Send, Manage, and View Invoices from a Mobile Device

Square Invoices are available right from the Square app; you can view and manage invoices anytime, from anywhere. Request payment for goods or services, search for your customers by name, and even send reminders when an invoice is past due – all from your mobile device or tablet. A flat 2.9% + $0.30 cent processing fee is applied at the time the invoice is paid – and you can send unlimited invoices.

Before getting started, make sure the Square app is up-to-date to use this feature. Also, make sure to follow our best practices guide for invoices.

Invoices in the Square app Landscape view

Note: If you have employees, they will need to have the Manage and Create Invoices permission enabled to send invoices from the Square app.

Create Invoices from the Square App

  1. Select Invoices from the navigation menu.
  2. Click the Create Invoice button.
  3. Enter your customer’s name and email address > click Add to Invoice.
  4. If you want to send this invoice at a later date, click on the Send option and choose another send date.
  5. Click Add Item to add items from your item library.
  6. Click Send.

Your customers can pay Square Invoices using any supported payment card. Paid invoices will appear within your in-app Activity and your online Square Dashboard under Transactions.

Invoices in the Square app Navigation

Edit, Resend, or Cancel Invoices from the Square App

  1. Select Invoices from the navigation menu.
  2. Choose on the invoice from your list that you would like to edit.
  3. Click on the Edit button in the top right corner.
  4. Make the updates necessary and Resend the invoice (top right corner) or click Cancel Invoice at the bottom of the screen.
  5. Confirm or edit the list of recipients cc’d on the invoice to determine who (if anyone) will be notified of invoice edits and cancellations.

Share an Invoice with your Mobile Device

  1. Open the Square app > tap Invoices.
  2. Tap Create Invoice.
  3. In the delivery field, tap Share URL Manually.
  4. Complete the invoice and click Create.
  5. Click Copy Link to copy the shareable URL to your clipboard, or click on More Options to share the invoice with your customer(s) via email, text message, or any social media channel.

You also can find a share link button within an existing invoice. Copy the invoice URL at the bottom of the invoice details screen to share it from your mobile device.

Note: Printing an invoice isn’t available on mobile browsers at this time.

Send a Reminder for an Invoice from the Square App

  1. Select Invoices from the navigation menu.
  2. Choose on the invoice from your list that you would like to send a reminder for.
  3. Scroll to the bottom of the invoice details and click the Send Reminder button.

Duplicate an Invoice from the Square App

  1. Select Invoices from the navigation menu.
  2. Choose on the invoice from your list that you would like to duplicate.
  3. Scroll to the bottom of the invoice details and click the Duplicate button.
  4. A new invoice page with the previous details will appear. Change the appropriate sections as necessary and click the Send button in the top right corner.

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