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Create and Send Contracts with Square

With Square Contracts, you have the ability to create and send contracts right from your Square Dashboard. The available contract templates are designed to be customized for your unique business needs — empowering you to establish clear agreements with your customers, secure digital signatures, and avoid potential payment disputes.

Choosing a contract template

There are currently five digital contract templates available: general services, completion of services, sale of goods, confirmation of delivery, and a credit card authorization form. Below is a brief description of each template type, with context on how they might help address your specific business needs.

How is a “COVID-19 agreement” typically used?

This template is best utilized if customers will be visiting your business premises during the COVID-19 pandemic and you’d like to set clear expectations about safety and liability before the visit.

How is a “general services” contract typically used?

This contract template is best utilized if you provide a service and you’d like to set clear expectations with your client upfront.

How is a “completion of services” contract typically used?

This contract template is designed to be used once the services sold have been delivered in full. The intended use is to obtain written acknowledgement that the services provided were successfully completed as described. This form could provide added protection during a payment dispute process, as certain disputes require written acknowledgement from the cardholder that services were completed as described.

How is a “sale of goods” contract typically used?

This contract template is best utilized if you sell physical or digital goods and you’d like to set clear expectations with your buyer upfront.

How is a “confirmation of delivery” contract typically used?

This contract template is designed to be used once the goods sold have been delivered in full. The intended use is to obtain written acknowledgement that the goods were successfully delivered as described. This form could provide added protection during a payment dispute process, as certain disputes require written acknowledgement from the cardholder that goods were delivered as described.

How is a “credit card authorization” contract typically used?

This contract template is designed to give you authorization to store a customer’s credit card information and charge it as agreed upon. This is most often used for repeat customers or subscription services. Once a customer signs and submits this contract, their card information will automatically be added to your Square “cards on file.”

Note: When filling our their card information, customers will need to remove any zeros from the expiration date. For example, if the customer’s card has an expiration date of 04/22, the expiration date will need to be entered as 4/22 — with the slash included.

How to create a contract

  1. Go to Contracts in your Square Dashboard. To get there from your Dashboard home page, navigate to Account & Settings > Business > Contracts.
  2. Select New contract to select a template.
  3. Fill out the customizable fields in your selected template. Note you can select Save as draft at any point to save your changes and finish the contract later.
  4. Select Next to preview how the contract will look to the recipient.
  5. When you’re ready, select Share to either email the contract or download a PDF to deliver it manually.

How to e-sign a contract

If you opt to send your contract over email, the recipient will receive an email from “Square Contracts.” When the recipient opens the email, they’ll see your business name as well as a prompt to sign the contract electronically.

When they select “Verify and sign” in the email, they’ll arrive on a verification page where they’ll be prompted to enter their phone number to securely view the contract. Once they’ve verified their identity, the contract will appear with prompts to electronically initial and sign where needed.

They’ll hit “Finish & send” to save their changes, then a copy of the finalized contract will be emailed to both you and the recipient for your personal records.

Attach contracts to your Square payments

You can now link Square contracts to specific payments in your 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. If one of your customers later disputes a payment that you attached a Square contract to, Square will automatically include that contract as evidence in your dispute challenge response for you.

How to attach a contract from the Transactions page:

  1. Go to the Transactions tab in your Square Dashboard.
  2. Select the transaction you want to open the Transaction detail.
  3. Select the overflow menu in the top right corner, then select Attach a contract from the dropdown.
  4. Use the search tool to select the Square Contract you want, then select Save.

How to attach a contract to a Square Invoice:

  1. Go to the Invoices tab in your Square Dashboard.
  2. Select New invoice to create a new invoice.
  3. Once you’ve filled out the required invoice details, select Attach a Square Contract in the More Options section at the bottom of the page.
  4. Use the search tool to select the Square Contract you want, then select Save.

Frequently asked questions

Is there a fee associated with using Square Contracts?

No! Square Contracts is a free service provided with your Square account.

Can I customize my contract? Do you offer any other templates?

Yes. While some key sections are not editable, some templates offer the ability to remove or add your own custom content. We are in the process of developing even more template types to support increased customization, as well as the ability to add your own brand logo and colors.

If the current template options in Dashboard are missing fields that you need to send a contract, please let us know at betafeedback@squareup.com.

Is this contract sufficient from a legal perspective?

Square Contracts only 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. If you have legal questions, you should consult a lawyer.

For more information, please view Square Contracts Terms and Conditions.

How do I include a deposit request in my contract?

When you get to the “Payment schedule” section of the contract, select “Multiple payments.” This will allow you to split the total cost of a project into two payments: deposit and final payment. We plan to add support for more installments in the future, so that you can detail more than two milestone payments owed.

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