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Payments Schedule with Square Invoices

The payments schedule feature gives you more control over how your customers pay off your Square Invoices. You can schedule the initial deposit and split the remaining balance into multiple payments. You can set up a paymesnt schedule from both the online Square Dashboard and the Square app.

Payments Schedules in Dashboard

To create a payments schedule in your Square Invoices Overview page in Dashboard:

  1. In your Square Invoices Overview page, select Send an invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address.

  3. Add line items, and optionally apply modifiers, notes and taxes by selecting Customize.

  4. Select Add Payments Schedule.

  5. Toggle on Request Deposit and/or Split Balance.

  6. Enter the amount(s) or percentage(s) you have scheduled and select due date(s).

  7. Select Save when finished, and select Send to send it to your customer.

Note: When setting up a payment schedule, you can set up to two milestone payments for your invoices, excluding the initial deposit. With Square Invoices Plus you can set up to 12 milestone payments for your invoices.

Payments Schedules in the Square App

To create a payments schedule in the Square app:

  1. In the app menu, select Create Invoice.

  2. Select a customer from your Customer Directory, or enter a new name and email address.

  3. Under Line Items, you can add items and apply modifiers, notes and taxes.

  4. Select Add Payments Schedule.

  5. Toggle on Request Deposit and/or Split Balance.

  6. Enter the amount(s) or percentage(s) you have scheduled, and select due date(s).

  7. Select Save when finished, and select Send to send it to your customer.

Note: If you track inventory through Square, your items will only adjust when the entire invoice is paid. Paying the deposit will not change item counts.

With these invoices, sales are not recorded within Sales Reports until the entire Square Invoice is paid. Sales are attributed to the date the invoice is paid off and not the deposit or the date the invoice was sent.

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