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Create an Estimate Online

Square Invoices Plus allows you to send an estimate. Once accepted, you can quickly convert an estimate to an invoice to get paid quickly.

To get started:

  1. Go to Invoices in your online Square Dashboard.

  2. Click on Estimates from the side menu and select Create Estimate.

  3. Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to 9 recipients.

  4. Add an optional Estimate Title and edit the Estimate ID to match your records.

  5. Add a personal message.

  6. Select the Send Date and Expiration Date for this invoice. It can be immediately, in 7 days, 14 days, 30 days or at the end of the month. If needed, you can also select a Sale or service date from the calendar menu. 

  7. Select items, then apply modifiers, notes and taxes.

  8. Click Add Discount to add any applicable discounts to the entire estimate.

Note: Estimates will not show up as a transaction in any of your reports. An estimate does not involve any money transferred and should only be used to provide an estimate of the cost and scope of a service to be rendered.

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