yes||No|
|Custom Text||Enter custom messaging to include announcements or special promotions.||Yes||Yes||No|
|Return Policy||Add your refund, exchange or cancellation policy.||Yes||Yes||Yes|
|Referrals||When customers use your referral link to activate a Square account, you’ll both receive free processing on up to $1,000 in sales over the next 180 days. Check the box next to “Show referral link” to include on your digital receipts.||Yes||No||No|
|Other Information||Add your phone number, website URL or social media info.||Yes||Yes||Yes|
Note: Maps will not show on receipts from manually entered payments, and return policies will not show on invoices. The process for customizing invoices differs from receipts, and can be done from different sections of your online Square Dashboard.
Invoice Customization with Templates
You can also customize your Invoices with invoice templates or set a default template to use when creating a new invoice. Invoice templates automatically fill in your invoice information, decreasing the amount of time and effort you’ll spend creating invoices. With each unique template you create, you can:
Customize basic details: add an invoice title and message that will be visible to your customer. You can also include an optional sale or service date to your invoices.
Save a default custom message: add your terms of service, cancellation policy, return policy or any other personalized message to your customized invoice in the Message field of your invoice.
Choose your payment settings: Pick your default payment settings for your invoices, such as setting your accepted payment methods, using card on file with a Square Invoice and adding a tipping option.
Add item-level notes: Add your item, select Customize and go to the Note section. Be sure to hit Save once you’ve selected your price point and taxes and added your note.
Share your invoice: Choose how you’ll send your invoice to your customers – via email or manually. You can also schedule payment reminders to be sent to your customer.
Add custom fields: With Invoices Plus, you can add a custom field – such as terms of service, cancellation policy, return policy, or any other personalized message – to your invoice and choose its placement within the template. Learn more about Invoices Plus and get started with a free 30-day trial.
Read more about invoice templates in our Support Centre.
Receipt Logo Tips
Your logo should be at least 200 pixels wide and 200 pixels tall. If you choose a full logo, it should be at least 1280 pixels wide and 648 pixels tall to view in high resolution.
The maximum size of the printed logo is 400 pixels wide and 200 pixels tall.
A printed receipt logo should be formatted as strict black and white, without any colour or shades of grey.
The logo image displayed in your Dashboard will look similar to your printed logo.
You can customize your receipt logo for each business location in the **Locations** tab in your online Square dashboard.
Set Receipt Language
You can also control your customer communication language right from your Square Dashboard. To choose the language:
Go to Account & Settings > Business > Locations.
Click on the location you want to edit.
Scroll to Preferred Language option for Receipt.
Select the desired language and click Save.
Update your Reply-To Email Address
When a buyer replies to an invoice or estimate email, make sure the message is sent to your preferred email address by taking the following steps:
Visit your Account & Settings tab in your online Square Dashboard > Business > Locations.
Click on the location you want to edit.
Within Contact Information, update your preferred email address for that location > press Save.