Manage Your Square Invoices
With Square Invoices you can send digital invoices, recurring series, or estimates from anywhere—via email, text message, or manually. You can track which invoices are paid and unpaid, send reminders and accept payments, or configure your invoice settings all in real time.
Edit, Cancel, or Archive Invoices
There are several actions you can take under the Invoices section of your online Square Dashboard to help you better manage your invoices.
Note: For your protection, Square can occasionally cancel an invoice if there have been too many failed attempts to pay it. You may duplicate the canceled invoice and send it to your customer again. Please verify your customer’s identity since the transactions have been declined by the card issuer, not Square. Learn more about potential scams and how to accept payment cards safely.
Filter and view invoices by status from your online Square Dashboard and the Square Point of Sale app. Filters include:
|Sent||Unpaid, Overdue, Paid, Refunded, Cancelled, and Failed invoices|
|Outstanding||Unpaid, Overdue, and Undelivered invoices|
|Paid||All invoices that are Paid, and fully or partially refunded|
|Payment Pending||A temporary status applied to an Invoice that is in the process of being paid.|
|Scheduled||Includes the next Recurring invoice instances that have not been sent, as well as normal Scheduled invoices.|
|Drafts||Drafted invoices that have yet to be Sent or Scheduled|
|Recurring Invoice Filter||Description|
|Active||Active recurring series with scheduled invoices|
|Ended||Recurring series with all scheduled invoices sent, or a series that has been manually ended|
|Drafts||Drafted recurring invoices that have yet to be sent or scheduled|
You can also locate specific invoices by searching across the following fields:
Customer Phone Number
Customer Email Address
Customer Billing Address
Customer Company Name
Line Item Names
You can manage certain Invoice settings from your online Square Dashboard or Square Invoices app.
View Your Outstanding Invoice Report
From Reports, you can:
View a list of customers who have outstanding invoices,
Total amount you are owed across all customers,
Filter and search for a specific customer,
View how many days each invoice is overdue,
Send your customers a reminder to pay the outstanding balance, or
View a filtered list of outstanding invoices for a particular customer.
This will help you keep track of your cash flow and view who owes you money and how much, all in one place.
To send a reminder or invoice statement:
Click ••• > Send Reminders.
Add a custom message (optional), select up to 10 invoices.
You will also be able to download your reports as a .CSV file. To do so, select Export and a file will download to your computer.
Attach a Contract to your Invoices
You can attach a Square Contract directly to your invoice or estimate from your online Square Dashboard. By associating a contract with your invoice or estimate, you’ll have the ability to document a signature-based agreement and establish clear expectations with your customer — increasing your protection against disputed payments.
To get started:
Go to Invoices in your online Square Dashboard > Create Invoice.
Once you’ve filled out the required invoice details, select Attach a Square contract in the More Options section. Note: You can attach both signed or unsigned contracts, but not drafts.
Use the search tool to select the Square contract you want, then select Save.
Note: Square provides sample templates for you to create your own contract. Square does not provide any legal advice, and we do not guarantee or advise that any contract is suitable for your purposes or enforceable in any jurisdiction. See Square Contracts Terms and Conditions.