Get Started with Square Contracts
With Square Contracts, you have the ability to create and send contracts right from your online Square Dashboard. Establish clear service agreements with your customers, secure digital signatures, and avoid potential payment disputes.
Choose one of Square’s predefined templates and customize it to meet your needs or build an entirely new template from scratch for your business. You can create custom clauses from scratch, duplicate and edit any Square provided clause, and reorder them to appear in the contract as you see fit. Contract PDFs will also now include your business logo and color, along with a few other styling updates to reinforce your professional brand.
Send a Contract
To send a contract:
Go to Contracts in your online Square Dashboard.
Select New contract to select a template and then click Create.
Fill out the customizable fields in your selected template. Save as draft at any point to save changes and finish the contract later.
Click Next to select the clauses to include in the contract. Square provides predefined clauses, but you are able to reorder, remove, or edit them as needed.
Click Next to preview the contract.
Select Share to either email the contract or download a PDF to deliver it manually.
Edit a Contract
Unsigned contracts in a In review state can be edited, which allows you to make changes to the contract as needed. To edit a contract that is In review:
Go to Contracts in your online Square Dashboard.
Under the contract in question, select "..." > Edit.
Once you finish editing the contract, resend the updated version to your customer so they may sign it.
When you've entered the Edit state, your customer will automatically get locked out of the contract to prevent them from signing it as you make updates. Once you're done editing, you'll need to reshare the contract with your customer. They will receive an email about the updated contract that prompts them to review and sign the updated version.
Instead of creating a contract from scratch each time with business specific information, you can create custom templates for each type of engagement you may have. The next time you need to create and send a contract, you can start with a configuration that is already aligned with your business needs. Below is a brief description of each template type, with context on how they might help address your specific business needs.
Create a contract template
Create your own contract template or build an entirely new template from scratch to meet the needs of your business and each type of engagement you may have. To get to contract templates:
Go to Contracts in your online Square Dashboard > Contract Templates.
You can choose to create a custom template from scratch or build a custom template based off of one of Square’s predefined templates.
Select New template under Custom templates to create a custom template from scratch. To create a custom template based off of one of Square’s predefined templates, select the Square template you want to start with from Standard templates.
Click Duplicate on the bottom right of the screen.
Add details into the Template information and Contract information sections then click Next.
Add the clauses you want to apply to the contract. Custom templates require you to include at least one clause in order to save.
Click Next to save.
The next time you send a new contract, you will see your custom template available as an option to choose from.
Use the clause library to create and manage a set of custom clauses that can be added to any individual contract instance or contract template.
Contracts supports 2 different types of clauses: the ones provided by default by Square, and custom clauses created by you. There are 3 different types of custom clauses you can create.
Library clauses: library clauses are custom clauses you can create in your clause library, that then appear on all templates/contract instances so that you can choose to include them in the contract or template instance. You can only create, edit, or delete library clauses from the clause library itself.
Template clauses: custom clauses created for specific custom templates.
Contract clauses: custom clauses created for specific contract instances.
To get started with adding clauses:
1. Go to your online Square Dashboard > Invoices.
2. Go to Contracts > Clauses.
3. Select "+" by Add custom clause.
As you add clauses, you can Edit, Duplicate, or Delete your custom clauses, or use the search bar to navigate your clause library.
Attach Contracts to your Square Payments
You can link Square contracts to specific payments in your online Square Dashboard, either from your Transactions page or when you create a new Square Invoice. Associating your contracts to the related payments will allow you to keep track of all important information about that particular sale in one place.