Customise Invoices and Receipts
You can customise the appearance of your invoices and customer-facing receipts from your online Square Dashboard. If you have multiple locations, you can customise your receipt and invoice appearance for each location.
To do so from your online Square Dashboard:
Navigate to Settings > Account & Settings.
Click Business > Receipt.
Note: The appearance of both invoices and digital receipts is managed from this page. Descriptive receipts and invoices help customers recognise purchases and prevent disputed payments.
|Option||Description||Digital Receipts||Printed Receipts||Invoices|
|Header Colour||Select a colour that best represents your business.||Yes||Yes|
|Business Name||Add your business name to help customers recall their purchases.||Yes||Yes||Yes|
|Logo||Select a unique graphic symbol or emblem that embodies your business. Choose from a framed or full-width logo for Square Invoices and Digital Receipts.||Yes||No||Yes|
|Item Details||Include item descriptions to help customers recall purchases.||Yes||Yes|
|Business Location||Help customers remember where a purchase was made by entering your business address. You can choose to show or hide a map of where the transaction took place by ticking/unticking the Show location box.*||Yes||Yes|
|Other Details||Add your phone number and website URL.||Yes||Yes||Yes|
|Custom Text||Enter custom messaging to include announcements or special promotions.||Yes||Yes||Yes|
|Return Policy||Add your refund, exchange or cancellation policy.||Yes||Yes|
|Hide Modifiers||Hide modifiers from customer receipts. These modifiers will appear on order tickets for your kitchen, but not on printed or digital receipts.||Yes||Yes|
Note: Maps will not show on receipts from manually entered payments, and return policies will not show on invoices. The process for customising invoices differs from receipts and can be done from different sections of your online Square Dashboard.
Invoice Customisation with Templates
You can also customise your Invoices with invoice templates or set a default template to use when creating a new invoice. Invoice templates automatically fill in your invoice information, decreasing the amount of time and effort you'll spend creating invoices.Basic customisation: Add an invoice title and message. With each unique template you create, you can:
Customise basic details: Add in an invoice title and message that will be visible to your customer.
Save a default custom message: Add your terms of service, cancellation policy, return policy or any other personalised message to your customised invoice in the Message field of your invoice.
Choose your payment settings: Pick your default payment settings for your invoices, such as setting your accepted payment methods, using card on file with a Square Invoice and adding a tipping option.
Add item-level notes: Add your item, select Customise, and go to the Note section. Be sure to hit Save once you’ve selected your price point and taxes and added your note.
Share your invoice: Choose how you’ll send your invoice to your customers – via email or manually. You can also schedule payment reminders to be sent to your customer.
Add custom fields: With Square Invoices Plus, you can add a custom field – such as terms of service, cancellation policy, return policy or any other personalised message – to your invoice and choose its placement within the template. Learn more about Square Invoices Plus and get started with a free 30-day trial.
Learn more about invoice templates.
Receipt Logo Tips
Your logo should be at least 200 pixels wide and 200 pixels tall. If you choose a full logo, it should be at least 1280 pixels wide and 648 pixels tall to view in high resolution.
The maximum size of the printed logo is 400 pixels wide and 200 pixels tall.
Framed logos work everywhere in Square. Full-width logos can be displayed in large canvases like the header of a receipt or Invoice.
A printed receipt logo should be formatted as strict black and white, without any colour or shades of grey.
The logo image displayed in your Dashboard will look similar to your printed logo.
You can customise your receipt logo for each business location in the Locations tab of your online Square Dashboard.
Update your Reply-To Email Address
When a buyer replies to an invoice or estimate email, make sure the message is sent to your preferred email address. To do so from your online Square Dashboard:
Navigate to Settings > Account & Settings > Business > Locations.
Click on the location you want to edit.
Under Contact Information, update your preferred email address for that location. You can also add your social media channels here.