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Get Started with Square Contracts

With Square Contracts, you can create and send contracts right from your online Square Dashboard. Establish clear service agreements with your customers, secure digital signatures, and potentially avoid potential payment disputes—all in one place.

Choose one of Square’s predefined templates and customise it to meet your needs, or build an entirely new template from scratch for your business. You can create custom clauses from scratch or duplicate, edit and reorder any of Square provided clause, or send contracts in bulk to up to 20 recipients at a time. You’re also able to rearrange clauses to appear in your contract as you see fit. Contract PDFs also include your business logo and receipt background colour.

Create and Send a Contract

  1. Go to Contracts in your online online Square Dashboard.

  2. Select New contract to select a standard or saved template and then click Create.

  3. Enter the recipient’s name or email address. You can also search for a customer saved in your Customer Directory.

  4. Fill out the customisable fields in your selected template, including:

    • Contract name (required)

    • Contract message (optional): This message will only be included in the email we send to your customer. It is not part of the contract.

    • Contract overview (optional): An overview is a great way to summarise your contract. If you write one, we will include it at the top of your contract.

    Note: Click Save as draft at any point to save your changes and finish the contract later.

  5. Under Payment, select from No Payment or Add payment information. If this contract requires payment, you can enter payment information here. You can also attach a Square invoice or estimate, even if the contract does not require payment information.

  6. Click Next to select the clauses you want in the contract. Square provides predefined clauses, but you can reorder, remove, or edit them as needed. You can also create a new clause for this contract. It will not be saved to your clause library.

    Note: Clauses are arranged in the order they will display.

  7. Click Next to preview the contract.

  8. Add the owner name and an e-signature and signed date will automatically populate.

  9. Select Share to either email the contract directly to your customer or download it as a PDF to deliver it manually.

Send a Contract to Multiple Recipients

Spend less time creating and sending individual contracts by sending contracts in bulk. Create one contract and choose your recipients—then, we'll create independent contracts for each recipient and send them separately for signature. You can send contracts in bulk to up to 20 recipients at a time. 

Note: Bulk sending contracts is not for multi-party negotiations where multiple signers need to review and complete the same contract.

To send a contract to multiple recipients:

  1. Go to Contracts in your online Square Dashboard.

  2. Select New contract, choose a template, and click Create.

  3. Add your recipients to the contract. If a recipient is not an existing customer, you will be prompted to add the customer and their contact details to your Directory. Learn how to manage customer profiles in your directory.

  4. Continue filling out the customisable fields in your template. Keep in mind that Payment information cannot be tailored for each recipient and will be the same for all customers on the contract. Additionally, adding an invoice or estimate isn't available when sending a contract to multiple recipients.

  5. Click Next to select the clauses you want to include in the contract. Square provides predefined clauses that you can reorder, remove, or edit as needed.

  6. Click Next to preview the contract. You can view each contract for each recipient, and you’re able to choose from a drop-down list of recipients to flip between contracts.

  7. You can save your contract for later by clicking Save as draft. If you save your contract as a draft, you’ll see one line in your Contracts Dashboard that indicates it’s a multiple recipient draft.

  8. Select Share to either email the contract directly to your customers or download a PDF to deliver it manually. You can track the progress of each contract individually from your dashboard after you share it with your customers.

Edit a Contract

If an unsigned contract is in the “In review” status, you can still make changes to it. 

To edit a contract that is "In review":

  1. Go to Contracts in your online Square Dashboard.

  2. Find the "In review" contract you want to edit, select the "more" icon (...) > Edit.

  3. Once you finish editing the contract, send the updated version to your customer for signing.

When a contract is in the "Edit" state, your customer will automatically be locked out of the contract to prevent them from signing it as you make updates. Once you finish editing, share the edited contract with your customer. They'll receive an email about the updated contract prompting them to review and sign the newest version.

Contract Templates

Instead of creating a contract from scratch each time, you can create custom templates with your business-specific information to save time and easily update any future contracts. The next time you need to create and send a contract, you can start with a template already aligned with your business needs.

Template Options

Template Overview
Credit card authorisation form This contract template gives you authorisation to store a customer’s card information and charge it as agreed upon. Use this for repeat customers or subscription services. Once a customer signs and submits this contract, their card information will automatically be added to their Customer Directory profile under Card on File.
Services agreement Set clear expectations with your customers about your service.
Sale of goods contract Set clear expectations with your customers about your physical or digital products with this template.
Completion of services contract Use this template once your business completes any services sold to the customer. This agreement helps you obtain written acknowledgement from your customer that your services were successfully completed as described. It can also provide added protection during a payment dispute process.
Confirmation of delivery contract Use this template to obtain written acknowledgement from customers that the products they purchased were successfully delivered as described. This agreement can provide added protection during a payment dispute process.

Create a contract template

Build your own contract template or edit one of Square’s predefined templates to meet your business needs. 

To create a custom template from scratch

  1. Go to Contracts in your online Square Dashboard.
  2. Click Templates.
  3. Select New template under Custom templates. Here, you can add your business details into the Template and Contract sections. Then, click Next.
  4. Add the clauses you want to apply to the contract. For custom templates, you need to include at least one clause.
  5. Click Next to save.

