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Send Invoices from the Square Invoices App

Create an Invoice

To create an invoice from the Square Invoices app:

  1. Tap the + sign and select Invoice.
  2. Tap Add Customer > create a new customer or add one from your directory.
  3. Tap Add Item or Discount to add items from your item library. Once added, tap the item name to adjust quantity or add a note. To add a discount to the entire invoice, tap Add Item or Discount and select an existing discount from your item library.
  4. Under Payment Schedule tap Request Deposit and the amount you’d like to request as a deposit, and set a due date. Click Save.
  5. Under Invoice Method, select if you’d like the invoice emailed to your customer or if you’d like to share the URL with them directly. If your customer already has a card saved on file, you can select it as the payment method.
  6. Select the Frequency of your invoice, between sending a One Time invoice or setting up recurring invoices.
  7. Select the Send date for your invoice, as well as a Due date.
  8. Add custom invoice details, such as a title, custom invoice ID to match your records, and any additional emails to be copied.
  9. Add a custom message for this invoice or create a default message for all invoices going forward by toggling on Save as Default Message.
  10. Toggle on Request Shipping Address to make entering the customer’s shipping address mandatory. You can also toggle on Allow Tips to add the ability to add tips to the invoice, and Allow Customer to Save Card so customers can save their card when paying the invoice, so you can charge it for future invoices.
  11. Once finished, you can Preview what the invoice will look like on your customer’s end, Save as Draft, or Send.

Note: You are currently unable to add a unit and decimal quantities if you are adding a Custom Amount to an invoice.

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

Use Square Invoices With Square Card

You will be able to order your Square Card and manage your Square Card balance from the Invoices app.

Learn how to order your Square Card and how to view your Square Card balance.

Seller Community: Ask questions, get answers, and hear how other Square sellers are taking in-person payments for Invoices.

Add Attachments to Invoices

  1. When creating an invoice, select Add Attachment.
  2. Choose an image from your photo library or take a photo.
  3. Edit image name if needed and tap Upload.
  4. To add additional attachments return to step 1.
  5. Tap Send.

Note: Image files can be uploaded with a combined file size limit of 25MB with a maximum of 10 files. You can upload file types PNG, and JPEG.

Do not use this feature to upload any Personal Health Information, illegal content, or content in violation of Square’s Terms of Service. Content you upload may be reviewed and used by Square in connection with contesting a chargeback.

Create a Recurring Invoice Series From the Square Invoices App

  1. Select the + sign from the navigation menu > tap Recurring Invoice.
  2. Tap Add Customer > create a new customer or add one from your directory.
  3. Tap Add Item or Discount to add items from your item library. Once added, tap the item name to adjust quantity or add a note. To add a discount to the entire invoice, tap Add Item or Discount and select an existing discount from your item library.
  4. Under Invoice Method, select if you’d like the invoice emailed to your customer or if you’d like to share the URL with them directly. If your customer already has a card saved on file, you can select it as the payment method.
  5. Under Frequency, select Recurring and select how often this invoice will be sent out, as well as end date.
  6. Select the Start date for your invoice, as well as a Due date for each invoice.
  7. If you’d like to let your customer opt in for Automatic Payments using Card on File, toggle Allow Automatic Payments on. This gives your customer the option to securely save their payment card on file and be charged automatically for each invoice within the recurring series. Your customer’s card will be automatically charged according to the series’ schedule.
  8. Toggle on Schedule Payment Reminders and enter a custom message for your customer to receive a notification when payment is due. Click Add Reminder.
  9. Add custom invoice details, such as a title, custom invoice ID to match your records, and any additional emails to be copied.
  10. Add a custom message for this invoice and click Save.
  11. Toggle on Request Shipping Address to make entering the customer’s shipping address mandatory. You can also toggle on Allow Tips to add the ability to add tips to the invoice, and Allow Customer to Save Card so customers can save their card when paying the invoice, so you can charge it for future invoices.
  12. Once finished, you can Preview what the invoice will look like on your customer’s end, Save as Draft, or Send.

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