Customize Invoices and Receipts
You can customize the appearance of your invoices and customer-facing receipts from your online Square Dashboard. To start customizing invoices and receipts, visit Account & Settings > Receipt. The appearance of both invoices and digital receipts is managed from this page.
If you have multiple locations, you can create custom invoices and receipts for each location.
Descriptive receipts and invoices help customers recognize purchases and prevent disputed payments.
|Option||Description||Digital Receipts||Printed Receipts||Invoices|
|Header Color||Select a color that best represents your business.||Yes||No||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||Yes||Yes|
|Item Information||Include item descriptions to help customers recall purchases.||Yes||No||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 checking/unchecking Show location.*||Yes||Yes||No|
|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||No|
|Referrals||When customers use your referral link to activate a Square account, you’ll both receive free processing on up to $1,000 in sales over the next 180 days. Check the box next to “Show referral link” to include on your digital receipts.||Yes||No||No|
|Other Information||Add your phone number and website URL.||Yes||Yes||No|
Note: Maps will not show on receipts from manually entered payments, and return policies will not show when you send invoices. Note that the process for customizing invoices differs from receipts and can be done from different sections of your Square Dashboard.
Additional Invoice Customization Options
You can further customize your Invoices with these features:
Save a default custom message: Add your terms of service, cancellation policy, return policy, or any other personalized message to your customized invoice by adding it to the Message field of your invoice and select to Save as Default Message.
Add item-level notes: Add your item, select Customize, and scroll to the Note section. Be sure to hit Save once you’ve selected your price point, taxes, and added your note.
Share a link to your invoice: Instead of emailing your invoice from your Square account, you can also choose to share a link to your invoice manually. When you create your invoice, in the Payment field, select Share Invoice Manually > click Create > select Share Link. You can then copy and paste the link to share it manually with your customers.
Basic customization: Add in an invoice title and message.
Custom fields: Add a custom field and choose its placement on an invoice to give more detail to your customers. You can include your terms of service, cancellation policy, return policy, or any other personalized message to your customized invoice.
Payment settings: Choose 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.
You are able to customize your invoices from your online Square Dashboard and the Invoices App.
To do so from your dashboard:
1. Login to your online Square Dashboard > click Invoices > Settings.
2. Within the Invoices section, choose Basic settings to configure your default delivery method, when invoices are due, or set reminders. Under **
3. Under Basic Customization, add in an invoice title and message. In Custom fields you can add in additional notes for your customers.
You can add a customizable field to your invoice, such as your terms & conditions or a return policy, and decide the placement of the custom field on your invoice.
When creating an invoice, select Add a custom field after Payment Options. Indicate your custom field title, text, and placement, and press Save. From here, proceed to review and send your invoice as normal.
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.
A printed receipt logo should be formatted as strict black and white, without any color or shades of grey.
The logo image displayed in your Dashboard will look similar to your printed logo.
You can customize your receipt logo for each business location in the **Locations** tab in your online Square dashboard.
Set Receipt Language
You can also control your customer communication language right from your Square Dashboard. To choose the language:
Visit your Account & Settings > Business > Locations.
Click on the location you want to edit.
Scroll down, you will see Preferred Language option for Receipt.
Select the desired language and click Save.
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 by taking the following steps:
Visit your Account & Settings tab in your online Square Dashboard > Business > Locations.
Click on the location you want to edit.
Within Contact Information, update your preferred email address for that location > press Save.