Customize Square Invoices
You can customize the appearance of your invoices from your online Square Dashboard. Go to Invoices from the navigation bar, then tap Settings > Invoices.
Invoice Customization with Templates
You can also customize your invoices with invoice templates or set a default template to use when creating a new invoice. Invoice templates automatically fill in your invoice information. With each unique template you create, you can:
Add an invoice title and message that will be visible to your customer. You can also include an optional sale or service date to your invoices.
Add your terms of service, cancellation policy, return policy or any other personalized message to your customized invoice in the Message field of your invoice.
Pick your default payment settings for your invoices, such as setting your accepted payment methods, using a card on file with a Square Invoice and adding a tipping option.
Add your item, select Customize, and go to the Note section. Be sure to hit Save once you select your price point and taxes and add your note.
Choose how you’ll send your invoice to your customers—via email or manually. You can also schedule payment reminders for your customer.
With Invoices Plus, you can add a custom field—such as terms of service, cancellation policy, return policy or any other personalized message—to your invoice and choose its placement within the template.
To create additional templates that are customized to better suit your business needs, an Invoices Plus subscription is required.
Learn more about invoice templates.
Advanced Customization for Invoices Plus Users
Once you’re subscribed to Invoices Plus, you will have access to additional customization options. You may find these by clicking Customization, which is located within Settings. Options here include:
Layouts
Select the layout you’d like to apply to your invoice PDFs when printing or downloading an invoice.
Branding
Select which logo you’d like displayed on your invoices.
Content options
Customize the language that you use to talk to your customers about the work that you do. For example, tailor field names such as Quantity and Price to help better represent your line of business. These edits will apply to all of your invoices and estimates.
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