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Manage Your Invoices With Square Invoices App

Accept Payments for Invoices from the Square Invoices App

Complete your customer Invoices right from your Square Invoices app:

  1. Select Invoices from the navigation bar.
  2. Tap on the invoice from your list or learn how to create an Invoice on your mobile device.
  3. Tap on Add Payment under the invoice status tracking and select Charge now.
  4. Swipe, Dip or Tap your customer’s card or select a separate tender type (Card on File, Cash, Gift Card, Check or Other.)
  5. You’ll see a final screen that reads Invoice Paid after the payment completes.
  6. Your customer will automatically receive payment confirmation to the email entered for their Invoice.

Note: Invoice tipping is available and is configurable when you create an invoice

Note: Invoice payments do not support paper signatures and all card signatures will be on the device screen, regardless of whether the device setting Customer Signs on Device is disabled.

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.

Resend, or Archive Invoices from the Square Invoices App

  1. Select Invoices from the navigation bar.
  2. Choose on the invoice from your list that you would like to edit.
  3. Tap on the Edit button in the top right corner or Cancel Invoice at the bottom of the screen
  4. Make the updates necessary and Resend the invoice.
  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.

Archive an Invoice

You are able to move invoices, including those cancelled and unpaid, into a separate archive to help you stay organized and hide older or less relevant invoices.

To do so:

  1. Select Invoices from the navigation bar.
  2. Choose the invoice from your list you would like to archive.
  3. Scroll down and tap on More > Archive.

In case you want to restore an invoice, select Unarchive from the menu.

To view all archived invoices, click on All Invoices at the top, and select Archive from the menu.

Share an Invoice From Your Square Invoices App

Share your Invoice right from 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 tap Create.
  5. Tap 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.

Add Automatic Reminders to Invoices

  1. When creating an invoice, scroll to Invoice Details.
  2. Tap Reminders > toggle Schedule Payment Reminders on.
  3. Edit the default options and/or click Add Reminder to add another option.
  4. Complete and schedule or send your invoice.

Once an invoice has been paid, reminders will no longer be sent.

Send a Reminder for an Invoice from the Square Invoices App

Send a reminder for an existing, outstanding invoice.

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

Duplicate an Invoice from the Square Invoices App

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

Send an Invoice Estimate From the Square Invoices App

Send an estimated price of goods/services to a potential buyer before sending out an invoice.

  1. Select the + sign from the navigation menu > tap Estimate.
  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 estimate, tap Add Item or Discount and select an existing discount from your item library.
  4. Under Delivery Method, select if you’d like the estimate emailed to your customer or if you’d like to share the URL with them directly.
  5. Select the Send date for your estimate, as well as an Expiration date.
  6. Add custom estimate details, such as a title, custom invoice ID to match your records, and any additional emails to be copied.
  7. Add a custom message for this estimate and click Save.
  8. Once you’re done tap Save as Draft, or Send.

Convert an Estimate Into an Invoice

  1. Navigate to Estimates in the navigation bar and tap on the pending estimate.
  2. Scroll down and select Convert to Invoice.
  3. Tap Send to send this invoice to your customer.

Archive an Estimate

You are able to move estimates, including those cancelled and unpaid, into a separate archive to help you stay organized and hide older or less relevant estimates.

To do so:

  1. Select Estimates from the navigation bar.
  2. Choose the estimate from your list you would like to archive.
  3. Scroll down and tap on More > Archive.

In case you want to restore an estimate, select Unarchive from the menu.

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