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Create Projects with Square Invoices Plus

Save time and organise all of your project digital files with project folders. This Square Invoices Plus feature allows you to 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.

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 Save.

  4. Click Add and choose 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, it will be automatically linked to the project.

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

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 Notes.

  3. Enter the note, then click Save.

Note: It is not possible to edit or delete a note once saved.

Manage an Invoices Project

Once you’ve created an Invoices Project, you can:

  • Edit the project name or start/end dates.

  • Mark project as complete.

  • Delete project.

  • Reopen a completed project.

To edit or delete a project:

  1. Select the project from the Projects tab.

  2. Click ••• then choose from the dropdown.

Read-Only on Mobile

In addition to the above functions, you can view projects via the Invoices applet on Android and iOS mobile devices. These projects can be ongoing or closed.

Note: You must log in to Dashboard to create new, or edit existing projects.

Sharing Projects

You can share projects you create with customers and perform the following:

  1. Add Square entities (Estimates, Contracts, Invoices) to a project.

  2. Send the project to your customer.

  3. They will receive an email with a link to the project.

  4. Square entities will be divided into:

    • Outstanding tasks that give your customer the option to Accept, Sign or Pay the invoice

    • Completed Tasks that allow your customer to view previously completed Square Entities

Projects Activity Feed

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.

Learn how to get started with other Square Invoices Plus features.

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