Back to Home

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 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

You first need to get to Contracts in your online Square Dashboard.

  1. Navigate to Contracts in your online Square Dashboard.

  2. Select New contract to select a template and then click Create.

  3. Fill out the customizable fields in your selected template. Save as draft at any point to save changes and finish the contract later.

  4. 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.

  5. Click Next to preview the contract.

  6. Select Share to either email the contract or download a PDF to deliver it manually.

Contract templates

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.

COVID-19 agreement

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

General services contract

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

Completion of services contract

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.

Sale of goods contract

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.

Confirmation of delivery contract

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.

Credit card authorization contract

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.”

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:

  1. Navigate to Contracts in your online Square Dashboard > Contract Templates.

  2. You can choose to create a custom template from scratch or build a custom template based off of one of Square’s predefined templates.

  3. 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.

  4. Click Duplicate on the bottom right of the screen.

  5. Add details into the Template information and Contract information sections then click Next.

  6. Add the clauses you want to apply to the contract. Custom templates require you to include at least one clause in order to save.

  7. 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.

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.

Attach a contract to a transaction

  1. Go to the Transactions tab in your online 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.

Attach a contract to a Square Invoice:

  1. Go to the Invoices tab in your online Square Dashboard.
  2. Select Create 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

How do my customers 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. The recipient will follow the following steps:

  1. Click Verify and sign in the email.
  2. Enter phone number to verify identity.
  3. Securely view the contract and electronically initial and sign.
  4. Select Finish & send to email a copy of the finalized contract to the business and recipient for record keeping.

Is there a fee associated with using Square Contracts?

At this time, Square Contracts are provided with your Square account at no additional cost.

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

Yes. You can clone and edit any Square provided clauses to meet your needs as well as create custom clauses from scratch. You can now also reorder the clauses so that it appears in the contract in the order you desire.

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. Square provides these templates to individuals who choose to prepare their own contractual documents for their private use. If you need legal advice as to the accuracy, sufficiency, or enforceability of specific contract terms, you should consult with a licensed attorney.

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.

What do the pre-selected clauses mean?

Each Square template will have a set of clauses already pre-selected for you. This is intended to be a starting point for you based on the template type, but you are able to reorder, remove, or edit the clauses as you see fit. It’s important to note that some of the predefined clauses will have placeholder text in brackets.

When would I select No payment information on the Details page?

To help further customize contract templates to fit your business, we have provided the option for No payment information. This is great for sellers that need the flexibility of excluding detailed payment information such as payment amount and due dates. Currently, this is most common for templates such as Completion of Services, Confirmation of Delivery, or the COVID-19 Agreement.

What if my customer gets an error when trying to access a contract?

In order for a buyer to successfully view a contract sent to them by a Seller, the buyer needs to access the contract from the exact email address the Seller included in the contract.

For instance, if a Seller wrote the buyer’s email as exampleemail@gmail.com, but the buyer logs into their email to access the contract from example.email@gmail.com, then the buyer will fail the two factor authentication flow. Our system recognizes these emails as distinct, and, therefore, the buyer will experience an error.

If the buyer runs into an error page citing this issue, they should ask the Seller of the exact email address in the contract to then retry the process.

Can't find what you need?