1. Go to Invoices in your online Square Dashboard.
2. Click Estimates > 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 nine additional recipients.
4. Add an optional estimate title or edit the Invoice ID to match your records.
5. Add an optional personal message, or attach a Square Contract.
6. Add optional attachments. Note: Attach up to 10 files totalling 25 MB. Supported file types: JPG, PNG, GIF, TIFF, BMP, and PDF. Do not attach sensitive personal information or illegal content. Square may use content you upload to fight chargebacks on your behalf.
7. Click Next.
8. Select the due date and date of service (if applicable).
9. Add items, then apply modifiers, notes, or taxes.
10. Click Add Discount to add any applicable discounts to the entire invoice.
11. Add a payment schedule to request an initial deposit or split balance into milestones. Note: Milestone payment is an Invoices Plus feature.
12. If applicable, add up to nine packages. Note: This is a Invoices Plus feature.
13. Click Next.
14. Choose to share the estimate via email, text message, or manually. You can also select a send date and expiry date.
15. Click Save as Draft to continue drafting or click Send once you’ve finalised the estimate.

To download a .CSV file of your invoice estimates, click Export from the Estimates tab.

1. From the Square Invoices app, tap + > Estimate.
2. Create a new customer or add an existing customer from your Customer Directory.
3. Add an optional estimate title or custom edtimate ID.
4. Add an optional attachment.
5. Tap Add estimate.
6. Add line items or discounts (if applicable).
7. Add a payment schedule to request an initial deposit or split balance into milestones. Note: Milestones is an Invoices Plus feature.
8. Add the date of service (if applicable) and due date.
9. Add up to nine packages to give options for your clients to choose from. Note: Multiple packages is an Invoices Plus feature.
10. Tap Preview & send.
11. Confirm the communication method, send date, and expiry date.
12. Toggle on Automatically convert to an invoice when a customer accepts to automate the estimate to an invoice.
13. Tap Send estimate.

Note: Sending an estimate is not yet available on the Square Point of Sale app. To access your estimates, use the Invoices app or your online Square Dashboard.

1. From the Estimates tab of your online Square Dashboard.
2. Click ••• then tap Convert to invoice.
3. Review the invoice details and make any applicable changes.
4. Click Send.

1. Open the estimate.
2. Scroll down and tap Convert to Invoice.
3. Review the invoice details and make any applicable changes.
4. Tap Continue > Send invoice.

1. On the Details step, toggle on Automatically convert estimate to invoice when customer accepts.
2. Your default invoice template preferences will be used to convert your estimate to an invoice. You may change the invoice template preferences through the drop down. You may edit or create new invoice templates in your online Square Dashboard.

• When an estimate is auto-converted to an invoice, the converted invoice will use the same delivery method as the estimate. So, if an estimate is sent via SMS, the auto-converted invoice will also be sent via SMS.
• Invoice default settings are used for fields that aren’t shared in the estimate. For example, Invoice reminders are based on Invoice default settings. You’re able to turn this feature off at any time for any estimate.

Subscribe to Square Invoices Plus to upgrade your invoice process. Access multiple-package estimates, automatically convert accepted estimates to invoices, create custom fields and content templates, and more. Get started with a free 30-day trial.

Once an estimate with multiple packages has been sent, it will appear in the Estimates tab. You can click on the estimate to see the estimate’s details, view rejected packages (if any), Edit, or Mark as accepted. If the customer has accepted the estimate, you see the option to manually Convert to invoice.

Multi-package estimates has limited functionality on the Square POS app. The feature is not available on the Square Invoices app at this time. For full usage, you can use the feature in your online Square Dashboard.

Multi-package estimates have a two package minimum and a nine package maximum. You can duplicate or delete as required.

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.

Yes! Learn how to send invoices via text message.