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Create and Manage Projects with Square Invoices Plus

With projects in Square Invoices Plus, you can keep track of everything happening in one workspace – all from your online Square Dashboard.

Create an Invoices Project

From your online Square Dashboard:

  1. Go to Invoices.

  2. Click Projects > Create project.

  3. Enter the project name, project start date and optional end date. Click Create.

  4. Click the + icon to add existing invoices, recurring series, estimates or contracts. You can search by title, ID or status.

You can also create projects from the Square Invoices Overview page by clicking + then Create a project.

Note: If an invoice is linked to a project that also has a related estimate, the estimate will also be automatically linked to the project.

Manage an Invoices Project

Once you’ve created a project, you can perform multiple tasks.

Edit project details

  1. Open the project and click •••.

  2. Select Edit project to change the project name, start date or end date. You can also add customer information. Click Save.

  3. Select Mark project as complete to complete the project.

  4. Select Delete project to delete the project.

Share project

You can share projects you create with customers. To do so:

  1. Open the project.

  2. Click Share.

  3. Select the customer(s), then click Share.

When sharing a project, you can select Require customer sign-in to view project, which means your customer will have to verify their identity to access the project. This feature adds an extra layer of security, which is particularly important if sharing confidential or sensitive information.

Create a new invoice, recurring series, estimate or contract within an existing project

You can create and send an invoice, recurring series, estimate and contract from within a project workspace. To do so:

  1. Open the project.

  2. Click the + icon and make your selection.

Add notes

You can add optional notes at any stage of the project. For example, you can add a note of the location where you’ll be performing the service or vendor information. To add a note:

  1. Open the project.

  2. Click Add note.

  3. Enter the note, then click Save.

Manage tasks

When you click a project, you can view a feed of tasks that require action so you always stay on top of jobs to be done. You can’t create new tasks. Instead, they appear as you add invoices and estimates (new or existing) to a project. You can filter tasks by selecting All, Overdue, Failed or Accepted.

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