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Create Estimates with Multiple Packages Using Square Invoices

Square Invoices Plus allows you to send an estimate with multiple packages that include groupings of items or services at accompanying prices, allowing a buyer to choose which package they prefer to purchase. This allows you to spend less time sending multiple estimates for the same job and more time closing a sale.

To send an estimate with multiple packages:

  1. In your Square Invoices, select Send an estimate.

  2. 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.

  3. Add an optional Estimate Title and edit the Invoice ID to match your records, along with a Message, Sale or service date or an Attachment. Select Next to continue.

  4. Indicate a Package title, Description and Attachments if needed.

  5. Select Add item to include items from your Item library and select Customize if you need to edit the price or total for the item(s). Select Add discount if you wish to apply a discount to the package.

  6. Once you are done creating the package, you can select Duplicate to replicate the package, or press the + button to create another package to include in the estimate. Note: You are able to create up to 9 packages total.

  7. Click Next to preview and send your estimate. Indicate the Delivery method, Send date and Expiration date. Alternatively, select Save as Draft if you wish to save the estimate without sending it.

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

Note: 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.

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