Create Projects with Square Invoices Plus
Save time and organise all of your project digital files with Project folders. With this Square Invoices Plus, you can keep track of everything happening in one workspace – all from your online Square Dashboard. When creating project folders, you can:
Add an existing contract, estimate, invoice or recurring series.
Add notes about the project.
Manage project start and end dates.
Add, view and download file attachments.
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Create an Invoices Project
From your online Square Dashboard:
Go to Invoices.
Click Projects > Create project.
Enter the project name, project start date and optional end date. Click Save.
Click Add to add existing estimates, contracts, invoices or recurring series. You can search by title, ID or status.
If an invoice is linked to a project that also has a related estimate, the estimate will also be automatically linked to the project.
You can also create projects from the Square Invoices Overview page by clicking + then Create a project.
Manage an Invoices Project
Once you’ve created an Invoices project, you can:
Edit the project name or start/end dates.
Mark the project as complete.
Delete the project.
Re-open a completed project.
To edit or delete a project:
Select the project from the Projects tab.
Click ••• then choose the project from the dropdown menu.
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:
Open the project.
Click Add note.
Enter the note, then click Save.
Note: You can’t edit or delete a note once it is saved.
You can share projects you create with customers. To do so:
Open the project.
Click Share with customers.
Select the customer(s), then click Share.
When you click a project, you can view a feed of tasks that require action so you always stay on top of tasks. You can filter tasks by selecting All, Overdue, Failed or Accepted.