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Create Invoices Online

Create Invoices Online

  1. Navigate to Invoices in your online Square Dashboard > Create Invoice.

  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 Invoice Title and edit the Invoice ID to match your records.

  4. Add a personal message. If you would like to use the same message for all of your invoices, select Save as default message.

  5. Under Invoice Method, select whether you’d like to email your customer this invoice or manually share the invoice link. If your customer has a card on file, you’ll have the option to select it from this menu.

  6. Select the Frequency for this invoice. It can be sent as a One-Time or Recurring invoice. If you’re creating a recurring invoice series, select start and end dates, along with frequency and due dates.

  7. Select items, then apply modifiers, notes and taxes by clicking Customise.

  8. Add any applicable discounts:

    • To add a discount to the entire invoice, click Add Discount.

    • To add a discount to a specific item, click Customise next to the item. Note: Only existing, fixed-percentage discounts can be applied to an item. You must set up taxes and create discounts prior to adding them to an invoice.

  9. If applicable, add in Custom Fields to your invoice, such as your terms & conditions or a return policy, and decide the placement of the custom field on your invoice.

  10. Click Send if you’re sending a one-time invoice or Schedule if you’re creating a recurring invoice series. If you’re charging a customer’s payment card on file, select a payment card from the drop-down list below Invoice Method > select a date to charge the card > Schedule or Charge if sending immediately.

    Note: Before sending your invoice, select Preview in the top right-hand corner to view your invoice as your customer will see it. You can also click Save as draft to save the current version to work on later, or to keep it as a template to duplicate and send anytime.

When you send an invoice for payment, each recipient has the option to pay the invoice with any accepted payment card, Apple Pay or Google Pay. Both you and your customer will receive a confirmation email once an invoice is paid with a card on file or by your customer.

You can also charge for an invoice by manually entering your customer’s payment card from your online Square Dashboard. To do so, select an invoice and click Add Payment > enter your customer’s payment card.
You will be able to charge full payments, as well as multiple instalments and deposits.

Learn more about: Invoices