Manage Square Invoices Online
With Square Invoices, you can send digital invoices, recurring series or estimates from anywhere via email or text message, or manually. You can track which invoices are paid and unpaid, send reminders, accept payments and configure your invoice settings, all in real time.
There are several actions you can take in the Invoices section of your online Square Dashboard to help you better manage your invoices.
Edit, Cancel or Archive Invoices
Filter and view invoices by status from your online Square Dashboard and the Square Point of Sale app. Filters include:
|Unpaid, overdue, paid, refunded, cancelled and failed invoices
|Unpaid, overdue and undelivered invoices
|All invoices that are paid or fully or partially refunded
|A temporary status applied to an invoice that is in the process of being paid.
|Includes the next recurring invoice instances that have not been sent, as well as normal scheduled invoices.
|Drafted invoices that have yet to be sent or scheduled
|Recurring Invoice Filter
|Active recurring series with scheduled invoices
|Recurring series with all scheduled invoices sent, or a series that has been manually ended
|Drafted recurring invoices that have yet to be sent or scheduled
You can manage certain Invoice settings from your online Square Dashboard or Square Invoices app.
Record an Invoice Payment from Outside Square
If you receive a payment for an invoice outside of Square Invoices, you can mark the invoice as Paid from your online Square Dashboard. To do so:
Select the invoice.
Select ••• > Add Payment.
Under Method, select Record payment.
Choose the payment type, then select Confirm.
Note: No processing fees are applied when an invoice is recorded.
If your customer wants to pay their invoice in person, you can accept payment right through your Square Point of Sale. Learn how to accept payments for your invoices through the Square Point of Sale app.
Add a Late Fee to an Invoice
You can set up a late fee charge for invoice payments at the time of creating a new invoice. To do so, click Late fee under the invoice’s total amount, and set a percentage or flat rate and grace period.
You can also add a late fee to existing invoices. To do so, click the existing invoice, select the three dots and Edit. From here, follow the same steps as above.
You may remove late fees by clicking the X on the New invoice page to the right of the late fee.
Send and Manage Reminders
View Your Outstanding Invoice Report
From Reports, you can:
View a list of customers who have outstanding invoices.
View the total amount you are owed across all customers.
Filter and search for a specific customer.
View how many days each invoice is overdue.
Send your customers a reminder to pay the outstanding balance.
View a filtered list of outstanding invoices for a particular customer.
This will help you keep track of your cash flow and view who owes you money and how much, all in one place.
You can also download your reports as a CSV file. To do so, select Export and a file will download to your computer.