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Customize Invoices and Receipts

You can customize the appearance of your invoices and customer-facing receipts from your online Square Dashboard. If you have multiple locations, you can customize your receipt and invoice appearance for each location.

To do so from your online Square Dashboard:

  1. Navigate to Account & Settings.

  2. Click Business > Receipt.

Note: The appearance of both invoices and digital receipts is managed from this page. Descriptive receipts and invoices help customers recognize purchases and prevent disputed payments.

Customization Options

Option Description Digital Receipts Printed Receipts Invoices
Logo Select a unique graphic that embodies your business. Yes No Yes
Brand Color Select a color that best represents your business. Yes No 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 including your business address. Yes Yes No
Contact Information Add your phone number and website URL. Yes Yes Yes
Return Policy Add your refund, exchange, or cancellation policy. Yes Yes Yes
Custom Text Enter custom messaging to include announcements or special promotions. Yes Yes Yes

Note: Maps of business location will not show on receipts from manually entered payments, and return policies will not show when you send invoices.

To edit your business name, go to Account & Settings > Locations > click on the relevant location > Location Business Name.

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 in 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 invoice templatesNote: This is a Square Invoices Plus feature.

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.

  • Framed logos work everywhere in Square. Full-width logos can be displayed in large canvases like the header of a receipt or Invoice.

  • 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:

  1. Go to Settings > Account & Settings > Business > Locations.

  2. Click on the location you want to edit.

  3. Scroll to Preferred Language option for Receipt.

  4. 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. To do so from your online Square Dashboard:

  1. Navigate to Account & Settings > Business > Locations.

  2. Click on the location you want to edit.

  3. Under Contact Information, update your preferred email address for that location. You can also add your social media channels here.

  4. Click Save.

Learn more about: Point of Sale

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