Attach a Contract to your Invoices or Estimates Online
Attach a contract to your Invoices or Estimates
You can attach a Square contract directly to your invoice(s) or estimate(s) from your online Square Dashboard. By associating a contract with your invoice(s) or estimate(s), you’ll have the ability to document a signature-based agreement and establish clear expectations with your customer — increasing your protection against disputed payments.
To get started:
1. Go to the Invoices tab in your online Square Dashboard.
2. Select Create Invoice.
3. Once you’ve filled out the required invoice details, select Attach a Square contract in the More Options section. Note: You can attach both signed or unsigned contracts, but not drafts.
4. Use the search tool to select the Square contract you want, then select Save.
With the Invoices App and the Square Point of Sale App, you are also able to attach contracts to your invoices and estimates on iOS and Android devices.