Navigate the Square Invoices Overview Page in Dashboard
The Square Invoices overview page provides you with notifications about your invoices, all from a centralized location on your online Square Dashboard. You can easily create and send estimates, invoices, and recurring payments while monitoring organized invoice activity – helping you understand what business you need to take action on next.
With the Overview page, you’ll be able to view a rundown of everything related to your invoice activity. From invoices paid to estimates pending approval, you can access the numbers you need to get an accurate look at how your payments are performing.
You can use the search bar at the top of the page to search and view invoices, estimates and any recurring invoices. You are able to search based on the following criteria:
Customer billing address
Customer phone number
Customer company name
Line item names
Learn more about managing your Square Invoices.
Your feed will provide a well-ordered list of activity related to your estimates, invoices and recurring payments. If you’re starting to take payments for the first time, you’ll start seeing activity in your feed after sending a few invoices.
Keeping your interactions with clients in order can be difficult to manage, but with notifications in the Overview page, you’ll be able to take a glance at what’s going on with the status of all invoices. With notifications for reminders sent, invoices viewed and cancelled, estimates expiring and more, you’ll have full insight into the progress of your invoices.
Keep in mind, while the Overview page will notify you of actions that need to be taken, you’re unable to filter notifications based on type at this time.
Learn more about managing invoices with Square.
View and update your default settings for Invoices, Estimates and Notifications. You’re also able to configure additional customizable options for your invoices, such as including custom fields and setting your default payment methods. Learn more about customizing your receipts and invoices in our Support Centre.