Schedule Multiple Payments on a Single Square Invoice

Progress invoices let you schedule multiple payments for any job or project, so you can set up a payment schedule based on specific milestones or phases of a job. This feature makes it easy to manage payments and generate cash flow as the work progresses – all from one Square invoice.

You can set up to 12 milestone payments on an invoice. This does not include the initial deposit on the invoice (if a deposit was required).

Progress invoices are only available with Square Invoices Plus subscription.

Create Progress Invoices from the Square Dashboard

1. In Square Invoices Overview page, select Send an invoice.

2. Select a customer from your Customer Directory, or enter a new name and email address.

3. Add line items, and apply optional modifiers, notes and taxes by selecting Customise.

4. Select Add Payment Schedule.

5. Toggle on Request initial deposit and/or Split balance into milestones.

6. Enter the amount or percentage that you have scheduled, select a due date and select Save.

7. Click Send.

Note: To customise a payment due date or reminder schedule, select the payment due date or reminder schedule on each individual payment.

Create Progress Invoices from the Square App

1. From the navigation menu, tap Invoices > Create Invoice.

2. Select a customer from your Customer Directory, or enter a new name and email address.

3. Add line items, and apply optional modifiers, notes and taxes by selecting Customise.

4. Select Add Payment Schedule.

5. Toggle on Request Deposit and/or Split Balance into milestones.

6. Enter the amount or percentage that you have scheduled, select a due date and select Save.

7. Tap Send.

Note: To customise a payment due date or reminder schedule, tap Edit on the individual payment that you want to customise.

If you track inventory through Square, your items will only be adjusted when the entire invoice is paid. Paying the deposit will not change item counts.

When using progress invoices, sales are not recorded within sales reports until the entire invoice is paid off. Sales are attributed to the date on which the invoice is paid off, not when the deposit was paid or when the invoice was sent.