To build on Square’s existing templates

  1. Go to Contracts in your online Square Dashboard, and click Templates.
  2. From Standard templates, select the Square template you want to use and click Clone or New contract.
  3. Add your business details into the Template information and Contract information sections, then click Next.
  4. Add the clauses you want to apply to the contract, where you can edit, add, remove and rearrange clauses.
  5. Click Next to save your template.


Note: You can clone and edit a standard template to create a new custom template. Your new templates will be saved under ‘Custom templates’ and in the template selector on your Contracts page.

Clauses

Use the clause library to create and manage a set of custom clauses you can add to any contract or template.

Contracts support two different types of clauses: default clauses provided by Square and custom clauses created by you. There are three different types of custom clauses you can create:

  • Library clauses: Create a custom clause in your clause library to add to any templates or individual contracts. You can only create, edit, or delete library clauses from within the clause library.

  • Template clauses: Custom clauses created for specific custom templates.

  • Contract clauses: Custom clauses created for individual contracts.

To add a clause:
1. Go to Contracts in your online Square Dashboard, and click Clauses.
3. Click + by "Add new clause."
4. Enter the Clause Title (required) and Clause Description (required). You can also tick the checkbox if you require customer initials.
5. Click Save.

As you add clauses, you can edit, duplicate, or delete your custom clauses, and use the search bar to navigate your clause library.

Attach Contracts to your Square Payments

Attaching your contracts to the related payments allows you to keep track of all the important information about a particular sale in one place—it’s also a good dispute management practice if a customer ever disputes a payment. Collecting all the important details for a sale across your customer profile, transaction history, and documentation organises your dashboard effectively and efficiently.

You can link Square contracts to specific payments in your online Square Dashboard, either from your Transactions page or when you create a new Square Invoice or Appointment. 

Attach a contract to a transaction

  1. Go to the Transactions tab in your online Square Dashboard.
  2. Select the transaction to see the transaction details.
  3. Click on the overflow menu (…), then select Attach a contract from the drop-down menu.
  4. Use the search tool to select the Square Contract you want to attach, then select Save.

Attach a contract to a Square Invoice

  1. Go to the Invoices tab in your online Square Dashboard.
  2. Select Create Invoice.
  3. Fill out the required invoice details, and select Attach a Square Contract in the More Options section.
  4. Use the search tool to select the Square Contract you want to attach, then click Save.

Add a contract to a Square Appointment

When you enable the Appointments integration from your Appointments Settings page, we will automatically generate a contract with the customer’s details provided upon requesting a booking, using the template you chose in their settings for that business location. Any payments made towards that appointment will be later associated with the contract automatically. To enable contracts with Appointments:

  1. Go to Appointments in your online Square Dashboard.
  2. Click on Settings then Communications.
  3. Under Digital customer contracts, toggle on Send a digital contract to all customers upon booking.
  4. Select the contract template.
  5. Click Done then click Save.

Add a contract via the Invoices app or Square app

You can also attach contracts to your invoices on the Square Invoices app and the Square Point of Sale app on compatible iOS and Android devices.

Frequently asked questions

Is there a fee associated with using Square Contracts?

At this time, Square Contracts are included with your Square account at no additional cost.

How do my customers e-sign a contract?

If you send your contract via email, the recipient will receive an email from Square Contracts. When they open the email, they’ll see your business name as well as a prompt to sign the contract electronically. To sign the contract, the recipient will:

  1. Click Review and sign in the email.
  2. Enter their email to verify their identity.
  3. Securely view the contract, and electronically initial and sign.
  4. Select Finish & send to email a copy of the finalised contract to you and themselves for record keeping.

Can I customise my contract? Do you offer any other templates?

Yes – you can clone and edit any Square-provided clauses to meet your needs as well as create custom clauses from scratch. You can also reorder clauses within the contract.

Is this contract sufficient from a legal perspective?

Square Contracts only provides sample templates for you to create your own contract. Square does not provide any legal advice, and we do not guarantee or advise that any contract is suitable for your purposes or enforceable in any jurisdiction. Square provides these templates to individuals choosing to prepare their own contractual documents for their private use. If you need legal advice as to the accuracy, sufficiency or enforceability of specific contract terms, you should consult with a knowledgeable professional.

For more information, please view Square Contracts Terms and Conditions.

How do I include a deposit request in my contract?

In the Payment schedule section of the contract, select Multiple payments. This allows you to split the total cost of a project into two payments – a deposit and a final payment. We plan to add support for more instalments in the future so you can detail more than two milestone payments owed.

How do I use preselected clauses?

Each Square template will have a set of clauses already preselected for you. This is just a starting point for the template you select, and you can reorder, remove or edit clauses to customise the contract. It’s important to note that some of the predefined clauses will have placeholder text in brackets for you to fill in.

When would I select No payment information on the Details page?

To further customise contract templates to fit your business, you have the option to select No payment information. This is great if you need the flexibility of excluding detailed payment information, such as payment amount and due dates. Currently, this is most common for the Completion of Services or Confirmation of Delivery template.

What if my customer gets an error when trying to access a contract?

For a customer to successfully view a contract you send them, they need to access the contract from the exact email address you included in the contract.

For instance, if you write the customer’s email as example.email123@gmail.com in the contract, but the customer attempts to access the contract from example.email456@gmail.com, they will fail the two-factor authentication. Our system will recognise that the emails don’t match, and the customer will get an error message.

If the customer gets this error message, they may need to ask you for the exact email address you listed so they can access the contract.

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